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2025-09-30-accounts

Charity no. 1188253

Greenbank Pool

Report and Unaudited Financial Statements

30 September 2025

Greenbank Pool

Reference and administrative details

For the year ended 30 September 2025

Charity number 1188253
Registered office and Wilfrid Road
operational address Street
BA16 0EU
Trustees The trustees who served during the year and up to the date of this report
were as follows:
John Clark
Richard Clark
Bankers National Westminster Bank Plc
7 High Street
Wells
BA5 2AD
Solicitors Lancaster Parr
Pear Tree House
Wanstrow
Somerset
BA4 4TF
Independent examiners Godfrey Wilson Limited
Chartered accountants and statutory auditors
5th Floor Mariner House
62 Prince Street
Bristol
BS1 4QD

1

Greenbank Pool

Report of the trustees

For the year ended 30 September 2025

Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the Trust Deed and the Statement of Recommended Practice - Accounting and Reporting by Charities (effective from January 2019).

Achievements and performance

Overall, the pool has made a loss in the year of £22,313, including the unrealised loss of £35,602 on the investment in C & J Clark Limited.

Excluding this unrecognised loss, the pool has made a small surplus of £13,289 on its actual activities.

The pool's success is very dependent upon the weather, which as we know, is very variable from year to year and throughout the pool's opening season. The weather therefore plays a key part in the number of visitors to the pool, either with a season ticket or just visiting for the day. The number of pool visitors is a key measurement of how well the pool has done for the season, but at the same time, we have no control over the weather which is also such an important factor in the pool's success.

Fortunately, this year the season had good weather and as a result, a similar number of season tickets were sold compared to last year. With an increase in the price of season tickets this resulted in an increase in income from season tickets of £10,810.

The warm weather lasted most of the season resulting in an increase in the number of daily visitors and therefore gate income was up by approximately £78,500, compared to last year, an increase of 30.6%.

The pool is also available for schools to hire and for children's parties.

The shop’s profit was approximately £5,000 higher than the prior year. The shop sells refreshments to the pool visitors as well as items such as children's swimming nappies and is only open to those visiting the pool. Parking income has also remained in line with the prior year.

The pool was also given a much-valued grant of £30,000 from Street Parish Council which helps it to provide a valuable resource to the local community.

Overall, income has seen an increase in the year and as noted, the weather was a major factor with the summer being hotter on average.

This year has also seen an increase in expenditure compared to prior year when significant expenditure was made on repairs and maintenance to improve the pool’s facilities. All these maintenance costs, however, will enhance what is on offer at the pool and are important to maintain its upkeep. This year has seen new benches, and new electrics for the Wet Play Area, new fire bund around the bin store and some costs in respect rebuilding the sit wall.

2

Greenbank Pool

Report of the trustees

For the year ended 30 September 2025

Wages and salaries have also increased and apart from one full-time member of staff, the pool employs a number of temporary staff, many of whom are students who have undertaken their life guarding training through the pool. Even younger students are employed as litter pickers and many of these students return for several years to work at the pool, whilst on school/university holidays. The pool is therefore very much an important part of the community.

Financial review

The results for the year are shown on page 8 as set out on the Statement of Financial Activities.

Gains/(losses) on investments are treated as a component of net income under FRS 102 and the trust's net expenditure was £22,313 (2024: net expenditure £43,096).

The trust saw an unrealised loss on the revaluation of its investment in C&J Clark Limited of £35,602 compared to an unrealised loss of £119,621 the prior year. However, once again, there has been no income from these unlisted investments as no dividends were paid by C&J Clark Limited during the year.

Total funds carried forward as at 30 September 2025 are £921,307 (30 September 2024: £943,620).

Investment performance

As noted above, the charity made an unrealised loss of £35,602 (2024: unrealised loss of £119,621) on the unlisted investment in C&J Clark Limited shares.

Information relating to changes in investments is given in note 12 to the accounts. A valuation of the shares in C&J Clark Limited was carried out on 25 June 2025 by BDO and has seen a decrease in the share value from £1.13 to £0.88 which has resulted in an unrealised loss of £35,802.

