
## **Trustees' Annual Report for the period** 

Period start date Period end date 

**From 01 April 2021 To 31 March 2022** 

## 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** 

## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||**Bill Thomson**|**Chairman**|||
||**Tim Harrison**|**Secretary**|||
||**Robert Boyd **|**Treasurer**|||
||**Alan Anderson**||||
||**Richard Brazier**||||
||**Peter Jeffreys **||**01/04/2021 – 06/09/2021**||
||**Chris Wilkinson**||||
||**Andrew Peill**||**From 06/09/2021**||
||**Janice Mitchell**||**From 06/09/2021**||
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## **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 **<br>**Name**<br>**Address**|||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **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 one hundred and seventy 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 rejoined to become involved again. Members of other clubs in the area joined us to take advantage of our set-up. Some members (about 1/3) did not take part in the on-line events, and although their return to the tables, when Face-to-Face bridge became available again, has been supported and encouraged, attendance is low.** 

**We are still running on-line sessions, since some members are unwilling to return to F2F, or have become comfortable playing online.** 

**Face-to-Face matches with other clubs will be restarted when it becomes possible.** 

**Bridge teaching has been resumed with 2 classes now being run. One of them will be moving on to the Tuesday session.** 

**Many members have done so much work in running the on-line system and F2F club events very efficiently. Dedication and teamwork is well demonstrated by a large number of members delivering 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; 

**Collection of annual membership subscriptions was restored in spring 2022 after we began to use our premises for face-to-face bridge. Individual ‘table money’ was charged for each face-to-face and 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 11/05/2022** 

**TAR** 

March **2012** 

5 

