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2025-03-31-accounts

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Furnley House Community Foundation - Accounts Filename: 31.03.25.pdf Client of: Mark J Rees LLP

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REGISTERED COMPANY NUMBER: (England and Wales) REGISTERED CHARITY NUMBER: 1203690

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

FOR

FURNLEY HOUSE COMMUNITY FOUNDATION

Duncan & Toplis Limited Park House 37 Clarence Street Leicester LE13RW

FURNLEY HOUSE COMMUNITY FOUNDATION

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

----- Start of picture text -----
Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5 to 6
Notes to the Financial Statements 7 to 11
Detailed Statement of Financial Activities 12
----- End of picture text -----

FURNLEY HOUSE COMMUNITY FOUNDATION

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 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 March 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

The objectives of the charity are to provide grants and donations for such charitable purposes, for the public benefit, that are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine.

The charity received its Charitable status in June 2023 and held two main activities in this year. The first was holding a Summer Ball in order to raise significant funds to support the Charities recognised as champions in the Leicestershire Community Charity Awards 2024. The second event, referred to as the Leicestershire Community Charity Awards, was held in November 2024 to celebrate heroes who have made a significant impact in the Leicestershire community.

There were a number of smaller events to help raise funds for the charity.

The Trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake. Thus, when considering applications for grant assistance the Trustees bear in mind the need to ensure the activity benefited falls within our principal activities and that each grant awarded is of public benefit.

ACHIEVEMENTS AND PERFORMANCE Funds and grants

Prior to June 2023, when we achieved registered charity status, the Furnley House Community Foundation had raised over £200,000 for charity and this increased to £220,000 in the year to 31st March 2024. This milestone of charitable status enables us to continue with our mission: to create opportunities and enhance the well-being of our local community by improving and saving lives.

Funds amounting to £101,629 (2024: £20,872) were raised in the year to 31st March 2025.

The 2024 Leicestershire Community Champions Awards kept shining a spotlight on amazing people, with PASIC being our latest Charity of the Year at the awards, held to recognise the work of local charities.

Here's to more fun, more support for our local community, and more amazing adventures in the years ahead!

What we do and aims looking forward

The aim of the charity is simple, to help improve the lives of as many people as we can. Of course, that is a very broad aim. Specifically, we want to help those within our community.

FINANCIAL REVIEW

Financial position

The trustees consider the charity remains in a strong financial position and is able to continue to deliver its charitable objectives.

Reserves policy

At 31 March 2025 the General Reserves were £13,329 (2024: £7,582). The reserves are retained to fund the initial costs of future fund raising events as costs are incurred before the events are held.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Charity is controlled by its governing document, a deed of trust.

Page 1

FURNLEY HOUSE COMMUNITY FOUNDATION

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

(England and Wales)

Registered Charity number 1203690 Registered office 340 Melton Road Thurmaston Leicester LE4 7SL Trustees Mr S Winfield Chair Ms K J Haines Trustee Mr P Hollinshead Trustee Ms C Lynch Trustee Mr S Fura Trustee Independent Examiner Duncan & Toplis Limited Park House 37 Clarence Street Leicester LE13RW

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ Mr S Winfield - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF FURNLEY HOUSE COMMUNITY FOUNDATION

Independent examiner's report to the trustees of Furnley House Community Foundation ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 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:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. 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

  4. 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.

Matthew Smith FCCA

Duncan & Toplis Limited Park House 37 Clarence Street Leicester LE13RW

17 March 2026

Page 3

FURNLEY HOUSE COMMUNITY FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
13,210
Other trading activities
2
78,698
Investment income
3
67
Total
91,975
EXPENDITURE ON
Raising funds
32,158
Charitable activities
4
Charitable activities
54,070
Total
86,228
NET INCOME
5,747
RECONCILIATION OF FUNDS
Total funds brought forward
7,582
TOTAL FUNDS CARRIED FORWARD
13,329
Year Ended
31.3.25
Restricted
Total
funds
funds
£
£
-
13,210
9,721
88,419
-
67
9,721
101,696
-
32,158
9,721
63,791
9,721
95,949
-
5,747
-
7,582
-
13,329
Period
22.6.23
to
31.3.24
Total
funds
£
-
20,872
27
20,899
7,770
5,547
13,317
7,582
-
7,582

The notes form part of these financial statements

Page 4

FURNLEY HOUSE COMMUNITY FOUNDATION

BALANCE SHEET 31 MARCH 2025

Unrestricted
Restricted
fund
funds
Notes
£
£
CURRENT ASSETS
Debtors
7
1,850
-
Cash at bank and in hand
11,479
-
13,329
-
CREDITORS
Amounts falling due within one year
8
-
-
NET CURRENT ASSETS
13,329
-
TOTAL ASSETS LESS CURRENT
LIABILITIES
13,329
-
NET ASSETS
13,329
-
FUNDS
9
Unrestricted funds
TOTAL FUNDS
2025
Total
funds
£
1,850
11,479
13,329
-
13,329
13,329
13,329
13,329
13,329
2024
Total
funds
£
7,512
15,797
23,309
(15,727)
7,582
7,582
7,582
7,582
7,582

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 5

FURNLEY HOUSE COMMUNITY FOUNDATION

BALANCE SHEET - continued 31 MARCH 2025

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 ............................................. and were signed on its behalf by:

............................................. Mr S Winfield - Trustee

............................................. Mr P Hollinshead - Trustee

The notes form part of these financial statements

Page 6

FURNLEY HOUSE COMMUNITY FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 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.

