## **Trustees' Annual Report for the period**
Period start date
Period end date
**From 01 April 2022 To 31 March 2023**
## 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**
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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)**|
|---|---|---|---|---|
||**Andrew Peill**|**Chairman**|||
||**Tim Harrison**|**Secretary**|||
||**Steve Douglas**|**Treasurer**|||
||**Alan Anderson**||||
||**Richard Brazier**||||
||**Chris Wilkinson**||||
||**Janice Mitchell**||||
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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 **
**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 the last year there have been a number of changes in the way the Club has been run and although individually they have been relatively minor, collectively they have made for a significant change.**
**1. The general recovery from covid has resulted in fairly good number returning to face-to-face play although many members still prefer to play online. An average week is now 25 tables spread over 4 sessions. Since covid some members have not returned to the Club although the total membership remains buoyant at 177.**
**2. The collection of table money has been streamlined which has helped the administration considerably. In addition we have switched to online banking accounts which has similarly reduced the workload involved.**
3. **The Club, therefore, is currently in good health both financially and socially compared with other local clubs. Although more active members would be welcome, it is encouraging to see that there is a very popular Beginners Bridge group having lessons on a Thursday morning, successful teaching being one of our key objectives.**
**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 £20,000 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;
**Monies are collected through annual subscriptions and individual ‘table money’ 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. In addition, there was expenditure on equipment to support the Club’s activities, tuition and refreshments.**
- 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) Andrew Peill Full name(s) Position (eg Secretary, Chair, Chairman etc) Date 24/05/2023**
**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-22||**To**||31-Mar-23||||
||||||||||||
|**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|**13,307**||**-**||**-**||**13,307**||**13,713**||
|Subscriptions|**1,395**||**-**||**-**||**1,395**||**1,475**||
|Donations and Grants|**-**||||**-**||**-**||**14**||
|Gift Aid|||||**-**||**-**||**-**||
|Social Events|**1,020**||**-**||**-**||**1,020**||**-**||
|Seminar Fees|**1,392**||**-**||**-**||**1,392**||**-**||
|Bank Interest|**50**||||**-**||**50**||**25**||
|Other|**102**||**-**||**-**||**102**||**8,143**||
|_AR) _|**17,266**||**-**||**-**||**17,266**||**23,370**||
||||||||||||
|**A2 Asset and investment**
**sales, (see table).**|||||||||||
||**-**||**-**||**-**||**-**||||
||**-**||**-**||**-**||**-**||**-**||
|**_Sub total_**|**-**||**-**||**-**||**-**||**-**||
||||||||||||
|**_Total receipts_**|**17,266**||**-**||**-**||**17,266**||**23,370**||
||||||||||||
|**A3 Payments**|||||||||||
|
EBU ,BBO andReal Bridge|**5,379**||**-**||**-**||**5,379**||**6,219**||
|ComputerCosts|**248**||**-**||**-**||**248**||**102**||
|Competitions|**252**||**-**||**-**||**252**||**297**||
|Refreshments|**1,037**||**-**||**-**||**1,037**||**45**||
|Social Events|**2,726**||**-**||**-**||**2,726**||**-**||
|Premises|**-**||**-**||**-**||**-**||**8,000**||
|Education|**274**||||**-**||**274**||**-**||
|Donations and Grants|**960**||**-**||**-**||**960**||**694**||
|Maintenance &Rent|**3,361**||**-**||**-**||**3,361**||**2,410**||
|Stationery andPostage|**45**||||||**45**||**122**||
|Tuition|**660**||||||**660**||**140**||
|Insurance|**264**||||||**264**||**264**||
|Bridge Supplies|**245**||||||**245**||**-**||
|Presents &Prizes|**238**||||||**238**||**-**||
||||||||**-**||||
||||||||||||
|**_sub total_ **|**15,689**||**-**||||**15,689**||**18,293**||
||||||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||||||
|
**Loan Repaid**|||||||**-**||||
||||||||**-**||||
|**_Sub total_ **|**15,689**||||||**15,689**||**18,293**||
||||||||||||
|**_Total payments_**|**15,689**||||||**15,689**||**18,293**||
||||||||||||
|**_Net of receipts/(payments)_**|**1,577**||||**-**||**1,577**||**5,077**||
|**A5 Transfers between funds**|||||**-**||**-**||**-**||
|**A6 Cash funds last year end**|**31,972**||||**-**||**31,972**||**26,895**||
|
**_Cash funds this year end_**|**33,549**||**-**||**-**||**33,549**||**31,972**||
||||||||||||
||||||||||||
|**Section B Statement of assets and liabilities**|||||**at the end**|**of the period**|||||
|**Categories**|**Details**||||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**||
000000CCXX R1 accounts (SS)
00000017/05/2020
0000001
||||||**to nearest £**||**to nearest £**||**to nearest £**|
|---|---|---|---|---|---|---|---|---|---|
|**B1 Cash funds**|Instant access bank Accounts||||**33,549**||||**-**|
||||||**-**||**-**||**-**|
||||||**-**||**-**||**-**|
||**_Total cash funds_**||||**33,549**||**-**||**-**|
||(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|
||||||**Steve Douglas**|||||
|||||||||||
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