OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-03-31-accounts

PAULTON POOL

AGM Report December 2025

Financial Overview

Capital Account £97,361.74 Current Account £68,735.68 Total £166,097.42

Income receivable this term £55,000 (swimming lessons January – April 2026)

HSSE

We are still experiencing cut toes from the tiles in the swimming pool.

We have not heard from Environmental Health or from Mr. Perry after his visit from the Police.

A few children have slipped on the benches in the changing rooms and caught their legs. A sign has been put up asking parents not to let their children stand on the benches.

OPERATIONAL CHALLENGES/OPPORTUNITIES

We have 700 children booked in for after school swimming lessons, parent and baby sessions, preschool and 1:1 lessons that commenced in January 2026.

We have 9 schools that attend school swimming lessons, several schools have reduced the number of weeks they swim due to budget restraints. Turtle Tots also hire the pool on a Sunday afternoon from 2.15pm – 5.00pm.

Farmborough School (only swim in terms 1 and 2)

St. Martins Garden, Bath (All Year)

St. Julians School (10 sessions per term)

Paulton Junior School (All Year)

Newbury Manor School (3 sessions, All Year)

High Littleton School (only swim in terms 1 and 2)

Clutton School (All Year)

Shoscombe School (All Year)

Kilmersdon School (only swim in terms 3 and 4)

We have a steady flow of customers attending Public Sessions and the Adult Dip sessions during lunchtime and increased numbers attending Aqua Aerobics sessions.

We are currently looking at monthly payments through GoCardless to make lessons more affordable.

SWIMSOFT SOFTWARE/WEBSITE/BEYONK

The Beyonk booking system is running well alongside the website and the Swimsoft system for swimming lessons.

DISABLED FACILITIES/FUNDING

I have applied for the following grants so that we have disabled facilities at the pool. Each one has been unsuccessful:

Community Trust Grant under the Community Ownership Fund £20,000

Sperring Trust £2,000

Quartet £1,000

Swim England £40,000

Swimming for Disabled People £500.00

Community Matters £5,000

Community Grant from the Giving Machine £250.00

I have also emailed The Biggs Trust and The Roper Family Charitable Trust. Mr and Mrs. Wyatt from the Biggs Trust visited the pool as they wanted to understand what we would like to achieve. The trust will give us £5,000; they also gave us advise on where to put the disabled changing room. We are currently putting a plan together so that Ken Biggs Contractors can quote for the work.

I am still waiting to hear back from the Roper Charitable Trust as they said it could take around a month.

SPONSORSHIP/ADVERTISING

We continue to advertise on social media through Facebook and Instagram. We are currently advertising tile sponsorship.

GAS/ELECTRICITY

Gas costs are fixed for another year; the electricity was re-negotiated to start in April 2025.

PERSONNEL

We currently have 30 members of staff. One member of staff is currently on maternity leave and will return in February and four members of staff are casual workers that cover holiday and sick leave. We have another member of staff that will start maternity leave in June 2026.

BUILDING/PLANT/MAINTENANCE

We are currently looking for a Handy Man.

ACCOUNTS

Up to date accounts have been submitted and end of year accounts for 2025/2026 will need approving so that they can be submitted to the Charity Commission.

PAY REVIEW

Due to the increase in The National Living Wage and Minimum wage in April 2026 we propose a 4% pay increase for all staff and this will be funded by increasing the price of swimming lessons by 50p per lesson from April 2026.

