# **ANNUAL REPORT AND STATEMENT OF ACCOUNTS FOR THE FINANCIAL PERIOD ENDED 6TH APRIL 2024** ## **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 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** 1190989 **START OF FINANCIAL PERIOD** 7th April 2023 **END OF FINANCIAL PERIOD** 6th April 2024 **TRUSTEES AT 6TH APRIL 2024** 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 2024** The Trustees present their report and accounts for the period ended 6th April 2024. ## **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 was our biggest year yet in terms of the amount we have paid out in grants, so we are very pleased that we are continuing to grow the amount we have been able to help people. We have managed to steadily grow our social media presence on social media and encourage applications through word of mouth too. Another quieter year in regard to fundraising but given the success we have had in the past, we are still sitting in a healthy financial position. ## **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 stable 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 FOREVER AGILfrYcio IRUSTEE5 REPORT IEgntin¥odl FOR THE PERIOD ENOED 6TH APRIL 2024 Pollcyon Gr*ts Agiant mbking policywasJqroed bythetru#ee5 Inhpril 2021 èrKI mu5tberwewÈd ai least aDnuJlty.Forthea￿￿dOficeddtrJbl,t￿ I￿stee& mayreKTrcwthis pclicyat •nytime ThpCVJapp￿th9I￿￿d*Att￿rd15c1th￿a￿d in acttrdancewrthl￿ cha￿3￿￿Ob￿C1I￿50IITr cio. AlldeivJVJi>¥l¥ riièdeal meetin95dihv4tknriiytiu>lees,At 3trwi*¢& murtb•pfesettt anda9￿loanYdeC￿i￿5made. R•wrv•xPollcy The chantydoes CUrrent￿have1 wTh*$pdKyinpl4ce. Ttu•t••AqGponsTblllt14S ChJrityL•bv reqUI￿StheT￿sttesfOpfop0r0f￿nOrt¢￿ll stètem@hts foroathlinanckilyear whichgits atrue and falr i￿Sta1t 01 offèils ofthecharity. In p￿pa￿Tr9 Ihosefinanc&Blsièiement5thETw¥l¢¥S areregui& to.. il SehctSuitabW3ccCMinling pdiciesand appkyihem c<￿515teThtty ill Makel￿gementSand estimateslhaTarereaMxiob￿a￿d prudent 1111 Prepdiv1411&nc&?15t•temenlsCAlthpg(xrtg coDGern ba5i51inlgss itisinappr0priaietopresumet￿tthetrLL￿w￿lC￿r￿2in ÈKiSterK Tr£Tty$teesa￿ reSP￿s1b￿l￿keeP1￿9 yioperaccounling retord-whi¢h diKltyèwith w$nnab￿acCU￿£yaIaThYlI￿et￿￿II￿aThc￿ll positw ¢ftheCharityandtO*r￿h￿th￿rn loensureihatthetinancia15LatemeniscotnplywfLliClwfityLaw. Th¢y&re ￿￿r¢¥)￿ble10r Saf￿Ua￿1n9thtèssets0f ihpCF&iTity4nd hen¢¢fortoking rcasonablestepsforthp pr￿.￿ntIona￿d deectvM d Irdud and rrtt i￿￿ulèrrtIc$. 14ppwtheattachd 5tèternp.ntoffinancK31 actiWtiesand balance5heeTsforiheFdl eiidd &th￿ri1 2024, ond ¢onfim) th3tlha%*mède availobleall Infomation nece55aryfui itsprepèrntion. 031021 25 ApprtheLI bythe Trusteeson.. Signed on theirbehaLf by Stgnature.. ## **INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS** Report to the trustees of Forever Agility CIO on the accounts for the period ended 6th April 2024 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: - examine the accounts under section 145 of the Charities Act, - 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 - 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 1. which gives me reasonable cause to believe that in, any material respect, the requirements: - to keep accounting records in accordance with section 130 of the Charities Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. **----- Start of picture text -----**
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Lomax Pavey Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham West Sussex PO18 8NF 5th February 2025 6 ## **FOREVER AGILITY CIO** ## **STATEMENT OF RECEIPTS AND PAYMENTS FOR THE PERIOD ENDED 6TH APRIL 2024** |**Notes**
