**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**