2023-09-30-accounts

Trustees’ Annual Report for the period

From 1[st] October 2022 Period start date To 30[th] September 2023 Period end date

Charity name: Sutton Bingham Sailing Club

Charity registration number: 1183072

Objectives and Activities

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SORP reference
Summary of the purposes of Para 1.17 The purpose of the Club is to promote
the charity as set out in its and facilitate community participation in
governing document healthy recreation by providing facilities
for sailing, and in particular, dinghy
sailing, primarily (though not
exclusively), to those resident in Yeovil
and the surrounding area.
Summary of the main Para 1.17 and Provide facilities and equipment for
1.19
activities in relation to those general sailing;
purposes for the public Provide training for inexperienced and
benefit, in particular, the experienced sailors, including Royal
activities, projects or Yachting Association (RYA) accredited
services identified in the training courses;
accounts. Organise a programme of sailing
activities, racing and events;
Promote youth sailing, including
through the provision of a safe
environment, equipment, and training;
Promote youth development by
encouraging use of a training pathway
to become instructors;
Make available the facilities to other
groups and organisations for sailing;
Offer temporary membership and boat
hire and provide buoyancy aids to
casual visitors
Statement confirming Para 1.18 All Trustees are provided with copies of
whether the trustees have the relevant guidance from the Charity
had regard to the guidance Commission regarding Public Benefit
issued by the Charity
Commission on public
benefit
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Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Not applicable Para 1.38 Policy on grant making

Policy on social investment including program related investment	Para 1.38	Not applicable
Contribution made by volunteers	Para 1.38	The Club is primarily run by unpaid volunteers. None of the Trustees receive any remuneration or other benefits including the Treasurer and Secretary.
Other

Achievements and Performance

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SORP reference
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SORP reference	SORP reference	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	Sailing activities have continued to recover following the testing times of the pandemic. This has been helped in 2023 by the relatively high water levels throughout the year which have allowed all planned activities to take place. In the early part of the year a deliberate effort was made to reinvigorate the previously popular Thursday evening sail. A series of social events took place on winter Thursdays followed by the “couch to competent sailor” course in which some of our more experienced racers shared their experience with both those new to racing and those wanting to sharpen up their skills – this lead straight into the Thursday evening series which saw greatly increased turnouts despite some evenings with more challenging conditions. The Training Team were able to run the ever popular RYA youth courses for young people between the ages of 8 and 15. These took place at full capacity in the Easter, Half-term and summer school holidays. Participants were able to choose from a range of course according to their experience starting from a first introduction to sailing at RYA ‘Stage 1’, to the more advanced skills of ‘Start Racing’ and ‘Sailing with Spinnakers’. Adults have also been able to take part

in training activities with level 2 course run during the summer season. The training team has also continued its excellent record of development from within and we have seen 4 Dinghy Instructors and 6 Assistant Instructors qualify this year and our new Senior instructors have both taken on the role of overseeing their first courses to promote sustainability in the training offer at the club. Analysis by our new bookings manager has identified that the majority of course participants travel less than 20 miles to take part in courses – this indicates that we are being successful in our aim of encouraging participation in sailing within the Yeovil area. The RYA Onboard youth sessions were again run once per fortnight from May to September. As always this is a popular activity run at full capacity by the team. Winter memberships at the club also allow sailors from nearby coastal venues to continue to sail throughout the winter. This promotes good relationships with our neighbouring clubs and enhances skills across all those taking part. In addition to sailing activities the club has also hosted the Bridport Gig Rowing Club for their winter inland training sessions and will continue to do so in 2024.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	The club has been able to provide a range of sailing opportunities to individual and corporate members and has run a full training programme this year. Planning is ongoing as to how this offering can be expanded with the hope of reaching the widest possible audience. Training opportunities have been plentiful with a wide range of target audiences and planning is already underway as to how these can be continued and improved in 2024. We have not yet seen the return of our disabled sailors to the club but there has been a targeted drive to recruit a

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pool of members that would be happy to
renew this offer in coming seasons.
In common with most other activities
the club has seen an increase in
Performance of fundraising operating costs due mainly to increased
activities against objectives Para 1.41 fuel and utility costs , however,
set membership subscriptions and training
income have met the operating costs of
the club during this year.
The use of volunteers to conduct most
of the maintenance at the club has
protected the Club from rising labour
and contracting costs and the
committee have looked to spend in
such a way that maximum benefit is
gained from spending decisions.
Not applicable
Investment performance Para 1.41
against objectives
Other
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Financial Review

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Review of the charity’s Para 1.21 The Club has experienced significant
financial position at the end increases in running costs due to
of the period current inflationary pressures and has
therefore decided to raise the
membership costs for some categories
where fees have not been revised since
prior to the pandemic.
The training offer does generate money
for the club and this has, to date,
ensured that the club does operate at a
surplus although does require
considerable investment to maintain.
The committee look to ensure that
where it essential to spend on services
and equipment that this is obtained at a
good price and represents value to the
membership.
The club is fortunate to have reserves
and there are plans ongoing for how to
best invest this to maintain and improve
the sailing offer available at the club.
Statement explaining the Para 1.22 It is the Club policy to maintain the
policy for holding reserves ability to run the Club for a minimum of
stating why they are held 6 months on reserves.
An Asset Replacement Schedule is in
place for replacing outdated boats and
equipment.
It is hoped that the current reserves will
be used to fund improvements to the
clubhouse and facilities in the coming
years and the committee are looking to
retain an architect with the purpose of
exploring the options available.
Amount of reserves held Para 1.22 Funds on 30-09-23
Close Bros £77231
Equals Money account £149.17
Lloyds current ac £8595
Lloyds saving ac £43783
Cash in hand £89
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially in Para 1.24 There are no funds in deficit
deficit
Explanation of any Para 1.23 Trustees are confident that the activities
uncertainties about the of the charity can continue in the short
charity continuing as a going and medium term. There is planning
concern ongoing for how to make the Club more
attractive to new and existing members
in the longer term, Members are actively
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encouraged to take on roles within the Club to ensure that the full range of activities can continue.

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	Membership subscriptions Training course income Boat hire income Grants Donations
Investment policy and objectives including any social investment policy adopted	Para 1.46	The Trustees have developed an ‘Asset Replacement Schedule’ to ensure that equipment can be kept up to date over the next ten years. The fleet of club boats is maintained and updated to provide suitable equipment for a wide range of users. In the past year we have identified that the adult courses would benefit from a more robust training boat to which end our outdated Comet Trios have been sold and the funds raised used to partially finance the purchase of 2 Laser 2000 dinghies. These dinghies are also suitable for groups of younger sailors to get their first taste of with an instructor onboard prior to going solo in our single handed training dinghies. The committee are also committed to investing in the fabric of the club and are looking at how best to improve the shoreside facilities currently on offer.
A description of the principal risks facing the charity	Para 1.46	Sailing is by its nature a weather dependent activity and there is always some uncertainty as to whether water levels and weather conditions will affect any event planned. Climate change may well have an impact on activities should weather events become more extreme. The current cost of living crisis has two risks for the club in that members may have to make spending decisions regarding whether they can continue to take part in sailing and that the club is operating in an environment of increased costs of fuel, utilities and labour. The treasurer has acted to fix costs where possible to guard against uncertainty and enable sound financial planning. Some rises in fees have been considered necessary at this time but the fees remain at a level that we hope is competitive and represents value for money to members. As such the Trustees remain confident that, with sound management and careful control

of cost, the Club can remain viable in the short to medium term.

Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
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	Elected by Members annually

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	This CIO is governed by a constitution. There are additional rules affecting operational and safety issues. The Club has a Health and Safety Policy as well as a Safeguarding policy.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The Club is managed by a Board of Trustees most of whom are elected at the AGM in November. Additional Trustees may be appointed by the Board of Trustees should there be a need to do so. The Training Principal represents the Training Team at the Trustees meetings. All expenditure is agreed by the Trustees and managed by the Treasurer.
Relationship with any related parties	Para 1.51	The Club is a member of, and affiliated to, the RYA, the national governing body of sailing in the UK. See www.rya.org.uk/about-us The Club is also a regular participant in the local Wessex Water Users Group and maintains good relationships with our landlord Wessex Water and the other water users.
Other		The Club is run as far as is practicable through the contribution and efforts of volunteers.

Reference and Administrative details

Charity name	Sutton Bingham Sailing Club
Other name the charity uses
Registered charity number	1183072

Charity’s principal address

Sutton Bingham Sailing Club Sutton Bingham Yeovil Somerset BA22 9QP

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee (if
whole year
any)
1 Nigel Leveridge Commodore Elected by AGM
2 Mervyn Clark Vice Commodore Elected by AGM
Christopher Membership Elected by AGM
3
Bottomley Secretary
4 Michael Riley Treasurer Elected by AGM
5 Lou Plowman-Hart Secretary From 12/12/2022 Appointed by committee
6 James Harcourt Rear Commodore Elected by AGM
7 David Saddington Elected by AGM
8 Phillip Bailey Elected by AGM
Phillip Godfrey Secretary until Elected by AGM
9
12/12/22
10
11
12
13
14
15
16
17
18
19
20
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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

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	None
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	None

