## **Trustees’ Annual Report for the period** ## **From 01/04/22 Period start date To Period end date** **31/03/23** ## **Charity name:Ludlow Swimming Club** ## **Charity registration number: 1174861** ## **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 community participation in
healthy recreation for the benefit of the
inhabitants of Ludlow and South Shropshire
and their surrounds by providing facilities for
the teaching and practice of swimming and
other associated water sports activities.| |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 club operates training sessions at Ludlow
Leisure Centre on 5 days of the week. The
membership is divided into Foundations,
Development and Performance Squads.
Separate training sessions are provided for
each squad. The club runs a Club Championship
in October each year offering swimmers the
opportunity to compete in a full range of
strokes and events. The Club Champs is a
Licensed event run under Swim England gala
licensing conditions. The club selects squads to
compete in the National Arena League and in
West Midlands regional leagues. The club also
supports swimmers in entering Open Meets
organised by Swimming clubs across the
region. The Trustees have sought to maintain
the overall size/membership of the club. The
development of swimmers has been monitored
through coaches feedback and tracking
performances at galas. The selection of
swimmers for competitions has been fair and
transparent. The club has been open in its
recruitment policy and has actively promoted
its activities to all young people in the area
through local schools andyouthgroups.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees are satisfied that the club has
operated with due regard to the Charity
Commission guidance on public benefit.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|The club relies on volunteers to run the Club’s
training sessions, manage swimmer
recruitment and membership administration,
organise and officiate at the Club Champs and
League galas and to organise social events to
celebrate success and achievements. In
addition to the club trustees who are
volunteers, another 12 volunteers contributed
to the club’s activities and the Club invested in
the volunteer workforce by offering accredited
courses in swim teaching, coaching, team
manager, time keeping and gala official (swim
judge)| |Other||| ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|The club relies on volunteers to run the Club’s
training sessions, manage swimmer
recruitment and membership administration,
organise and officiate at the Club Champs and
League galas and to organise social events to
celebrate success and achievements. In
addition to the club trustees who are
volunteers, another 12 volunteers contributed
to the club’s activities and the Club invested in
the volunteer workforce by offering accredited
courses in swim teaching, coaching, team
manager, time keeping and gala official (swim
judge)| |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|| ## **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 club has relied on monthly membership
fees to support its activity during the year. The
key costs are pool hire and coach salary. Other
costs include training of swim teachers and
coaches. The loss of swimmers due to closure
of the pool during COVID-19 restrictions has
meant the monthly income has not always
covered the outgoings. This has been
supported by money held in reserves. The
reserves have dwindled considerably during
this financial period. The club is actively
recruiting new swimmers to address this issue.
Some of the Head coaches paid hours of work
have been replaced with volunteer hours to try
and helpthe shortfall.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The club seeks to maintain sufficient reserves
to cover at least 3 months of pool hire costs as
a contingency against a drop in members or
other unforeseen loss of income or exceptional
cost.| |Amount of reservesheld|Para 1.22|**£4500**| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **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|**The principle source of funds for the**
**charity is the monthly subscriptions of**
**it’s members.**| |---|---|---| |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|**Two main risks to the charity.**
**1. Lack of volunteer support**
**2. Continual rise of pool hire fees.**| |Other||**There was no significant fundraising**
**carried out during this period.**| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed,royal charter)|Para 1.25|CONSTITUTION ADOPTED 15 DEC 2015,
updated January2022| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Unincorporated Club| |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|Elections to posts at annual AGM or as
appointed by trustees at other time points| |**Additional information (optional)**
You may choose to include further statements|**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|**Ludlow Swimming Club is affiliated to**
**Swim England, as the sports governing**
**body.**
**Trustees are supported by Swim**
**England, this includes access to**
**training courses and conferences**
**organised by West Midlands region of**
**Swim England and by Shropshire ASA.**
**Swim England provides a full time Club**
**Development Officer to support**
**Trustees at clubs. **| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**The club holds swim mark accreditation,**
**a quality assurance scheme operated by**
**Swim England. Swim mark standards**
**apply to all areas of significant risk,**
**including management of the volunteer**
**workforce, safeguarding of children and**
**management of personal data.**| |Relationship with any
related parties|Para 1.51|| |Other||**The club operates at Teme Leisure,**
