## **Trustees’ Annual Report for the period**
**From 01-04-2023 Period start date To 31-03-2024 period end date Charity name: Royal Windermere Yacht Club Sailing Academy C.I.O.**
## **Charity registration number: 1166341**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The charity aims to advance amateur**
**sport in South Lakeland and**
**surrounding areas by the provision of**
**coaching,equipment and facilities for**
**sailing**|
|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 currently owns three ‘Feva’**
**sailing dinghies which are made**
**available for Royal Yachting Association**
**training courses on Lake Windermere.**
**Two larger ‘Bahia’ dinghies have been**
**ordered**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees have had regard to the**
**commissions public benefit requirement**
**statutory guidance.**|
## **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 owns three ‘Feva’ and two**
**‘Bahia’ sailing dinghies which are made**
**available for RYA training courses on**
**Lake Windermere. Courses are open to**
**all school children and are provided**
**throughout the sailing season .After**
**school ,on Saturday mornings and**
**weeklong courses are also run during**
**summer holidays. RYA level one, two**
**and three courses are provided.**
**The Charity has recently purchased two**
**‘Bahia’ sailing dinghies . These larger**
**dinghies will allow older juniors to**
**progress and eventually become**
**competent dinghy sailors**|
## **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 holds sufficient funds to**
**remain a going concern for the**
**foreseeable future**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**None**|
|Amount of reserves held|Para 1.22|**None**|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24|**None**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**None**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution .C.I.O Registered 4-4-2016**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable Incorporated Organisation**|
|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 existing trustees.**|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any
related parties|Para 1.51||
|Other||**The Charity uses the facilities of Royal**
**Windermere Yacht Club.**|
## **Reference and Administrative details**
|Charity name|Royal Windermere Yacht Club Sailing Academy C.I.O.|
|---|---|
|Other name the charity uses|None|
|Registered charity number|1166341|
|Charity’s principal address|Royal Windermere Yacht Club Sailing Academy
Fallbarrow Road
Bowness-on-Windermere
Cumbria
LA23 3DJ|
|||
## **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)**|
|---|---|---|---|---|
||John G Murray|Treasurer|-----------|--------|
||Charles Ingham|------|------------|-------|
||Richard Thompson|------|------------|--------|
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## – 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 held in this capacity None Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|J G Murray||
|---|---|---|
||John Graham Murray||
||
Treasurer||
||24-05-2024||
||24-05-2024||
## Receipts and Payments Accounts
||Charity name
Charity number (if any)
For the period from (start date)|
Royal Windermere Yacht
1 1 6 6 3 4 1
0
1 0
42 3|
Royal Windermere Yacht
1 1 6 6 3 4 1
0
1 0
42 3|
Royal Windermere Yacht
1 1 6 6 3 4 1
0
1 0
42 3|Club Sailing Academy C.I.O.|Club Sailing Academy C.I.O.|Club Sailing Academy C.I.O.|Club Sailing Academy C.I.O.|Club Sailing Academy C.I.O.|
|---|---|---|---|---|---|---|---|---|---|
||**Section A**|**Receipts and payments**||||||||
||**A1 Receipts**|Unrestricted
funds
to the nearest
£||Restricted
funds
to the nearest
£|Endowment
funds
to the nearest
£||Total funds
to the nearest
£
10
700
710
710
1042
65
10
500
1617||Last year
to the nearest
£
10
10
10
932
60
10
000
1002
1002
(992)
11581|
||DONATIONS|||||||||
||DONATION|||||||||
||DONATION-BEQUEST|||||||||
||ACCOUNT ACTIVATION|10||||||||
||CANOE SALE|700||||||||
|||||||||||
|||||||||||
||**A3 Payments**
_Sub total_
**A2 Asset and investment sales, etc**
_Total receipts_|710||||||||
|||||||||||
|||710||||||||
|||||||||||
||INSURANCE|1042|||||1042||932|
||BANK CHARGES|65|||||65||60|
||ACCOUNT ACTIVATION|10|||||10||10|
|||||||||||
|||||||||||
|||||||||||
||BEEVERS AND STRUTHERS|||||||||
||CANOES|||||||||
||ROBERT RICHARDSON|500|||||500||000|
|||||||||||
||Sub total
**A4 Asset and investment purchases, etc**
_Total payments_
_Net of receipts/(payments)_
**A5 Transfers between funds**
**A6 Cash funds last year end**
_Cash funds this year end_|
1617|||||1617||1002|
|||||||||||
|||1617|||||1617||1002|
|||(907)|||||(907)||(992)|
|||||||||||
||||||||||11581|
|||
10674||||||||
|||||||||||
**CC16a**
**March 2012: new format January 2017**
**Section B**
**Statement of assets and liabilities at the end of the period**
|||||Unrestricted||Restricted|Restricted||Endowment||
|---|---|---|---|---|---|---|---|---|---|---|
|||||funds||funds|||funds||
|||||to the nearest||to the nearest|||to the nearest||
||Details|||£||£|||£||
|**B1 Cash funds**|BANK ACCOUNT HSBC|||10674|||||||
||||||||||||
||||||||||||
|||_Total cash funds_|||||||||
|_(agree balances with receipts and payments account(s))_|||||||||||
|||||Unrestricted||Restricted|||Endowment||
|||||funds||funds|||funds||
|||||to the nearest||to the nearest|||to the nearest||
||Details|||£||£|||£||
|**B2 Other monetary assets**|ZERO||||||||||
||||||||||||
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|||||Fund to which||Cost|||Current value||
||Details|||asset belongs||(optional)|||(optional)||
|**B3 Investment assets**|ZERO||||||||||
||||||||||||
||||||||||||
||||||||||||
||||||||||||
|||||Fund to which||Cost|||Current value||
||Details|||asset belongs||(optional)|||(optional)||
|**B4 Assets retained for the charity’s own use**|SAILING DINGHIES|||Unrestricted|||||||
||||||||||||
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||||||||||||
||||||||||||
|||||Fund to which||Amount due|||When due||
||Details|||liability relates||(optional)|||(optional)||
|**B5 Liabilities**|ZERO||||||||||
||||||||||||
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|Signed by one or two trustees on behalf||of all the trustees Signature Print name|||||Date|of approval|||
||||||||||||
||||||||||||
|||||J G MURRAY||||2 4 / 0 5 / 2 0 2 4|||
**CC16a**
**March 2012: new format January 2017**