This latest valuation at 25 June 2025 is closest to the balance sheet date and is considered to be the fair value of the other investment as at 30 September 2025.

No dividends from these shares have been received in either period.

Investment policy

There are no restrictions imposed on the investment policy by the trust deed. The Trustees make the investments in accordance with Charity Law.

Reserves policy

At 30 September 2025, the charity had total reserves of £921,307 (2024: £943,620).

At 30 September 2025, unrestricted reserves are £389,015 (2024: £385,843) and reserves held in the endowment trust are £532,292 (2024: £557,777). Free reserves stand at £359,676 (£353,727).

The Trustees have a policy of continually reviewing the reserves position and their objective is to maintain the level of reserves as appropriate to keep pace with developments.

3

Greenbank Pool

Report of the trustees

For the year ended 30 September 2025

The Trustees have the policy that it is prudent to have sufficient reserves to cover three years of potential losses as a result of bad weather which sets the free reserves at £200,000 which is a medium-term target given the current level of free reserves. The endowment fund is also able to transfer cash to the unrestricted fund if needed and this was done on several occasions during the pandemic. In the short term the Trustees' aim is that the pool breaks even each year, but this is heavily dependent on the weather and attendance levels.

Objectives and activities

Accounts

Greenbank Pool was incorporated as a Charitable Incorporated Organisation (CIO) and was registered with the Charity Commission on 28 February 2020. It was set up to take forward the work of the unincorporated charity, Greenbank Swimming Pool, registered number, 304645, and the transfer of all assets from the unincorporated trust, the "old charity", took place on 31 March 2020.

In line with the Vesting Declaration, the unrestricted property has been vested in the CIO as the corporate property and the property held in the endowment fund, known as the Amenities Trust, has been vested in the CIO as a Trustee to hold as a trust corporation as it was before the transfer. This property is therefore still held separately in an endowment trust.

The objectives of the charity are:

In fulfilling these objectives, the charity recognises the wishes of Hilda Clark as the settlor of the CIO's predecessor charitable trust (which she founded in memory of her sister Alice Clark) to consider the needs of women and girls, Street library and the promotion of physical training and maintenance of playing fields in selecting particular charitable purposes to promote education in Street.

Public benefit

The Trustees confirm they have complied with the duty in section 17 of the Charities Act 2011 to have due regard to public benefit guidance published by the Commission. The Trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives and in planning future activities. The outdoor swimming pool facilities are available to the public throughout the summer season from May to September and the local schools also use the facilities.

Plans for future periods

Looking forward, the charity would like to:

The Trustees' would like to keep the family nature of the pool while including additional services to attract a wider audience and holding events to engage with the public.

4

Greenbank Pool

Report of the trustees

For the year ended 30 September 2025

Structure, governance and management

Greenbank Swimming Pool and Other Amenities Endowment Trust were established under two trust deeds in 1937. Together, they formed a registered charity, Greenbank Swimming Pool, charity number 304645. The assets of this old charity were transferred to this charity, a CIO, on 30 March 2020. This charity has taken on the two former trust deeds and is governed by a 'Foundation' Constitution having been registered at the Charity Commission on 28 February 2020.

Every Trustee must be appointed by a resolution at a properly convened meeting. In selecting new Trustees for appointment, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. Newly appointed Trustees will receive a copy of the Constitution and a copy of the CIO's latest Trustees' Annual Report and statement of accounts. There is no restriction on the length of time that a Trustee holds office.

Any decision may be made either at a meeting of the charity Trustees or via a resolution.

The Trustees also have the power to appoint a committee and delegate any of their power or functions to such a committee. The old charity had a Management Committee which has continued, and the management committee normally meet formally once a year.

All Trustees give their time freely and no remuneration was paid in the year.

Greenbank Pool has one full time employee throughout the year, and the remaining staff are normally just employed during the summer season.

Statement of responsibilities of the trustees

The trustees are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charity and the incoming resources and application of resources, including the net income or expenditure, of the charity for the year. In preparing those financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the constitution. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

5

Greenbank Pool

Report of the trustees

For the year ended 30 September 2025

The Trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other

The Trustees have no beneficial interest in the charity.

