ANNUAL REPORT AND STATEMENT OF ACCOUNTS FOR THE FINANCIAL PERIOD ENDED 6TH APRIL 2023
FOREVER AGILITY CIO
CHARITABLE INCORPORATED ORGANISATION
CHARITY REGISTRATION No: 1190989
Independent Examiners Ltd
Unit 2 The Broadbridge Business Centre Delling Lane Bosham West Sussex PO18 8NF
FOREVER AGILITY CIO
| FOREVER AGILITY CIO | |
|---|---|
| CONTENTS | |
| Page 3 | Legal and Administrative Information |
| Pages 4 to 5 | Trustees Report |
| Page 6 | Independent Examiners Report to the Trustees |
| Page 7 | Statement of Receipts and Payments |
| Page 8 | Statement of Assets and Liabilities |
| Pages 9 to 10 | Notes to the Accounts |
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FOREVER AGILITY CIO
LEGAL AND ADMINISTRATIVE INFORMATION
CHARITY NUMBER
CHARITY NUMBER 1190989 START OF FINANCIAL PERIOD 7th April 2022 END OF FINANCIAL PERIOD 6th April 2023 TRUSTEES AT 6TH APRIL 2023 R A Hennessy N M Ellis A B Wilkinson C E Harvey
The existing trustees appoint any new trustees following the provisions laid out in the organisation's governing instrument.
LEGAL STATUS Charitable Incorporated Organisation Registered with the Charity Commission of England and Wales GOVERNING INSTRUMENT Foundation Registered 24th August 2020
OBJECTS
The prevention of poverty and relief of financial hardship among those involved (or previously involved) with dog agility in the UK (or their dependents or immediate relatives) who are in need by, but not limited to, the provision of grants of money for providing or paying for goods, services or facilities which they could not otherwise afford.
CORRESPONDENCE ADDRESS 26 Garners Field Great Bourton BANBURY OX17 1FH PRIMARY BANKERS Lloyds Bank Plc Oldham Branch 1 Legg Street Chelmsford Essex CM1 1JS
INDEPENDENT EXAMINER
Lomax Pavey Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane West Sussex PO18 8NF
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FOREVER AGILITY CIO
TRUSTEES REPORT FOR THE PERIOD ENDED 6TH APRIL 2023
The Trustees present their report and accounts for the period ended 6th April 2023.
Summary of the Purposes of the Charity as set out in the Governing Document
The prevention of poverty and relief of financial hardship among those involved (or previously involved) with dog agility in the UK (or their dependents or immediate relatives) who are in need by, but not limited to, the provision of grants of money for providing or paying for goods, services or facilities which they could not otherwise afford.
Summary of the main activities in relation to those purposes for the public benefit
The key way Forever Agility meets its objectives is through the provision of grants to those who apply to and meet our criteria.
Public Benefit Statement
The trustees have made use of the guidance available from the Charities Commission. This report is intended to demonstrate that activities of the CIO provide identifiable benefit to the public or a section of the public, including people on low incomes, and that any private benefit occurring is incidental.
Achievements and Performance
This year was a slightly quieter year for the charity on the fundraising front, we didn’t feel this needed as much of a focus given our success over the previous couple years. We don’t want to just be holding money and not using it.
This being said, we were keen to still be promoting the charity and letting people know that we exist and are to to help where it is appropriate. We were pleased that we managed to approve a number of different applications and so our grant expenditure increased for the second year in a row.
Our main aim when we started the charity was to be able to help people so we were pleased that we managed to do this as the charity is becoming more well known year on year.
Financial review
As with last year, the charity still has minimal monthly outgoings. There is currently not a reserve policy in place. Whilst our expenditure was higher than income this year, we are still in a very healthy financial position.
The charity’s principal source of funds for the financial year was donations.
We also received a number of donations from individuals who completed their own fundraising events for our benefit.
