## **The Wilmslow Half Marathon – Trustees Annual Report** ## **Report of the Trustees for the year ended 30 June 2021** The trustees present their annual report and audited financial statements for the year ended 30 June 2021 and confirm they comply with the Charities Act 1993 and subsequent amendments of that Act. ## **Reference and Administrative Information** Charity Name Wilmslow Half Marathon Charity Reg. no. 1158220 Principal address Wilmslow Half Marathon, 9 Green Villa Park, Wilmslow, Cheshire, SK9 6EJ ## **Board of Trustees** Anthony Kersh Nicky Mowat Leslie Raynor Roy Pownall Martin Stocker ## **Independent Examiner** Julie Lucas ## **Bank** NatWest Bank 260 Finney Lane Heald Green Cheadle Cheshire SK8 3QF ## **Structure, governance and management** ## **Governing document** The Wilmslow Half Marathon is constituted as a Charitable Incorporated Organisation and was registered with the Charity Commission on 12 August 2014 (charity number 1158220. It is governed by a constitution dated 8 August 2014. Wilmslow Half Marathon (Registered Charity CC 1158220) 1 ## **Organisational structure** The charity is governed by between 5 and 7 trustees, currently there are 5 trustees. All trustees provide their services on a voluntary basis and receive no remuneration. The management and organisation of the charity’s main event of the year, the Wilmslow Half Marathon, is carried out by a Committee of 8 people. All committee members provide their services on a voluntary basis and receive no remuneration. ## **Objectives** The following objects of the Wilmslow Half Marathon CIO are for the public benefit:- - 1) The promotion of community participation in healthy recreation for the benefit of the inhabitants of Wilmslow by the provision of funds and facilities for running/athletics and playing rugby, hockey, lacrosse and cricket and such other sports as the trustees may in their absolute discretion deem appropriate; and - 2) To support such general charitable purposes as the trustees in their absolute discretion may determine. ## **Activities** The Wilmslow Half Marathon raises funds by organising an annual half marathon race in the roads around Wilmslow and Mobberley. The event is held at the end of March or beginning of April and has been held since 1984. Usually between 3-5000 competitors enter the event. Any surplus generated by the event is distributed to sports clubs and other organisations in the area. In 2019 the committee rebranded the event as the Wilmslow Running Festival and incorporated a 10Km race and a children’s fun run. Last Financial Year’s event was originally scheduled for 15 March 2020, however due to Covid the race had to be postponed and entrants were offered three options: (i) to carry forward their entry to a new race date, or (ii) to run a ‘virtual’ half marathon on a course of their own choosing, or (iii) to donate their entry fee. About 1800 entrants opted for (i) and postponed their entry to the new race date. The event eventually took place on 12 September 2021. Therefore, no event took place in the 2020 Financial Year ending 30 June 2020 nor in the 2021 FY ending 30 June 2021. A figure of £35,888 was specified as a surplus in the 2020 FY (see Page 4) with the intention of using this sum for donations when the event eventually takes place. Wilmslow Half Marathon (Registered Charity CC 1158220) 2 ## **Financial policies** ## **Reserves** The Wilmslow Half marathon maintains a reserve account of £60,000. The trustees believe this is sufficient to cover costs incurred if the event has to be cancelled or postponed at short notice. ## **Funding** The charity’s income comes from three sources: - **Entry fees paid by competitors** , because of the postponement due to Covid to 12 Sep 2021, entry fees received during the year were substantially reduced compared with previous years, £13,649 was received. - **Sponsorship