**Ludlow and all of the sessions are run**
**under the operating procedures of Teme**
**leisure as operators of that facility. **| ## **Reference and Administrative details** |Charity name|Ludlow Swimming Club| |---|---| |Other name the charity uses|| |Registered charitynumber|1174861| |Charity’s principal address|Shunesley
Cleobury Mortimer
Kidderminster
Worcs DY14 8LN| |---|---| ||| **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Jeanette Price|Co-Chair||| ||Christopher Lee|Chair||| ||Jeanette Price|Treasurer||| ||Nicola Logan|Secretary||| ||Matthew Morgan|Committee member||| ||Rachel Morris|Committee member||| ||Delia Marfell||July22-Dec 22|| |||||| ||Sophie Innes|Membership
Secretary||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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 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**||| |---|---|---| ||Mark Jones|| ||
Secretary|| ||10/8/2024|| ||10/8/2024|| |**Ludlow Swimming club**|**1174861**| |---|---| |**Receipts andpayments accounts**|| **p payments accounts CC16a For the period** Period start date Period end date **To from** Apr-22 Mar-23 ## **Section A Receipts and payments** |||**Unrestricted**
**funds**|||**Restricted**
**funds**||**Endowment**
**funds**||**Total funds**||**Last year**|| |---|---|---|---|---|---|---|---|---|---|---|---|---| |||**to the nearest**|**£**||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**|| |**A1 Receipts**||||||||||||| |Training Fees/ Event Fees/ Insurance/
Membership||**33,022**|||**-**||**-**||**33,022**||**-**|| |Funraising/sponsorship||**1,084**|||**-**||**-**||**1,084**||**-**|| |Interest||**10**|||**-**||**-**||**10**||**-**|| |transfer from savings account|||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| |**_Sub total_**_(Gross income for AR)_||**34,116**
|||**-**||**-**||**34,116**||**-**|| |||||||||||||| |**A2 Asset and investment sales,**||||||||||||| |**(see table).**||||||||||||| ||||**-**||**-**||**-**||**-**|||| ||||**-**||**-**||**-**||**-**||**-**|| |**_Sub total_**|||**-**||**-**||**-**||**-**||**-**|| |||||||||||||| |**_Total receipts_ **||**34,116**|||**-**||**-**||**34,116**||**-**|| |**A3 Payments**||||||||||||| |Head coach||**10,712**|||**-**||**-**||**10,712**||**-**|| |Teme leisurepool hire||**22,283**|||**-**||**-**||**22,283**||**-**|| |ASA SE/WM||**3,718**|||**-**||**-**||**3,718**||**-**|| |Gales/Sundries/expenses||**5,464**|||**-**||**-**||**5,464**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| ||||**-**||**-**||**-**||**-**||**-**|| |**_Sub total_ **||**42,177**|||**-**||**-**||**42,177**||**-**|| |||||||||||||| |**A4 Asset and investment**||||||||||||| |**purchases, (see table)**||||||||||||| ||||**-**||**-**||**-**||**-**|||| ||||**-**||**-**||**-**||**-**|||| |**_Sub total_ **|||**-**||**-**||**-**||**-**||**-**|| |||||||||||||| |**_Total payments_ **||**42,177**|||**-**||**-**||**42,177**||**-**|| |||||||||||||| |**_Net of receipts/(payments)_ **||**- 8,061**|||**-**||**-**||**- 8,061**||**-**|| |**A5 Transfers between funds**|||**-**||**-**||**-**||**-**||**-**|| |**A6 Cash funds last year end**||**14,160**|||**-**||**-**||**14,160**||**-**|| |**_Cash funds this year end_ **||**6,099**|||**-**||**-**||**6,099**||**-**|| ## **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**|**Details**
Current account
Savings account
**Details**
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**1,513**
**4,586**
**-**
**6,099**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**-**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| Signed by one or two trustees on behalf of all the trustees Signature Print Name Date of approval I CHARITY COMMISSION FOR ENGLAND AND WALES Independent examlner's report on the accounts Section A Independent Examiner's Report Report to the trustees On accounts for the year ended Charfty no (if any) I ' 202S 111o£61 Set out on pages I report to the trustees on my examination of the accounts of the above charty (Ihe Trust") for year ended g i 03 As the charivs tnjstees. you are responsible for the preparation of the accourts in accoFdance the requirements of the Charttie5 Art 2011 ("the Act.). Responsibilities and basis of report I report in respecl of my examination of the Trusys accounts carried out under section 145 of the 2011 Act and in carying oui my examination, I have followed all the applicable Direcltons given by the Chartty Commission under section 145(5){b) of the ACL Independent exaMine￿S statement undertake I I have completed my examination. I confirm that no material matters have come to my attention in connectK)n ￿th the examination40th￿ $dose￿. which gives me cause to belEve that in, any material respect: the accounting records were not kept in accordanca section 130 of the Charities Act: or the accounts did not ac(x)rd with the accounting records; or the acccmjnts did riot comply wtih the applicable requirements con￿mIng the form and content of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounls gwe a Irue and fairf v￿W which is not a matter considered as part of an independent examination. I have no ct)ncems aThJ have come across no other matters in connection with the examinalion to vthith attention should be drawn in this report in order to enable a proper undèrstsnding of the accounts to be r8ached. . Please delete the words in th8 bTrckets rfthey do not appty. Slgned: Jo Name: PcsrmO(Lx Affts Relevant professlonal qualfficatlon(s) or body SC IER Oct 2018