REGISTERED COMPANY NUMBER: CE023766 (England and Wales) REGISTERED CHARITY NUMBER: 1191103
Report of the Trustees and
Unaudited Financial Statements for the Year Ended 31 August 2025
for
Shine21
Franks Accountants Limited First Floor Equinox 1 Audby Lane Wetherby West Yorkshire LS22 7RD
Shine21
Contents of the Financial Statements
for the Year Ended 31 August 2025
| Page | |
|---|---|
| Report of the Trustees | 1 to 4 |
| Independent Examiner's Report | 5 |
| Statement of Financial Activities | 6 |
| Balance Sheet | 7 |
| Notes to the Financial Statements | 8 to 12 |
| Detailed Statement of Financial Activities | 13 to 14 |
Shine21
Report of the Trustees for the Year Ended 31 August 2025
The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 August 2025. The trustees have adopted the provisions of 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).
OBJECTIVES AND ACTIVITIES
Objectives, aims and public benefit
For the public benefit to relieve the needs of parents, carers and families of children with Down Syndrome by providing information, support and services designed to ensure they have adequate information and emotional support after receiving a diagnosis of Down Syndrome, in particular but not exclusively by;
Running development sessions to support learning and physical development Providing training sessions in areas such as Makaton, access to financial benefits and hygiene Providing a resource library to ensure the children have access to vital resources to aid their development Raising awareness of Down Syndrome and working closely with local hospitals to ensure professionals have up to date facts on the condition and can signpost parents/carers to appropriate information and scjool support.
Commitment statement
We are committed to reviewing our aims annually to ensure they are meaningful and reflect the support we offer. It was agreed this year that all aims and objectives should remain the same. Following our commitment we increased our age limit to age 9 and below. We continue to maintain our commitment to review this on an annual basis.
Safeguarding
Shine21 is committed to taking all aspects of safeguarding seriously and aims to create a safe environment for both children and their parents/carers to access. We follow safer recruitment guidelines. All Shine21 Trustees undertake NSPCC safeguarding training with other staff and volunteers undertaking the NSPCC safeguarding for children with SEN training. All safeguarding training will be retaken annually. All contracted and volunteer posts where the role holder is in direct contact with children are subject to enhanced DBS disclosure clearance. A new DBS check will be made every three years. Rebecca Elock (Trustee) is the current Safeguarding Lead.
Our safeguarding policy can be found on our website www.shine21.org
Our team
During the financial year, there were a number of changes to our Board of Trustees.
We ended the year with four Trustees, who remain on the Board and wish to take this opportunity to thank Alice Jones for her invaluable support of Shine21 and for giving her time to help ensure the organisation has gone from strength to strength.
Vanessa Robert - Chair of Trustees Rebecca Elcock - Trustee, Safeguarding Gemma Moy - Trustee, Grants
Staff
Louise Mouncey - CEO, Founder and Intervention Lead Leah Hulse - Intervention Assistant
Our volunteers
Our dedicated team of fundraising volunteers continue to work hard organising events and identifying new initiatives to source income. We would like to thank them for donating their time and efforts. Specific mention must go to Cath Chapman for her tireless efforts to support in organising various fundraising initiatives which have raised valuable funding for Shine21.
Page 1
Shine21
Report of the Trustees for the Year Ended 31 August 2025
ACHIEVEMENTS AND PERFORMANCE Our Activities and Achievements this Year
Early Intervention
Our early intervention sessions continue to be an essential and valued part of the support we offer our families. They run weekly during term time. We welcome families to join from birth. At the start on the year we had 28 families attending our sessions and over the year this has increased to fam.
Our curriculum and key areas of focus has shown clear goals each child has achieved during their intervention sessions. In addition it has also allowed clear activities for parents to work towards at home. The sessions allow parents to come together and form close friendships. The children are grouped into small groups who are at a similar age and developmental stage.
Physiotherapy
MotionRehab continued to provide physiotherapy sessions focused on gross motor skills including sitting, crawling and walking. This service is offered to small groups who are all working towards a similar milestone. As well as offering direct therapy it also allows parents to ask questions and advice from a qualified therapist on how to support their child at home. This continues to be a key area of therapy we provide.
Nursery and School Support
As we committed to in our 23/24 annual report we have advanced our support to schools and settings. We introduced a school age information pack for school staff, this compliments the bespoke training of the Down Syndrome Learning profile we provide. This has empowered the settings to understand how to best support the children and use their strengths to allow them to access the curriculum and education.
