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2023-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/22 Period start date To 31/03/23 Period end date

Charity name: The Carshalton Darby & Joan Club

Charity registration number: 283577

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 Membership of the Carshalton Darby &
Joan Club is open to Older & Disabled
Persons residing in the London Borough
of Sutton
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		 Regular meetings of Members to assist
with their Personal Development and
Social Activities which the Committee
run. These include snooker, socials,
indoor bowls, keep-fit, dance, talks and
group holidays
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 Yes

Additional information (optional)

You may choose to include further statements where relevant about:


SORP reference
Policy on grant making. Para 1.38 Not a Grant making organisation
Policy on social investment
including program related
investment.		 Para 1.38 Not an investing organisation
Contribution made by
volunteers.		 Para 1.38 Volunteers give their time but no financial
contribution except for the club
membership fee and group holidays
Other None

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 The charity has fifty-six paying members
at present a decrease on the previous
year. COVID19 pandemic has influenced
the current members numbers. Also, the
need to increase the subscription rate in
the light of the reduced numbers and
increasing costs has had an effect.
Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against
objectives set.		 Para 1.41 Service has recommenced and runs a full
programme.
Performance of fundraising
activities against objectives
set.		 Para 1.41 No specific fund raising, income is
through hall letting fees and payments
for Group Holidays
Investment performance
against objectives.		 Para 1.41 No investments other than operational
finance
Other None

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity has adequate funds to be an
ongoing organisation
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Funds held in bank current account to
meet obligations and liabilities
Amount of reserves held Para 1.22 £23,665
Reasons for holding zero
reserves		 Para 1.22 None
Details of fund materially in
deficit		 Para 1.24 None
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 No ongoing effect, however, the question
of rent has yet to be resolved.
Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:		 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 Fees, Hall bookings and
Group Holiday contributions
Investment policy and
objectives including any
social investment policy
adopted.		 Para 1.46 No investments
A description of the principal
risks facing the charity		 Para 1.46 The cost of Utility Bills and inflation
Other None

Structure, Governance and Management

Description of charity’s
trusts:		 None
Type of governing document
(Trust deed, Royal charter)		 Para 1.25 Unincorporated Association
How is the charity
constituted?
(e.g., unincorporated
association, CIO)		 Para 1.25 Trust Deed and constitution adopted on
20.10.1981 – Unincorporated
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 Constitutional provision – up to four
trustees to be members of the Rotary
Club of Carshalton Park plus Chairman of
the Carshalton Darby & Joan Club

Additional information (optional)

Additional information (optional) Additional information (optional) 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 None
The charity’s organisational
structure and any wider
network with which the
charity works.		 Para 1.51 None
Relationship with any related
parties		 Para 1.51 None
Other None

Reference and Administrative details

Charity name The Carshalton Darby & Joan Club
Other name the charity uses
Registered charity number 283577
Charity’s principal address The Carshalton Darby & Joan Club
Milton Hall
Cooper Crescent
Carshalton, SM5 2DL

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 entire
year		 Name of person (or body) entitled
to appoint trustee (ifany)
PercyStock Trustee Carshalton Park RotaryClub
Andrew Barnard Trustee Carshalton Park Rotary Club
Francis McDonnell Trustee Carshalton Park Rotary Club
David Hurst Trustee & Chairman Darby & Joan Club
Members
Corporate trustees–names of the directors at the date the report was approved. Corporate trustees–names of the directors at the date the report was approved. 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 entire 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 None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects. Details of arrangements for None 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
adviser		 Name
Address		 Name
Address
Accountan
t		 David Williams
ACA		 Surrey Accounts Ltd,
174 Banstead Road
Carshalton Beeches Surrey SM5 4DW

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 (e.g., Trustee Secretary, Chair, etc)

Date 06.06.2023

Carshalton Darby and Joan
 Carshalton Darby and Joan
 Carshalton Darby and Joan
 283577 CC16a
For the period
from		 Period start date
4/1/2022		 To Period end date
3/31/2023
Section A Receipts and payments
A1 Receipts
Rental received
28,812
Subscriptions
3,360
Other income
26,516
-
-
-
-
-
58,688
-
-
Sub total -
Total receipts 58,688
A3 Payments
Propertyexpenses
21,780
Administration
1,601
Other expenses
26,218
-
-
-
-
-
-
Sub total 49,599
-
-
Sub total -
Total payments 49,599
Net of receipts/(payments) 9,089
A5 Transfers between funds
-
A6 Cash funds last year end
14,577
Cash funds this year end 23,666
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)		 to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
28,812
3,360
26,516
-
-
-
-
-
58,688
-
-
-
58,688
21,780
1,601
26,218
-
-
-
-
-
-
49,599
-
-
-
49,599
9,089
-
14,577
23,666		 Last year
to the nearest £
- 28,812 21,858
- 3,360 2,721
- 26,516 21,972
- - -
- - -
- - -
- - -
- - -
- 58,688 46,551
- -
- - -
- - -
- 58,688 46,551
- 21,780 15,231
- 1,601 1,088
- 26,218 25,801
- - -
- - -
- - -
- - -
- - -
- - -
- 49,599 42,120
- -
- -
- - -
- 49,599 42,120
- - 9,089 4,431
- - - -
- - 14,577 10,145
- - 23,666 14,576

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

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Bank account
Creditors and cash in hand
Details
Details
Details
Details
Signature
A E Barnard
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
22,335
-
1,331
-
-
-
23,666
-
OK
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Print Name
Andrew Edward Barnard
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
A E Barnard Andrew Edward Barnard 02.06.2023

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 2023.

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: