## **Trustees’ Annual Report for the period From 01/04/21 Period start date To3103/22 Period end date** **Charity name: The Carshalton Darby & Joan Club** ## **Charity registration number: 283577** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 Membership of the Carshalton
of the charity as set out Darby & Joan Club is open to Older
in its governing & Disabled Persons residing in the
document London Borough of Sutton
Summary of the main Para 1.17 and Regular meetings of Members to
1.19
activities in relation to assist with their Personal
those purposes for the Development and Social Activities
public benefit, in which the Committee run. These
particular, the activities, include snooker, socials, indoor
projects or services bowls, keep-fit, dance, talks and
identified in the group holidays
accounts.
Statement confirming Para 1.18 Yes
whether the trustees
have had regard to the
guidance 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: **----- Start of picture text -----**
SORP reference
Not a Grant making organisation
Para 1.38
Policy on grant making
Not an investing organisation
Para 1.38
Policy on social
investment including
program related
investment
Volunteers give their time but no
Para 1.38 financial contribution except for
Contribution made by the club membership fee and
volunteers group holidays
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**None** Other ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
The charity has 79 members at
present a slight increase on the
previous year. It is not yet known
Summary of the main Para 1.20 what effect the long term COVID19
achievements of the pandemic will have on the current
charity, identifying the members numbers.
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Service has recommenced and
runs a full programme after the
Achievements against Para 1.41 COVID19 pandemic
objectives set
No specific fund raising, income is
mainly through hall letting fees
Performance of and payments for Group Holidays
fundraising activities Para 1.41
against objectives set
No investments other than
operational finance
Investment performance Para 1.41
against objectives
None
Other
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 The charity has adequate funds to
financial position at the be an ongoing organisation
end of the period
Statement explaining the Para 1.22 Funds held in bank current
policy for holding account to meet obligations and
reserves stating why they liabilities
are held
Amount of reserves held Para 1.22 £14,576
Reasons for holding zero Para 1.22 None
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23 No ongoing effect
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)** You may choose to include further statements where relevant about: **Membership Fees, Hall bookings and Group Holiday contributions** The charity’s principal sources of funds Para 1.47 (including any fundraising) **No investments** Investment policy and objectives including any Para 1.46 social investment policy adopted **The cost of Utility Bills and inflation** A description of the Para 1.46 principal risks facing the charity **None** Other ## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s None
trusts:
Type of governing Para 1.25 Unincorporated Association
document
(trust deed, royal
charter)
How is the charity Para 1.25 Trust Deed and constitution
constituted? adopted on 20.10.1981
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Constitutional provision – up to 4
methods including details trustees to be members of the
of any constitutional Rotary Club of Carshalton Park
provisions e.g. election to plus Chairman of the Carshalton
post or name of any Darby & Joan Club
person or body entitled
to appoint one or more
trustees
Additional information (optional)
You may choose to include further statements where relevant about:
None
Policies and procedures
adopted for the induction Para 1.51
and training of trustees
None
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
None
Relationship with any Para 1.51
related parties
None
Other
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## **Reference and Administrative details** **----- Start of picture text -----**
Charity name The Carshalton Darby & Joan Club
Other name the charity
uses
Registered charity 283577
number
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Charity’s principal The Carshalton Darby & Joan Club
address Milton Hall
Cooper Crescent
Carshalton, SM5 2DL
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## **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
whole year
(if any)
Percy Stock Trustee Carshalton Park Rotary
1
Club
Andrew Barnard Trustee Carshalton Park Rotary
2 Club
Francis Trustee Carshalton Park Rotary
3 McDonnell Club
David Hurst Trustee & Darby & Joan Club
4 Chairman Members
5
6
7
8
9
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** **None** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole** ear None **----- Start of picture text -----**
Funds held as custodian trustees on behalf of others
Description of the assets None
held in this capacity
Name and objects of the None
charity on whose behalf
the assets are held and
how this falls within the
custodian charity’s
objects
Details of arrangements None
for safe custody and
segregation of such
assets from the charity’s
own assets
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## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **----- Start of picture text -----**
Type of Name Address
adviser
Accounta David Williams Surrey Accounts Ltd,
nt ACA 174 Banstead Road
Carshalton Beeches Surrey SM5 4DW
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## **Name of chief executive or names of senior staff members (Optional information)** David Hurst Chairman & Trustee ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **None** ## **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)** A E Barnard **Full name(s)** Andrew Edward Barnard **Position (eg** Trustee **Secretary, Chair, etc)** **Date** 06.09.2022 |||Unrestricted|Restricted|Endowment| |---|---|---|---|---| ||S*tpils|funds|funds|funds| |||tonearestf,|tonearest€|tonearest€| |81Cashfunds|Bank account|16,7't8||| ||Creditors and cashin hand|2,142||| ||Total cashfunds|'14,576||| ||(agrcebalanceswithreceipts andpayments|||| ||account(s))|||| |||Unrestricted|Restricted|Endowment| |||funds|funds|funds| ||Detaiis|tonearestf|tonearest€|to nearest€| |82Other monetary assets||||| ||Details|asset
Fund towhich|Cost (optional)|Current value| |83lnvestment assets||||| ||Detaits|Fund towhich|Cost (optional)|Current value| |84Assetsretainedforthe||||| |charity's ownuse||||| |||Fund towhich|Amount due|When due| ||Details|||| |85 Liabilities||||| |Signed by oneortwo trusteeson||Print|Name|Dateof| |behalfof allthe trustees||||| |||Andrew|Barnard|06.09.2022| ## ||b
rORE|NGLAND|ANDWALES||||||| |---|---|---|---|---|---|---|---|---|---| |||||Recei|and|nts accounts||CC16a|| |||||For theperiod
from|o110412021|To|31t03t2022||| |SectionA||Receipts and||payments|||||| |||||Unrestricted
funds|Restricted
funds|Endowment
funds|Total funds|Last|year| |||||to the nearest
€|tothenearestf|to the nearestt|to the nearest€|to the nearestE|| |A1|||||||||| |Rental received||||21,858|||21,858||1,810| |Subscriptions||||2,721|||2,721||802| |Other income||||21,972|||21,9'/2||16,165| ||||AR)|46,551|||46,551||18,577| |A2|Asset and investment sales,||||||||| |{seetable).|||||||||| ||||Subtotal||||||| |||Totalreceipts||46,551||I|
ae,ssrI||18,577| |A3|ents||||||||| |Property expenses||||15,231|||'|5,231||9,352| |Administration||||1,088|||1,088||2,210| |Other expenses||||25,801|||25,801||10,718| ||||Subtotal|42,120|||42,120||22,280| |A4|Asset andinvestment||||||||| |purchases,(seetable)|||||||||| ||||Subtotal||||||| |||Total|payments|42124|||42,120|ru|| ||Netofreceipts/(payments)|||4,431|||4,431||3,703| |A5|Transfersbetween||funds||||||| |A6|Cashfunds|last year end||10,'145|||10,145||'t3,848| ||Cashfundsthis||yearend|14,576|||14,576||10,145| ## **Independent examiner’s report to the trustees of Carshalton Darby and Joan Club** I report to the trustees on my examination of the accounts of the Carshalton Darby and Joan Club (the Trust) for the year ended 31 March 2022. ## **Responsibilities and basis of report** As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance 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 section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent examiner’s statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Name: David WIlliams ACA registered number 7808343: Address: 174 Banstead Road Carshalton Beeches Surrey SM5 4DW Date: