# **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| 2 ## **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 3 ## **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. 4 FOREVERAGILiri cio TrUSIEES REPORTlcontlnu•dl FOR THE PERIOD ENDED 6THAPRK 2023 Ilty•h6taTrts A9tantrnakw pdirywèSa9reed bytheiru#ees mhpn12021 and muStberewewedèt Jnnual￿.Fc￿Ihe4￿)11afftce￿d￿bl.1 IDJStee5 mayrY￿¥thi4pd￿at8nY1lmE.￿Qoèpp￿IhefUnd$￿Ih￿Fd6Cre1￿￿1Jr￿ ￿atC(￿danCew*￿thechYrkèb￿cbpOr￿01I Tr￿Al•ApPoI￿h￿ntrlndD•CI￿oh$ TN5tet.sj￿lPp(yThte￿ bya Pa55tt1 Jtj (￿theCharAytrtGW. j1dectsb￿sareMèdea1MeÉt￿Q$CI11e4Cha￿tyITUStees.￿I ￿5131￿￿ee5rn￿St beP￿TrIa￿l¥greeto0ryde¢i1￿3tisMJde. ChantyLaw requl¢stheTnJ*eestoprep8￿Il￿anC￿￿l$to￿fflen1slwfacblVIèThc&èl>eJr W￿Chg￿r5 atrt* ard fair%iwwd t￿state olaffair dlhe0￿rkY.lrt prepèriw tFK6elffjanc&?IswernentstheTDJMee5are requited t￿. 11 Se￿et$urtdb1ÈaccCYJfit1Q9 pcllc*aDdJppFyi￿ffl C￿sIStent l MakejLd9emengsand eStima￿that￿￿￿S{W￿￿•￿d prudent il PiepaielklanC4)IStaternents￿1F￿9c￿￿C￿Cern b&5i%unkniti% i￿pprOPriatel0Pre9Jme1￿￿tI1Wtn￿￿il1cf￿t￿￿tATr TDJStee5a￿resp￿5lb￿ICrfkeepir8 prOperacc￿￿linY rtC ……………………………………………………………………
**----- End of picture text -----**
Lomax Pavey Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham West Sussex PO18 8NF 1st February 2023 6 ## **FOREVER AGILITY CIO** ## **STATEMENT OF RECEIPTS AND PAYMENTS FOR THE PERIOD ENDED 6TH APRIL 2023** |**Notes**
**RECEIPTS**
**2**
Voluntary Receipts
**TOTAL RECEIPTS**
**PAYMENTS**
**3**
Charitable Activities
**TOTAL PAYMENTS**
**NET RECEIPTS/(PAYMENTS)**
Total Funds Brought Forward
**TOTAL FUNDS CARRIED FORWARD**|General
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**2023/22**
**2022/21**
£
£
**£**
**£**
1,394
-
1,394
19,374| |---|---| ||**1,394**
**-**
**1,394**
**19,374**| ||4,676
-
4,676
3,564| ||**4,676**
**-**
**4,676**
**3,564**| ||**(3,283)**
**-**
**(3,283)**
**15,810**
52,424
-
52,424
36,614| ||**49,141**
**-**
**49,141**
**52,424**| All of the CIO's operations are classed as continuing. The notes on pages 9 to 10 form part of these accounts. 7 FOREVER AGirrY cio STATEMENTOF ASSEIS AND LIABLIIES AS AT 6TH APRIL 2022 Gen*al ReM￿ted Furds T•t•l OHpr.22 064pr.23 Cashai Bankand iNF¥nd 49.141 49.141 49.141 52,424 52.424 PrtyawnentS GrftAd Taxrecc1￿b UABILMES I￿JePendente¥￿mInat￿ Fees 540 540 540 660 Charity Law tl* Tru5tee5 to pware financ￿1 Sta￿l￿EntS foreach fingn¢kil sThr W￿¢￿ ¢o))pFyW￿Èh wulatKilS set OJI Charrtleskt￿1l.ThtyTwuSEtesha%PeIErred Totake advantageof theprTri51rnS thatapptytosmall charitiesènd ha*preparèl a Receipts and pa￿￿ents￿¢￿Ato￿j astatementdknetsand Ltsib1iti¢gwh￿ha￿$¢ttxrt￿Pa9e$7aTrd & ApprThtd byitr*Trvsteucrt... ... svJn&lc￿fh￿tbe￿ffby ... 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**| 9 ## **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. 10