## **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
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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** **TAR** March **2012** 1 ## **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: - policies and procedures **The Trustees consider that there are no significant risks** - adopted for the induction and **facing the Charity at this time.** - training of trustees; -  the charity’s organisational the charity’s organisational structure and any wider **Policies have been reviewed.** - the charity’s organisational the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - 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.** **TAR** March **2012** 2 **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: - policy on grantmaking; - policy programme related investment; - 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.** **TAR** March **2012** 3 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.** **TAR** March **2012** 4 ## **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: - the charity’s principal sources of funds (including any fundraising); - 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** **TAR** March **2012** 5 ||**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 OOOMOCCXX R3 accounts ISSI 0000003 OOM001710512020 OOOMOCCXX R4 accounts ISSI 0000004 OOM001710512020 OOOMOCCXX RS accounts ISSI 0000005 OOM001710512020 OOOMOCCXX R6 accounts ISSI 0000006 OOM001710512020 OOOMOCCXX R7 accounts ISSI 0000007 OOM001710512020 OOOMOCCXX R8 accounts ISSI 0000008 OOM001710512020 OOOMOCCXX R9 accounts ISSI 0000009 OOM001710512020 OOOMOCCXX R10 accounts ISSI 00000010 OOM001710512020 OOOMOCCXX R11 accounts ISSI 00000011 OOM001710512020 OOOMOCCXX R12 accounts ISSI 00000012 OOM001710512020 OOOMOCCXX R13 accounts ISSI 00000013 OOM001710512020 OOOMOCCXX R14 accounts ISSI 00000014 OOM001710512020 OOOMOCCXX R15 accounts ISSI 00000015 OOM001710512020 OOOMOCCXX R16 accounts ISSI 00000016 OOM001710512020 OOOMOCCXX R17 accounts ISSI 00000017 OOM001710512020 OOOMOCCXX R18 accounts ISSI 00000018 OOM001710512020 OOOMOCCXX R19 accounts ISSI 00000019 OOM001710512020 OOOMOCCXX R20 accounts ISSI 00000020 OOM001710512020 OOOMOCCXX R21 accounts ISSI 00000021 OOM001710512020 OOOMOCCXX R22 accounts ISSI 00000022 OOM001710512020 OOOMOCCXX R23 accounts ISSI 00000023 OOM001710512020 OOOMOCCXX R24 accounts ISSI 00000024 OOM001710512020 OOOMOCCXX R25 accounts ISSI 00000025 OOM001710512020 OOOMOCCXX R26 accounts ISSI 00000026 OOM001710512020 OOOMOCCXX R27 accounts ISSI 00000027 OOM001710512020 OOOMOCCXX R28 accounts ISSI 00000028 OOM001710512020 OOOMOCCXX R29 accounts ISSI 00000029 OOM001710512020 OOOMOCCXX R30 accounts ISSI 00000030 OOM001710512020 OOOMOCCXX R31 accounts ISSI 00000031 OOM001710512020 OOOMOCCXX R32 accounts ISSI 00000032 OOM001710512020 OOOMOCCXX R33 accounts ISSI 00000033 OOM001710512020 OOOMOCCXX R34 accounts ISSI 00000034 OOM001710512020 OOOMOCCXX R35 accounts ISSI 00000035 OOM001710512020 OOOMOCCXX R36 accounts ISSI 00000036 OOM001710512020 OOOMOCCXX R37 accounts ISSI 00000037 OOM001710512020 OOOMOCCXX R38 accounts ISSI 00000038 OOM001710512020 OOOMOCCXX R39 accounts ISSI 00000039 OOM001710512020 OOOMOCCXX R40 accounts ISSI 00000040 OOM001710512020 OOOMOCCXX R41 accounts ISSI 00000041 OOM001710512020 OOOMOCCXX R42 accounts ISSI 00000042 OOM001710512020 OOOMOCCXX R43 accounts ISSI 00000043 OOM001710512020 OOOMOCCXX R44 accounts ISSI 00000044 OOM001710512020 OOOMOCCXX R45 accounts ISSI 00000045 OOM001710512020 OOOMOCCXX R46 accounts ISSI 00000046 OOM001710512020 OOOMOCCXX R47 accounts ISSI 00000047 OOM001710512020 OOOMOCCXX R48 accounts ISSI 00000048 OOM001710512020