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2021-12-31-accounts

Trustees’ Annual Report for the period

From: 01/01/2021 Period start date To: 31/12/2021 Period end date

Charity name: Sailability@Whitefriars

Charity registration number: 1187670

Objectives and Activities

SORP
reference
Summary of the purposes of
the charity as set out in its
governing document		 Para
1.17		 Summary of the purposes:
To provide and maintain facilities, equipment, and
support for people with disabilities and long-term
health issues to participate at all skill levels in the
sport of sailing and other water sports activities to
improve their quality of life and to promote social
inclusion and equality.
Nothing in the constitution shall authorise an
application of the property of the CIO for any
purposes which are not charitable.
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		 Summary of the main activities:
In developing and running S@W’s activities the
trustees have at the forefront of their aims and
objectives the Charity Commission’s guidance on
operating the charity for the public benefit
The beneficiaries of Sailability@Whitefriars (S@W)
arepeople living with disabilities and long-term
health issues with whom the charity helps them to
participate at all skill levels in the sport of sailing
and other water sports activities with an aim to
improve their quality of life and to promote social
inclusion and equality. S@Whas access to the
facilities, volunteer support, and boats for disabled
sailing that can enable people to not only sail
leisurely, but to compete on level terms with
everybody else in the activity of sailing. Families
achieve a lot from taking to the water and enjoying
the experience and surroundings whilst learning a
new skill. Sailing is a rewarding activity for people of
any age with almost any disability and gives
independence and well-being to the members of the
public that come to S@W’s sailing sessions.
The success of the charity’s services comes from
listening to people, valuing their opinions, and
providing non-judgemental support.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para
1.18		 Statement regarding public benefit:
In developing and running S@W’s activities the
trustees have at the forefront of their aims and
objectives the Charity Commission’s guidance on
operating the charity for the public benefit. S@W
regularly reviews its work ensuring that the charity’s
aims, objectives, and all activities remain relevant to
what it has stated that it will achieve. S@W
evaluates its work in relation to the outcomes and
benefits it produces the for people for whom the
charity helps.

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

SORP
reference
Policy on grant making Para
1.38		 Policy on grant making:
S@W works hard to maintain its income whilst
keeping charges at minimal level to the members of
the public who use the charity’s facilities. Therefore,
apart from a relatively small amount of self-
generated income, the major source of revenue is
from applications for grant requests to other public
bodies and private organisations. For these reasons
S@W are not able to make grants to others
although would readily consider a hardship request
in respect of the sailing charges from someone
wanting to participate in the charity’s activities but
could not financially do so.
Policy on social investment
including program related
investment		 Para
1.38		 Investment policy:
For reasons mentioned above there are insufficient
surplus funds to invest regarding obtaining any
appreciable return or income. However, S@W has
set up a separate Reserve Account earning a small
amount of interest at the basic bank rate for
savings.
S@W also works to develop strategies with other
organisations and has recently engaged in a three-
year Sailing Disability Programme with the
Barnwood Trust charity.
Contribution made by
volunteers		 Para
1.38		 Volunteer’s contribution:
Apart from paying the Whitefriars Sailing Club to
have a RYA qualified Chief Sailing Instructor and
appropriately qualified Dinghy Instructor at all the
Wednesday and Thursday sailing sessions, a huge
proportion of support is given freely by volunteers to
help S@W deliver its objectives. The recorded free
time is estimated to be valued at £57,470 (UK
Living Wage £8.91ph).
S@W this year had a body of 70 volunteers of
which a few attended just a single session when
specifically required, and others who attended as
much as 90% of the sessions (which included both
training and sailing sessions). To summarise,
approximately 650 person/hrs of free time was

given during the volunteer training sessions held in March and November, plus a minimum of 5800 person/hrs during the twice weekly sailing sessions between April and October. A further addition to those recorded hours is an incalculable amount of free time given by handful of volunteers working behind the scenes on administrative and management duties to ensure the activities run smoothly, safely and that the charity is accountable in using the available resources responsibly. S@W is eternally grateful for the time and energy given by all the volunteers and paid instructors, which without their enthusiasm and expertise the organisation could not operate so effectively, and above all, safely. Whatever S@W does, and however successful the charity is at fulfilling its purpose and objectives, none of it would be possible without the community support received from local businesses, trusts, funding bodies, individual supporters, and fundraisers, and not forgetting the support of the Whitefriars Sailing Club which is vital to S@W’s function and achievements.

