Trustees’ Annual Report for the period
From 01/04/2023 Period start date To 31/03/2024 Period end date
Charity name: Ludlow Swimming Club
Charity registration number:
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 and youth groups. |
| Statement confirming whether the trustees have had regard to the guidance |
Para 1.18 | The Trustees are satisfied that the club has operated with due regard to the |
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issued by the Charity Commission on public benefit
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 |
Achievements and Performance
SORP reference
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| 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 |
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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. 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 and undertaken fundraising and successful grant applications. |
|---|---|---|
| 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. This has not been possible this year. |
| Amount of reserves held | Para 1.22 | £1006 at year end |
| 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 its 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. 3. Membership fees not covering costs |
| Other |
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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 January 2022 |
| 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 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 charity number | 1174861 |
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| Charity’s principal address | 47, Downton View Ludlow Shropshire SY8 1JE |
|---|---|
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Names of the charity trustees who manage the charity
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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 (ifany) |
|---|---|---|---|---|
| Jenna Caine | Co-chair | |||
| Phoebe Nash | Co-chair | |||
| David Johnson | Treasurer | |||
| Matthew Morgan | Committee Member | |||
| Rachel Morris | Committee Member | |||
| Sophie Innes | Membership Secretary |
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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
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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
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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
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Ludlow Swimming Club 1174861 Receipts and payments accounts CC16a For the period Apr-23 Mar-24 To from ~~ee ee ee~~ Section A Receipts ~~ee~~ and payments
| Unrestricted funds |
Restricted funds |
Restricted | Endowment funds |
Endowment funds |
Total funds | Last year | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| to the nearest £ |
to the nearest | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||
| A1 Receipts | |||||||||||||
| Training Fees/Competition Fees/Insurance/Membership 33627.8 - - 33,628 - Grants 1375 - - 1,375 - Fundraising/Sponsorship 1935.55 - - 1,936 - Interest 21 - - 21 - - - - - - - - - - - - - - - - - - - - - Sub total(Gross income for AR) 36,959 - - 36,959 - ~~—=—SS==~~ |
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| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 36,959 - - 36,959 - ~~=————~~ |
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| A3 Payments | |||||||||||||
| Pool hire | 24192 | - | - | - | - | 24,192 | - | - | |||||
| Wages | 9009.54 | - | - | - | - | 9,010 | - | - | |||||
| Swim England/ASA Membershipand | |||||||||||||
| insurance | 3848.15 | - | - | - | - | 3,848 | - | - | |||||
| Competition Entries | 2382.5 | - | - | - | - | 2,383 | - | - | |||||
| Website | 202.69 | - | - | - | - | 203 | - | - | |||||
| Refunds | 42 | - | - | - | - | 42 | - | - | |||||
| - | - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | - | ||||||
| **Sub total ** | 39,677 | - | - | - | - | 39,677 | - | - | |||||
| A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 39,677 - - 39,677 - ~~===~~ |
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| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
- 2,718 - - - 2,718 - - - - - 6,099 - - 6,099 - 3,381 - - 3,381 - ~~===>>~~ |
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CCXX R1 accounts (SS)
04/04/2025
Section B Statement of assets and
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Current Account Savings Account Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,375 - 1,006 - - - 3,381 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,375 - 1,006 - - - 3,381 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,375 - 1,006 - - - 3,381 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,375 - 1,006 - - - 3,381 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Endowment funds to nearest £ |
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| Endowment funds to nearest £ |
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2
CCXX R2 accounts (SS)
04/04/2025
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Ludlow Swimming Club On accounts for the year 31/03/2024 Charity no 1174861 ended (if any) Set out on pages
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2024.
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: Name: Rosemary Williams Relevant professional qualification(s) or body (if any): Address: The Brambles, Farlow Kidderminster
Date: 4/04/2425
DY14 0RQ
Section B Disclosure ~~ee~~
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
1
October 2018
IER
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER