Trustees’ Annual Report for the period
From 1/10/2022 Period start date To 30/9/2023 Period end date Charity name: Bury Tandem Club for Blind and Partially Sighted People Charity registration number:1017270
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objectives of The Club are to provide facilities for recreation or other leisure time occupation and, in particular, the provision of tandem cycling facilities in the interests of social welfare for visually impaired people in Bury and the surrounding area, with the aim of improving the quality of life of people who have a visual impairment |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The main activity of the Club is a weekly tandem ride of 30-60 miles which takes place every Sunday starting at 9.30am from the Club workshop. These are challenging rides available for blind and visually impaired riders who can travel to the workshop for the start of the weekly rides. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes, and we believe we address both the “benefit” and the “public” aspects of “public benefit” |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | The Club is totally reliant for its existence on the weekly contribution made to the Club by its sighted front riders (aka pilots). |
Other
Achievements and Performance
| SORP reference |
||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The Club has continued to organise regular Sunday rides through the last year with only a small number unable to take place because of adverse and/or unsafe weather conditions. The rides benefit around 10 partially sighted stokers who ride on the rear of the tandem and 20 sighted pilots who ride on the front. All the riders talk of the enjoyment they derive from the rides with pilots in particular describing it as a life-changing activity. The activity delivers benefits for their physical and mental health as well as being a welcome social activity. The pilots would maintain that they derive similar benefits. The Club has also appeared in local news, printed and broadcast, raising awareness among the public in general of the needs, challenges and achievements of visually impaired people. The Club has members from Bury and the surrounding area and some who travel to the weekly rides from as far as Stockport. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The financial position at the end of September 2023 was particularly strong because of a single grant of £15000 received during the year as well as £8000 being donated to the Club from the fundraising activities of one member. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We are reliant on grants to maintain our financial viability. By their very nature, these are irregular and some grant making bodies will not award grants to charities with too large a bank balance. The main financial risk to the charity is a sustained lack of success in applying for grants combined with reduced donations. Reserves are held to cover at least 12 months operational costs to allow time for fundraising and grant applications. |
| Amount of reserves held | Para 1.22 | Cash in hand at the bank was £30,369 on 30/9/2023, all of which was unrestricted funds. This is enough to keep the Club going for about three years with no other income. |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Our principal sources of funds are grants, the annual sponsored ride, miscellaneous fundraising activities, weekly contributions by stokers for the rides and ad-hoc donations |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | The Club has a constitution as its main governing document |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The charity is constituted as an unincorporated association. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The Life President is a Trustee by virtue of his role. All other trustees are selected at the AGM with the Chair, Secretary and Treasurer being elected directly to their posts. All elected Committee members are also Trustees. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Bury Tandem Club |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1017270 |
| Charity’s principal address | High Barn Horrocks Fold Bolton BL1 7BX |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Derek Pritchard | President | |||
| Alan Mayer | Chair | |||
| Ann Munro | Secretary | |||
| Jonathan Martin Doxsey |
Treasurer | |||
| Stephen Cooper | ||||
| LesleyBest | ||||
| Laura Jayne Whitaker |
||||
| Mark Jason Holme | ||||
| David William Michael Comer |
||||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | **Dates acted if not for whole year ** | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|
| N/A | ||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Alan Mayer | Jonathan Martin Doxsey | |
Chair |
Treasurer | |
| 15/5/2024 15/5/2024 |
||
| 15/5/2024 |
2022-2023
INCOME
| Donation from Garl Foundation Fundraising by Laura Whitaker Sponsorship raised from sponsored ride Stokers donations Miscellaneous donations Donations - JustGiving Donation - Xmas trees Donation via MuchLoved.com Donations - Harry and Mark labour Presidents ride payments Donations - bike parts Donation from Bid for Charity Bank interest Payments for Club Tops Amazon Smile scheme Grant - Bury Council 2022 Grant - Spar 2022 Southport Sponsored Ride Donations - Bury Market Stall Donations - Asda Donations via Virgin Money Giving webpage Donations - BAFC collection Tandem Hire by The Times Restricted funds Unrestricted funds EXPENDITURE Mechanic's salary Annual employer's and public liability insurance Bike parts Income tax Bike cleaning Energy Electrical installation check Presidents ride buffet One off bills ( e.g. toilet consumables) Committee meeting room hire Card reader transaction fees Club Gilets purchase Skipton 22 ride costs Banner |
2021-2022 2022-2023 £15,000.00 £8,500.00 £2,053.71 £1,861.15 £618.05 £620.00 £512.01 £503.07 £184.42 £411.06 £377.98 £373.36 £235.44 £225.00 £220.00 £180.00 £164.00 £100.00 £130.00 £100.00 £1.57 £64.60 £211.00 £45.00 £18.82 £33.73 £4,846.00 £2,000.00 £1,020.90 £752.86 £500.00 £265.41 £185.20 £150.00 |
|---|---|
| £14,202.93 £28,261.41 |
|
| £4,846.00 £0.00 £9,356.93 £28,261.41 £3,000.00 £3,000.00 £1,602.92 £1,750.19 £4,193.21 £931.81 £1,616.05 £750.00 £532.00 £590.00 £529.31 £425.55 £169.20 £150.00 £168.00 £127.00 £147.55 £150.00 £135.00 £6.08 £1.70 £1,341.60 £156.52 £108.00 |
|
| £13,512.69 £8,069.00 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examlner'5 Report Report to the twsteesl members of BURY TANDEM CLUB FOR BUND & PARTIALLY SIGHTED PEOPLE On accounts for the year ended SEPTEMBER 2023 Charity no Ilf any) 1017270 Set out on pages 3- TOTAL INCOME £28,281 TOTAL EXPENSES £8.089 I report to the trustees on my examination of the OUntS of the above charity rthe Trusf) for the year ended Responsibilities and As Ihe tharity tnjstees of the TrusL are responsible for the preparation basis of report of Ihe accounts in acconIan with the requirements of the Charibes Ac 2011 fthe Acr). I report in respect of my exan1rwt1( of Ihe Trusfs accajnts carried out urKler sedi¢yJ 145 of the 2011 Ad and in (xrrying out my eJamirAtt<)n. I have follrJhEd the applicable DiredIS given by the Charity C(xnmissM)n urKler section 145(5)(b) of the Act Independent I have Coffieted my examination. I confimi Ihat no material matter5 have examinerfs statement come to my attenti (olher than ttwt disdosed below.) in connection with the exAminalion whith gives me (se to betteve that in. any material acccwJnting records were not kept ac£ordan( section 130 of the Act or I have no concems aThJ have ne a(ross no otrr matters in GneCtIon with the examrAtrJn to which attention should be drawn in orderto enable a proper UnderSLding of the accounts to be reald. ' Please tle Ihe vK)nts in the bRckets if theyth) not appty. Signed: 05112r2023 Name: KATHRYN ROGERS FCA Relevant professional qualificationls) or body (rf any): ICAEW MEMBER NO 8943497 Address: BANKBorroM FARM, BROADHEAD ROAD TURTON, BOLTON BL7 OJN IER October 2018 Scanned with Camscanner
Section B Disclosure Only complete if the examw]er needs to highlight matters of concem (see CC32, Independent examination of charity accounts: directions and guidance for examiners). NONE Give here brief details of any items that the examiner wishes to disclose. IER October 2018 Scanned with Camscanner