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 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 (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 | ||||||
| ( | ||||||
CC16
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