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		 Summary of Main Achievements:
As in 2020, 2021 was not the season that the
charity would have planned for under normal
circumstances with the continuation of the Covid 19
pandemic again restricting activities and reducing
the services that could be safely offered to the more
vulnerable members of the public that like to sail
each week. However, with careful planning and with
suitable safety measures in place, 2021 turned out
to be a very busy and successful sailing season,
thanks to the support from everyone involved, the
Whitefriars Sailing Club plus the funding partners.
S@W were so pleased to welcome back nearly all
its disabled sailors and their families as well as
enrolling new members and volunteers.
During the year S@W was accessed by 168
individuals plus just as many carers and family
members at a cost of £20,004.
The Winter training programme and season
planning meant S@W were well placed to offer
everyone an enjoyable and positive sailing
experience in the right boats with the right support
over two days a week, whilst observing all the
necessary health and safety guidelines that the
Covid pandemic imposed. The season came to an
end in November with equipment cleaned and
packed away for the winter and the volunteers
having completed their end of season training
programmes. Volunteer training resumes in

February 2022, ready for the new sailing season starting in April 2022. At the start of the 2021, due to the continuation of the Covid pandemic and its restrictions S@W feared that fund raising might be a problem. Fortunately, due to the number of Covid related grants secured in 2020 S@W was able to start the year with a healthy bank balance that saw the charity comfortably through the early months. In addition, most clients came back during the year, including some school groups boosting the income over the previous year in respect of annual subscriptions, and session fees. Added to this, the fund-raising team were able to secure some very sound grants enabling the charity to purchase new equipment including two much-needed additional second-hand sailing dinghies. The most encouraging development of fund raising this year was the charity’s association with the Barnwood Trust and their agreement to provide the running costs for a Sailing Development Programme over the next three years. At the start of the season, the charity produced a newsletter which was followed up in August with another giving an early Autumn review of activities and achievements. At the end of the season in December a detailed Round-Up report/newsletter was produced by the Chief Sailing Instructor. Similar articles of interest have also been published on the Sailability @ Whitefriars Facebook page. It is a testament to the determination and fortitude of S@W’s volunteers and clients, whilst observing Covid safety measures, that the charity has been able to run Sailability sessions this year in almost normal circumstances. S@W is optimistic that next season will benefit from all the achievements attained this year and expand the leisure services that the charity can offer people living with disabilities.

Please refer to the following article in respect of a case study given by the family of their daughter who was recently diagnosed with Autism and ADHD.

Case Study

Eliza’s journey with Sailability@Whitefriars. (Written by Eliza’s mother Hannah)

Eliza (right) was diagnosed with Autism and ADHD in 2020. She manages her condition so well but does struggle with anxiety, especially in new situations.

One of Eliza’s best friend’s mum Emma (left) is a Sailibility@Whitefriars qualified RYA dinghy instructor and asked Eliza if she wanted to come for a trial session. Eliza agreed to give it a try quietly thinking “I will never do this again and I won’t like it!” However, during each session she pushed herself a little further, each time thinking she won’t do any more! “I went from not knowing what to do and freaking out, to chilling whilst in control of the whole boat.”

Eliza has now completed her RYA Sailability silver level certification and cannot wait to pass more levels. Eliza is in Year 6 at Ampney Crucis Primary school and Sailability has been written into her MyPlan+ so she can attend every Wednesday afternoon until the end of the season. Sailibility has had a dramatically positive impact on Eliza. She feels so much calmer and proud of herself after her lesson.

Emma has been an inspiring teacher, so calm and understanding and she even got Eliza not to mind ‘too much’ when the boat starts tipping!

It has been so lovely to see Eliza doing something she feels so proud of, something just for her that makes her feel brave and positive and capable. We have really noticed the calming effect the water has on her. She loves being in nature and the lapping water and sound of the sails seem to ground and centre her. Sailability@Whitefriars is such a friendly club where our whole family has been so welcomed and we are sad the season is coming to an end for this year.