Profit and Loss

Paulton Pool

For the year ended 31 March 2025

Account Mar-25 Feb-25
Turnover
Interest Income 103 93
Other Revenue - Sponsorship 0
Sales - Lessons 26617 12183
Sales - life Guard Courses
Sales - Memberships
Sales - Public 1936 2677
Sales - Rental & Parties
Sales - Shop
Sales- Schools
Total Turnover 28656 14953
Cost of Sales
Direct Expenses 200 259
Direct Net Wages 14772 13684
PAYE 2629 2435
Pension Contributions 560 485
Pool Maintenance and Chemicals 1031 696
Stock for Shop 445 520
Water Testing
Total Cost of Sales 19637 18079
Gross Profit 9,019 (3,126)
Administrative Costs
Admin Support 65 0
Advertising& Marketing 0 0
Audit & Accountancyfees 180 180
Bank Fees 112 108
Certifcates 0 0
Cleaning 436 390
Consulting 0 0
CRB Checks 0 0
Electrical Testing 0 0
Electricity 2337 2668
Fire Extinguishers 0 0
Gas 975 1240
General Expenses 0 0
Insurance 0 0
IT & Computer expenses 126 126
ParkingBoard 0 0
Printing & Stationery 61 60
Refreshments 0 0
Repairs & Maintenance 653 196
SanitaryService 96 96
Software Subscriptions 94 95
Staf Training 201 201
Telephone & Internet 66 66
Uniforms 0 0
Water & Sewage Rates 590 590
Web Site 0 0
Total Administrative Costs 5992 6016
Operating Profit 3,027 (9,142)
Profit on Ordinary Activities Before Taxation 3,027 (9,142)
Profit after Taxation 3,027 (9,142)

Budget was kept the same as 2024 budget.

Jan-25
Dec-24
Year to date
109
114
1,378
0
0
905
19151
52307
271,782
0
0
3374
3174
37,160
146
584
0
3085
1330
11,106
25865
56925
322,915
0
0
238
250
3,218
12988
16251
181,785
1307
2235
20,543
430
570
6,264
1267
1315
14,094
456
29
4,345
0
0
0
16686
20650
230,248
0
9,179
36,275
92,667
0
0
65
0
717
0
168
219
180
870
3,030
308
74
1,745
137
0
1,297
337
156
3,040
0
0
3,639
0
0
54
0
0
0
2550
2603
26,755
0
0
110
1791
515
7,509
0
0
9
0
0
4,262
151
126
1,833
0
0
0
13
38
436
Budget
2025
12
250
232,000
2,000
14,400
10,200
10,200
3,000
38,000
310,062
2,400
168,000
28,800
9,000
10,200
3,000
1,200
222,600
87,462
2,280
360
850
2,160
3,000
3,000
3,060
200
540
18,000
540
13,950
600
5,000
1,200
120
900
0
0
153
1854
0
37,518
191
87
1,166
95
-231
3,283
201
461
2,059
66
216
2,842
0
0
338
590
590
6,103
0
0
0
8529
5673
108,117
0
650
30,602
(15,450)
0
650
30,602
(15,450)
0
650
30,602
(15,450)
1,200
5,400
2,400
3,600
2,400
2,160
360
5,940
120
79,340
8,122
8,122
650
30,602
8,122

Budget to Date Difference 12 Mths

12 1366
250 655
232000 39782
2000 -2000
14400 -14400
10200 26960
10200 -9616
3000 -3000
38000 -26894
310062 12853
2400 818
168000 13785
28800 -8257
9000 -2736
10200 3894
3000 1345
1200 -1200
222600 7648
0 0
87462 5205
2280 -1563
360 -141
850 2180
2160 -415
3000 -1703
3000 40
3060 579
200 -146
540 -540
18000 8755
540 -430
13950 -6441
600 -591
5000 -738
1200 633
120 -120
900 -464
1200 -1047
5400 32118
2400 -1234
3600 -317
2400 -341
2160 682
360 -22
5940 163
120 -120
79340 28777
0 0
8122 -23572

Sales wre over budget for the year by nearly £12.8K

Gross profit was £9019 for March 25 Budget overspent by £5205 for the year due to increase wages April 2024

Increase in elec 2024/2025

Pool refurb

There was an excess of expenditure over income for the year of £15,450. Excess of income over expenditure for March 2024 of £3027