Training
In line with our ethos of empowering our parents to help their little stars shine we commit to offering and funding Level 1 Makaton training.
In March 2025 we hosted a parent workshop on Sensory Regulation delivered by Connect Therapy Services. This was following observation in intervention sessions and feedback from parents that their children were struggling to regulate.
Health
We have continued to work collaboratively with the York and Scarborough Speech and Language Therapy team by hosting case load meetings.
Parental Support and Communication
We continue to host our monthly Wednesday night zoom sessions, these are an essential level of support for the families who are unable to attend Shine21 events and early intervention sessions. Our parent Facebook page and Whatsapp group forms an important platform for our parents to liaise and receive information.
Raising Awareness
Our Facebook and Instagram page are a keyway we raise awareness about Down Syndrome and the work of Shine21. We also strive to ensure raising awareness is included in all our fundraising events, we do this by displaying our posters and information boards.
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Shine21
Report of the Trustees
for the Year Ended 31 August 2025
FINANCIAL REVIEW
We would like to express a sincere thanks to everyone who has supported us this year, from one off donations, donation of preloved items to purchasing raffle tickets and grant scheme funders, you have allowed us to have a incredible year and offer invaluable support to the children and families of Shine21. We do not receive any statutory funding and we do not charge families to access our support so every little bit makes a huge difference.
Our total income was £122,351. This is a 38.4% increase from our income last year. 9.5% of our income derived from fundraising initiatives, 28.3% donations, 60% grants, 0.1% other.
Grant Schemes
We are extremely thankful to the following grant providers:
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George Moore £2,500
-
Purey Cust Trust £2,000
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David Soloman £750
-
Miller Homes £1,000 - Toy Trust £1,500 - Whitwam Family Charitable Foundation £5,000 - N Power £29,750 - York Childs Trust £2,000 - Yorkshire Building Society £1,000
-
Jack Brunton Trust £2,000 - Hargreaves Foundation £5,000 - Williams Family Fund £10,000
-
Foyle Foundation £7,500
Finally we would like to thank those who have completed fundraising events for Shine21 - Harrogate Symphony Orchestra £3,500
-
PR Jones and Associates Dental Practice £4,768
-
John Robinson's Marathon £1,555 - St Nicholas Church Dunnington £440.28 - Story Craft/CS Sourdough £5,665 - Dylan's Fundraiser £285
-
Huntington Sports and Keepers Bar £58.78
Our own fundraising team have continued to work hard in arranging the following events
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Preloved sales £481
-
Wreath making workshop £3,227
-
Other events £2,210
Expenditure
Shine21's expenditure has increased this year however this is in line with the enhancements we have made to the support we offer and an increase in families accessing Shine21. Following a change in the breadth of our services, our expenditure changed over the year.
FUTURE PLANS
Shine21 Future
We are delighted that Shine21 continues to grow from strength to strength. It is apparent that families see Shine21 as a vital source of support and intervention for their children. We look forward to continuing to grow and increase the support we offer in order for our little stars to shine even brighter.
STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document
Shine21 was registered on 01 September 2020. The charity is governed by a CIO model of constitution as presented on the charity commission website. We are affiliated to the Down Syndrome Association, a national organisation dedicated to improving the lives of those with Down Syndrome.
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Shine21
Report of the Trustees for the Year Ended 31 August 2025
REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number
CE023766 (England and Wales)
Registered Charity number 1191103
Registered office
Unit 1, Sutton Grange Farm York Road Sutton on the Forest York North Yorkshire YO61 1EN
Trustees
V Roberts J A Jones J L Pratt J Shann-Storey G Moy R S Elcock
Independent Examiner
Franks Accountants Limited First Floor Equinox 1 Audby Lane Wetherby West Yorkshire LS22 7RD
Approved by order of the board of trustees on 25 June 2026 and signed on its behalf by:
V Roberts - Trustee
Page 4
Independent Examiner's Report to the Trustees of Shine21
Independent examiner's report to the trustees of Shine21 ('the Company')
I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 August 2025.
Responsibilities and basis of report
As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').
Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:
-
accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or
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the accounts do not accord with those records; or
-
the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or
-
the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).
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.
