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2021-10-31-accounts

Shropshire Sailing Club (A company limited by guarantee)

Report and Financial Statements

For the Year Ended

31 October 2021

Charity Number: 1134892 Company Number: 07073373

Shropshire Sailing Club

Contents

Page
Legal and Administrative Information 1
Trustees Annual Report 2
Independent Examiners Report 5
Statement of Financial Activities (including Income & Expenditure Account) 6
Balance Sheet 7
Notes to the Financial Statements 8

Shropshire Sailing Club

Legal and Administrative Information

Status

The organisation is a charitable company limited by guarantee, incorporated on 11 November 2009 and registered as a charity on 12 March 2010.

The company is established under a Memorandum of Association which established the objects and powers of the charitable company and is governed by its Articles of Association. Under those Articles, the Directors are elected to serve for a period of a year with one third retiring each year .

Directors and Trustees

The directors of the charitable company (the charity) are it's trustees for the purpose of charity law and throughout this report are collectively referred to as the trustees.

The trustees serving during the year and since the year end were as follows :

Mr I Johnson Mr R R Hilliard (resigned 23/2/21) Mr J G Simpson (resigned 23/2/21) Mr M W Hamblin (resigned 23/2/21) Mrs C S Murphy (resigned 23/2/21) Mr D P J Robinson (resigned 12/4/21) Mr C A Smith (resigned 23/2/21) Mrs A J Eady (appointed 23/2/21) Mr C C Carter (appointed 23/2/21) Mr D A Coull (appointed 8/3/21) Mr S D Hewitt (appointed 23/2/21) Mr M P Mayne (appointed 23/2/21) Mr J R S Ridgers (appointed 23/2/21) Mr R D Newey (appointed 6/9/21)

Registered office

Whitemere Ellesmere Shropshire SY12 0HU

Independent examiner

D Fox FCCA Walletts Adventure Place, Hanley Stoke on Trent ST1 3AF

Bankers

NatWest Bank plc 42 Cheshire Street Market Drayton Shropshire TF9 1PG

1

Shropshire Sailing Club Trustees Annual Report for the year ended 31 October 2021

The trustees present their report along with the financial statements for the year ended 31 October 2021.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's Memorandum and Articles of Association, the Charities Act 2011,the Companies Act 2006 and the 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 published on 16 July 2014.

The company contact address is the registered office.

Management, governance arrangements and risk review

The Board considers that its trustees collectively possess the necessary skill and experience to direct the Club's affairs and identify and induct suitable candidates to fill any vacancies.

The Board is continuously alert to and formally reviews annually the risks to which the charity is exposed.

The trustees keep the skill requirements for the Trustee Body under review and new potential trustees will be approached as considered necessary. The trustees will conduct an interview in which the responsibilities of trustees are discussed and a final decision taken.

The induction process for new trustees will involve an initial meeting with the current trustees to discuss in detail the responsibilities of the position, the governing trust deed and the objectives of the charity. New trustees are provided with a copy of the Charity Commissions Guidance ‘The Essential Trustee: What you Need to Know’.

The board meets not less than three times a year to review progress and plans.

Objectives

The charity is established with the object of the promotion of community participation in healthy recreation by the provision of facilities for sailing in the north Shropshire area.

In shaping our objectives and planning our activities, the trustees have considered the Charity Commission's guidance on public benefit.

How our activities deliver public benefit

The club provides community involvement in healthy recreation (dinghy sailing), advancing the physical education of young people by providing equipment and facilities to learn the sport of sailing, and educating the public about the sustainable recreational use of the Mere on which the club sails. The club aims to provide these facilities and services at a low cost and to some groups free of charge. The principle public benefit is healthy recreation.

2

Shropshire Sailing Club Trustees Annual Report for the year ended 31 October 2021

Principal activities, achievements and plans

Statement of Achievement

The highlight of the year was the grand opening of our new clubhouse on Sunday 3rd October 2021. After more than a decade of planning and fund raising, the dreams of dedicated members came to fruition with the opening of a purpose-designed facility, which will open up many new opportunities for the club.

Following the staged relaxing of Covid-19 restrictions the club was able to offer

The club is indebted to the club's volunteer training team for the professional delivery of the courses and on boarding sessions.

Whilst the club saw an increase in activities the impact of Covid-19 was that, we lost three affiliated memberships. i.e. local schools, but gained a new one.