Again, our key area of expenditure has been in the form of grants, and this is the way we want it to be. The charity is run at a very low cost, with trustees volunteering their time and no payroll required. In this way we can ensure that as much expenditure as possible goes towards making grants which help meet our charitable objectives.
We do not currently have any investment initiatives.
Further details showing the financial position are provided in the Annual Statement of Accounts.
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FOREVERAGILiri cio TrUSIEES REPORTlcontlnu•dl FOR THE PERIOD ENDED 6THAPRK 2023 Ilty•h6taTrts A9tantrnakw pdirywèSa9reed bytheiru#ees mhpn12021 and muStberewewedèt Jnnual.FcIhe4)11afftcedbl.1 IDJStee5 mayrY¥thi4pdat8nY1lmE.QoèppIhefUnd$IhFd6Cre11Jr atC(danCewthechYrkèbcbpOr01I TrAl•ApPoIhntrlndD•CIoh$ TN5tet.sjlPp(yThte bya Pa55tt1 Jtj (theCharAytrtGW. j1dectsbsareMèdea1MeÉtQ$CI11e4ChatyITUStees.I 5131ee5rnSt bePTrIal¥greeto0ryde¢i13tisMJde. ChantyLaw requl¢stheTnJeestoprep8IlanCl$tofflen1slwfacblVIèThc&èl>eJr WChgr5 atrt ard fair%iwwd tstate olaffair dlhe0rkY.lrt prepèriw tFK6elffjanc&?IswernentstheTDJMee5are requited t. 11 Seet$urtdb1ÈaccCYJfit1Q9 pcllcaDdJppFyiffl CsIStent l MakejLd9emengsand eStimathatS{W•d prudent il PiepaielklanC4)IStaternents1F9cCCern b&5i%unkniti% ipprOPriatel0Pre9Jme1tI1Wtnil1cfttATr TDJStee5aresp5lbICrfkeepir8 prOperacclinY rtC<xdswhKhdiscbsewrths¢n4b0CcVCYt 8nyiimetketirh3nciwl pthi1K)dtheCirtyndtoerèbtM1oengjrIot1hO1inanCl31statefftEtscpb1wrththaIitylaw. TtrwarealsofesPonsibI saleguardiry thEa55et5dlclTIYaTrd nCefOr10k1ry rea$beps{(ylh&PFeWthWan decI1ya IWurrt. 19ppraIheaI1bChed 51atemeniclfinan1411actmiesandbaLin[e5heet5knrihear6nded1lhri12D23,1 caifinnihJt Iharnade valballIn10rn8tdw neco55aryrrxrtsprepartt. 3o/OI/Z024 Apprc4d tr)ytlTDJst8eson.............................. Syned OnlbeNby........................... SwJn*vre'.
INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS
Report to the trustees of Forever Agility CIO on the accounts for the period ended 6th April 2023 set out on pages 7 to 10.
Respective responsibilities of trustees and examiner
The CIO's trustees are responsible for the preparation of the accounts. The CIO's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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to state whether particular matters have come to my attention
Basis of independent examiner’s statement
My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention
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which gives me reasonable cause to believe that in, any material respect, the requirements:
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to keep accounting records in accordance with section 130 of the Charities Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
have not been met; or
- to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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Lomax Pavey
Independent Examiners Ltd
Unit 2
The Broadbridge Business Centre Delling Lane Bosham
West Sussex PO18 8NF
1st February 2023
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FOREVER AGILITY CIO
STATEMENT OF RECEIPTS AND PAYMENTS FOR THE PERIOD ENDED 6TH APRIL 2023
| Notes RECEIPTS 2 Voluntary Receipts TOTAL RECEIPTS PAYMENTS 3 Charitable Activities TOTAL PAYMENTS NET RECEIPTS/(PAYMENTS) Total Funds Brought Forward TOTAL FUNDS CARRIED FORWARD |
General Restricted TOTAL TOTAL Funds Funds 2023/22 2022/21 £ £ £ £ 1,394 - 1,394 19,374 |
|---|---|
| 1,394 - 1,394 19,374 |
|
| 4,676 - 4,676 3,564 |
|
| 4,676 - 4,676 3,564 |
|
| (3,283) - (3,283) 15,810 52,424 - 52,424 36,614 |
|
| 49,141 - 49,141 52,424 |
All of the CIO's operations are classed as continuing.