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

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Signature(s)
Full name(s) Nigel Leveridge Lou Plowman-Hart
Position (e.g. Secretary,
Commodore Secretary
Chair, etc)
Date
29/07/2024
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lffp, CI-IARITY COMMISSION FORTN6LANDANL] WALIS	lffp, CI-IARITY COMMISSION FORTN6LANDANL] WALIS		utto	nBingham Sailing Receipts	nBingham Sailing Receipts	nBingham Sailing Receipts	nBingham Sailing Receipts	Club (if any) 183072 and payments accounts	Club (if any) 183072 and payments accounts	Club (if any) 183072 and payments accounts	Club (if any) 183072 and payments accounts	Club (if any) 183072 and payments accounts	Club (if any) 183072 and payments accounts
			For	the period from				fr1i10t22			To		30/09/23
			Unrestricted funds				Restricted funds			Endowment funds			Total	funds		Last year
			tothenearestE			to the nearest€				to the nearestf			to the nearestI		to	theneareste
)onations(Amazon)				34										34		lo
3allev Sales				2,421										2,421		1.668
fraininqcourses				35,964										35,964		43,808
vents entry fees				255										255		acE
vlembers' subscriptrons received				27,386										27346		29,40s
inerqvbill refund				1,744										1,744		0
vlerchandise sales				63										63		29
lireof club and boats				1,100										1,100		531
Sub fotal(GrossrncomeforAR)				68,966										68,966		75,922
\2Assetandinvestment see table).	sales,						301	1.8?000000001
Salesofused dinqhies nterest on deoosit account nterest on Close Bros account	Subfofal			1,050 261 1,763 3,074					f---= f- I ll I --1I l lt [--- l-					1p5olf- zerll 1,7631	.l .paf-
Tota	treceipt"l--r-*r I													72,040
A3P
)ostof training courses(foocj,books)				2.80(										2,806		2.863
lubscriptions				92!										929		874
lnstructor I helpers fee				21,97i										21,977		20,629
;nerqy refunds				0												0
raining and membership refunds				1,28(										1,280		325
lenl				8,s3(										8,530		8,530
lleaners				2,97(										2,970		2.750
lepairsand maintenance				5,68t										5,688		11,348
-ightand heating (note:refundofenergy
)verpayments received)				1.45!										't,455		1,273
ryater,sewerage and waste				661										66'l		603
nsurance				5,44i										5,47		qrq(
felephone.broadband and internet rriniing,postage, stationery and computer				53r										534		716
iupplies				47										475		83
Trainingc.urcesfor instructors and galley				1,70!										1,709		2,190
\4erchandise, prizes, social events				1.08:										1,083		913
3alley food and supplies :uel				1.83t 1.OzE										1,838 1,029		908 1.185
lommitteeexpenses				367										367		105
lccountinoservrces				644										644		lnu
-ieneralexpenses				0												340
-asnexpenses				F'										55		n
3ankcharges				84										84		0
	Sub			59.s61										59.s6r		6'1.050
\4Assetandinvestment
rurchases,(seetable) )oats (includes repairs) 7,O32 )quipment (radios, galley items etc) 1,340 Sub 8"372 rotatpaymerr.-@					T----.-]r--=--l	-t i r-==r-_= l-l l-1							_t		67.933 ! 1 8 ,032 ,340 ,372	T 3Zi0l I s,zroI l-;;861
Netofreceiptsipaymentql-ir-o7ll-]l-] A5Transfersbetweenfunds I-] I-1 A6 Gashfundstast yearend [ 1rs,740ll------._] cash fundsthisyear"ro@ l-]										- f-_---1 f-]			1		4,'t07 125.740 129.447	f---'-trTt] I1 I 113,604I I tzs,z+ol

			Unrestricted	Restricted	Endowment
			funds	funds	funds
			tonearestf	tonearest€	to nearestf
B1Cashfunds	Close Brothers		77,231
	Equals Money		143
	Cash		89
	Lloyds Current	Account	8,59s
	Lloyds savings		43,783
		Total cashfunds	129,U7
	(agreebalanceswithreceipts andpayments
			Unrestricted	Restricted	Endowment
			funds	funds	funds
			tonearest€	tonearest€	tonearest €
82Other monetary assets	creditwithRYA		298
			Fund towhich	cost(ootional)	currentvalue (optional)
83 lnvestmentassets
			Fund towhich asset belongs	cost(oprionat)	t['rtTil:,'i"
84Assetsretainedforthe	Trophies				378
charity'sown use	premises				I,840
	ctubboats and	outboards			15,684
	mowers and sundry equipmeni				1,167
	inventory				600
			Fund towhich	Amount due	When due
85 Liabilities			liabilityrelates	{optional)	(optional)
Signed byoneor twotrusteesonbehalf of all thetrustees		Signature	Print Name
			/\lcl{^tar?JttY
			I

CHARITY COMMISSION FOR ENGLAND AN;D WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusleesl members of Charty NA Sutton Bingham Sailing Club On accounts for Ihe year ended 30 September 2023 Charity no (If any) 1183072 Set out on pages 1￿member to include the pago ol a¢mIl￿n#1 sheets) I report to the trustees on my examination of the accounts of the above charity {'the Trust.) for the year ended 3010912023. Responslbilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan￿ 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 sedion 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}Ib) of the Act. I have compleled my examinalion. l Gonfirm that no material matters have come to my attention ) in connection with the examination which gives me caus6 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 examiner's statement I have no Concerns and have come across no other matters in Gonnection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Plgase delete the words in the brackets rf they do not apply. Signed: Date: Name: Mrs Sarah Hough Relevant professional qualification(s) or body (If any): ICAEW Address: Unity Chambers, 34 High East Street, Dorchester, Dorset, DT1 1 HA IER October 2018