Overall the income from memberships and training was 14% higher than 2019/20.

The club is indebted to Shropshire Council for their financial support during this difficult time. We are also indebted to the clubs membership for their support by paying their membership fees at a time when the Covid-19 situation remained fluid and uncertain.

We are thankful to a club member for his kind donation that supported the club with the purchase of two Bahia sailing dinghies'. We are also grateful to Oswestry Sports Forum who provided a grant that helped the club purchase "Swiftchick", a Flying 15 type sailing dinghy that will allow the club to offer keelboat training and to support the clubs ambition to offer the sailing experience to people with disabilities.

3

Shropshire Sailing Club Trustees Annual Report for the year ended 31 October 2021

Future Plans

It is hoped that our new modern clubhouse will allow us to maintain and realise our membership potential and to develop new opportunities such as Sailability and stand up paddle boarding.

The future of Shropshire Sailing club looks very good and the Directors/ Trustees are excited by what the future will bring.

Financial Review, Investment Policy & Reserves

The charity had an overall excess of income over expenditure of £20,487 for the year (2020: £95,171). At the year of the year the charity had reserves of £311,455 (2020: £290,968). Fixed assets represented £277,480 of the reserves held.

The trustees are satisfied with the results of the year and look forward to the continuing success of the club.

The reserves of the club are considered to be adequate to ensure the ongoing activity of the club

Statement of trustees responsibilities

Company law requires that the directors prepare financial statements for each financial year to give a true and fair view of the state of affairs of the charitable company as at the balance sheet date, of its incoming resources and application of those resources, including income and expenditure, for the year. In preparing those statements, the board has selected suitable accounting policies and applied them consistently, made judgements and estimates that are reasonable and prudent and prepared the financial statements on a going concern basis.

The trustees acknowledge responsibility for maintaining proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that financial statements comply with the Companies Act 2006. They have also safeguarded the assets of the charitable company and taken reasonable steps to prevent and detect fraud or other irregularities.

Members of the board

Members of the board, directors for the purpose of company law and trustees for the purpose of charity law, who served during the year are set out on page 1.

Members of the charitable company guarantee to contribute an amount not exceeding £10 to the assets of the company in the event of winding up. The number of such guarantees at 31 October 2021 was 8 (2019: 7)

This report was approved by the Trustees and signed on its behalf by:

Mr I Johnson

Date: 24th February 2022

4

Independent Examiner's Report to the trustees of Shropshire Sailing Club

I report to the trustees on my examination of the accounts of the charitable company for the year ended 31 October 2021, which are set out on pages 6 to 12.

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.

Signed:

Dated : 7th March 2022

D. Fox FCCA Walletts Adventure Place Hanley Stoke-on Trent

5

Shropshire Sailing Club

Statement of Financial Activities (including Income & Expenditure Account) for the year ended 31 October 2021

Unrestricted
Notes
Funds
£
Income
Donations
2
420
Grants receivable
3
18,398
Income from charitable activities
6
43,661
Activities for generating funds
4
248
Investment income and interest
5
1
Other incoming resources
-
Total income
62,728
Expenditure
Costs of generating funds
8
519
Expenditure on charitable activities:
Sailing activity running costs
9
20,583
Premises running costs
10
18,018
Other costs
11
3,371
Total expenditure
42,491
Net income
20,237
Gross transfers between funds
16
6,250
Net movement in funds
26,487
Reconciliation of Funds
Total funds at 1 November 2020
283,136
Total funds at 31 October 2021
309,623
Restricted
Funds
£
-
250
-
-
-
-
250
-
-
-
-
-
250
(6,250)
(6,000)
7,832
1,832
2021
Total
Funds
£
420
18,648
43,661
248
1
-
62,978
519
20,583
18,018
3,371
42,491
20,487
-
20,487
290,968
311,455
2020
Total
Funds
£
11,451
86,800
34,479
1,558
216
-
134,504
1,297
17,933
6,432
13,671
39,333
95,171
-
95,171
195,797
290,968

The statement of financial activities includes all gains and losses recognised in the year.

The incoming resources and resources expended derive from continuing operations.

None of the charitable company's activities were acquired or discontinued during the above two financial years.

The notes on pages 8 to 12 form part of these accounts.