Thank you all so much. Al, Hannah, Eliza, and Oli

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Achievements against
objectives set		 Para
1.41		 Achievements against objectives:
Not appearing to be using the Covid pandemic as
an excuse, but S@W’s objectives in the second
year as a charity were kept minimal with the bleak
outlook of commencing the year with another
lockdown. Many similar Sailability groups around
the country struggled to provide adequate measures
to allow sailing to take place and just shut down
until times were better.
With an eye on the government’s edicts and the
RYA recommendations, S@W objective was to
provide what could be done as best and as safely
as it could be, given regard to the pending ongoing
situation. Activities did not start well with lockdown
eating into the usual early volunteer training but
given the limited time available until the start of
sailing in April the instructors concentrated purely
on safety skills. However, the sailing season started
on time in April and ran successfully until the end of
October, when once again volunteer training carried
on until the end of November with safety boat and
dinghy sailing courses together with other
associated safety training.
Performance of fundraising
activities against objectives
set		 Para
1.41		 Fundraising performance:
Fund raising was a concern at the start of 2021 but
with sufficient funds carried over from 2020,
including the creation of a Reserves Account, the
charity had achieved a sound financial start to the
year.
This carry-over of funds plus further grants secured
during the year allowed S@W to run a full calendar
of Wednesday and Thursday sailing sessions (61 in
total) together with a condensed volunteer training
programme either side of the sailing months. There
were sufficient funds to make some capital
purchases, which were not budgeted for at the very
start of the year, comprising a new electric outboard
motor for the Drascombe Lugger sailing dinghy,
another Wayfarer dinghy plus a Hansa 2.3 dinghy
(both dinghies second-hand).
With safety considerations concerning the spread of
Covid, a sunshade was purchased so that reception
activities could be held outdoors in the open air,
plus there has been the usual replacement of worn-
out items such as boat covers, sails, etc., which the
charity’s finances adequately covered.
Investment performance
against objectives		 Para
1.41		 Investment performance:
For reasons already mentioned there are insufficient
available funds to invest regarding obtaining any
appreciable return or income.

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para
1.21		 Financial review:
This year has been successful year in further
developing S@W's financial strength and again
wholly attributable to the great work and tireless
efforts of the fund raisers and supporting team
members sourcing cash from a variety of different
external organisations.
After only its second year as a charity, S@W is now
in a position of financial and operational stability
having developed robust relationships with a variety
of funding organisations. The main point in case
being the Barnwood Trust who will fund the charity
over the next three years supporting what has been
jointly referred to as a ‘Sailing Disability
Programme’.
Funders during 2021
•
Gloucestershire Community Foundation
(Covid Emergency Fund)
•
Barnwood Trust (Covid Emergency Fund)
•
RYA / Sport England (Return to Play)
•
RYA / Sport England (Tackling Inequalities)
•
Mayfield Home Trust
•
Attivo Financial Planning
•
Tesco Community Grant
•
Barnwood Trust (3-year Sailing Disability
Programme)
Statement explaining the
policy for holding reserves
stating why they are held		 Para
1.22		 Reserves policy:
S@W Reserves Policy is to maintain sufficient level
of reserves to enable normal operating activities to
continue over a period of up to four months should a
shortfall in income occur considering potential risks
and contingencies that may arise from time to time.
As last year the charity deemed that four months
would be the appropriate period for consideration
with a view to possibly increasing it to six months in
future years. The trustees when reviewing the risks
and activities throughout the year felt that four
months is more in keeping with S@W’s main sailing
activities which only occurs between the beginning
of April until the end of October. Although volunteer
training happens for two months outside this main
period of activity, the running costs during this time
are minimal and currently do not warrant a longer
period of reserves.
To make a judgement on the amount of reserve
required, the trustees have considered the risks in
respect of the following financial aspects: -
expenditure, unrestricted income, and where
appropriate restricted income and where funds can
only be realised by the disposal of a fixed asset.
Also taken into consideration are any external
identified potential major risks to income and
expenditure during the year.
Amount of reserves held Para
1.22		 £5,500 held during 2021
£8,500 held for 2022 in a separate savings account
Reasons for holding zero
reserves		 Para
1.22		 N/A
Details of fund materially in
deficit		 Para
1.24		 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para
1.23		 None
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para
1.23
None		 Explanation of any
uncertainties about the
charity continuing as a going
concern
Para
1.23
None		 Explanation of any
uncertainties about the
charity continuing as a going
concern
Para
1.23
None
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The charity’s principal
sources of funds (including
any fundraising)		 Para
1.47		 Principal sources of funds:
The principal source of funds for 2022 will be the
healthy balance carried over from 2021 on top of
which most the charity’s running costs will be met
by the Barnwood Trust who will fund the charity
over the next three years supporting what is
referred to as a ‘Sailing Disability Programme’.
Also, through a consortium called the
Gloucestershire Funders (of which the Barnwood
Trust is a member) it is anticipated that additional
funding, when needed, will be available for S@W to
make an application. In addition, the RYA / Sport
England is another route of funding that could be
sourced.
Grants and donations make up 80-85% of the
charity’s needs, the remainder coming from
subscriptions and sailing charges, which are kept to
an absolute minimum.
Investment policy and
objectives including any
social investment policy
adopted		 Para
1.46		 Investment policy:
Financially, for reasons already mentioned there are
insufficient available funds to invest.
As regards social investment, it is planned that the
development of S@W’s sailing for people with
disabilities will continue to grow within the limits of
the facilities at present. S@W is also looking at
areas of possible expansion by obtaining help from
other sailing clubs in the area to take on specific
activities that would allow the charity to increase the
level of activity with new school groups who are
wanting to participate in the sailing programme.
In addition, the trustees are keen to help the
Barnwood Trust develop other voluntary groups in
Gloucestershire by talking to them about the
charity’s own experiences. In addition, S@W is
exploring the possible involvement with social
prescribing initiatives in the local area, where
feasible and consistent with the charity’s aims and
objectives.
A description of the principal
risks facing the charity		 Para
1.46		 Risk Management:
The trustees have a duty to identify and review the
risks to which the charity is exposed and to ensure
appropriate controls are in place to provide
reasonable assurance against fraud and error.
Trustees manage and mitigate risks to the charity
through reviews of operations and procedures at
trustee meetings held as required.

