## **Trustees’ Annual Report for the period**
**From 31 March 2020 Period start date To 31 December 2020 Period end date**
## **Charity name: CHELTENHAM BRIDGE CLUB**
## **Charity registration number:**
## **Objectives and Activities**
**----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 Advancement of amateur sport by
of the charity as set out promoting the game of Bridge for
in its governing the benefit of residents of the
document Cheltenham area
Summary of the main Para 1.17 and Promoting the game of Bridge and
1.19
activities in relation to the playing, teaching and learning
those purposes for the of Bridge
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 The trustees have had regard to
whether the trustees the guidance issued by the Charity
have had regard to the Commission on public benefit
guidance 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:
**----- Start of picture text -----**
SORP reference
There were no grant-making
Para 1.38 activities in this period
Policy on grant making
There were no social investment
Para 1.38 activities in this period
Policy on social
investment including
program related
investment
During this period the charity’s
Para 1.38 volunteers (including the Trustees)
Contribution made by progressed the formal steps
volunteers required for the transfer of the
functions and assets of
Cheltenham Bridge Club
(unincorporated association) to
**----- End of picture text -----**
**the charity and reviewed how the purposes and intended activities of the charity could best be pursued after this transfer (which was effected on 28 April 2021 - after the end of the period covered in this Report).** Other
## **Achievements and Performance**
**----- Start of picture text -----**
SORP reference
During this period the charity was
preparing to assume the functions
and assets of Cheltenham Bridge
Summary of the main Club (unincorporated association).
Para 1.20
achievements of the The Annual General Meeting of
charity, identifying the the unincorporated association in
difference the charity’s which its membership voted in
work has made to the favour of the transfer of these
circumstances of its functions and assets was delayed
beneficiaries and any by Covid restrictions until after
wider benefits to society the end of the period covered by
as a whole. this Report.
The charity also reviewed how to
advance its objects during the
national lockdowns and took steps
to maintain the promotion,
playing, teaching and learning of
Bridge on-line during lockdown
conditions, for the benefit of
beneficiaries of the charity.
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
**----- End of picture text -----**
other
## **Financial Review**
**----- Start of picture text -----**
Review of the charity’s Para 1.21 The charity had not yet received
financial position at the any assets or incurred any
end of the period liabilities up to the end of the
period covered in this Report. The
members of Cheltenham Bridge
Club (unincorporated association)
voted in Annual General Meeting
to transfer the assets, subject to
the liabilities, of Cheltenham
Bridge Club to the charity on 28
April 2021 and these were
accepted by the charity trustees
on the same date.
Statement explaining the Para 1.22 The charity held no reserves
policy for holding during the period
reserves stating why they
are held
Amount of reserves held Para 1.22 The charity held no reserves
during the period
Reasons for holding zero Para 1.22 No assets were transferred to the
reserves charity during the period covered
by this Report. The transfer of
assets to the charity was delayed
by Covid restrictions until after
the end of the period covered by
this Report.
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
**----- End of picture text -----**
other
## **Structure, Governance and Management**
**----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution with voting members
document other than its Charity Trustees
(trust deed, royal (and supplemental Rules)
charter)
How is the charity Para 1.25 Charitable Incorporated
constituted? Organisation
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Cheltenham Bridge Club
methods including details chairperson and treasurer (elected
of any constitutional by members) are ex officio
provisions e.g. election to trustees. Additional trustees are
post or name of any elected by the members in Annual
person or body entitled General Meeting or appointed by
to appoint one or more the members or charity trustees.
trustees The maximum number of trustees,
with effect from 28 April 2021, is
seven.
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
CIO Constitution specifies that all
charity trustees should receive
Policies and procedures copies of the constitutional
adopted for the induction Para 1.51 documents. Trustee training and
and training of trustees induction policies are under
review
The charity is affiliated to the
English Bridge Union (registered
The charity’s company number 358588). By
organisational structure Para 1.51 virtue of such affiliation, members
and any wider network of the charity are also members of
with which the charity Gloucestershire County Bridge
works Association.
Relationship with any Para 1.51
related parties
Other
**----- End of picture text -----**
## **Reference and Administrative details**
**----- Start of picture text -----**
Charity name Cheltenham Bridge Club
-
Other name the charity
uses
Registered charity 1188825
**----- End of picture text -----**
number Charity’s principal 4 Tivoli Road address Cheltenham Gloucestershire GL50 2TG
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not
Trustee name Office (if any) entitled to appoint trustee
for whole year
(if any)
Hugh Douglas Chairperson of Note: resigned 28 April
Wilkinson Cheltenham 2021; elected 28 April
1 Bridge Club (to 2021 by the CIO
19 July 2021) members; resigned 19
July 2021
Caroline Mary Hartley Treasurer 31 March 2020 – 2
2
October 2020
John Faircloth Secretary 31 March 2020 –
3
27 October 2020
Steven Betteley Note: resigned 28 April
4
2021
Katherine Maxwell 31 March 2020 –
5
10 July 2020
Judith Catherine Sanis Note: resigned 28 April
6
2021
John Adrian Note: resigned 28 April
7 Skjonnemand 2021
Peter William Swales Note: resigned 28 April
8
2021
Helen Janet Bryant Note: elected 28 April
9
2021 by the CIO members
Rosaleen Moira Kaye Note: elected 28 April
2021 by the CIO
10
members, resigned 23
September 2021
Alan Wilfred Note: elected 28 April
11 Wearmouth 2021 by the CIO members
Edward Sefton Pigott Treasurer Note: elected 28 April
12
2021 by the CIO members
Nigel Foster Burton Chairperson of Note: elected 28 April
13
Trustees 2021 by the CIO members
Caroline Mary Hartley Note: elected 28 April
14
2021 by the CIO members
Mary Ellen Barlow Chairperson of Note: appointed as
Cheltenham Chairperson and ex officio
15 Bridge Club Trustee by the
(from 21 July Management Committee
2021) on 21 July 2021
**----- End of picture text -----**
## Corporate trustees – names of the directors at the date the report was approved **Director name None**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year None**
## **Funds held as custodian trustees on behalf of others**
Description of the assets None 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)**
**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
**N/A**
## **Other optional information**
**The members of Cheltenham Bridge Club (unincorporated association), in their Annual General Meeting held on 28 April 2021, voted to transfer the assets of Cheltenham Bridge Club, subject to the Club’s liabilities, to the charity and these were accepted by the charity trustees on the same date (which fell after the end of the period covered by this Report). On the same date, in accordance with the Constitution of the CIO, the first trustees of the charity resigned and new trustees were elected by the members of the CIO.**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s)** Helen Bryant **Full name(s)** Helen Janet Bryant
**Position (eg** Trustee - Secretary to the **Secretary, Chair, etc)** Board of Trustees
**Date** 23.10.2021