Trustees' Annual Report for the period
Period start date
Period end date
From 01 April 2020 To 31 March 2021
Section A Reference and administration details
Charity name Kendal Bridge Club Other names charity is known by Registered charity number (if any) 1151223 Charity's principal address Dowkers Lane Kendal Cumbria Postcode LA9 4DN
Kendal Bridge Club
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(if any) |
|---|---|---|---|---|
| Bill Thomson | Chairman | |||
| Tim Harrison | Secretary | |||
| **Robert Boyd ** | Treasurer | |||
| Alan Anderson | ||||
| Richard Brazier | ||||
| Peter Jeffries | ||||
| Chris Wilkinson | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document Constitution (eg. trust deed, constitution) How the charity is constituted Charitable Incorporated Organisation (eg. trust, association, company) Trustee selection methods Elected at the Annual General Meeting of members. (eg. appointed by, elected by) Appointed by Trustees if vacancies arise during the year.
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures The Trustees consider that there are no significant risks
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adopted for the induction and facing the Charity at this time.
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training of trustees;
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the charity’s organisational the charity’s organisational structure and any wider Policies have been reviewed.
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the charity’s organisational the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The advancement of amateur sport by promoting the game of Bridge for the benefit of the residents of Kendal and the surrounding area.
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Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The provision of facilities for the learning, teaching and playing of Bridge for the benefit of the residents of Kendal and the surrounding area.
Additional details of objectives and activities (Optional information)
1. The advancement of amateur sport by promoting the game of Bridge for the benefit of the residents of Kendal and the surrounding area.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
2. The provision of facilities for the learning, teaching and playing of Bridge for the benefit of the residents of Kendal and the surrounding area.
We do not make grants.
Monies are held in two bank accounts to minimise default risks.
All the work has been carried out by volunteers without whom the Charity could not function.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
In planning our activities for the year, we kept in mind the Charity Commission's guidance on public benefit at our Trustees meetings. The main emphasis is on providing facilities to play bridge on four sessions per week. On-line bridge for members has been put in place to allow our members to play from home in members-only events. Our two hundred members are of all abilities and cover a wide age range. Because of our on-line competitions a number of ex-members who have left the area have rejoined to become involved again. Members of other clubs in the area have joined us to take advantage of or set-up. We have also allowed members of other clubs to take part in our “Relaxed Bridge” events without being charged for membership.
Some members (about 1/3) have not taken part in the on-line events, and their return to the tables, when Face-to-Face bridge becomes available again, will need to be supported and encouraged. How to return to “normal” is being developed, with trial session(s) to be run. Members will need to be shown that the procedures are Covid secure. It may be necessary to continue running some on-line sessions after the pandemic is over.
Matches with other clubs and links with social occasions have not been possible during the COVID pandemic, but will be restarted when it becomes possible again. Bridge cannot be taught to beginners currently but, again, will be reintroduced as soon as possible.
All members are very grateful for the many people who have done so much work (and learning) in setting up the on-line system and running the club events very efficiently. Impressive teamwork has been well demonstrated by a large number of people to deliver a slick, impressive system for the club.
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Section E Financial review
Brief statement of the
charity’s policy on reserves
Our reserves policy requires us to hold a reserve of £10,000 to meet ongoing Club requirements, with the rest held to meet our obligations to maintain our new extension of the premises. Receipts are held in two bank accounts to minimise default risks.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
The annual membership subscriptions were not collected during 2020-2021 since we could not use our premises. There was a joining fee for new members. Individual ‘table money’ was charged for each online session provided by the Club.
The main items of expenditure were fees to the English Bridge Union and to the providers of online Bridge facilities that the Club has used, Bridge Base Online and RealBridge.
- investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Bill Thomson Full name(s) William Barclay Thomson Position (eg Secretary, Chair, Chairman etc) Date 02/09/2021
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| Kendal Bridge Club | Kendal Bridge Club | Kendal Bridge Club | Kendal Bridge Club | Kendal Bridge Club | 1151223 | 1151223 | CC16a | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Receipts and payments accounts | ||||||||||
| For the period | Period start date | Period end date | ||||||||
from |
01-April-20 | To | 31-Mar-21 | |||||||
| Section A Receipts and payments | ||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | ||||||
| ~~to the nearest~~ ~~£~~ |
to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||
| A1 Receipts | ||||||||||
| Table Money | 7,884 | - | - | 7,884 | 12,249 | |||||
| Subscriptions | 105 | - | - | 105 | 1,570 | |||||
| Donations and Grants | 1,195 | - | 1,195 | 45,250 | ||||||
| Gift Aid | - | - | 11,486 | |||||||
| Social Events | - | - | - | 1,575 | ||||||
| Seminar Fees | - | - | - | 568 | ||||||
| Bank Interest | 81 | - | 81 | 127 | ||||||
| Other | 141 | - | - | 141 | 36 | |||||
| _AR) _ | 9,406 | - | - | 9,406 | 72,861 | |||||
| A2 Asset and investment sales, (see table). |
||||||||||
| - | - | - | - | |||||||
| - | - | - | - | - | ||||||
| Sub total | - | - | - | - | - | |||||
| Total receipts | 9,406 | - | - | 9,406 | 72,861 | |||||
| A3 Payments | ||||||||||
EBU ,BBO andReal Bridge |
4,790 | - | - | 4,790 | 2,723 | |||||
| ComputerCosts | 72 | - | - | 72 | 1,001 | |||||
| Competitions | 274 | - | - | 274 | 436 | |||||
| Refreshments | - | - | 3,811 | |||||||
| Social Events | - | - | 1,412 | |||||||
| New Premises | - | 3,796 | ||||||||
| Donations and Grants | 1,888 | - | - | 1,888 | 698 | |||||
| Maintenance &Rent | 1,018 | - | - | 1,018 | 2,675 | |||||
| Stationery andPostage | 334 | |||||||||
| Tuition | 120 | |||||||||
| Insurance | 264 | 264 | 138 | |||||||
| - | ||||||||||
| **sub total ** | 8,306 | - | 8,306 | 17,144 | ||||||
| A4 Asset and investment purchases, (see table) |
||||||||||
Loan Repaid |
- | 66,000 | ||||||||
| - | ||||||||||
| **Sub total ** | 8,306 | 8,306 | 83,144 | |||||||
| Total payments | 8,306 | 8,306 | 83,144 | |||||||
| Net of receipts/(payments) | 1,100 | - | 1,100 | - 10,283 | ||||||
| A5 Transfers between funds | - | - | - | |||||||
| A6 Cash funds last year end | 25,794 | - | 25,794 | 36,077 | ||||||
Cash funds this year end |
26,894 | - | - | 26,894 | 25,794 | |||||
| Section B Statement of assets and liabilities | at the end | of the period | ||||||||
| Categories | Details | Unrestricted funds |
Restricted funds |
Endowment funds |
||||||
| to nearest £ | to nearest £ | to nearest £ | ||||||||
| B1 Cash funds | Instant access bank Accounts | 26,894 | - |
000000CCXX R1 accounts (SS)
00000017/05/2020
0000001
| - | - | - | |||||||
|---|---|---|---|---|---|---|---|---|---|
| - | - | - | |||||||
| Total cash funds | 26,894 | - | - | ||||||
| (agree balances with receipts and payments account(s)) |
OK | OK | OK | ||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
|||||||
| Details | to nearest £ | to nearest £ | to nearest £ | ||||||
| B2 Other monetary assets | - | - | - | ||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||||
| B3 Investment assets | - | - | |||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||||
| B4 Assets retained for the charity’s own use |
Bridge equipment including bridgemates, computers/printer, a duplimating machine, playing cards, bidding boxes and card tables/cloths. |
Unrestricted |
- | - | |||||
| - | - | ||||||||
| Details | Fund to which liability relates |
Amount due (optional) |
When due (optional) |
||||||
| B5 Liabilities | - | ||||||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval |
||||||
| Robert Boyd | |||||||||
| Bill Thomson | |||||||||
000000CCXX R2 accounts (SS)
00000017/05/2020
0000002
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