## **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**
~~——~~|**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|March**2012**|
**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**
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 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**
3
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**
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 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**
5
|**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**|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