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2025-10-31-accounts

Registered Charity No: 1151990 Company No: CE000411

Shaldon Regatta Association (A Charitable Incorporated Organisation)

Annual Report and Financial Statements For the Year Ended 31 October 2025

Shaldon Regatta Association

Contents for the Year Ended 31 October 2025

Page Page
Legal and Administrative Information 1
Trustees’ Annual Report 2 – 3
Independent Examiner’s report 4
Statement of Financial Activities 5
Balance sheet 6
Notes to the financial statements 7

Shaldon Regatta Association

Legal and Administrative Information
for the Year Ended 31 October 2025
Trustees Mark Pile
Stephen Astbury
Susan Astbury
Amanda Williams
James Stoyle
Alice Hulbert
Nick Clarance
Principal and Registered Office 17 Laurel Lane
Shaldon
Devon
TQ14 0AL
Independent Examiner K. L. Evans FCCA
The Hay Group
Chartered Certified Accountants
Berkeley House
Dix’s Field
Exeter
EX1 1PZ
Bankers Natwest
University of Exeter
Stocker Road
Exeter
EX4 4SZ
Registered Charity Number 1151990
Company Number CE000411
Legal Status A Charitable Incorporated Organisation
Registered from 10 May 2013

Page 1

Shaldon Regatta Association

Trustees’ Annual Report For the Year Ended 31 October 2025

The Trustees present their annual report and financial statements of the charity for the year ended 31 October 2025. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015).

Structure, governance and management

The Shaldon Regatta Association is a Charitable Incorporated Organisation and was entered on the Register of Charities on 10 May 2013 (No: 1151990). The charity’s governing document is its Constitution dated 8 May 2013.

Objectives and public benefit

The promotion of community participation in healthy recreation for the benefit of the public by the provision of facilities for the sport of rowing and sailing to enable people to learn how to row and sail, to practise these skills and to develop seamanship. In addition to run a nine day annual Regatta with 130 separate events on the water and onshore.

Achievements and performance

This year we had another great Regatta. We were blessed with fantastic weather and great turnouts every day on the beach with some events achieving record entries. Again the Monday nights junior rowing that lead up to the Regatta were a great success and meant that some youngsters were able to progress into the races during Regatta week.

We are already looking forward to another fantastic Regatta.

Trustees

There must be a minimum of three Trustees but there is no maximum. The Trustees during the year were:

Mark Pile

Stephen Astbury Susan Astbury Amanda Williams James Stoyle Alice Hulbert Nick Clarance

Investment policy

The charity does not participate in high risk investments and merely uses Instant Access and Interest paying Savings Accounts for excess funds.

Reserves policy

The charity’s aim is to maintain liquid reserves which are adequate to run one year’s Regatta with a margin to cover costs should there be inclement weather when spectator numbers would be down.

Risk management

Annual risk assessments are undertaken for each and every event run by the charity.

Trustees’ responsibilities in relation to the financial statements

The Trustees are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards. The law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period.

Page 2

Shaldon Regatta Association

Trustees’ Annual Report For the Year Ended 31 October 2025

Trustees’ responsibilities in relation to the financial statements (continued)

In preparing these financial statements, the trustees are required to:

The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and the group and hence taking reasonable steps for the prevention and detection of fraud and other irregularities. The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company’s website.

Approved by the Trustees on ………………………….. and signed on their behalf by:

………………………………… Trustee

Page 3

Report of the Independent Examiner to the Trustees of Shaldon Regatta Association

I report to the trustees on my examination of the accounts of the above charity (the “Trust”) for the year ended 31 October 2025.

