OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-04-05-accounts

Phoenix Dance & Gymnastics Trustees’ Annual Report for the period

From 6[th] April 2022 Period start date To 5[th] April 2023 Period end date

Charity name: Phoenix Dance & Gymnastics

Charity registration number: 1186800

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To advance the physical education and
development of children attending schools
and resident in the Rhondda Cynon Taff are of
Wales by the provision of facilities and
instruction in gymnastics.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 The significant activities of the Club are:
provision of classes and training sessions for
members to undertake gymnastics activities;
coaching and training of gymnasts;
participation in competitions and events;
promotion of well-being through gymnastics
in the 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
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The trustees have due regard to the guidance
relating to public benefit published by the
Charity Commission. The Club’s activities are
primarily intended for the benefit of the people
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
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:		 Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
Policy on grant making Para 1.38
Policy on social investment
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38 Approximately 15 volunteers regularly
help at the gym and with events
organising in the 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

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 The fundraising completed this year has
enabled the club to complete the
following –
Allowed a team of 12 gymnasts to
attend an international competition
which was an incredible opportunity for
them.
New equipment for a toddler group / pre
school gymnastics sessions.
Increasing participation to other areas
of the community Mother a baby /
toddler sessions.

Additional information (optional) You may choose to include further statements where relevant about:


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

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The club has again enjoyed a positive
year despite the continued difficulties
that the pandemic has caused. The
opening of the Café to the front of the
gym has increased the input into the
clubs accounts.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The trustees have focused on ensuring
that the charity has sufficient funds
available for the 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
reserves		 Para 1.22 Currently the trustees are agreed 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 in
deficit		 Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 There are no concerns at present.

Additional information (optional)

You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
Class fees and the sale of club
merchandise are regular identifiable
incoming streams.
Biggest fundraising opportunities arise
at holidays ie, Easter, 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.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46

Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 The charity is controlled by its
governing document, the Club
Constitution,
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Charitable Incorporated Organisation
(CIO) formed on 6th December 2019
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 methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Annually we will review the trustees
currently on board and will appoint and
have an election for any person who
would like to put themselves forward.
every trustee must be
appointed for a term of four years 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.

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

Other

Reference and Administrative details

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

Names of the charity trustees who manage the charity

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

– 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

Trustee name Dates acted if not for whole year

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 Secretary, Chair Chair, etc)

Date 31/03/2023

Phoenix Dance & Gymnastics 1186800 Receipts and payments accounts CC16a For the period 4/6/2022 4/5/2023 To from

Section A Receipts and payments

Section A Receipts and payments
A1 Receipts
Donations
205
Fundraisingincome
4,769
Café Income
64,350
Trainingincome
55,763
Competition income
10,941
Sale of kit and Merchandise
3,341
Other income
978
Governmentgrants
-
Other Grants
-
140,347
-
-
Sub total -
Total receipts 140,347
A3 Payments
Dance andgynastics supplies
13,704
Advertising
-
Buildingmaintenance
2,470
Café Costs
19,449
Fundraisingcosts
4,011
Rent and rates
12,996
Heat and light
5,954
Office,Telephone and IT costs
688
Insurance
616
Cleaning
382
Bank charges & other costs
4,619
Staff Costs
67,838
Subscriptions
806
Professional fes
200
Training
498
Travel and subsitence
1,852
Sub total 136,083
Fittings-gym floor
-
Computer equipment
-
Sub total -
Total payments 136,083
Net of receipts/(payments) 4,264
A5 Transfers between funds
-
A6 Cash funds last year end
4,175
Cash funds this year end 8,439
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)		 to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
205
4,769
64,350
55,763
10,941
3,341
978
-
-
140,347
-
-
-
140,347
13,704
-
2,470
19,449
4,011
12,996
5,954
688
616
382
4,619
67,838
806
200
498
1,852
136,083
-
-
-
136,083
4,264
-
4,175
8,439		 Last year
to the nearest £
-
-
-
-
-
-
-
-
-		 205 1,357
4,769 3,932
64,350 33,072
55,763 62,792
10,941 1,853
3,341 1,124
978 1,715
- -
- 8,386
140,347 114,231
-
-
-		 -
- -
- -
- 140,347 114,231
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 13,704 9,749
- 690
2,470 7,441
19,449 28,652
4,011 6,185
12,996 13,227
5,954 707
688 1,322
616 52
382 -
4,619 295
67,838 54,141
806 512
200 100
498 649
1,852 232
136,083 123,954
-
-
-		 - -
- -
- -
- 136,083 123,954
- -
-
-
-		 4,264 - 9,723
- - -
- 4,175 13,898
- 8,439 4,175

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use		 Details
Current Account
Details
Details
Details
Fittings - Gym Floor
Computer equipment
Details
Independent examiners fee
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
8,439
-
-
8,439
OK
to nearest £
-
-
-
-
-
-
Unrestricted
Unrestricted
Unrestricted
Unrestricted
funds
Unrestricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates		 to nearest £
-
-
-
-
OK
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
30,161
1,192
-
-
-
-
-
-
-
100
-
-
-
-
Restricted
funds
Restricted
funds
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Independent examiners fee Unrestricted 100
-
-
-
-

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

Signature

Print Name

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 2023 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

7[th] March 2023

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