Independent examiners

Godfrey Wilson Limited were appointed as independent examiners to the charity during the year and have expressed their willingness to continue in that capacity.

Approved by the trustees on 25 March 2026 and signed on their behalf by

John Clark - Trustee

6

Independent examiner's report

To the trustees of

Greenbank Pool

I report to the trustees on my examination of the accounts of Greenbank Pool (the CIO) for the year ended 30 September 2025, which are set out on pages 8 to 22.

Responsibilities and basis of report

As the charity trustees of the CIO 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 CIO’s accounts carried out under section 145 of the 2011 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

Since the CIO’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

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:

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.

Jennifer Dickinson

Date: 25 March 2026 Jennifer Dickinson ACA Member of the ICAEW Godfrey Wilson Limited Chartered accountants and statutory auditors 5th Floor Mariner House 62 Prince Street Bristol BS1 4QD

7

Greenbank Pool

Statement of financial activities

For the year ended 30 September 2025

Endowment Unrestricted
Note
£
£
Income from:
Donations
3
-
30,050
Charitable activities
4
-
588,969
Investments
5
13,772
3,054
Total income
13,772
622,073
Expenditure on:
Charitable activities
3,655
618,901
Total expenditure
7
3,655
618,901
Net losses on investments
12
(35,602)
-
8
(25,485)
3,172
Reconciliation of funds:
Total funds brought forward
557,777
385,843
Total funds carried forward
532,292
389,015
Net income / (expenditure) and net
movement in funds
2025
Total
£
30,050
588,969
16,826
635,845
622,556
622,556
(35,602)
(22,313)
943,620
921,307
Restated
2024
Total
£
30,000
479,639
17,823
527,462
450,937
450,937
(119,621)
(43,096)
986,716
943,620

All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in note 17 to the accounts.

Income and expenditure have been restated in the prior period to include café expenditure and income, rather than recognising profit only. The restatement does not affect the net funds position.

8

Greenbank Pool

Balance sheet

As at 30 September 2025

Note
Fixed assets
Tangible assets
11
Investments
12
Current assets
Stock
13
Debtors
14
Cash at bank and in hand
Liabilities
Creditors: amounts falling due within 1 year
15
Net current assets
Net assets
16
Funds
17
Endowment funds
Unrestricted funds
Total charity funds
£
3,594
24,901
731,390
759,885
(78,234)
2025
£
114,339
125,317
239,656
681,651
921,307
532,292
389,015
921,307
2024
£
118,516
160,919
279,435
3,698
19,166
727,580
750,444
(86,259)
664,185
943,620
557,777
385,843
943,620

Approved by the trustees on 25 March 2026 and signed on their behalf by

John Clark - Trustee

9

Greenbank Pool

Statement of cash flows

For the year ended 30 September 2025

Cash used in operating activities:
Net movement in funds
Adjustments for:
Depreciation charges
Losses on investments
Dividends, interest and rents from investments
Decrease in stock
Increase in debtors
Decrease in creditors
Net cash (used in) / provided by operating activities
Cash flows from investing activities:
Dividends, interest and rents from investments
Purchase of tangible fixed assets
Net cash provided by investing activities
Increase in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the year
Cash and cash equivalents at the end of the year
2025
£
(22,313)
4,177
35,602
(16,826)
104
(5,735)
(8,025)
(13,016)
16,826
-
16,826
3,810
727,580
731,390
2024
£
(43,096)
7,496
119,621
(17,823)
72
(8,160)
(6,619)
51,491
17,823
(450)
17,373
68,864
658,716
727,580

The charity has not provided an analysis of changes in net debt as it does not have any long term financing arrangements.

10

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

1. Accounting policies

a) General information and basis of preparation

Greenbank Pool is a charitable incorporated organisation registered in England and Wales. The registered office address is Greenbank House, 44 High Street, Street, BA16 0EQ.

