2024-03-31-accounts - Kendal Bridge Club

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Trustees' Annual Report for the period

Period start date

From 01 April

2023

Period end date

To 31 March 2024

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	Registered charity number (if any) 1151223 Charity's principal address	Registered charity number (if any) 1151223 Charity's principal address Dowker Lane Kendal Cumbria Postcode LA9 4DN ~~——~~	Registered charity number (if any) 1151223 Charity's principal address Dowker Lane Kendal Cumbria Postcode LA9 4DN ~~——~~
	Names of the charity trustees who manage the charity
	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
1	Andrew Peill	Chairman
2	Tim Harrison	Secretary
3	David Harris	Treasurer	From 29/05/2023
4	Richard Brazier
5	Chris Wilkinson
6	Janice Mitchell
7	Ken Orford		From 29/05/2023
8	Alan Anderson		Until 29/05/2023
9	Steve Douglas		Until 31/12/2023
10	10
11	11
12	12
13	13
14	14
15	15
16	16
17	17
18	18
19	19
20	20 ~~ao~~
	Names of the trustees for the charity, if any, (for example, any custodian trustees)
	Name		Dates acted if not for whole year



TAR			1	March2012

TAR

March 2012

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 Annual General Meeting of members. (eg. appointed by, elected by) Appointed by Trustees if vacancies arise during the year.

Section B Structure, governance and management

Description of the charity’s trusts

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 facing
adopted for the induction and the Charity at this time.
training of trustees;
the charity’s organisational structure and any wider Policies have been reviewed. 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

The advancement of amateur sport by promoting the game of Summary of the objects of the Bridge for the benefit of the residents of Kendal and the charity set out in its surrounding area. governing document

TAR

March 2012

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 pf 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 is carried out by volunteers without whom the Charity could not function.

TAR

March 2012

Section D Achievements and performance

Summary of the main achievements of the charity during the year

Kendal Bridge Club continues to be popular both in terms of total members and those regularly playing. The number of EBU enrolled members is now 198 – up 21 on last year’s figures – and there is an average of approximately 27 tables per week, spread over 5 sessions. The increase in numbers has been partly due to covid having less of an impact on the membership, in addition to which there has been considerable effort put into teaching on Thursday mornings by some of the better club players. Many of the players who are new to the game of bridge have in fact now joined the club and play regularly.

The club is therefore in a sound position both in terms of its finances and its membership numbers especially when compared with other clubs in the surrounding area. There is, none the less, no question of complacency as the trustees understand that a number of Kendal members are also members of other clubs. We are however fortunate that our club premises are large enough to accommodate a number of additional tables should the need arise.

TAR

March 2012

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 met our obligations to maintain our new extension to 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 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 27/05/2024

TAR

March 2012

Kendal Bridge Club	Kendal Bridge Club					1151223
To For the period from Period start date 01- April- 23 Receipts and payments accounts ~~a~~ ~~ee~~					Period end date 31-Mar-24 Receipts and payments accounts ~~eee~~		CC16a
Section A Receipts and payments
Unrestricted funds			Restricted funds	Endowment funds		Total funds	Last year
~~to the nearest~~ ~~£~~ A1 Receipts	~~to the nearest~~	to the nearest £		to the nearest £		to the nearest £	to the nearest £
Table Money 12,273						12,273	13,307
Subscriptions 1,485						1,485	1,395
Members' Donations to other charities 942						942
Gift Aid						-
Social Events 1,095						1,095	1,020
Seminar Fees 201						201	1,392
Bank Interest 155						155	50
Other 108						108	102
AR) 16,259		-	-	-	-	16,259	17,266

Other 108 108 102 AR) 16,259 - - 16,259 17,266	Other 108 108 102 AR) 16,259 - - 16,259 17,266	Other 108 108 102 AR) 16,259 - - 16,259 17,266	Other 108 108 102 AR) 16,259 - - 16,259 17,266	Other 108 108 102 AR) 16,259 - - 16,259 17,266	Other 108 108 102 AR) 16,259 - - 16,259 17,266	Other 108 108 102 AR) 16,259 - - 16,259 17,266	Other 108 108 102 AR) 16,259 - - 16,259 17,266
A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - *Total receipts* 16,259 - - 16,259 17,266 ~~————_———~~
A3 Payments EBU , BBO and Real Bridge		4,395	-	-	4,395		5,379
Computer Costs		405	-	-	405		248
Competitions		258	-	-	258		252
Refreshments		3,373	-	-	3,373		1,037
Social Events		2,014	-	-	2,014		2,726
Premises			-	-	-
Education				-	-		274
Members' Donations to other charities		1,029	-	-	1,029		960
Maintenance & Rent		2,207	-	-	2,207		3,361
Stationery and Postage		61			61		45
Tuition		220			220		660
Insurance		264			264		264
Bridge Supplies					-		245
Presents & Prizes		457			457		238
					-

**sub total **		14,683	-		14,683		15,689
A4 Asset and investment purchases, (see table) Loan Repaid Sub total 14,683 *Total payments* 14,683 ~~—=—=—== ~~					- - 14,683 14,683	15,689 15,689 ~~—~~
*Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*	1,576 - 1,576 1,577 - - - 33,549 - 33,549 31,972 35,125 - - 35,125 33,549 ~~======>~~

~~a~~ Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment Categories Details funds funds funds

000000CCXX R1 accounts (SS)

00000017/05/2020

0000001

		to nearest £	to nearest £	to nearest £
B1 Cash funds	Instant access bank Accounts	10,101		-
	60 Day notice account	25,000	-	-
	Petty cash	24	-	-
	*Total cash funds*	35,125	-	-
	(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	Maintenance	Unrestricted	2,000	April-2024
	Members' credit balances	Unrestricted	939	on demand

Signed by one or two trustees on behalf of all the trustees	Signature	Print Name		Date of approval
		David Harris

000000CCXX R2 accounts (SS)

00000017/05/2020

0000002