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2025-03-31-accounts

Trustees’ Annual Report for the period From 01-04-2024 Period start date To 31-03-2025 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
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5
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10
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Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (if any)
John G Murray Treasurer ----------- --------
Charles Ingham ------ ------------ -------
Richard Thompson ------ ------------ --------

– 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
24-05-2025

Receiptsand Payments Accounts

Charity name Royal Windermere Yacht Club Sailing Academy C.I.O. Charity number (if any) 1 1 6 6 3 4 1 For the period from (start date) 0 1 0 4 2 4 to (end date) 3 1 0 3 2 5

SectionA Receipts and payments Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
5
800
Restricted
funds
to the nearest
£
Endowment
funds
to the nearest
£
Total funds
to the nearest
£
5
800
Last year
to the nearest
£
10
700
710
710
1042
65
10
500
1617
1617
(907)
10764
DONATIONS
DONATION
DONATION-BEQUEST
ACCOUNT ACTIVATION 10
CANOE SALE 700
A3 Payments
Sub total
A2 Asset and investment sales, etc
Total receipts
805 805 710
805 805 710
216
60
600
216
60
600
INSURANCE 1042
BANK CHARGES 65
ACCOUNT ACTIVATION 10
BEEVERS AND STRUTHERS
CANOES
ROBERT RICHARDSON 500
Sub total
A4 Asset and investment purchases, etc
Total
payments Net of
receipts/(payments)
A5 Transfers between funds
A6Cashfundslastyearend

876
876 1617
876 876 1617
(71) (71) (907)
10764
10603
(

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March 2012:new format January 2017

B1 Cash funds
B2 Other monetary
assets
B3 Investment assets
Details
BANK ACCOUNT HSBC
Total cashfunds
(agreebalanceswithreceiptsandpaymentsaccount(s))
Details
ZERO
Details
Unrestricted
funds
to the nearest
£
10603
Unrestricted
funds
to the nearest
£
Fund to which
asset belongs
Restricted
funds
to the nearest
£
Restricted
funds
to the nearest
£
Cost
(optional)
Endowment
funds
to the nearest
£
Endowment
funds
to the nearest
£
Current
value
~~(optional)~~
B4 Assets retained for the charity’s own
use
B5 Liabilities
Details
SAILING DINGHIES
Details
Fundtowhich
asset
belongs
Unrestricted
Fund towhich
liability relates
Cost
(optional)
Amountdue
(optional)
Current value
(optional)
When due
(optional)
Sid b t tt bhlf
of all the trustees Signature
Print name
Date ofapproval
ZERO
ZERO
Details
BANK ACCOUNT HSBC
Unrestricted
funds
to the nearest
£
10603
Restricted
funds
to the nearest
£
Endowment
funds
to the nearest
£
Unrestricted
funds
to the nearest
£
Restricted
funds
to the nearest
£
Endowment
funds
to the nearest
£
Details Fund to which
asset belongs
Fundtowhich
asset
belongs
Cost
(optional)
Current
value
~~tinl~~
ZERO ~~(opoa)~~
Details Cost
(optional)
Current value
(optional)
SAILING DINGHIES
Unrestricted
Details Amountdue
(optional)
When due
(optional)
ZERO

Signed by one or two trustees on behalf

CC16

March 2012:new format January 2017

J G MURRAY

2 4 / 0 5 / 2 0 2 5

CC16

March 2012:new format January 2017