## **Trustees’ annual report (including Directors’ report) for the period** **From: 01/04/2024 To: 31/03/2025** **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 and youth groups.**| |Statement confirming
whether the trustees have
had regard to the guidance|Para 1.18|**schools and youth groups.**
**The Trustees are satisfied that the club**
**has operated with due regard to the**
**CONFIDENTIAL issued by the Charity**| issued by the Charity Commission on public benefit **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** Summary of the main Para 1.20 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. ## **Additional information (optional)** You may choose to include further statements where relevant about: Para 1.41 Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Other ## **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**
**covered the outgoings. This has been**
**supported by fundraising. The club has**| |---|---|---| |||**maintained and increased the current**
**reserves of £1000 over the year. 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 for many years.**| |Amount of reserves held|Para 1.22|**£1,063**| |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|**Three main risks to the charity. 1. Lack of**
**volunteer support 2. Continual rise of**
**pool hire fees. 3. Membership fees not**
**covering costs**| |Other||| |||| ## **Structure, governance and management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document:
for example,trust deed,
memorandum and articles of
association etc|Para 1.25|**CONSTITUTION ADOPTED 15 DEC 2015,**
**updated January 2022**| |How is the charity
constituted?
for example limited company,
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**| |
Charity’s principal address|**47, Downton View, Ludlow SY8 1JE**| ## **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)**| |---|---|---|---| ||Mark Jones|Chair|| ||Mark Jones|Secretary|| ||Treasurer|Sarah Gurney|| ||Gala Secretary|Kylie Robson-Lee|| ||Jenna Caine|Committee Member|| ||Matt Morgan|Committee Member|| ||Sarah Grant|Committee Member|| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ## – 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)** |**Names and addresses of advisers (optional information)**|**Names and addresses of advisers (optional information)**|**Names and addresses of advisers (optional information)**|**Names and addresses of advisers (optional information)**| |---|---|---|---| |**Type of**
**adviser**
**Name**
**Address**|||| ||||| ||||| ||||| ||||| |**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 company has taken advantage of the small companies’ exemption in preparing the report above.** **The trustees declare that they have approved the trustees’ report (including directors’ report) above.** **Signed on behalf of the charity’s trustees/directors** **Signature(s)** **Full name(s)** **Position (for example Secretary, Chair, etc)** **Date** |**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~|**Ludlow Swimming Club**
**1174861**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
Apr-24
**To**
Mar-25
**Section A Receipts and payments**
~~—————e~~| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||**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 £**|||||**to the nearest £**|| |**A1 Receipts**
Training Fees/Competition Fees/Insurance/Membership
£35,320.00
**-**
**--**
**-**
**--**
**-**
**35,320-**
**-**
**--**
Kit
£57.00
**-**
**--**
**-**
**--**
**-**
**57-**
**-**
**--**
Grants
£0.00
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
Fundraising/Sponsorship
£8,754.25
**-**
**--**
**-**
**--**
**-**
**8,754-**
**-**
**--**
Interest
£7.05
**-**
**--**
**-**
**--**
**-**
**7-**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Sub total_**_(Gross income for AR)_
**-**
**44,138-**
**-**
**--**
**-**
**--**
**-**
**44,138-**
**-**
**--**
~~2~~||||||||||||||||||||||| |**A2 Asset and investment sales, (see table).**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Sub total_-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Total receipts_ -**
**44,138-**
**-**
**--**
**-**
**--**
**-**
**44,138-**
**-**
**--**
——=~~==_=_=~~||||||||||||||||||||||| |**A3 Payments**||||||||||||||||||||||| |Pool hire||£25,366.00||||**-**|**--**||||**-**|**--**||||**-**|**25,366-**|||**-**|**--**|| |Wages||£9,089.00||||**-**|**--**||||**-**|**--**||||**-**|**9,089-**|||**-**|**--**|| |Swim England/ASA Membershipand insurance||£3,772.00||||**-**|**--**||||**-**|**--**||||**-**|**3,772-**|||**-**|**--**|| |Competition Entries||£3,035.50||||**-**|**--**||||**-**|**--**||||**-**|**3,036-**|||**-**|**--**|| |Website||£254.98||||**-**|**--**||||**-**|**--**||||**-**|**255-**|||**-**|**--**|| |Refunds||£7.00||||**-**|**--**||||**-**|**--**||||**-**|**7-**|||**-**|**--**|| |Fundraising entertainment||£400.00||||**-**|**--**||||**-**|**--**||||**-**|**400-**|||**-**|**--**|| |Training||£27.00||||**-**|**--**||||**-**|**--**||||**-**|**27-**|||**-**|**--**|| |HMRC||£1,355.45||||**-**|**--**||||**-**|**--**||||**-**|**1,355-**|||**-**|**--**|| |Kit||£267.30||||**-**|**--**||||**-**|**--**||||**-**|**267-**|||**-**|**--**|| |Fundraising costs||£436.00||||**-**|**--**||||**-**|**--**||||**-**|**436-**|||**-**|**--**|| |~~=~~|~~=~~|~~=~~|~~=~~|~~=~~|~~=~~|**-**
~~=~~|**--**
~~=~~||~~=~~|~~=~~|**-**
~~=~~|**--**
~~=~~||~~=~~|~~=~~|**-**
~~=~~|**--**
~~=~~|~~=~~|~~=~~|**-**
~~=~~|**--**
~~=~~|| |**_Sub total_ **
~~=~~||**-**
**44,010-**
~~=~~|~~=~~|~~=~~|~~=~~|**-**
~~=~~|**--**
~~=~~||~~=~~|~~=~~|**-**
~~=~~|**--**
~~=~~||~~=~~|~~=~~|**-**
~~=~~|**44,010-**
~~=~~|~~=~~|~~=~~|**-**
~~=~~|**--**
~~=~~|| |**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**|**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**| |---|---|---|---|---|---|---|---|---|---|---| |**_Sub total_ -**
**44,010-**
**-**
**--**
**-**
**--**
**-**
**44,010-**
**-**
**--**
**A4 Asset and investment purchases, (see table)**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Sub total_ -**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Total payments_ -**
**44,010-**
**-**
**--**
**-**
**--**
**-**
**44,010-**
**-**
**--**
~~=~~||||||||||| |**_Net of receipts/(payments)_ **
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_ **||**-**
**128-**
**-**
**--**
**-**
**--**
**-**
**128-**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**3,381-**
**-**
**--**
**-**
**--**
**-**
**3,381-**
**-**
**--**
**-**
**3,509-**
**-**
**--**
**-**
**--**
**-**
**3,509-**
**-**
**--**
~~===>>~~||||||||| |**Section B Statement of assets and liabilities at the end of the period**||||**Section B Statement of assets and liabilities at the end of the period**||||||| ||||||**Unrestricted**||**Restricted funds**|||**Endowment**| |**Categories**||**Details**|||**funds**|||||**funds**| ||||||**to nearest £**||**to nearest £**|||**to nearest £**| |**B1 Cash funds**||Current Account
**-**
**2,446-**
**-**
**--**
**-**
**--**
Savings Account
**-**
**1,063-**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Total cash funds_**
**-**
**3,509-**
**-**
**--**
**-**
**--**
<==||||||||| |||(agree balances with receipts and payments account
(s))|||OK||OK|||OK| ||||||**Unrestricted**||**Restricted funds**|||**Endowment**| ||||||**funds**|||||**funds**| |||**Details**|||**to nearest £**||**to nearest £**|||**to nearest £**| |**B2 Other monetary assets**||**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
=—=—||||||||| |||**Details**|||**Fund to which asset**
**belongs**||**Cost (optional)**|||**Current value**
**(optional)**| CCXX R1 accounts (SS) 09/11/2025 1 **----- Start of picture text -----**
||||| |---|---|---|---| |B3 Investment assets|-|-| |-|-| |-|-| |-|-| |-|-| |Fund to which asset|Cost (optional)|Current value| |Details|belongs|(optional)| |B4 Assets retained for the charity’s own use|-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |Fund to which|Amount due|When due| |Details|liability relates|(optional)|(optional)| |B5 Liabilities|-| |-| |-| |-| |-| |Signed by one or two trustees on behalf of all the trustees| |Signature|Print Name|Date of approval| **----- End of picture text -----**
CCXX R2 accounts (SS) 09/11/2025 2 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Ludlow Swimming Club On accounts for the year ended 3110312025 Charity no (if any) 1174861 Set out on pages Iramx&rnhar tn invliiAx& niimknro nl gAAilinn gl I report to the trustees on my examination of the accounts of the above charity ("the Trusf) for the year ended 3110312025 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 (Ihe AcY'>. 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. 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 the accounts do not accord with the accounting records Independent examinerfs statement 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: Date: 911112025 Name: Rosemary Williams Relevant professional qualification(s) or body (if any): Address: The Brambles, Farlow Kidderminster DY14 ORQ Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charty accounts.. directions and guidance for exam iners). IER October 2018 Give here brief details of any items that the examiner wishes to disclose. IER October 2018