Trustees’ Annual Report for the period
From 01 April 2022 Period start date To Period end date
Charity name: The Epee Club Charitable Fund
Charity registration number:1159346
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The promotion of the Olympic sport of fencing through financial assistance. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The Charity’s main activity is grant-making and the provision of financial assistance to promote the sport of fencing, in particular epee fencing. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Charity Trustees have had regard to the guidance on public benefit issued by the Charity Commission when exercising any powers or duties to which the guidance was relevant. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The Charity has continued its work in providing funding throughout the financial period to support GB Epee coach development along with travel expenses for team coaches to travel to World Cup events to support our fencers directly. Alongside this, support was given for medical and physiological attendance at World Cup events. Domestic training camps: equipment, hall rental etc. was funded in support of our male and female Junior, Cadet and Senior fencer preparations. We have also provided financial support for GB Junior and Senior team epee entries to World Cup events. The charity continued its support for the Epee Club Cup, thus encouraging the participation in epee fencing by a wide range of abilities and ages. (Junior, seniors, veterans.) With the beginning of the Olympic cycle for Paris, new budgets were agreed with British Fencing in January 2023 for support of the British senior epee team in their attempts to qualify. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity is in good financial health with zero liabilities |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Charity maintains a level of reserves to service its completion of support for the senior BF epee team in its quest to qualify for the 2024 Paris Olympics. |
| Amount of reserves held | Para 1.22 | 50% |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about: Epee Club Members The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed by the Epee Club |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | The Epee Club Charitable Fund |
|---|---|
| Other name the charity uses | ECCF |
| Registered charity number | 1159346 |
| Charity’s principal address | 58 Blaisdon, Yate, Bristol. BS378TJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| David Partridge | ||||
| Lawrence Burr | ||||
| Rob Brooks | Senior Administrator | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) R. W. Brooks Full name(s) Robert William Brooks Position (eg Secretary, Administrator, Trustee Chair, etc)
Date 14/11/2023
| Charity Name The Epee Club Charitable Fund |
Charity Name The Epee Club Charitable Fund |
Charity Name The Epee Club Charitable Fund |
No (if any) 1159346 |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 01 April 2022 |
To | Period end date ### |
||
| Section A Receipts and payments | |||||
| A1 Receipts Donations 2,210 HMRC Gift Aid 556 - - - - - - 2,766 - - Sub total - Total receipts 2,766 A3 Payments Epee club Cup 1,000 - - - - - - - - Sub total 1,000 - - Sub total - Total payments 1,000 Net of receipts/(payments) 1,766 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 1,766 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 2,210 556 - - - - - - 2,766 - - - 2,766 1,000 - - - - - - - - 1,000 - - - 1,000 1,766 - - 1,766 |
Last year to the nearest £ |
|
| - | 2,210 | 2,250 | |||
| - | 556 | 7,469 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 2,766 | 9,719 | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 2,766 | 9,719 | |||
| - | 1,000 | 200 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 1,000 | 200 | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 1,000 | 200 | |||
| - | - | 1,766 | 9,519 | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | 1,766 | 9,519 |
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Held at bank Details Details Details Details Signature R. W. Brooks Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 77,021 - - - - - 77,021 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Robert William Brooks Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| R. W. Brooks | Robert William Brooks | 7/26/2022 | |