Adam Franks FCCA
Franks Accountants Limited First Floor Equinox 1 Audby Lane Wetherby West Yorkshire LS22 7RD
25 June 2026
Page 5
Shine21
Statement of Financial Activities for the Year Ended 31 August 2025
| Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 34,620 Charitable activities Grants 6,250 Activites 14,356 Total 55,226 EXPENDITURE ON Raising funds 7,899 Charitable activities Activites 7,939 Other 21,742 Total 37,580 NET INCOME/(EXPENDITURE) 17,646 RECONCILIATION OF FUNDS Total funds brought forward 38,090 TOTAL FUNDS CARRIED FORWARD 55,736 |
Restricted fund £ - 67,125 - 67,125 1,629 12,100 40,254 53,983 13,142 2,334 15,476 |
31.8.25 Total funds £ 34,620 73,375 14,356 122,351 9,528 20,039 61,996 91,563 30,788 40,424 71,212 |
31.8.24 Total funds £ 50,818 30,567 7,016 88,401 6,998 22,629 61,873 91,500 (3,099) 43,523 40,424 |
|---|---|---|---|
The notes form part of these financial statements
Page 6
Shine21
Balance Sheet 31 August 2025
| 31.8.25 | 31.8.24 | |||||
|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Total | Total | |||
| fund | fund | funds | funds | |||
| Notes | £ | £ | £ | £ | ||
| CURRENT ASSETS | ||||||
| Cash at bank and in hand | 59,492 | 15,476 | 74,968 | 42,654 | ||
| CREDITORS | ||||||
| Amounts falling due within one year | 5 | (3,756) | - | (3,756) | (2,230) | |
| NET CURRENT ASSETS | 55,736 | 15,476 | 71,212 | 40,424 | ||
| TOTAL ASSETS LESS CURRENT LIABILITIES | 55,736 | 15,476 | 71,212 | 40,424 | ||
| NET ASSETS | 55,736 | 15,476 | 71,212 | 40,424 | ||
| FUNDS | 6 | |||||
| Unrestricted funds | 55,736 | 38,090 | ||||
| Restricted funds: | ||||||
| Restricted | 15,476 | 2,334 | ||||
| TOTAL FUNDS | 71,212 | 40,424 |
The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 August 2025.
The members have not required the company to obtain an audit of its financial statements for the year ended 31 August 2025 in accordance with Section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for
-
(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and
-
(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.
These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.
The financial statements were approved by the Board of Trustees and authorised for issue on 25 June 2026 and were signed on its behalf by:
V Roberts - Trustee
The notes form part of these financial statements
Page 7
Shine21
Notes to the Financial Statements for the Year Ended 31 August 2025
1. ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.
Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
Taxation
The charity is exempt from corporation tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
Pension costs and other post-retirement benefits
The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.
2. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 August 2025 nor for the year ended 31 August 2024.
Trustees' expenses
There were no trustees' expenses paid for the year ended 31 August 2025 nor for the year ended 31 August 2024.
continued...
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Shine21
Notes to the Financial Statements - continued for the Year Ended 31 August 2025
3. STAFF COSTS
The average monthly number of employees during the year was as follows:
4.
| Admin No employees received emoluments in excess of £60,000. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestricted fund £ INCOME AND ENDOWMENTS FROM Donations and legacies 50,819 Charitable activities Grants 15,942 Activites 7,016 Total 73,777 EXPENDITURE ON Raising funds 5,691 Charitable activities Activites 3,371 Other 34,235 Total 43,297 NET INCOME/(EXPENDITURE) 30,480 RECONCILIATION OF FUNDS Total funds brought forward 7,610 TOTAL FUNDS CARRIED FORWARD 38,090 |
31.8.25 2 Restricted fund £ (1) 14,625 - 14,624 1,307 19,258 27,638 48,203 (33,579) 35,913 2,334 |
31.8.24 2 Total funds £ 50,818 30,567 7,016 88,401 6,998 22,629 61,873 91,500 (3,099) 43,523 40,424 |
|---|---|---|
continued...
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Shine21
Notes to the Financial Statements - continued for the Year Ended 31 August 2025
5. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
| CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | ||
|---|---|---|
| 31.8.25 | 31.8.24 | |
| £ | £ | |
| Social security and other taxes | (34) | (155) |
| Wages and Expenses | 3,736 | 2,374 |
| Other creditors | 54 | 11 |
| 3,756 | 2,230 |
6. MOVEMENT IN FUNDS
| Unrestricted funds General fund Restricted funds Restricted TOTAL FUNDS Net movement in funds, included in the above are as follows: Unrestricted funds General fund Restricted funds Restricted TOTAL FUNDS Comparatives for movement in funds Unrestricted funds General fund Restricted funds Restricted TOTAL FUNDS |
Net movement At At 1.9.24 in funds 31.8.25 £ £ £ 38,090 17,646 55,736 2,334 13,142 15,476 40,424 30,788 71,212 Incoming Resources Movement resources expended in funds £ £ £ 55,226 (37,580) 17,646 67,125 (53,983) 13,142 122,351 (91,563) 30,788 Net movement At At 1.9.23 in funds 31.8.24 £ £ £ 7,610 30,480 38,090 35,913 (33,579) 2,334 43,523 (3,099) 40,424 |
|---|---|
continued...
