2022-04-05-accounts

Phoenix Dance & Gymnastics Trustees’ Annual Report for the period

From 6[th] April 2021 Period start date To 5[th] April 2022 Period end date

Charity name: Phoenix Dance & Gymnastics

Charity registration number: 1186800

Objectives and Activities

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SORP reference
Summary of the Para 1.17 To advance the physical education and
purposes of the charity development of children attending
as set out in its schools and resident in the Rhondda
governing document Cynon Taff are of Wales by the
provision of facilities and instruction
in gymnastics.
Summary of the main Para 1.17 and The significant activities of the Club
1.19
activities in relation to are: provision of classes and training
those purposes for the sessions for members to undertake
public benefit, in gymnastics activities; coaching and
particular, the activities, training of gymnasts; participation in
projects or services competitions and events; promotion of
identified in the well-being through gymnastics in the
accounts. local community. The Club also
provides a range of activities that
deliver benefit to a wider section of
the public in the community.
Statement confirming Para 1.18 The trustees have due regard to the
whether the trustees guidance relating to public benefit
have had regard to the published by the Charity Commission.
guidance issued by the The Club’s activities are primarily
Charity Commission on intended for the benefit of the people
public benefit in Rhondda Cynon Taff and the
surrounding areas. Our Club is open to
all, regardless of age, race, gender, or
sexual orientation. Gymnastics
requires specialist facilities,
equipment and a high ratio of
qualified coaches to gymnasts to
enable it to take place safely and this
means that it will always be necessary
to charge for the use of the facilities
and for coaching received.
British Gymnastics has a bursary
programme in place to cater for
situations where access to the Club
would otherwise not be possible for a
gymnast whose family are suffering
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significant financial hardship. To enable us to give back to the community the club fundraised to provide a much needed public access defibrillator. We believe the club has been able to maintain its core objectives in regards to the physical education of local children.

Additional information (optional)

You may choose to include further statements where relevant about: SORP reference

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SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social
investment including
program related
investment
Approximately 15 volunteers
Para 1.38 regularly help at the gym and
Contribution made by with events organising in the
volunteers background.
The volunteers enable the
coaches to concentrate on the
gymnasts and their development,
this works extremely well and
more volunteers are coming
forward offering to help with the
running of the club and
financially with fundraising
objectives.
Other
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Achievements and Performance

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SORP reference
The fundraising done this year
has enabled the club to complete
the following –
Summary of the main Completion and opening of the
Para 1.20
achievements of the new café area.
charity, identifying the New equipment eg, safety mats,
difference the charity’s for the gymnasts use.
work has made to the Increasing participation to other
circumstances of its areas of the community including
beneficiaries and any Ladies Pilates classes during the
wider benefits to society day and Youth Rugby classes.
as a whole.
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Additional information (optional)

You may choose to include further statements where relevant about:

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Achievements against Para 1.41
objectives set
Fundraising has achieved all
objectives for the period.
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
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other

Financial Review

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Review of the charity’s Para 1.21 The club has again enjoyed a
financial position at the positive year despite the
end of the period continued difficulties that the
pandemic has caused. The
opening of the Café to the front
of the gym has had an impact on
the overall annual report however
moving forward this will of course
increase the input into the clubs
accounts.
Statement explaining Para 1.22 The trustees have focused on
the policy for holding ensuring that the charity has
reserves stating why sufficient funds available for the
they are held continued operation of the Club,
for necessary refurbishment/
purpose outfitting of facilities
and equipment, and as
contingency for unseen events or
risks.
The Club is developing a forward
plan of significant replacement
and renewal expenditure and
aims on an annual basis to
maintain a level of reserves to
fulfil this plan.
As at the date of this report no
reserves are being held.
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22 Currently the trustees are agreed
reserves that the club is running as a
going concern and as income is a
steady stream monthly it is not
beneficial to hold reserves at this
time, this will be reviewed
annually.
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23 There are no concerns at present.
uncertainties about the
charity continuing as a
going concern
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Additional information (optional)

You may choose to include further statements where relevant about:

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Class fees and the sale of club
merchandise are regular
The charity’s principal identifiable incoming streams.
sources of funds Para 1.47 Biggest fundraising opportunities
(including any arise at holidays ie, Easter,
fundraising) Halloween, Christmas etc and
holiday training camps.
The café is a steady stream of
income with all proceeds of the
café being used for the main
purpose of the charity.
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Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management

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Description of charity’s
trusts:
Type of governing Para 1.25 The charity is controlled by its
document governing document, the Club
(trust deed, royal Constitution,
charter)
How is the charity Para 1.25 Charitable Incorporated
constituted? Organisation (CIO) formed on 6 [th]
(e.g unincorporated December 2019
association, CIO) The Club operates in accordance
with the policies and codes of
conduct of the Charity
Commission as well as their
National Governing Body, Welsh
& British Gymnastics.
Trustee selection Para 1.25 Annually we will review the
methods including trustees currently on board and
details of any will appoint and have an election
constitutional provisions for any person who would like to
e.g. election to post or put themselves forward.
name of any person or every trustee must be
body entitled to appoint appointed for a term of four years
one or more trustees by a resolution passed at a
properly convened meeting of the
charity trustees.
In selecting individuals for
appointment as charity trustees,
the charity trustees must have
regard to the skills, knowledge
and experience needed for the
effective administration of the
CIO.
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Additional information (optional)

You may choose to include further statements where relevant about:

	Policies and procedures adopted for the induction and training of trustees	Para 1.51	The charity trustees will make available to each new charity trustee, on or before his or her frst appointment: (a) a copy of the current version of the constitution; and (b) a copy of the CIO’s latest Trustees’ Annual Report and statement of accounts. (c) the trustees will also be guided to the Charity commissions website to familiarise themselves with the rules and regulations in relation to the commitment they have taken on.