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

Greenbank Pool meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.

b) Going concern basis of accounting

The accounts have been prepared on the assumption that the charity is able to continue as a going concern, which the trustees consider appropriate having regard to the current level of unrestricted reserves. There are no material uncertainties about the charity's ability to continue as a going concern.

c) Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Income from the government and other grants, whether 'capital' grants or 'revenue' grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Income received in advance of the provision of goods or services is deferred until criteria for income recognition are met.

d) Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity: this is normally upon notification of the interest paid or payable by the bank.

e) Funds accounting

Endowment funds are funds which are held on trust to be retained for the benefit of the charity as a capital fund. Where the trustees must permanently maintain the whole of the fund it is referred to as permanent endowment and such a fund cannot normally be spent as if it were income. Where the trustees have a power of discretion to convert endowed capital into income, it is referred to as expendable endowment. The assets held in the endowment fund are the shares in C & J Clark limited, certain freehold properties and a bank account. The trustees may apply the annual income at their discretion towards the promotion of the objects of the charity.

11

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

1. Accounting policies (continued)

e) Funds accounting (continued)

Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose.

f) Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

g) Allocation of support and governance costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Governance costs are the costs associated with the governance arrangements of the charity, including the costs of complying with constitutional and statutory requirements and any costs associated with the strategic management of the charity’s activities. These costs have been allocated in full to charitable activities.

h) Tangible fixed assets

Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as follows:

Freehold property 50 years on a straight line basis Swimming pool plant and equipment 2 - 5 years on a straight line basis

No depreciation is charged on freehold land.

Items of equipment are capitalised where the purchase price exceeds £100. Fixed assets that have been donated have been valued at the trustees' best estimate of fair value at the date of the gift.

i) Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

j) Unlisted investments

Unlisted investments have been revalued to reflect valuations carried out by S & W Group at a date closest to the balance sheet date, which is deemed to be their fair value. Any gain or loss, whether realised or unrealised, is taken to the Statement of Financial Activities.

k) Stock

Shop stock is included at the lower of cost or net realisable value.

12

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

1. Accounting policies (continued)

l) Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

m) Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

n) Creditors

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

o) Financial instruments

The trust only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently recognised at amortised cost using the effective interest method.

p) Pension costs

The charity operates a defined contribution pension scheme for its employees. There are no further liabilities other than that already recognised in the SOFA.

q) Accounting estimates and key judgements

In the application of the charity's accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying values of assets and liabilities that are not readily apparent from other sources. The estimates and underlying assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision affects only that period, or in the period of the revision and future periods if the revision affects both current and future periods.

The key sources of estimation uncertainty that have a significant effect on the amounts recognised in the financial statements are described below:

Depreciation

As described in note 1(h) to the financial statements, depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. There is no depreciation charged on land.

Land is held at historic cost, where there is a sale price recorded. Where the land has not been purchased, the deemed cost is based on trustee valuation in relation to the market.

13

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

1. Accounting policies (continued)

q) Accounting estimates and key judgements (continued) Valuation of unlisted investments

2. Prior period comparatives: statement of financial activities

Income from:
Donations
Charitable activities
Investments
Total income
Expenditure on:
Charitable activities
Total expenditure
Net losses on investments
Net income and net movement in funds
3.
Income from donations
Donations
Grants
Total income from donations
Unrestricted
£
30,000
479,639
3,427
513,066
446,783
446,783
-
66,283
£
-
-
14,396
14,396
4,154
4,154
(119,621)
(109,379)
2025
£
50
30,000
30,050
Endowment
Restated
2024
Total
£
30,000
479,639
17,823
527,462
450,937
450,937
(119,621)
(43,096)
2024
£
-
30,000
30,000

All income from donations was unrestricted in the current and prior period.

14

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

4. Income from charitable activities

Swimming pool
Shop
Car park
Total income from charitable activities
2025
Total
£
494,035
77,521
17,413
588,969
Restated
2024
Total
£
402,195
60,076
17,368
479,639

All income from charitable activities was unrestricted in the current and prior period

Shop income has been restated in the prior period to recognise café income (2024: £60,076) and expenditure (2024: £34,747), rather than recognising café profit only (2024: £25,329).