Responsibilities and basis of report

As the charity’s Trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

…………………………… K. L. Evans FCCA The Hay Group Chartered Certified Accountants Berkeley House Dix’s Field Exeter EX4 1AX

Date: 07/01/2026

Page 4

Shaldon Regatta Association

Statement of Financial Activities (Including Profit and Loss Account) for the Year Ended 31 October 2025

Unrestricted
Funds
Restricted
Funds
£
£
Incoming resources
Voluntary income
Donations including rowers and others
7,172
Patrons and collections
3,373
Activities for generating funds
Regatta events and activities
14,918
Sale of goods for resale
Product sales
50
Investment income
Bank interest
585
-
Total incoming resources
26,098
-
Resources expended
Activities and expenditure
Regatta events and activities
8,072
Rent
620
Boat repairs and equipment costs
4,836
Goods for resale
-
Insurance
2,515
Postage, stationery and office equipment
1,757
Advertising
1,209
Donations
300
Sundry expenses
795
Professional fees
360
Depreciation of fixed assets
1,502
-
Total resources expended
21,966
-

Net movement in funds
4,132
-
Reconciliation of funds
Opening funds
39,154
Movement in year
4,132
-
Total funds carried forward
43,286
-
Total
2025
£
7,172
3,373
14,918
50
585
26,098
8,072
620
4,836
-
2,515
1,757
1,209
300
795
360
1,502
21,966
4,132
39,154
4,132
43,286
Total
2024
£
6,657
3,414
12,363
1,191
334
23,959
15,837
395
7,963
939
2,455
901
1,472
100
427
360
4,332
35,181
(11,222)
Total
2024
£
6,657
3,414
12,363
1,191
334
23,959
15,837
395
7,963
939
2,455
901
1,472
100
427
360
4,332
35,181
(11,222)

50,376
(11,222)
39,154
39,154

Page 5

Shaldon Regatta Association

Balance Sheet As at 31 October 2025

Notes
Fixed assets
Tangible assets
2
Current assets
Cash at bank and in hand
Creditors: amounts falling due within one year
Social events
Professional fees
Net current assets
Total assets less current liabilities
Net assets
Accumulated funds
Unrestricted funds
Restricted funds
Total funds
2025
£
8,512
35,734
600
360
960
34,774
43,286
43,286
43,286
-
43,286
2024
£
10,014
29,500
-
360
360
29,140
39,154
39,154
39,154
-
39,154

Approved by the Trustees on ………………………….. and signed on their behalf by:

………………………………… Trustee

The notes form part of the financial statements Page 6

Shaldon Regatta Association

for the Year Ended 31 October 2025

Notes to the Financial Statements

1. ACCOUNTING POLICIES

Basis of preparation

The financial statements have been prepared under the historical cost convention and in accordance with the Statement of Recommended Practice, Accounting and Reporting by Charities and with the Financial Reporting Standards applicable in the UK and Republic of Ireland (FRS 102) and with the Charities Act 2011.

Incoming resources

All incoming resources are recognised once the charity has entitlement to the resources, it is certain that the resources will be received and the monetary value of incoming resources can be measured with sufficient reliability.

Resources expended

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs relating to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with use of resources.

Tangible fixed assets and depreciation

Tangible fixed assets are stated at cost less depreciation. Assets with a value below £400 are not capitalised but are written off within the Statement of Financial Activities.

Depreciation is provided so as to write off the cost of assets over their estimated useful lives as follows:

Asset class Depreciation method and rate Store 10% straight line Equipment 15% reducing balance

Unrestricted funds

Unrestricted income funds comprise those funds which the trustees are free to use for any purpose in furtherance of the charitable objects. Unrestricted funds include designated funds where the trustees, at their discretion, have created a fund for a specific purpose.

Restricted funds

Restricted funds are funds that can only be used for restricted purposes within the objects of the charity.

2. TANGIBLE FIXED ASSETS

Cost
At 1 November 2024 and 31 October 2025
Depreciation
At 1 November 2024
Charge for the year
At 31 October 2025
Net book values
At 31 October 2025
At 31 October 2024
Store
Equipment
£
£
25,657
51,190
_
_
25,657
41,176
-
1,502
_
_
25,657
42,678
_
_
-
8,512
_
_
-
10,014
Total
£
76,847
_
66,833
1,502
_
66,335
_
8,512
_
10,014

Page 7