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4 trustees in rolls as below.
The charity’s
organisational structure Para 1.51 Chair (Volunteer Trustee & Club
and any wider network Secretary)
with which the charity Trustee x 2 (volunteers)
works Head Coach ( Paid Trustee )
The Charity is registered with
Welsh / British Gymnastics
Governing Body.
Claire James and Laura James are
mother and daughter.
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details

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Charity name Phoenix Dance & Gymnastics
Other name the charity
uses
Registered charity 1186800
number
Charity’s principal Unit 6 Canal Road, Cwmbach, Aberdare CF44 0AG
address
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Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Claire James Chair / Club Appointed
1
Secretary 06/12/2019
2 :Laura James Head Coach Appointed 06/12/2019
3 Claire Rolls Fundarising Appointed 06/12/2019
4 Rachel Harries Fundraising Appointed 06/12/2019
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved Director name

Name of trustees holding title to property belonging to the charity

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Trustee name Dates acted if not for
whole year
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Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Claire James Position (eg Chair Secretary, Chair, etc)

Date 01/06/2022

Phoenix Dance & Gymnastics 1186800

Receipts and payments accounts

4/6/2021 4/5/2022

For the period from

To

Section A Receipts and payments

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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 1,357 - 1,357
Fundraising income 3,932 - 3,932
Café income 33,072 33,072
Training income 62,792 - 62,792
Competition income 1,853 - 1,853
Sale of kit and Merchandise 1,124 - 1,124
Other income 1,715 - 1,715
Grants - - -
Other Grants 8,386 - 8,386
114,231 - - 114,231
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 114,231 - - 114,231
A3 Payments
Dance and gynastics supplies 9,749 - - 9,749
Advertising 690 - - 690
Building maintenance 7,441 - - 7,441
Café costs 28,652 28,652
Fundraising 6,185 6,185
Rent and rates 13,227 - - 13,227
Heat and light 707 - - 707
Telephone and IT costs 1,322 - - 1,322
Insurance 52 - - 52
Cleaning - - -
Sundry 295 - - 295
Staff Costs 54,141 - - 54,141
Subscriptions 512 - - 512
Professional fees 100 100
Training 649 - - 649
Travel and subsitence 232 - - 232
Sub total [ 123,954 ] - - 123,954
A4 Asset and investment
purchases, (see table)
- - - -
Fittings - gym floor
Computer equipment - - - -
Sub total [ - ] - - -
Total payments 123,954 - - 123,954
Net of receipts/(payments) [- 9,723 ] - - - 9,723
A5 Transfers between funds - - - -
A6 Cash funds last year end 13,898 - - 13,898
Cash funds this year end [ 4,175 ] - - 4,175
- 0
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Section B Statement of assets and liabilities at the end of the period

			Unrestricted		Restricted	Restricted
Categories	Details		funds		funds
			to nearest £		to nearest £
B1 Cash funds	Current Account Total cash funds		4,175 - - 4,175			- - - -
	(agree balances with receipts and payments account(s))		OK	OK
			Unrestricted		Restricted
			funds		funds
B2 Other monetary assets	Details		to nearest £ -		to nearest £ -
			- -			- -
			-			-
			-			-
			-			-
	Details		Fund to which asset belongs	Cost (optional)
B3 Investment assets						- -
						-
						-
						-
	Details		Fund to which asset belongs	Cost (optional)
B4 Assets retained for the	Fittings - Gym Floor		Unrestricted		30,161
charity’s own use	Computer equipment		Unrestricted		1,192 -
						-
						-
						-
						-
						-
						-
	Details		Fund to which liability relates		Amount due (optional)
B5 Liabilities	Independent examiners fee		Unrestricted			100 -
						-
						-
						-
Signed by one or two trustees on bhlf f ll th tt		Signature	Print	Name

Signed by one or two trustees on behalf of all the trustees

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CC16a
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Last year

to the nearest £

15 6,598 - 55,848 1,204 151 854 45,000 4,386 114,057

114,057

4,307 356 10,033 14,706 2,022 1,035 392 12 956 33,622 654 286 423 68,806

30,161 1,192 31,353 100,159 13,898 - - 13,898

Endowment funds to nearest £ - - - -

OK

Endowment funds to nearest £ - - - - - -

Current value (optional) - - - - -

Current value (optional)

When due (optional)

Date of approval

Independent Examiner's Report to the Trustees of Phoenix Dance & Gymnastics

I report to the charity trustees on my examination of the accounts of the charity for the year ended 5 April 2022 which are set out on the receipts and payments account.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

[I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2. the accounts do not accord with those records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Paul Simon Brown FCIE DChA

Suite 2 42 Triangle West Park Street Bristol England BS8 1ES

28[th] April 2023

Company Registration Number:04640504 Registered Office: Suite 2 42 Triangle West, Park Street, Bristol England BS8 1ES