## **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** **----- Start of picture text -----**
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
**----- End of picture text -----**
**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** **----- Start of picture text -----**
SORP reference
**----- End of picture text -----**
|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**| |---|---|---| **----- Start of picture text -----**
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
**----- End of picture text -----**
## **Financial Review** **----- Start of picture text -----**
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
**----- End of picture text -----**
**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** **----- Start of picture text -----**
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
**----- End of picture text -----**
– 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** **----- Start of picture text -----**
Signature(s)
Full name(s) Nigel Leveridge Lou Plowman-Hart
Position (e.g. Secretary,
Commodore Secretary
Chair, etc)
Date
29/07/2024
**----- End of picture text -----**
|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-||
.-:l

6l
4681
l

,r4| |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