**RECEIPTS**
Voluntary Receipts
**2a**
**TOTAL RECEIPTS**
**PAYMENTS**
Charitable Activities
**3a**
**TOTAL PAYMENTS**
**NET RECEIPTS/(PAYMENTS)**
Total Funds Brought Forward
**TOTAL FUNDS CARRIED FORWARD**|General
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**2023/24**
**2022/23**
£
£
**£**
**£**
505
-
505
1,394| |---|---| ||**505**
**-**
**505**
**1,394**| ||7,806
-
7,806
4,676| ||**7,806**
**-**
**7,806**
**4,676**| ||**(7,301)**
**-**
**(7,301)**
**(3,283)**
49,141
-
49,141
52,424| ||**41,839**
**-**
**41,839**
**49,141**| All of the CIO's operations are classed as continuing. The notes on pages 9 to 10 form part of these accounts. 7 FOREVER AGILrrY cio STATEMENT OF ASSETS AND LIABILMES AS ATOTH APRIL 2022 Gp￿￿r￿1 Fund5 Restricted rund Totsl 06-APV.24 T•t•l 06-ApTr23 ASSErs C•th Pund*". Cash aiBank iiiHand 41.839 41.839 41.639 d9.141 LIABILITIES lThdependchl Fo•S 54D 540 660 YAO 540 66Q ChBrrity Lèw rcquirt the Tru5t••s to pTppatp IiilAIlCial slatements lor cjth fin3nci315wr which l(thp￿ *ith r¢9u￿ri0ns sot wl iii ihe (JwiiliesAcl 2011.TheTN#ec5 ￿￿￿e￿cl£￿t0t3ke ?dv3DldcJv.iJl prtswiyion3thot app￿ tosmall charn￿and preparcd a Rec•ipTS and Pa￿@￿sA(￿[MIirt bJtatementotK"sct .and Liabi1iti•swhlch 3rewl [￿l0￿ po>ey 7 ènd 8. 03101125 App￿￿ by1￿lIUSt¢escTr.............. ori 111g.irbehalEby Signèture.. ## **FOREVER AGILITY CIO** ## **NOTES TO THE ACCOUNTS FOR THE PERIOD ENDED 6TH APRIL 2024** ## **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
**a) Voluntary Receipts**
Gifts & Donations
**3. PAYMENTS**
**a) Charitable Activities**
Grants to Institutions
Grants To Individuals
Legal & Professional Fees
Printing, Postage and Stationery
Parking
Independent Examiners Fees|General
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**2023/24**
**2022/23**
£
£
**£**
**£**
505
-
505
19,374| |---|---| ||**505**
**-**
**505**
**19,374**| ||General
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**2023/24**
**2022/23**
£
£
**£**
**£**
-
-
-
-
7,706
-
7,706
2,975
100
100
-
-
-
7
-
-
12
-
-
570| ||**7,806**
**-**
**7,806**
**3,564**| 9 ## **FOREVER AGILITY CIO** ## **NOTES TO THE ACCOUNTS (continued) FOR THE PERIOD ENDED 6TH APRIL 2024** ## **4. RESTRICTED FUNDS** The CIO did not receive or expend any restricted funds during this or the previous financial period. ## **5. CASH AT BANK AND IN HAND** |Lloyds Bank Treasurers Account|General
Restricted
**Total**
**Total**
Fund
Fund
**06-Apr-24**
**06-Apr-23**
£
£
**£**
**£**
41,839
-
41,839
52,424| |---|---| ||**41,839**
**-**
**41,839**
**52,424**| ## **6. STAFF COSTS AND NUMBERS** The CIO employed no staff during this financial period. ## **7. 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. 10