Financial reporting standard 102 - reduced disclosure exemptions

The charitable company has taken advantage of the following disclosure exemption in preparing these financial statements, as permitted by FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland':

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.

Voluntary income is received by way of donations and is included in full in the Statements of Financial Activities when receivable.

Investment income is accounted for in the period in which the charity is entitled to receipt.

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.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

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.

Going Concern

The trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. The charity therefore continues to adopt the going concern basis in preparing its financial statements.

continued...

Page 7

FURNLEY HOUSE COMMUNITY FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

1. ACCOUNTING POLICIES - continued

Debtors

Short term debtors are measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method, less any impairment.

Fixed asset investments

Investments held as fixed assets are re-valued at mid-market value at the balance sheet date and the gain or loss is taken to the Statement of Financial Activities.

2. OTHER TRADING ACTIVITIES

2.
OTHER TRADING ACTIVITIES
Fundraising events Period
22.6.23
Year Ended
to
31.3.25
31.3.24
£
£
88,419
20,872
3.
INVESTMENT INCOME
Deposit account interest
Period
22.6.23
Year Ended
to
31.3.25
31.3.24
£
£
67
27
4.
CHARITABLE ACTIVITIES COSTS
Grant
funding of
activities
£
Charitable activities
62,444
Support
costs (see
note 5)
Totals
£
£
1,347
63,791

continued...

Page 8

FURNLEY HOUSE COMMUNITY FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

5. SUPPORT COSTS

----- Start of picture text -----
||||| |---|---|---|---| |Finance|Other|Totals| |£|£|£| |Charitable activities|347|1,000|1,347|

----- End of picture text -----

6. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the period ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the period ended 31 March 2024.

7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

----- Start of picture text -----
||||| |---|---|---|---| |2025|2024| |£|£| |Trade debtors|-|5,611| |Prepayments|1,850|1,901| |1,850|7,512| |8.|CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR| |2025|2024| |£|£| |Accruals and deferred income|-|15,727| |9.|MOVEMENT IN FUNDS| |Net| |movement|At| |At 1.4.24|in funds|31.3.25| |£|£|£| |Unrestricted funds| |General fund|7,582|5,747|13,329| |TOTAL FUNDS|7,582|5,747|13,329|

----- End of picture text -----

continued...

Page 9

FURNLEY HOUSE COMMUNITY FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

9. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Incoming
resources
£
Unrestricted funds
General fund
91,975
Restricted funds
Summer Ball
9,721
TOTAL FUNDS
101,696
Comparatives for movement in funds
Unrestricted funds
General fund
TOTAL FUNDS
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
20,899
TOTAL FUNDS
20,899
Resources
Movement
expended
in funds
£
£
(86,228)
5,747
(9,721)
-
(95,949)
5,747
Net
movement
At
in funds
31.3.24
£
£
7,582
7,582
7,582
7,582
Resources
Movement
expended
in funds
£
£
(13,317)
7,582
(13,317)
7,582

Unrestricted funds comprise those funds which the Trustees are free to use in accordance with the charity's objects.

Summer Ball

The Trustees allowed chosen charities to auction their own items with the proceeds being returned as a donation.

continued...

Page 10

FURNLEY HOUSE COMMUNITY FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

10. RELATED PARTY DISCLOSURES

There were no disclosable related party transactions during the year.

Page 11

FURNLEY HOUSE COMMUNITY FOUNDATION

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Other trading activities
Fundraising events
Investment income
Deposit account interest
Period
22.6.23
Year Ended
to
31.3.25
31.3.24
£
£
13,210
-
88,419
20,872
67
27
Total incoming resources
EXPENDITURE
Raising donations and legacies
Event Costs
Charitable activities
Donations
Support costs
Finance
Bank charges
Other
Professional fees
Insurance
Consulting
101,696
20,899
32,158
7,770
62,444
5,000
347
148
-
300
-
99
1,000
-
1,000
399
Total resources expended 95,949
13,317
Net income 5,747
7,582

This page does not form part of the statutory financial statements

Page 12

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Signed by Matthew Smith using authentication code UnZcMylndkgpUFA4 at IP address 62.105.175.207, on 2026/03/18 14:33:04 Z.

Matthew Smith's e-mail address is: Matt.Smith@duncantoplis.co.uk.