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Governing Document:
The charity has a Constitution as a Charitable
Incorporated Organisation w
hose only voting members are its charity trustees.
How is the charity
constituted?
(e.g. unincorporated
association, CIO)		 Para 1.25 Constitution:
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 Appointment of Trustees:
1) Apart from the first charity trustees, every
trustee must be appointed for a term of three
years by a resolution passed at a properly
convened meeting of the charity trustees.
2) In selecting individuals for appointment as
charity trustees, the charity trustees must
have regard to the skills, knowledge and
experience needed for the effective
administration of the CIO.
3) Nominated Trustee
a) The Whitefriars Sailing Club (“the
appointing body”) may appoint one charity
trustee.
b) Any appointment must be made at a
meeting held according to the ordinary
practice of the appointing body.
c) Each appointment must be for a term of
three years.
d) The appointment will be effective from the
later of:
i) the date of the vacancy, and
ii) the date on which the charity
trustees or their secretary or
clerk are informed of the
appointment.
e) The person appointed need not be a
member of the appointing body.

f) A trustee appointed by the appointing body has the same duty as the other charity trustees to act in the way he or she decides in good faith would be most likely to further the purposes of the CIO.

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Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51 Training:
On appointment, trustees sign a declaration of
eligibility, undertake a Disclosure & Barring
Service check, and undergo training in line with
safeguarding requirements.
Also, checks are carried out on committee
members and volunteers in line with statutory
requirements.
All volunteers undergo regular training in
accordance with the organisations operational
requirements as outlined in the S@W Operating
Guide as well as RYA guided training through the
Whitefriars Sailing Club’s affiliation as a
recognised RYA Training Centre.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 Trustees and Organisational Structure
S@W has a board of trustees of at least three
members with a maximum of seven as defined in
the Constitution. The trustees oversee the day-to-
day running of the organisation through a
committee of members to assist with the
operational activities of the organisation and being
responsible for the strategic direction of the charity
and monitoring systems to ensure good
governance. The trustees and committee
members manage the day-to-day operation of the
organisation, leading the team of regular
volunteers to implement strategy and ensuring that
they continue to develop their skills and working
procedures to the best outcome of S@W’s clients.
Regular management committee meetings are
held every two months.
All trustees and committee members give their
time voluntarily and receive no remuneration or
other benefits.
Relationship with any related
parties		 Para 1.51 Relationship to other Parties:
S@W operates at the Whitefriars Sailing Club
(WSC) under written agreement. The Whitefriars
Sailing Club is an official Royal Yachting
Association Sailability Foundation Centre.
The term ‘Sailability’ is the name of the RYA's
national programme for people with disabilities
who want to go boating regularly.
S@W adhere to the RYA Safeguarding Adults
Policy and Guidelines. These can be found at:
https://www.rya.org.uk/about-us/rya-
policies/safeguarding/Pages/hub.aspx

Reference and Administrative details

Charity name Sailability@Whitefriars
Other name the charity uses S@W
Registered charity number 1187670
Charity’s principal address Whitefriars Sailing Club
Lake 26 Cotswold Water Park
Whitefriars Lane
Ashton Keynes
Wiltshire SN6 6FW

Names of the charity trustees who manage the charity







 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
David James
Durston		 Chairman
Anthony John
Wootley		 Treasurer
Jean Neale Fund Raising
Secretary
Louise Caroline
Rounds		 Community Liaison
and Sailing
Coordinator
GaryMorris
Oliver John
Wootley
Les Colyer

– 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 None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Additional information (optional)
Names and addresses of advisers (Optional information)		 Additional information (optional)
Names and addresses of advisers (Optional information)		 Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
National body for
dinghy sailing and
personal watercraft
Royal Yachting
Association		 RYA House, Ensign Way, Hamble, Hants,
SO31 4YA
Bankers Lloyds Bank Plc PO Box1000, BX1 1LT

Name of chief executive or names of senior staff members (Optional information)

N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

None

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
Anthony John Wootley David James Durston

Treasurer		 Chairman
01/03/2022
01/03/2022

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