REGI￿ERED CHARITY NUMFIEK. 292672 nau&rted Firwiciaj State SwlrrbTnl Pool Wathirffj The15knd House Mid5thxer Norren W2DZ

Reptsrt of the Trustees Independtht Examinerfs Report Statement OfF5n￿(la1 Athl¢￿$ B￿anCe Shoet Notes to the Financial Stathmthts Detailed Statement of Finanaxl A<thitl

l MaT(h 2 The trysttes present ther rerAIrt ¥￿th the firAn￿￿ stsrwn￿[$ of the cForiry for the 31 Marth 201$. The trustees have adopted the prowsions of Accounting and RepDfDng by CharitiEk Ststefflent of RecornmendEd PrIL￿ce i(able to cForirie5 preparing thtyr accounrs in accordance the Thnanc￿ Rwrting Srandard I￿1Cb￿ in the UK and Reput4¢ oflwdand (FRS 1021 leffettive I I￿llary 20191. OBIECTIVES AND ACTrVITIES Objectivey and aims To prowde and M￿age a Mmmins pool for the adY4ncement and t￿￿tion of the wwls of PAulton Sthods wd for the beTher￿ of the Inhibiranr5 OfPaul￿ and the Trwghb¢uthood thereof in the Tr)ter￿￿ ol sOti￿ wdFare knr re[r￿tiOn and other ￿SUr￿tiMe occupation5 wth the jecLof impro￿1ng the qu￿tLY dlrf Public beneffit The charity prowde5 a Simmirtg pod to 5EThe thE ￿Mming ThEod5 ofthe rewdkn ¢fa8e orab11 iry. The pool has pre>￿ided 3￿MmI￿ l¢ssons and fimess (WWJD￿ies for￿1 ages the)w. ACHIEVENENTS AND PERFORMANCE Charitable actI￿tIeS The tru5Cee5 are Satis￿ the dwTLrfJ lthiettm￿[S ￿riry the year V&ve ¥1 luje ￿1th the Qfyects of the as set oui In thls reporu STRUCTURE. GOVERNANCE AND MANAGEMENT Governin8 d¢¢ument The tharity 15 controlled by its governiry dorurnen¢ a deed of trustand ¢on5ullre5 * uroKorpyarèl dmrity. Recruitment and appointment of new truseees Committte mèhbers are as ptr the nAe5 and ccffi&titution at the AGM. Organisational structure Paulton Pool is a re￿stered chriLynd by thE P<￿ M3nwand Path c￿bi￿1 REFERENCE AND ADMINisfRATIVE DETAILS Re￿Stered Charkty number 1926n Principal address Ilutnptre Cl(xse PAulton 8535 7QY Trustees Paulton Parish c￿￿til Paulton Parish COUn￿lI0rS are Trustee5 of the Chri Independent Examlner n£ wa￿￿5 Ltd The Isknd Htsuse Midsomer N¢nr Rad5tod( Somerse( BA3 2DZ Ap¥o¥ed by Order of the board af ¢)Tr_.. 2-¥- and on ts beldfby. sree