6

Shropshire Sailing Club Balance Sheet as at 31 October 2021

Notes
Fixed assets for use by the
charity
Tangible assets
12
Current assets
Stock
Debtors
13
Cash at bank and in hand
Creditors: amounts falling due
within one year
14
Net current assets
Net assets
The funds of the charity :
Restricted funds
16
Unrestricted funds
16
Total charity funds
146
2,585
33,873
36,604
2,629
2021
£
277,480
33,975
311,455
1,832
309,623
311,455
-
3,035
42,113
45,148
6,534
2020
£
252,354
38,614
290,968
7,832
283,136
290,968

For the financial year ended 31 October 2020 the company was entitled to exemption from audit under section 477 Companies Act 2006. No member of the company has deposited a notice, pursuant to section 476, requiring an audit of these financial statements under the requirements of the Companies Act 2006.

The directors acknowledge their responsibilities for ensuring that the company keeps accounting records which comply with section 386 of the Act and for preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of the financial period and of its profit or loss for the financial period in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the company.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and in accordance with FRS 102 Section 1A - small entities.

The financial statements were approved and authorised for issue by the directors and signed on their behalf by:

Mr I Johnson

Date: 24th February 2022

Company Registration No. 07073373

7

Shropshire Sailing Club Notes to the Financial Statements for the year ended 31 October 2021

1 Accounting policies

Accounting convention

The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 and the Companies Act 2006.

The trust constitutes a public benefit entity as defined by FRS 102.

Incoming resources

Voluntary income is received by way of donations and gifts and is included in full in the Statement of Financial Activities when receivable. The value of services provided by volunteers has not been included.

Grants, including grants for the purchase of fixed assets, are recognised in full in the Statement of Financial Activities in the year in which they are receivable.

Incoming resources from investments are included when receivable.

Subscription and fees are recognised in full in the Statement of Financial Activities in the year in which they are receivable.

Resources expended and basis of allocation of costs

Resources expended are recognised in the period in which they are incurred.

Resources expended are allocated directly to the particular activity to which they relate.

Fixed assets and depreciation

All purchases of a capital nature are capitalised at cost.

Depreciation is provided at rates calculated to write off the cost of each tangible fixed asset over its expected useful life as follows :

Land and buildings straight line over 50 years Fixtures and fittings straight line over 8 years Boats and equipment straight line over 5 to 10 years

Unrestricted funds

Unrestricted funds are donations and other incoming resources receivable or generated for the objects of the charity without further specified purpose and are available as general funds.

Designated funds

Designated funds are unrestricted funds earmarked by the management committee for particular purposes.

Restricted funds

Restricted funds Restricted funds are to be used for specified purposes as laid down by the donor. Expenditure which meets these criteria is charged to the fund.

8

Shropshire Sailing Club Notes to the Financial Statements for the year ended 31 October 2021

2
Donations
Unrestricted
£
Donations - New Club House
-
Donations - Boat fund
-
Sundry donations
420
Value of donated assets
-
Sale of donated asset
-
420
Restricted
£
-
-
-
-
-
-
2021
£
-
-
420
-
-
420
2020
£
5,406
6,000
45
-
-
11,451
3
Grants receivable
Unrestricted
£
Grants towards new sailing club building
Sport England Grant
-
Twemlows Grant
-
Mary Hignett Bequest Fund
-
Oswestry Sports Forum Grant
-
COVID support grant
18,398
18,398
4
Activities for generating funds
Unrestricted
£
Fundraising events
135
Sales of merchandise
113
248
5
Investment Income
Unrestricted
£
UK interest received
1
1
6
Incoming resources from charitable activities
Unrestricted
£
Subscriptions
30,296
Berth fees
222
Boat hire
425
Training fees and courses
8,672
Group Booking - 'on boarding events'
4,046
Sundry sales and other income
-
43,661
Restricted
£
-
-
-
250
-
250
Restricted
£
-
-
-
Restricted
£
-
-
Restricted
£
-
-
-
-
-
-
2021
£
-
-
-
250
18,398
18,648
2021
£
135
113
248
2021
£
1
1
2021
£
30,296
222
425
8,672
4,046
-
43,661
2020
£
75,000
1,000
800
-
10,000
86,800
2020
£
1,558
-
1,558
2020
£
216
216
2020
£
29,971
-
145
4,063
-
300
34,479

7 Taxation

The charitable company is exempt from corporation tax on its charitable activities.