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Shine21
Notes to the Financial Statements - continued for the Year Ended 31 August 2025
6. MOVEMENT IN FUNDS - continued
Comparative net movement in funds, included in the above are as follows:
| Incoming | Resources | Movement | |
|---|---|---|---|
| resources | expended | in funds | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 73,777 | (43,297) | 30,480 |
| Restricted funds | |||
| Restricted | 14,624 | (48,203) | (33,579) |
| TOTAL FUNDS | 88,401 | (91,500) | (3,099) |
A current year 12 months and prior year 12 months combined position is as follows:
| Net | |||
|---|---|---|---|
| movement | At | ||
| At 1.9.23 | in funds | 31.8.25 | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 7,610 | 48,126 | 55,736 |
| Restricted funds | |||
| Restricted | 35,913 | (20,437) | 15,476 |
| TOTAL FUNDS | 43,523 | 27,689 | 71,212 |
A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:
| Unrestricted funds General fund Restricted funds Restricted TOTAL FUNDS |
Incoming Resources Movement resources expended in funds £ £ £ 129,003 (80,877) 48,126 81,749 (102,186) (20,437) 210,752 (183,063) 27,689 |
|---|---|
continued...
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Shine21
Notes to the Financial Statements - continued for the Year Ended 31 August 2025
7. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31 August 2025.
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Shine21 Detailed Statement of Financial Activities for the Year Ended 31 August 2025
| Detailed Statement of Financial Activities for the Year Ended 31 August 2025 |
||
|---|---|---|
| 31.8.25 | 31.8.24 | |
| £ | £ | |
| INCOME AND ENDOWMENTS | ||
| Donations and legacies | ||
| Donations | 34,620 | 44,585 |
| Gift aid | - | 6,233 |
| 34,620 | 50,818 | |
| Charitable activities | ||
| Activities | 14,356 | 7,016 |
| Grants | 73,375 | 30,567 |
| 87,731 | 37,583 | |
| Total incoming resources | 122,351 | 88,401 |
| EXPENDITURE | ||
| Raising donations and legacies | ||
| Fundraising Fees | 2,935 | 1,736 |
| materials for Sale | 3,140 | 1,111 |
| Max Cards | 1,974 | 2,454 |
| Prizes | - | 390 |
| 8,049 | 5,691 | |
| Other trading activities | ||
| Purchases | 1,479 | 1,307 |
| Charitable activities | ||
| Resource Library | - | 1,407 |
| Other training | 4,720 | 4,143 |
| OT Support | 12,020 | 9,825 |
| Room Hire | - | 257 |
| Equipment | 3,094 | 1,054 |
| SALT Provision | - | 5,711 |
| Social Groups | 205 | 232 |
| 20,039 | 22,629 | |
| Other | ||
| Wages | 44,666 | 39,250 |
| Pensions | 956 | 908 |
| Travel | - | 74 |
| Admin Costs | 294 | 1,359 |
| Rent | 8,750 | 11,666 |
| Storage | 1,500 | 1,970 |
| Telephone | 429 | 354 |
| Website, email & IT | - | 134 |
| Computer & Software | 588 | 10 |
| Subscriptions | 1,120 | 451 |
| Accountancy Fees | - | 206 |
| Carried forward | 58,303 | 56,382 |
This page does not form part of the statutory financial statements
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Shine21
| Detailed Statement of Financial Activities | ||
|---|---|---|
| for the Year Ended 31 August 2025 | ||
| 31.8.25 | 31.8.24 | |
| £ | £ | |
| Other | ||
| Brought forward | 58,303 | 56,382 |
| Training Costs | 2,623 | 1,832 |
| Care packages & gifts | 612 | 28 |
| Safeguarding | - | 52 |
| Postage & carriage | 458 | 520 |
| Equipment Hire | - | 900 |
| Light and heat | - | 2,159 |
| 61,996 | 61,873 | |
| Total resources expended | 91,563 | 91,500 |
| Net income/(expenditure) | 30,788 | (3,099) |
This page does not form part of the statutory financial statements
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