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2025-09-30-accounts

Trustees’ Annual Report for the period

From 1[st] October 2024 Period start date To 30[th] September 2025 Period end date

Charity name: Sutton Bingham Sailing Club Charity registration number: 1183072

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The purpose of the Club is to promote
and facilitate community participation in
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
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		 Provide facilities and equipment for
general sailing;
Provide training for inexperienced and
experienced sailors, including Royal
Yachting Association (RYA) accredited
training courses;
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
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 All Trustees are provided with copies of
the relevant guidance from the Charity
Commission regarding Public Benefit

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

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 2025 saw a full programme of sailing
events run including regular club
racing, one off club races, open events,
adult and youth training and our
onboard youth group.
The RYA Onboard youth sessions
continued to run in their Friday night
slot. These took place fortnightly from
the end of May until July and then
weekly throughout the summer
holidays. The training team made great
efforts to run this as a family friendly
event encouraging parents to become
involved in the activities and in social
events such as Bar-B-Qs run alongside
the water-based activities. The new
format proved a great success and will
continue in 2026.
Sherborne schools have been running
regular training sessions as one of our
corporate members. Pupils regularly
take part in sailing as part of their
sports curriculum.
2025 saw Yeovil Sea Cadets making
regular use of facilities at SBSC
meaning the Club has welcomed many
young people to take part in water
based activity throughout the year.
In summary the Club has met its stated
objectives of providing sailing activities,

including training, to its membership and the wider community.

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 The club has continued to meet its
costs from the membership
subscriptions and additional income
generated from the running of events
and the provision of the Training offer.
Investment performance
against objectives		 Para 1.41 Not applicable
Other Wessex Water have installed a boat
wash facility at the Club to enable
members and visitors to ensure they are
not transferring invasive species
between locations.

Financial Review

Review of the charity’s
financial position at the end
of the period		 Para 1.21 The Club has experienced some
increases in running costs due to
inflationary pressures but has been able
to hold Membership fees for the current
season. Fixing costs with many
essential suppliers has helped the Club
maintain control over this expenditure.
The training offer continues to generate
money for the club and this has
continued to operate at a surplus and
provides a valuable funding stream for
the Club as a whole.
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 the Committee are actively
exploring how to best use these to
enhance the offer to members.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 It is the Club policy to maintain the
ability to run the Club for a minimum of
6 months on reserves.
An Asset Replacement Schedule is in
place and being reviewed 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 30-09-25
Close Bros account £84,000.78
Equals Money account £179.45
Lloyds current account £3,618.84
Lloyds saving account £21,296.00
Lloyds Fixed Term Deposit £50,000
Cash in hand £7.82
Total funds: £159,677.89
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 There are no funds in deficit
Explanation of any
uncertainties about the		 Para 1.23 Trustees are confident that the activities
of the charity can continue in the short
and medium term. Members are actively

charity continuing as a going concern

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 Boat hire
Membership subscriptions
Training courses
Grants
Sailing and social event fees
Galley sales
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. We are actively
looking at ways in which the
maintenance of club assets can be
made as cost effective as possible for
the ongoing benefit of our members.
The fleet of club boats is maintained and
updated to provide suitable equipment
for a wide range of users.
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. Water levels in the
late summer were very low, although
this was soon rectified with early
autumn rain. There has been an
increased incidence of weather
extremes, however it has been possible
to deliver sailing activities throughout
the year.
High costs of living continue to pose a
challenge as people have less
disposable income and the Club faces
higher market prices for daily running
costs.
The Trustees have managed to fix many
of the utility costs and our Treasurer
has taken advantage of deals wherever
available. This has allowed us to freeze
fees again and as such continue to
represent good value for money for our
members.
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 The Club has open dialogue with our
landlords Wessex Water and other
recreational users of the lake to see how
best the recreational offer can be
continued and improved whilst also
balancing commercial and
environmental concerns.

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
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

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)
Joanne Mahy Commodore From January 2025 Co-opted by committee
Bryn Jones Vice Commodore From January 2025 Co-opted by committee
Christopher
Bottomley		 Membership
Secretary		 Elected by AGM
Peter Burden Treasurer Elected by AGM
Louise Plowman-
Hart		 Secretary Elected by AGM
James Harcourt Elected by AGM
Richard Frost From November
2024		 Elected by AGM
James Vincent From November
2024		 Elected by AGM
Mervyn Clark Elected by AGM
Nigel Leveredge Elected by AGM

– 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
adviser
Name
Address		 Type of
adviser
Name
Address		 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 trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Peter Burden Lou Plowman-Hart Position (e.g. Secretary, Treasurer Secretary Chair, etc) Date 07/06/2026