5. Income from investments

Income from investments
Bank interest receivable
Rental income
Total income from investments
Bank interest receivable
Rental income
Total income from investments
Unrestricted
£
3,054
-
3,054
Unrestricted
£
3,427
-
3,427
£
3,872
9,900
13,772
£
4,496
9,900
14,396
Endowment
Endowment
2025
Total
£
6,926
9,900
16,826
2024
Total
£
7,923
9,900
17,823

15

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

6. Government grants

The charity receives government grants, defined as funding from Street Parish Council to fund charitable activities. The total value of such grants in the period ending 30 September 2025 was £30,000 (2024: £30,000). There are no unfulfilled conditions or contingencies attaching to these grants in 2024 or 2025.

7. Total expenditure

Total expenditure
Staff costs (note 9)
Other staff costs
Shop costs
Filtration
Rent
Rates & water
Light & heat
Repairs & maintenance
Other expenses
Depreciation (note 11)
Premises
Communications and IT
General office
Finance cost
Governance
Insurance
Stationary and printing
Sub-total
Allocation of support and
governance costs
Total expenditure
Charitable
activities
£
178,874
84
47,168
44,655
9,900
39,232
80,524
146,576
2,494
4,177
-
-
-
-
-
-
-
553,684
68,872
622,556
Support and
governance
costs
£
-
-
-
-
-
-
-
-
-
-
16,557
3,624
3,450
4,812
21,731
17,044
1,654
68,872
(68,872)
-
2025 Total
£
178,874
84
47,168
44,655
9,900
39,232
80,524
146,576
2,494
4,177
16,557
3,624
3,450
4,812
21,731
17,044
1,654
622,556
-
622,556

Total governance costs were £29,022 (2024: £18,387).

16

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

7. Total expenditure (continued) Prior period comparative

Staff costs (note 9)
Other staff costs
Shop costs
Filtration
Rent
Rates & water
Light & heat
Repairs & maintenance
Other expenses
Depreciation
Premises
Communications and IT
General office
Finance cost
Governance
Insurance
Stationary and printing
Sub-total
Allocation of support and
governance costs
Total expenditure
Charitable
activities
£
154,314
84
34,747
35,213
9,900
18,851
56,260
69,193
3,034
7,496
-
-
-
-
-
-
-
389,092
61,845
450,937
Support and
governance
costs
£
-
-
-
-
-
-
-
-
-
-
12,124
6,315
2,961
4,125
18,387
16,499
1,434
61,845
(61,845)
-
Restated
2024 Total
£
154,314
84
34,747
35,213
9,900
18,851
56,260
69,193
3,034
7,496
12,124
6,315
2,961
4,125
18,387
16,499
1,434
450,937
-
450,937

17

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

8. Net movement in funds

This is stated after charging:

Depreciation
Trustees' remuneration
Trustees' reimbursed expenses
Independent examiners' remuneration:
Independent examination (excluding VAT)
2025
£
4,177
Nil
Nil
3,200
2024
£
7,496
Nil
Nil
1,304

9. Staff costs and numbers

Staff costs were as follows:

Salaries and wages
Social security costs
Pension costs
2025
£
175,522
1,116
2,236
178,874
2024
£
152,268
-
2,046
154,314

No employee earned more than £60,000 during the year.

The key management personnel of the charity comprise the trustees, who are not remunerated.

Average head count 2025
No.
16
2024
No.
15

10. Taxation

The charity is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.