by local organisations,** provided £1,000 income. - **Gift Aid** - entrants are able to nominate part of the entry fee as Gift Aided and the equivalent tax paid is reclaimed by the charity from HMRC. This year no Gift Aid was claimed, the Gift Aid on entries received will be claimed after the 12 September 2021 event. ## **Statement of Trustees responsibilities** The trustees are responsible for keeping proper accounting records that accurately disclose the financial position of the charity. The accounting records are maintained by the Treasurer who is a member of the organising committee. The trustees are responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities. Approved by the trustees and signed on their behalf by John Irwin (Treasurer) 4 November 2021 Wilmslow Half Marathon (Registered Charity CC 1158220) 3 VVILIVIJLLIVV ￿11 HALFMARATHON WILMSLOW RUNNING FESTNAL 202012021 INCOME AND EXpEND￿VRE ACCOU 12 MONTHS 12 MONTHS 12 MONTHS 12 MONTHS 30-Jun 30-Jun 30-Jun 30-Jun 2021 2020 2019 2018 INCOME Race Entries Sponsorship Bank Interest 13,649 105.489 li,( 387 107.659 11,6CQ 347 18.509 138,1 123,529 10,5C() 255 GiftAid 17,617 134,501 18.867 153,150 14,687 EXPENDITURE Refunds 412 656 Tshirts 13.074 3,570 3,032 2.225 12,270 3,570 5,931 5.050 13,525 3,240 11,159 10.625 Toi lers Equipment Prizes UK Athletic5 Miscellaneous 1,189 I,oio 11,029 Catering Stamps Printing Drink5 Donations 3,228 1,991 1.356 1,931 54,273 6.987 2,305 992 2,150 4,296 5.496 28,580 4.713 1,599 33,250 3.596 Mementos Balloons 5.868 Vehicle Hire 3,259 2,945 2,993 865 1,658 3.271 B,166 5.816 2,814 3,124 14. 3,186 141968 Marketing First Aid Cover 8.110 8,833 2.955 Signage Traff ic M Chocolate Bars 3,060 14.813 4,196 2,303 14.048 2,423 141461 ChipTiming Bags 11154 xpluslslKWtlall 1533 35W8 10,182 Wilmslow Half Marathon (Registered Charity CC 1158220) VVILIVIJLLIVV ￿11 HALFMARATHON WILMSLOW RUNNING FESTIVAL 202012021 BALANCE SHEET Asat Xkjun 2021 Asat 3&Jun 2020 Asat 30-Jun 2019 Asat 30-Jun 2018 Assets Deposit alt Current alc Card account 59808 59770 51677 48987 59383 13456 313 59J36 18371 92 111.574 109.041 73.153 77,499 Opening Surplus/shortfall 109,041 73,153 2,533 35,888 111,574 109,041 77,499 4,346 73.153 67,317 10,182 77.499 Notes to aCCo￿nts:. The deposit account contain5 a sum held in reserve to cover contingencie5 in case of last minute race cancellatiorb - this sum is set as E60,CIXI for the 2021 year. The race did not take place in 2020 as planned, it was cancel led due to Covid. The race is planned for 12 Sept 2021. S(nrtineer's rewrL'_ I report on the account5 of the Wilmslow Half Marathon for the 12 months ended 30 June 2021 a5 set out here. RespLwibilitie5 ￿ thr byilmslow Hall MDratlk)n committee ond the scnrtFneeT The committee of the Wilmslow Half Marathon are responsible for preparation of the accounts. It is my responsibil ir¥ to scrutinize the accounts without carrying out a formal audit Of independent exam ination and reporr to the Half Marathon committee. 80515 ol the S(nnineerfs report In accordance with the directions given by Wi Imslow Half Marathon committee, I ha 5crutinized the records and accounts. Scnmneevs st￿eMent In my opinion the accounts are in accordance with the records produced and comply with ccounting practice. Julie Lucas 0110812021 Wilmslow Half Marathon (Registered Charity CC 1158220) VVILIVIJLLIVV ￿11 HALFMARATHON Wilmslow Running Festival tk>nation5 202(k21 2021 2020 2019 Wilmslow Rugby Club Wilm51ow Hockey Club Wilmslow Running Club st Wilfrid'5 Church Mobberley Scouting&GuidingUnits Wilmslow Lacrosse 15825 35 13CKK) 8898 2650 Wilmslow Phoenix 5250 63(M) Mobberley Rose Queen Supportability The Christie H05Pital Macclesf ield Harriers 350 stAlbans Lourdes Group Handforth Wilmslow & Ald Edge AC Wilmslow Ex Tablers 350 350 Ic Others TOTAL 33250 54273 Wilmslow Half Marathon (Registered Charity CC 1158220)