Sutton Bingham Sailing Club Sutton Bingham Sailing Club Sutton Bingham Sailing Club Sutton Bingham Sailing Club No (if any)
1183072		 No (if any)
1183072		 No (if any)
1183072		 CC16a
For the period
from		 01/10/2024 To 30/09/2025
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
600
-
2,057
6,253
27,246
40
51
1,230
520
50,073
88,070
-
-
88,070
51
1,104
1,699
495
673
25
28,215
2,055
2,591
1,020
450
-
-
3,350
1,182
6,207
164
8,500
2,033
4,777
1,379
-
841
189
3,066
70,066
-
1,144
1,855
2,999
73,065
15,005
-
144,098
159,103		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
600
-
2,057
6,253
27,246
40
51
1,230
520
50,073
88,070		 Last year
to the nearest £
Hire of club boats 600 590
Boat insurance claim - 1,000
Galleysales 2,057 2,126
Interest received 6,253 4,157
Membershipsubscriptions 27,246 30,918
Temporarymembership 40 40
Merchandise sales 51 10
Sailingevent entryfees 1,230 100
Social event tickets 520 260
Trainingcoursepayments 50,073 46,966
Sub total(Gross income for AR) 88,070 86,167
A2 Asset and investment sales,
(see table).
Sale of dinghyand outboard motors - - 660
Sub total - - 660
Total receipts
A3 Payments
86,827
Card transaction fees 51 - - 51 20
Fuelpurchases 1,104 - - 1,104 1,198
Galleysupplies and materials 1,699 - - 1,699 1,624
Merchandisepurchases 495 495 277
Prizes 673 - - 673 466
Supplies & materials 25 - - 25 797
Traininginstructor fees 28,215 - - 28,215 26,937
Trainingfood costs 2,055 - - 2,055 2,225
Trainingsupplies & materials 2,591 - - 2,591 599
Accountingfees 1,020 - - 1,020 1,448
Additional dutiespayments 450 - - 450 130
Advertisingandpromotion - - - - 250
Bank charges - - - - 35
Cleaningcosts 3,350 - - 3,350 3,253
Club subscriptions 1,182 - - 1,182 1,009
Insurancepremium 6,207 - - 6,207 6,174
Printing, postage,stationary 164 - - 164 64
Rent and site leases 8,500 - - 8,500 8,608
Repair & maintenance safetyboats 2,033 - - 2,033 5,149
Repair & maintenance site 4,777 - - 4,777 4,726
Chandlery 1,379 - - 1,379 1,869
Equipment and machinery - - - - 120
Telephone,Broadband,internet 841 - - 841 724
Travel costs/Committee expenses 189 - - 189 69
Utility costs (water, sewage, light and heat) 3,066 - - 3,066 3,507
**Sub total ** 70,066 - - 70,066 71,278
-
-
-
-
-
-
-
-
-		 -
-
-
-
-
-
-
-
-		 -
1,144
1,855
2,999
73,065
15,005
A4 Asset and investment
purchases, (see table)
Ride on mower - 1,299
Equipment 1,144 -
Club boats 1,855 -
**Sub total ** 2,999 1,299
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
72,577
15,005 - - 15,005 14,250
- - - - -
144,098 - - 144,098 129,848
159,103 - - 159,103 144,098

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on behalf
of all the trustees
B5 Liabilities
B4 Assets retained for the
charity’s own use
B3 Investment assets
B2 Other monetary assets
B1 Cash funds		 Signature
Details
Details
Trophies
Premises
Club boats and outboard motors
Mower & sundry items
Equipment
Inventory items
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Close Brothers
Lloyds current account
Lloyds savings accounts
Equals Money
Cash
Lloyds fixed term deposit
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
84,001
-
3,619
-
50,000
-
21,296
-
179
-
8
-
159,103
-
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
L Plowman-Hart		 Endowment
funds
to nearest £
-
-
-
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
08/07/2026

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 Sutton Bingham Sailing Club On accounts for the year ended 30 September 2025 Charity no (if any) 1183072 Set out on pages I report to the trustees on rny examination of the accounts of the above harity ("the Trust°} for the year ended 3010912025. R6sponslbilitles and As the charily trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accord8nce with the requirements of the Charilies 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 th8 Charity Commission under section 14515)(bl 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 examiner's statement I have no concerns and have come acros5 no other matters in connection with the examination to whl¢h attention should be drawn in order to enable proper understanding of th6 accounts to be reached. Slgned: Date: Name: SARAH HOUGH Relevant professional quallflcationls) or body Ilf anyl: FCA Address: EDWARDS AND KEEPING LIMITED UNITY CHAMBERS, 34 HIGH EAST STREET DORCHESTER, DT11HA Section B Disclosure Only Complete ifthe examiner needs to hlghlight matters of concem (see CC32, Independent examinatlon of charity accounts.. directions and guidance for examiners). IER October 2018

Glva hère brief details of any items that the examiner wishes to disclose. IER October 2018