9

Shropshire Sailing Club Notes to the Financial Statements for the year ended 31 October 2021

8 Costs of generating funds

8
Costs of generating funds
Unrestricted
£
Fundraising events
415
104
519
9
Sailing activity running costs
Unrestricted
£
RYA Subscription
666
Postage and stationery
50
Insurance
5,494
Fuel and lubricants
569
Chandlery
775
Motor servicing
489
Prizes
68
Whitemere rent
6,000
Training provision costs
1,012
Depreciation
5,460
Profit from sale of equipment
-
20,583
10
Premises running costs
Unrestricted
£
Rates
218
Electricity
3,230
Repairs
642
Water front and grounds maintenance
5,312
Cleaning
2,601
Telephone
412
Depreciation
5,603
18,018
11
Other costs
Unrestricted
£
Software Licence
1,674
Health and safety
468
Advertising
66
Travelling
24
Independent examiners fee
817
Old sailing club - write off of value
-
Charitable donation
150
Sundry
172
3,371
Restricted
£
-
-
-
Restricted
£
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
£
-
-
-
-
-
-
-
-
Restricted
£
-
-
-
-
-
-
-
-
-
2021
£
415
104
519
2021
£
666
50
5,494
569
775
489
68
6,000
1,012
5,460
-
20,583
2021
£
218
3,230
642
5,312
2,601
412
5,603
18,018
2021
£
1,674
468
66
24
817
-
150
172
3,371
2020
£
1,297
-
1,297
2020
£
666
179
5,409
579
743
743
73
4,500
420
4,621
-
17,933
2020
£
175
1,612
343
-
2,345
255
1,702
6,432
2020
£
1,219
693
-
155
780
10,283
-
541
13,671

10

Shropshire Sailing Club Notes to the Financial Statements for the year ended 31 October 2021

12 Tangible fixed assets

Cost
At 1 November 2020
Additions
Old sailing club - write off of value
Disposals
At 31 October 2021
Depreciation
At 1 November 2020
Charge for the year
Disposals
At 31 October 2021
Net book value
At 31 October 2021
At 1 November 2020
13 Debtors
Trade debtors
Prepayments
Other debtors
14 Creditors: amounts falling due within one year
Other creditors and accruals
15 Analysis of net assets between funds
Fund balances as at 31 October 2021 are represented by:
Tangible fixed assets
Current assets
Current liabilities
Total net assets
Land and
buildings
£
242,840
52,566
23,365
12,425
-
-
-
-
266,205
64,991
1,579
41,968
5,400
5,460
-
-
6,979
47,428
259,226
17,563
241,261
10,598
General
funds
£
277,480
34,772
(2,629)
309,623
Boats &
Sailing
Equipment
£
688
399
-
-
1,087
193
203
-
396
691
495
2021
£
-
2,585
-
2,585
2021
£
2,629
2,629
Restricted
funds
£
-
1,832
-
1,832
Club House
Fixtures,
fittings and
equipment
Total
£
296,094
296,094
-
-
332,283
43,740
11,063
-
54,803
277,480
252,354
2020
£
1,110
1,925
-
3,035
2020
£
6,534
6,534
Total
funds
£
277,480
36,604
(2,629)
311,455

11

Shropshire Sailing Club Notes to the Financial Statements for the year ended 31 October 2021

16 Movements in funds
Unrestricted funds:
General fund
Coffuffle boat replacement fund
Total Unrestricted funds
Restricted funds :
Coffuffle boat replacement fund
Training boat replacement fund
Boat fund
Total restricted funds
Total funds
At 1
November
2020
282,836
300
283,136
1,832
6,000
-
7,832
290,968
Incoming
resources
62,728
-
62,728
-
-
250
250
62,978
Outgoing
resources
(42,491)
(42,491)
-
-
-
-
(42,491)
Transfers
6,080
170
6,250
-
(6,000)
(250)
(6,250)
-
At 31
October
2021
309,153
470
309,623
1,832
-
-
1,832
311,455

17 Financial commitments

At 31 October 2021 the charity was committed to making the following payments under non-cancellable operating leases :

Land and buildings
Operating leases :
Due within one year
Between two and five year
Due in more than 5 years
2021
£
6,000
24,000
151,500
181,500
2020
£
6,000
24,000
157,500
187,500

The club has a long term rental lease which does not expire until 2048.

18 Capital commitments

At 31 October 2021 the charity had no capital commitments.

12