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2024-04-05-accounts

Phoenix Dance & Gymnastics Trustees’ Annual Report for the period

From 6[th] April 2023 Period start date To 5[th] April 2024 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)
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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 18 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 19 gymnasts to
attend an international competition
which was an incredible opportunity for
them.
New equipment for a the gym in the
form an Acro tramp, a soft play circuit
and, general gymnastics themed items
along with elite training products, this
has benefitted all members including
our ALN sessions
Increasing participation to other areas
of the community Mother a baby /
toddler sessions were started with a
pleasing uptake

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 We have exceeded our expectations for
grant applications specifically with the
energy savings grant.
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 increase in
running costs. The opening of the Café
to the front of the gym has continued to
increase 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
:LauramMorgan 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 24/03/2024

Phoenix Dance & Gymnastics 1186800
Receipts andpayments accounts CC16a
4/6/2023
For the period
from		 To 4/5/2024

Section A Receipts and payments

Section A Receipts and payments
A1 Receipts
Donations
165
Fundraisingincome
7,041
Café Income
86,296
Trainingincome
70,189
Competition income
7,216
Sale of kit and Merchandise
2,338
Other income
650
Interest income
43
Other Grants
-
173,938
-
-
Sub total -
Total receipts 173,938
A3 Payments
Dance andgynastics supplies
15,077
Advertising
549
Buildingmaintenance
9,890
Café Costs
37,910
Fundraisingcosts
4,096
Rent and rates
8,985
Heat and light
8,678
Office,Telephone and IT costs
1,146
Insurance
1,355
Cleaning
31
Bank charges & other costs
3,014
Staff Costs
83,137
Subscriptions
919
Professional fes
1,200
Training
327
Travel and subsitence
1,387
Sub total 177,701
Fittings -gym floor
-
Computer equipment
-
Sub total -
Total payments 177,701
Net of receipts/(payments) - 3,763
A5 Transfers between funds
-
A6 Cash funds last year end
8,439
Cash funds this year end 4,676
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 £
-
-
-
-
-
-
-
43,027
43,027
-
-
-
43,027
18,027
-
25,000
-
-
-
-
-
-
-
-
-
-
43,027
-
-
-
43,027
-
-
-
-
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £		 Last year
to the nearest £
-
-
-
-
-
-
-
-
-		 165
7,041
86,296
70,189
7,216
2,338
650
43
43,027
216,965		 205
4,769
64,350
55,763
10,941
3,341
978
-
-
140,347
-
-
-		 -
-
-
-
-
- 216,965 140,347
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 33,104
549
34,890
37,910
4,096
8,985
8,678
1,146
1,355
31
3,014
83,137
919
1,200
327
1,387
220,728		 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
-
-
-		 -
-
-		 -
-
-
- 220,728 136,083
-
-
-
-		 - 3,763
-
8,439
4,676		 4,264
4,175
8,439

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
Signed by one or two trustees on
behalf of all the trustees		 Details
Current Account
Details
Details
Details
Fittings - Gym Floor
Computer equipment
Details
Independent examiners fee
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
4,676
-
-
-
-
-
4,676
-
OK
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
Unrestricted
30,161
Unrestricted
1,192
-
-
-
-
-
-
-
Unrestricted
100
-
-
-
-
Print Name
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
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 2024 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

2 Ger y mynydd, Hirwaun, Aberdare CF44 9RD

10[th] February 2025

Company Registration Number:04640504 Registered Office: 2 Ger y Mynydd Hirwaun Aberdare Cf44 9RD