ANNUAL REPORT AND STATEMENT OF ACCOUNTS FOR THE FINANCIAL PERIOD ENDED 6TH APRIL 2025
FOREVER AGILITY CIO
CHARITABLE INCORPORATED ORGANISATION
CHARITY REGISTRATION No: 1190989
Independent Examiners Ltd The Grain Store Hills Barns Appledram Lane South Chichester West Sussex PO20 7EG
FOREVER AGILITY CIO
CONTENTS
| Page 3 | Legal and Administrative Information |
|---|---|
| Pages 4 to 5 | Trustees Report |
| Page 6 | Statement of Receipts and Payments |
| Page 7 | Statement of Assets and Liabilities |
| Pages 8 to 9 | 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 2024 END OF FINANCIAL PERIOD 6th April 2025 TRUSTEES AT 6TH APRIL 2025 R Hennessy N Ellis A Wilkinson C 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
ACCOUNTANT Independent Examiners Ltd The Grain Store Hills Barns Appledram Lane South Chichester West Sussex PO20 7EG
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FOREVER AGILITY CIO
TRUSTEES REPORT
FOR THE PERIOD ENDED 6TH APRIL 2025
The Trustees present their report and accounts for the period ended 6th April 2025.
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
We are pleased to have been able to approve grants to a number of applicants this year.
Whilst we did not have any major fundraising activities, we started to plan for a big event in Summer 2025.
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.
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FOREVER AGILITY CIO
TRUSTEES REPORT (continued) FOR THE PERIOD ENDED 6TH APRIL 2025
Policy on Grants
A grant making policy was agreed by the trustees in April 2021 and must be reviewed at least annually. For the avoidance of doubt, the trustees may review this policy at any time. The CIO apply the funds at their discretion and in accordance with the charitable objectives of the CIO.
Trustee Appointments and Decisions
Trustee's are appointed by a resolution passed at a meeting on the charity trustees.
All decisions are made at meetings of the 4 charity trustees. At least 3 trustees must be present and agree to any decisions made.
Reserves Policy
The charity does not currently have a reserves policy in place.
Trustee Responsibilities
Charity Law requires the Trustees to prepare financial statements for each financial year which gives a true and fair view of the state of affairs of the Charity. In preparing those financial statements the Trustees are required to:
i) Select suitable accounting policies and apply them consistently
ii) Make judgements and estimates that are reasonable and prudent
iii) Prepare financial statements on the going concern basis unless it is inappropriate to presume that the trust will continue in existence.
The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and to enable them to ensure that the financial statements comply with Charity Law. They 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.
I approve the attached statement of financial activities and balance sheets for the year ended 6th April 2024, and confirm that I have made available all information necessary for its preparation.
04/02/2026
Approved by the Trustees on ………………………………………………………………………………………………………………………………………
Ryan Hennessy
Signed on their behalf by …………………………………………………………………………………………………………………………………………
Signature:
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FOREVER AGILITY CIO
STATEMENT OF RECEIPTS AND PAYMENTS FOR THE PERIOD ENDED 6TH APRIL 2025
| Notes RECEIPTS Donations and Legacies 2a Charitable Activities 2b 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 2024/25 2023/24 £ £ £ £ 475 - 475 505 152 - 152 - |
|---|---|
| 627 - 627 505 |
|
| 7,475 - 7,475 7,806 |
|
| 7,475 - 7,475 7,806 |
|
| (6,848) - (6,848) (7,301) 41,839 - 41,839 49,141 |
|
| 34,991 - 34,991 41,839 |
All of the CIO's operations are classed as continuing.
The notes on pages 8 to 9 form part of these accounts.
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FOREVER AGILITY CIO
STATEMENT OF ASSETS AND LIABILITIES AS AT 6TH APRIL 2022
| Notes ASSETS Cash Funds: Cash at Bank and in Hand 5 LIABILITIES Independent Examination Fees |
General Restricted Total Total Funds Funds 06-Apr-24 06-Apr-23 £ £ £ £ 34,991 - 34,991 41,839 |
|---|---|
| 34,991 - 34,991 41,839 |
|
| 540 - 540 540 |
|
| 540 - 540 540 |
Charity Law requires the Trustees to prepare financial statements for each financial year which comply with the regulations set out in the Charities Act 2011. The Trustees have elected to take advantage of the provisions that apply to small charities and have prepared a Receipts and Payments Account and a Statement of Assets and Liabilities which are set out on pages 6 and 7.
04/02/2026
Approved by the Trustees on ………………………………………………………………………………………………………………………………………
Ryan Hennessy
Signed on their behalf by …………………………………………………………………………………………………………………………………………
Signature:
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FOREVER AGILITY CIO
NOTES TO THE ACCOUNTS FOR THE PERIOD ENDED 6TH APRIL 2025
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
| a) Donations and Legacies Gifts & Donations b) Charitable Activities Fundraising 3. PAYMENTS a) Charitable Activities Grants To Individuals Legal & Professional Fees Licenses and Subscriptions Independent Examiners Fees |
General Restricted TOTAL TOTAL Funds Funds 2024/25 2023/24 £ £ £ £ 475 - 475 505 |
|---|---|
| 475 - 475 505 |
|
| 152 - 152 - |
|
| 152 - 152 - |
|
| General Restricted TOTAL TOTAL Funds Funds 2024/25 2023/24 £ £ £ £ 6,637 - 6,637 7,706 100 100 100 198 198 - 540 540 - |
|
| 7,475 - 7,475 7,806 |
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FOREVER AGILITY CIO
NOTES TO THE ACCOUNTS (continued) FOR THE PERIOD ENDED 6TH APRIL 2025
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 £ £ £ £ 34,991 - 34,991 41,839 |
|---|---|
| 34,991 - 34,991 41,839 |
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.
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