Trustees’ Annual Report for the period
From 01/04/24 Period start date To 31/03/25 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 sixty paying members at present. Also, the need to increase the subscription rate in the light of the reduced numbers and increasing costs has had an effect has been actioned. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set. |
Para 1.41 | Service has run a full programme. |
| Performance of fundraising activities against objectives set. |
Para 1.41 | No specific fund raising, income is through hall letting fees and donations. Group Holidays are now funded through a separate account and are part of this Charity remit. |
| 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 | £20,589 |
| 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: | |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Membership Fees, Hall bookings. Group Holiday contributions are now dealt with in a separate account for transparency and part of this Charity remit. |
| 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 continued increasing cost of Utility Bills and hall maintenance especially 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) 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(if any) |
|---|---|---|---|---|
| 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 Chairman |
||
| Marion Turner | Trustee | Carshalton Park RotaryClub | ||
– 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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Accountant | 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 |
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., Secretary, Reporting Trustee Chair, etc) Date 03.09.2025
Carshalton Darby and Joan 283577 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/04/2024 31/03/2025
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 29,435 4,140 9,147 - - - - 42,722 - - - 42,722 25,510 740 12,673 - - - - - 38,923 - - - 38,923 3,799 - 16,790 20,589 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 29,435 4,140 9,147 - - - - - 42,722 - - - |
Total funds to the nearest £ 29,435 4,140 9,147 - - - - - 42,722 - - - |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Rental received | 29,435 | - - - - - - - - - |
29,435 | 28,812 | ||
| Subscriptions | 4,140 | 4,140 | 3,360 | |||
| Other income | 9,147 | 9,147 | 26,516 | |||
| - | - | |||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
42,722 | 42,722 | 58,688 | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 42,722 | 58,688 | ||||
| 25,510 740 12,673 - - - - - - 38,923 - - - 38,923 3,799 |
||||||
| Propertyexpenses | 25,510 | - - - - - - - - - - |
25,510 | 21,780 | ||
| Administration | 740 | 740 | 1,601 | |||
| Other expenses | 12,673 | 12,673 | 26,218 | |||
| - | - | |||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 38,923 | 38,923 | 49,599 | |||
| A4 Asset and investment purchases, (see table) |
||||||
| - | - - - |
- | ||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | 38,923 | 49,599 | ||||
| 3,799 | - | - | 3,799 |
9,089 | ||
| - | - | - - |
- | - | ||
| 16,790 | - | 16,790 | 14,577 | |||
| 20,589 | - | - | 20,589 | 23,666 |
CCXX R1 accounts (SS)
20/11/2025
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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature A E Barnard Details Bank account Creditors and cash in hand Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 19,809 - 780 - - - 20,589 - 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 Andrew Edward Barnard |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| A E Barnard | Andrew Edward Barnard | 20.11.25 | |
CCXX R2 accounts (SS)
20/11/2025
2
Independent examinerfs 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 2025. Responsibllltles and basls 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 examinerfs statement I have completed my examination. I confirm that no material matters have come to my atlention 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 conceming 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 Wllliams ACA registered number 7808343.. Address.. 174 Banstead Road Carshalton Beeches Surrey SM5 4DW Date: