Trustees' Annual Report for the period
Period start date
Period end date
From 01 April
2024
To 31 March 2025
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 | ||||
| 4 | Richard Brazier | |||||
| 5 | Chris Wilkinson | |||||
| 6 | Janice Mitchell | |||||
| 7 | Ken Orford | Until 20/12/2024 | ||||
| 8 | John Sellar | From 01/01/2025 | ||||
| 9 | ||||||
| 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 |
March 2012
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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 adopted for the induction and The Trustees consider that there are no significant risks facing the Charity at this time.
-
training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
Policies have been reviewed.
-
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
March 2012
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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.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The club is still running in the same manner as in the previous year to 31 March 2024. However, there are some matters worthy of special mention:
1.There has been a slight drop in the number of club members from 198 in the previous year to 194 in the current year. We do not consider this to be a serious matter. It should be noted that a number of our members are also members of other bridge clubs.
2. We reported last year that the whole of the clubs finances and both table money and money for charity events had been substantially improved. This has now been in place for almost 2 years and is working extremely well.
3. Bridge is played at our club on a regular basis there being 4 main sessions and an average of 30 full tables per week. In addition, we hold classes for beginners and from time to time arrange some matches against other clubs in the area.
4. We therefore consider the club to be in a healthy position, both financially and in terms of support from members. We are however always on the lookout for new members of any standard.
March 2012
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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 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)[Chairman ] etc)
Position (eg Secretary, Chair,
Date 02 June 2025
March 2012
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| ~~ee~~ | Kendal Bridge Club | Kendal Bridge Club | Kendal Bridge Club | Kendal Bridge Club | Kendal Bridge Club | 1151223 | 1151223 | CC16a | |
|---|---|---|---|---|---|---|---|---|---|
| Kendal Bridge Club | |||||||||
| Receipts and payments accounts ~~eeeeeee~~ |
|||||||||
| For the period from Receipts and payments accounts ~~ee~~ |
Period start date Receipts and payments accounts ~~ee~~ |
To Receipts and payments accounts ~~ee~~ |
Period end date Receipts and payments accounts ~~eee~~ |
||||||
| 01- April- 24 ~~ee~~ |
31-Mar-25 ~~eee~~ |
||||||||
| Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year ~~to the nearest~~ ~~ee ee eee~~ |
|||||||||
| ~~to the nearest~~ ~~£~~ |
~~to the nearest~~ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||
| A1 Receipts | ~~£~~ | ||||||||
| Table Money | 13,960 | 13,960 | 12,273 | ||||||
| Subscriptions | 1,550 | 1,550 | 1,485 | ||||||
| Members' Donations to other charities | 626 | 626 | 942 | ||||||
| Gift Aid | - | - | |||||||
| Social Events | 1,200 | 1,200 | 1,095 | ||||||
| Seminar Fees | 704 | 704 | 201 | ||||||
| Bank Interest | 784 | 784 | 155 | ||||||
| Other | 485 | 485 | 108 | ||||||
| _AR) _ | 19,309 | - | - | 19,309 | 16,259 | ||||
| ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ |
| A2 Asset and investment sales, (see table). ~~=————_——~~ |
~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ |
| ~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | ~~=————_——~~ |
| ~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
| Sub total ~~=————_——~~ |
- ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
| ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | 19,309 ~~=————_——~~ |
~~=————_——~~ | ~~=————_——~~ |
| Total receipts ~~=————_——~~ |
19,309 ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | - ~~=————_——~~ |
~~=————_——~~ | ~~=————_——~~ | 16,259 ~~=————_——~~ |
|
| ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ | ~~=————_——~~ |
| A3 Payments | |||||||||
| A3 Payments EBU , BBO and Real Bridge |
4,479 | - | - | 4,479 | 4,395 | ||||
| Computer Costs | 216 | - | - | 216 | 405 | ||||
| Competitions | 338 | - | - | 338 | 258 | ||||
| Refreshments | 3,426 | - | - | 3,426 | 3,373 | ||||
| Social Events | 2,331 | - | - | 2,331 | 2,014 | ||||
| Premises | - | - | - | - | |||||
| Education | 3,242 | - | 3,242 | - | |||||
| Members' Donations to other charities | 626 | - | - | 626 | 1,029 | ||||
| Maintenance & Rent | 3,628 | - | - | 3,628 | 2,207 | ||||
| Stationery and Postage | 167 | 167 | 61 | ||||||
| Tuition | - | 220 | |||||||
| Insurance | 265 | 265 | 264 | ||||||
| Bridge Supplies | 169 | 169 | - | ||||||
| Presents & Prizes | 290 | 290 | 457 | ||||||
| - | - | ||||||||
| **sub total ** | 19,177 | - | 19,177 | 14,683 | |||||
| ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ |
| A4 Asset and investment purchases, (see table) ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ |
| purchases, (see table) Loan Repaid ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | - ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | - ~~=—=—=——_—~~ |
| Loan Repaid ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | - ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | - ~~=—=—=——_—~~ |
| Sub total ~~=—=—=——_—~~ |
19,177 ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | 19,177 ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | 14,683 ~~=—=—=——_—~~ |
| ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ |
| Total payments ~~=—=—=——_—~~ |
19,177 ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | ~~=—=—=——_—~~ | 19,177 ~~=—=—=——_—~~ |
~~=—=—=——_—~~ | 14,683 ~~=—=—=——_—~~ |
| ~~=—=—=——_—~~ ~~===~~ |
~~=—=—=——_—~~ ~~===~~ |
~~=—=—=——_—~~ ~~===~~ |
~~=—=—=——_—~~ ~~===~~ |
~~=—=—=——_—~~ ~~===~~ |
~~=—=—=——_—~~ ~~===~~ |
~~=—=—=——_—~~ ~~===~~ |
~~=—=—=——_—~~ ~~== —~~ |
~~=—=—=——_—~~ ~~—~~ |
~~=—=—=——_—~~ ~~—~~ |
| Net of receipts/(payments) ~~===~~ |
132 ~~===~~ |
132 ~~===~~ |
~~===~~ | ~~===~~ | - 132 ~~===~~ |
- 132 ~~===~~ |
- 132 ~~== —~~ |
- 132 ~~—~~ |
1,576 ~~—~~ |
| Net of receipts/(payments) A5 Transfers between funds ~~===~~ |
~~===~~ | ~~===~~ | ~~===~~ | ~~===~~ | ~~-~~ ~~===~~ |
~~===~~ | - ~~== —~~ |
~~—~~ | ~~-~~ ~~—~~ |
| A6 Cash funds last year end ~~===~~ |
35,125 ~~===~~ |
35,125 ~~===~~ |
~~===~~ | ~~===~~ | - ~~===~~ |
~~===~~ | 35,125 ~~== —~~ |
~~—~~ | 33,549 ~~—~~ |
| A6 Cash funds last year end Cash funds this year end ~~===~~ |
35,257 ~~===~~ |
35,257 ~~===~~ |
- ~~===~~ |
- ~~===~~ |
- 35,257 ~~===~~ |
- 35,257 ~~===~~ |
- 35,257 ~~== —~~ |
~~—~~ | 35,125 ~~—~~ |
| Cash funds this year end ~~===~~ |
~~===~~ | ~~===~~ | ~~===~~ | ~~===~~ | ~~===~~ | ~~===~~ | ~~== —~~ | ~~—~~ | ~~—~~ |
| Section B Statement of assets and liabilities at the end of the period Categories Unrestricted funds Restricted funds Endowment funds Details ~~=== == —~~ ~~SCC~~ |
|||||||||
| to nearest £ | to nearest £ | to nearest £ |
000000CCXX R1 accounts (SS)
00000017/05/2020
0000001
| B1 Cash funds | Instant access bank Account | Instant access bank Account | Instant access bank Account | 9,342 | - | ||||
|---|---|---|---|---|---|---|---|---|---|
| 60 Day notice account | 25,784 | - | - | ||||||
| Petty cash | 131 | - | - | ||||||
| Total cash funds | 35,257 | - | - | ||||||
| (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 | Members' credit balances | Unrestricted |
1,384 | on demand | |||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval |
||||||
| D.Harris | David Harris | 03 June 2025 | |||||||
000000CCXX R2 accounts (SS)
00000017/05/2020
0000002