2025-04-05-accounts - Phoenix Dance & Gymnastics

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Phoenix Dance & Gymnastics Trustees’ Annual Report for the period

From 6[th] April 2024 Period start date To 5[th] April 2025 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 both adults and children regularly help at the gym 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 21 gymnasts to attend an international competition which was an incredible opportunity for them, Lithuania and Bulgaria New equipment for the gym, , 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 continue to increase in numbers.

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 not applied for any grants in the year, the energy savings grant has had a huge impact on our monthly / annual electricity usage.
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. The increase in the seating area in the Café to the front of the gym has been a brilliant addition and has contributed to an increase in members parents staying for the classes to watch which in turn has an 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. The trial with the in house “Neon Comp” showed that this can be an annual event bringing both money and social media advertising.
Investment policy and objectives including any social investment policy	Para 1.46	N/A

adopted
A description of the principal risks facing the charity	Para 1.46	The highest risk continues to be household income where parents may not have the funds to allow children to take part on a monthly basis and in addition spend on merchandise and produce in the café.
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

Trustee name	Office (if any)	Dates acted if not for whole year
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 07/04/2025

	Phoenix Dance & Gymnastics	Phoenix Dance & Gymnastics	Phoenix Dance & Gymnastics	1186800	1186800	CC16a
	For the period from	4/6/2024	To	4/5/2025

Section A Receipts and payments
Unrestricted funds A1 Receipts to the nearest £		Restricted funds to the nearest £	Endowment funds to the nearest £	Total funds to the nearest £		Last year to the nearest £
Donations	499 - -	- - -	- - -	499 - -		490 - -
Fundraising income	6,294 - -	- - -	- - -	6,294 - -		6,530 - -
Café Income	66,512 - -			66,512 - -		71,275 - -
Training income	100,301 - -	- - -	- - -	100,301 - -		99,618 - -
Competition income	6,717 - -	- - -	- - -	6,717 - -		6,325 - -
Sale of kit and Merchandise	5,335 - -	- - -	- - -	5,335 - -		5,472 - -
Other income	- - -	- - -	- - -	- - -		1,040 - -
Interest income	36 - -	- - -	- - -	36 - -		36 - -
Other Grants	- - -		- - -	- - -		- - -
A2 Asset and investment sales, (see table). 185,692 - - *Sub total* (Gross income for AR)	185,692 - -	- - -	- - -	185,692 - -		190,785 - -

A2 Asset and investment sales, (see table).
	- - -	- - -	- - -	- - -
	- - -	- - -	- - -	- - -		- - -
185,692 A3 Payments - - - *Sub total* *Total receipts* - -	- - -	- - -	- - -	- - -		- - -

	185,692 - -	- - -	- - -	-	185,692 -	190,785 - -

D d i li
ance an gynastcs suppes	367 - -		- - -	-	367 -	- - -
Advertising	705 - -	- - -	- - -	-	705 -	727 - -
printing	510 - -			-	510 -	510 - -

CCXX R1 accounts (SS)

7/31/2026

Building maintenance		-	- 6,041	- 6,041			-	- -	-	6,041	-	-	5,801	-
Cost of Merchandice		-	5,615	-					-	5,615	-	-	-	-
Café Costs		-	27,384	-					-	27,384	-	-	41,794	-
Fundraising costs		-	-	-					-	-	-	-	367	-
Rent and rates		-	12,996	-	-	- -	-	- -	-	12,996	-	-	12,996	-
Utilities - Electricity, oil and water		-	5,625	-	-	- -	-	- -	-	5,625	-	-	5,625	-
Office, Telephone and IT costs		-	2,584	-	-	- -	-	- -	-	2,584	-	-	118	-
Insurance		-	791	-	-	- -	-	- -	-	791	-	-	791	-
Cleaning		-	218	-	-	- -	-	- -	-	218	-	-	218	-
Bank charges & other costs		-	1,154	-	-	- -	-	- -	-	1,154	-	-	1,027	-
Competition entry		-	8,405	-					-	8,405	-	-	8,515	-
Staff Costs		-	107,834	-	-	- -	-	- -	-	107,834	-	-	88,588	-
Subscriptions		-	1,849	-	-	- -	-	- -	-	1,849	-	-	1,800	-
Waste Services		-	677	-					-	677	-	-	-	-
Professional fes		-	150	-					-	150	-	-	150	-
Defib Maintenance		-	150	-					-	150	-	-	150	-
Training		-	2,419	-	-	- -	-	- -	-	2,419	-	-	327	-
Donation		-	260	-					-	260	-	-	-	-
Travel and subsitence		-	2,270	-	-	- -	-	- -	-	2,270	-	-	1,387	-
	*Sub total*	-	- 188,006		-	- -	-	- -	-	- 188,006		-	- 170,891


A4 Asset and investment
purchases, (see table)
																	-	-				-
	-	- -		-	- -			-	- -			-	- -
	-	- -		-	- -			-	- -			-	- -				-	-				-
*Sub total*	-	- -		-	-		-	-	-		-	-	- -				-	-		-

*Total payments*	-	188,006	-	-	-	-		-	-	-		-	188,006		-		-	170,891	-

*Net of receipts/(payments)*	-	2,313	-	-	-	-		-	-	-		-	2,313	-			-	19,894	-
A5 Transfers between funds	-	- -		-	- -			-	- -			-	- -
A6 Cash funds last year end	-	- 4,175		-	- -			-	- -			-	4,175			-	-	4,175			-
*Cash funds this year end*	-	1,862	-	-	-	-		-	-	-		-	1,862	-			-	24,069	-

CCXX R2 accounts (SS)

7/31/2026

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

Categories B1 Cash funds	Details	Unrestricted funds to nearest £	Restricted funds to nearest £	Endowment funds to nearest £
	Current Account	6,454 - -	- - -	- - -
	Reserve account	6,257 - -	- - -	- - -
		- - -	- - -	- - -
B2 Other monetary assets B3 Investment assets	*Total cash funds* (agree balances with receipts and payments account(s)) Details	- - 12,711	- - -	- - -
				OK
		Unrestricted funds to nearest £ - - - - - - - - - - - - - - - - - -	Restricted funds to nearest £ - - - - - - - - - - - - - - - - - -	Endowment funds to nearest £
				- - -
				- - -
				- - -
				- - -
				- - -
				- - -

	Details	Fund to which asset belongs	Cost (optional) - - - - - - - - - - - - - - -	Current value (optional)
			- - -	- - -
			- - -	- - -
			- - -	- - -
			- - -	- - -
			- - -	- - -

CCXX R3 accounts (SS)

7/31/2026

B4 Assets retained for the charity’s own use

B5 Liabilities

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


Details Details Fittings - Gym Floor Computer equipment Independent examiners fee Signature	Fund to which asset belongs Cost (optional) 30,161 1,192 - - - - - - - Fund to which liability relates Amount due (optional) - - - - Unrestricted Unrestricted Unrestricted - - - - - - - - - - - - - - - - - - - - - - - - - - Print Name	Current value (optional)
		- - -
		- - -
		- - -
		- - -
		- - -
		- - -
		- - -
		- - -
		- - -
		When due (optional)





		Date of approval

CCXX R4 accounts (SS)

7/31/2026

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Phoenix Dance & Gymnastics members of On accounts for the year 05/04/2025 Charity no 1186800 ended (if any) Set out on pages 1-2

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 05/04/2025.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

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

Signed: Name: Relevant professional qualification(s) or body (if any): Address:	Date:	07/08/2026

	Adeel Sahi

	ACCA

	Bowdon Accounting Services Ltd
	Bartle House, Oxford Court
	Manchester M2 3WQ

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

N/A

October 2018

IER