The notes on pages 9 to 10 form part of these accounts.
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FOREVER AGirrY cio STATEMENTOF ASSEIS AND LIABLIIES AS AT 6TH APRIL 2022 Genal ReMted Furds T•t•l OHpr.22 064pr.23 Cashai Bankand iNF¥nd 49.141 49.141 49.141 52,424 52.424 PrtyawnentS GrftAd Taxrecc1b UABILMES IJePendente¥mInat Fees 540 540 540 660 Charity Law tl Tru5tee5 to pware financ1 StalEntS foreach fingn¢kil sThr W¢ ¢o))pFyWÈh wulatKilS set OJI Charrtleskt1l.ThtyTwuSEtesha%PeIErred Totake advantageof theprTri51rnS thatapptytosmall charitiesènd hapreparèl a Receipts and paents¢Atoj astatementdknetsand Ltsib1iti¢gwhha$¢ttxrtPa9e$7aTrd & ApprThtd byitrTrvsteucrt... ... svJn&lcfhtbeffby ... Sw3nature'.
FOREVER AGILITY CIO
NOTES TO THE ACCOUNTS FOR THE PERIOD ENDED 6TH APRIL 2023
1. ACCOUNTING POLICIES
Basis of Preparation
The accounts have been prepared under the Receipts and Payments basis of accounting as prescribed by the Charity Commission and they meet the appropriate legal requirements.
The Trustees confirm, in accordance with the Charitable Incorporated Organisations (General) Regulations 2012, that at the year end the CIO did not have any outstanding guarantees to third parties nor any debts secured on the assets of the CIO.
2. RECEIPTS
| Notes Voluntary Receipts Gifts & Donations 3. PAYMENTS Charitable Activities Grants to Institutions Grants To Individuals Miscellaneous Printing, Postage and Stationery Parking Independent Examiners Fees |
General Restricted TOTAL TOTAL Funds Funds 2023/22 2022/21 £ £ £ £ 1,394 - 1,394 19,374 |
|---|---|
| 1,394 - 1,394 19,374 |
|
| General Restricted TOTAL TOTAL Funds Funds 2023/22 2022/21 £ £ £ £ - - - - 4,011 - 4,011 2,975 5 5 - - - 7 - - 12 660 660 570 |
|
| 4,676 - 4,676 3,564 |
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FOREVER AGILITY CIO
NOTES TO THE ACCOUNTS (continued) FOR THE PERIOD ENDED 6TH APRIL 2023
4. RESTRICTED FUNDS
The CIO did not receive or expend any restricted funds during this or the previous financial period.
6. CASH AT BANK AND IN HAND
| Lloyds Bank Treasurers Account | General Restricted Total Total Fund Fund 06-Apr-23 06-Apr-22 £ £ £ £ 49,141 - 49,141 52,424 |
|---|---|
| 49,141 - 49,141 52,424 |
7. STAFF COSTS AND NUMBERS
The CIO employed no staff during this financial period.
8. TRUSTEES AND OTHER RELATED PARTIES
No payments were made to trustees or any persons connected with them during this financial period. No material transaction took place between the CIO and a trustee or any person connected with them.
9. RESERVES POLICY
The charity does not currently have a reserves policy in place.
10. PUBLIC BENEFIT
The CIO acknowledges its requirement to demonstrate clearly that it must have charitable purposes or ‘aims’ that are for the public benefit. Details of how the CIO has achieved this are provided in the trustees report. The trustees confirm that they have paid due regard to the Charity Commission guidance on public benefit before deciding what activities the CIO should undertake.
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