18

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

11. Tangible fixed assets

Cost
At 1 October 2024
Disposals
At 30 September 2025
Depreciation
At 1 October 2024
Charge for the year
Disposals
At 30 September 2025
Net book value
At 30 September 2025
At 30 September 2024
12. Investments
Unlisted investments
Market value at 1 October 2024
Losses
Market value at 30 September 2025
Freehold
property
£
152,257
-
152,257
65,857
1,400
-
67,257
85,000
86,400
Swimming
pool plant &
equipment
£
235,855
(469)
235,386
232,531
2,777
(469)
234,839
547
3,324
Swimming
pool land
£
28,792
-
28,792
-
-
-
-
28,792
28,792
2025
£
160,919
(35,602)
125,317
Total
£
416,904
(469)
416,435
298,388
4,177
(469)
302,096
114,339
118,516
2024
£
280,540
(119,621)
160,919

The unlisted investments in C&J Clark Limited are revalued based on annual valuations of the shares by S & W Group. The valuation incorporated in the accounts relates to the valuation as of 25 June 2025, the valuation closest to the balance sheet date.

At 25 June 2025, the value of unlisted investments was £0.88 per share (2024: £1.13 per share at 28 May 2024).

13. Stock

Shop stock 2025
£
3,594
2024
£
3,698

19

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

14. Debtors

Trade debtors
Prepayments
Other debtors
2025
£
1,065
2,518
21,318
24,901
2024
£
4,146
2,566
12,454
19,166

15. Creditors: amounts falling due within 1 year

Creditors: amounts falling due within 1 year
Trade creditors
Accruals
Social security and taxation
Other creditors
2025
£
26,652
35,437
11,586
4,559
78,234
2024
£
18,836
62,218
4,006
1,199
86,259

16. Analysis of net assets between funds

Tangible fixed assets
Investments
Current assets
Current liabilities
Net assets at 30 September 2025
Prior year comparative
Tangible fixed assets
Investments
Current assets
Current liabilities
Net assets at 30 September 2024
£
85,000
125,317
334,162
(12,187)
532,292
£
86,400
160,919
318,033
(7,575)
557,777
Endowment
Endowment
£
29,339
-
425,723
(66,047)
389,015
£
32,116
-
432,411
(78,684)
385,843
Unrestricted
Unrestricted
Total
£
114,339
125,317
759,885
(78,234)
921,307
Total
£
118,516
160,919
750,444
(86,259)
943,620

20

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

17. Movements in funds

Endowment funds
Expendable endowment
Amenities trust
Total endowment funds
General funds
Total unrestricted funds
Total funds
Unrestricted funds
At 1
October
2024
£
557,777
557,777
385,843
385,843
943,620
Income
£
13,772
13,772
622,073
622,073
635,845
£
(3,655)
(3,655)
(618,901)
(618,901)
(622,556)
Expenditure
£
£
(35,602)
532,292
(35,602)
532,292
-
389,015
-
389,015
(35,602)
921,307
(Losses)
At 30
September
2025
£
£
(35,602)
532,292
(35,602)
532,292
-
389,015
-
389,015
(35,602)
921,307
(Losses)
At 30
September
2025
532,292
389,015
389,015
921,307

Purposes of endowment funds

Amenities trust The amenities endowment is made up of the C & J Clark shares, certain freehold properties and a bank account. Annual income is used at the trustees discretion to further promote the objectives of the charity.

Prior year comparative
Endowment funds
Amenities trust
Total endowment funds
General funds
Total unrestricted funds
Total funds
Unrestricted funds
At 1
October
2023
£
667,156
667,156
319,560
319,560
986,716
Income
£
14,396
14,396
513,066
513,066
527,462
£
(4,154)
(4,154)
(446,783)
(446,783)
450,937
Expenditure
£
(119,621)
(119,621)
-
-
(119,621)
(Losses)
Restated
£
557,777
At 30
September
2024
557,777
385,843
385,843
943,620

21

Greenbank Pool

Notes to the financial statements

For the year ended 30 September 2025

18. Financial instruments at fair value

Financial instruments at fair value
2025 2024
£ £
Financial assets measured at fair value 125,317 160,919

Financial assets measured at fair value comprise unlisted investments.

19. Related party transactions

During the year, the Joseph and Frances Clark Trust provided accountancy services of £7,102 (2024: £7,580), and secretarial services of £6,659 (2024: £5,364). The Joseph and Frances Clark Trust has also recharged office costs amounting to £3,655 in the year (2024: £3,199). Mr R Clark was a trustee of both these trusts during the year.

22