mmuni Switn Imdependent examiner's reF)tsrt tt the tyvstees ol Pa￿t0￿ Comftvjnlty Swlmming Pool report Ea the charrfx trustees on my examination of the XCOLmrs d Paultnn CommunTty Pty)I (the Tru5rl for the year ended 31 M&r(h 2025. Re%pothslbllJ¢les and basis of report As the chanty mstee5 of the Truxyou are re5P0tLsi￿t for the of thE a((¢>ums in xcor&n¢e ith the requirernents of the aurides Act 101 I (the Acc). I report in respettdmy ey3mination of the Tntses x¢ouTru carried out und¥ 145 of the Aaand in (3rryi￿g out my ￿mInatioN I have followed all 3ppli?We DireCDons tivw bythe CFority ComrTh￿l0rt und¥ 145(5)Ibl ofthE A(L Independet)t exaniineé5 Statement Since your than￿$ gross income exceeded r250.OCL) wr eKamin¢r must bE a member of a Ilsred br￿. l an confirm l am qualthed ro undertake the examirotion bEQLtse l am a rneM￿ 0fthÈA550Ua￿ ofChart¥ed Cwufied c￿n￿nt& whKh 15 One ofthe listed bodies. I have complEted my examination. I ￿nft￿l ttAi VJ Marw￿ have come tts my in ¢c￿eCtion the e￿mI￿tion tmng rne <ause w bdieve tFot in marerL41 respect ac<ounring rKord5 were not kept in respect olthe a5 rwred by Secuon 130 dthe kn or the accounts dD not a¢<ord ¥ith those recor￿￿. or the actounrs do nat cotnpty ith the applS¢atrle (onterning the form of xcaunts set aut in thE Charfty (Accounrs and Reporrtsl Retu￿￿on5 2008 other tIHn 3ny ￿￿tremen[ thac the JccountS true and hlr ￿eW thlch Is nor a rrrttter c¢Jnsidered as parcof Jn independent ex3tnination. I have no C￿¢￿￿1 and have come across nr other niatteF5 in ¥trith a￿viatIon to artenrknn sh(4Jld be drawn ￿ this report in order to emble a proper under5tsndlng of the accowty to be reathed. Ml Chard FCCA The A550tiatvJn olchartered CerDfied Accounw¢T5 King Watmhs Lrd The lskand House Hidsomer Ntsrttsn dstock Somerstt 2DZ

tatement of Finan Acti End 31.3.25 31.3.24 To funds fund INCOME AND ENDOWMENTS FROM Charitable activitie5 5￿mMIng Pool 311915 261170 EXPENDITURE ON Charitable artI￿tieS SwSmrnlnt Po 334829 310,910 NET INCOMEIIEXPENDITUREI 154.7501 RECONCILIATION OF FUNDS Totsl funds brought forward 14S.546 2￿,2$& TOTAL FUNDS CARRIED FORWARD 129.632 145.546

31.3.24 Totsl lunds Unre5tric￿d fund CURRENT ASSErs at bank 134.653 14&186 CREDITORS knOUn￿ lalling due wthiTr one ￿r Il6401 NET CURRENT A5SEfS 129,632 145.546 TOTAL ASSETS LESS CURRENT LtABILITIES 129,632 145.546 NET ASSETS 129.632 145.546 FUNDS Unrestricted fijnds 129.632 145,546 TOTAL FUNDS 129,632 145.546 The finanaal starernents were awwoved by the Bts￿d cl and auth0ri5ed for ÉSSUE ....... ........... .. behalf by. and were signed on its Trustee

h 1025 ACCOUNTING POLICIES a5is of preparin8 the financial statemeThts The financ￿ ststetnents of the charity. a pubk benefit ￿llrI FPS 101 have wtparEd ￿ accord￿ce the Charities SORP Iffts 1021'A<¢tsunDng and by chariti￿. Ststemeni of ￿￿rnmend￿d Pracrice aFWicable w charfdes preFVrtng th￿r accounts In I￿0rd￿n¢￿ the lir4DIn￿ed in the S¢aEemenr cl Ac(Mdes ance the dwity kn entknent to the fund& it 15 probable thaE the inc¢mevAII be received aTrd the amauntcan bE rdw. Expendtture abilirles are rewi5ed 35 exp￿rture ￿ won as there is a W or cwyiion <thMiirDng the to that expenditur Is prabable thai 3 transfer of econoti￿ ￿efits ￿11 be req￿rred in settkne￿ and the amounr of the oblyri¢n can be measured T￿lab￿. Expenditure is 1<¢ounred for on an x<ruals basis and hs been <laSSifi￿ heading5 that awegate casE rela￿ to the cdreg¢ry. Where ¢05ts cannot be directy attribuTtd ro partKuhr headings thry have been all¢cated to a btsi5 tonsistent th the uso af rescwJr<es. Taxatiorts The cFArity ￿ exemptfrom rax on hs *tti¥T Fund a<<ounting Unrestricted fund5 weTrded 31 March 2024. ¥rAFF COSTS Tht monthty r￿ber L4empW¢s durfry the yearwdS as 31J.25 30 31.3.24 ontinued...

eFi Marth 2 COMPAKATIVES FOR THE sfATEMENT OF FINANCIAL AcrivmES unreS￿rted fund INCOME AND ENDOVIMENTS FROM Charitable acdvlttes S￿mmIng Poc 266,170 EXPENDITURE ON Chak4table actitrities Syrimming Pod al￿910 NET INCOMEI(EXPENDITURE) 154.7SOI RECONCILIATION OF FUNDS Total funds broughi forw3rd 2012 TOTAL FUNDS CARRtED FORWARD 145,546 CREDITORS: AMOUNTS FALUNG DUE WITHIN ONE YEAR 31J.25 31.3.24 Trdde ttedknrs 5.021 MOVEMENT IN FUNDS Net At 1.4.24 in funds 31.3.25 Unresthcted funds Gened fund 145.546 129.632 TOTAL FLINDS 145.546 129.632 Ner movement in fund& induded In the are as IdlLW IKornkng In fvn& Unrestrfrted fvnds General fund 321915 (338.8291 TOTAL FUNDS 3ll915 1338.8191 tontinued...

temert5. for the Year Erbded 3 h 2025 MOVEMENT IN FUNDS- continu CoThiparntiyes for movmont in Net At 1.4.23 hi fuD& 31.3.24 Unrestrirted knds General frjnd 4.7501 145.546 TOTAL FUNDS 2fy1.296 154,7501 145,546 Movnenr in fun& Unrestrtcted fijnds General fvnd 26&170 1320,9201 154,750 TOTAL FUNDS I￿170 131Q9201 154.7501 A currentyear 12 rnonths and prior)tar 12 months combinEd 15 3sfrAI¢yw5". mo%*ment Ai 31.3.25 AE 1.423 in fvnds Unrestmtted funds General fund 2W.296 170,6641 129,632 TOTAL FUNDS I￿.296 170.6641 119.631 A cuTrentyear 11 months and prior >Yar 12 months corrkned netmovement in fund& induthd in the￿bD￿ are 35 lollaws." Incryning Moyement in fun& expended Unrestricted fvnds Generdl fund 1659.7491 (7Q6641 TOTAL FUNDS 589.085 1659.7491 (70.6641 Conynu￿...

RELATED PARTY DISCLOSURES There were no rdated partytransacd¢nsfor the >Y4r ended 31 Marth 2025.

31J. INCOME AND ENDOVrfMENTS ChAtable artlvldes Income ynvlted from acowti# Sd￿ hlre and public 5es5ion5 Interest reCe￿d 321539 1,376 264m9 321915 26&170 Tot] intOillinK rtSOurt*s 321915 26&170 EXPÉNDITURE Support Costs Management Wages & Nl PenJions 201327 &264 103 4.262 34.264 201.343 7.852 6.056 3,484 34.963 2,020 235 204 4,260 28.433 907 6,450 P&tÈs ar)d water lTrsurAn<e ghi and hvdt Telephone & Incerner Postsge and ststionery Adverrising Other e¥penses 439 219 3.770 51185 e£ycling and hyOene s0fv￿re & tr Payroll & #dmin Support Costs Bank chary¥ Accountrnr/& bookkeeP￿g 717 1.744 3.030 3.041 4.346 2.058 1.297 3.639 1,7 l819 1760 &634 L435 3.488 Shop 5￿ck Courses Certifica[e Legal & con5ultsncy 33BM29 320.920 Tottl resourcu exwd 33&829 110,910 Net expendlture 154.7501