## **APPENDIX 1** ## OSC **r** |**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**| |---|---|---|---|---|---|---|---| ||Period start date||||Period end date||| ||Day|Month|Year||Day|Month|Year| |From|1|9|2023|To|31|8|2024| Office of the Scottish **Charity Regulator** ## **Reference and administration details** **Charity name** Perth Bridge Club **Other names charity is known by Registered charity number SC 049190 Charity’s principal address** ## **Names of the charity trustees on date of approval of Trustees’ Annual Report** **Name of person Dates acted if Trustee name Office (if any) (or body) entitled to not for whole year appoint trustee (if any) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20** **1** **APPENDIX 1** ## **Reference and administration details** **Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)** ||||**ole year**| |---|---|---|---| ||||| ||||| ||||| ||||| ||||| |**Structure, governance and management**|||| |**Type of governing document**
**Trustee recruitment and appointment**|||| ||Constitution of Perth Bridge Club and Bye Laws||| ||The Club Constitution states that a maximum of ten charity trustees will
hold office.
Of these ten, only eight can be elected/appointed at the AGM or by the
Board.
No more than four shall be charity trustees who are co-opted by the
Board.||| |**Objectives and activities**|||| |**Charitable purposes**
**Summary of the main activities**
**in relation to these objects**|||| ||The Perth Bridge Club has the following charitable purposes:
• To provide recreational facilities and to organise recreational activities for
the public at large which relate to the promotion, learning, teaching and
playing of Bridge, in the interests of social welfare with the aim of
improving the conditions of life and mental health for the persons using the
facilities or participating in the activities.
•We also aim to educate players of all standards in the game of Bridge.
and to assist in their development and understanding of the game.
**Mission**: To provide opportunities for players at all levels from novice to
expert to enjoy the competitive game of Bridge and develop their skills
through learning and participation at a well-equipped facility which offers a
sociable, friendly and welcoming environment.
**Vision**: to be the club of choice for all Bridge players in Perth and the
surrounding district.||| ||We had 12 students who started our Bridge lessons winter course.
During the winter months we had Bridge Clubs renting our premises for
their weekly sessions.
Our Fire safety improvements were completed at a cost of over £14,000.
We ran our second annual Perth Café Bridge day with increased numbers||| **2** **APPENDIX 1** ## **Achievements and performance** |**Summary of the main achievements of**
**the charity during the financial period**|A Relaxed Pairs session was introduced on Wednesday evenings along
with a host member
Set up and ran the first Fair City Cup – an anuual tournament between the
4 Perth Bridge Clubs
Ran our first Swiss Pairs competition which is open to all Scottish Bridge
players
Created a quarterly magazine called “View from Perth Bridge” to update
both members and our wider community on club activities| |---|---| |**Financial review**|| |---|---| |**Brief statement of the charity’s policy**
**on reserves**
**Details of any deficit**
**Donated facilities and services (if any)**|| ||The reserves policy is to maintain a minimum of £20,000.
The year end balance of £23,556 satisfies that policy.| ||The club accounts show a deficit of £8,830 for the year. This was due to
the cost of the Fire safety improvement program which the club committed
to in 2023.
If this one off cost and the grants received towards it are removed then the
accounts would show a surplus of £2,932| ||Members continue to volunteer for many tasks to keep the Charity
running. This covers all areas from teaching students, preparing hands for
play and scoring at Club events.| **3** APPENDIX I Other optional information Declaration Slgned on behalf of the charws trustees Slgnthre(sl Full nam•(sl Poslilon (•.g. Chalr) . 14.425 14.425 Enter SC No. below **SC049190** APPENDIX 2 Enter charity name below ## **Perth Bridge Club** **----- Start of picture text -----**
||||||||| |---|---|---|---|---|---|---|---| |Receipts and payments accounts| |Period start date|Period end date| |For the period|Day|Month|Year|to|Day|Month|Year| |from| |1|Sep|2023|31|Aug|2024| |Section A Statement of receipts and payments| |Expendable|Permanent| |Unrestricted|Restricted|Total funds|Total funds last| |endowment|endowment| |funds|funds|current period|period| |funds|funds| |to nearest £|to nearest £|to nearest £|to nearest £|to nearest £|to nearest £| |A1 Receipts| |Donations|121|121|888| |Legacies|-| |Grants|2,500|2,500|3,646| |Receipts from fundraising activities|5,863|5,863|4,033| |Gross trading receipts|-| |Income from investments other than| |land and buildings|894|894|152| |Rents from land & buildings|-| |Gross receipts from other charitable| |activities|11,901|11,901|12,957| |-| |A1 Sub total|18,779|2,500|-|-|21,279|21,676| |A2 Receipts from asset &| |investment sales| |Proceeds from sale of fixed assets|-| |Proceeds from sale of investments|-| |A2 Sub total|-|-|-|-|-|-| |Total receipts|18,779|2,500|-|-|21,279|21,676| |—| |A3 Payments| |Expenses for fundraising activities|4,577|4,577|3,018| |Gross trading payments|-| |Investment management costs|-| |Payments relating directly to charitable| |activities|11,075|14,457|25,532|12,207| |Grants and donations|-| |Governance costs:|-| |Audit / independent examination|-| |Preparation of annual accounts|-|-| |Legal costs|-| |Other|-| |-| |A3 Sub total|15,652|14,457|-|-|30,109|15,225| |A4 Payments relating to asset and| |investment movements| |Purchases of fixed assets|-| |Purchase of investments|-| |A4 Sub total|-|-|-|-|-|-| |Total payments|15,652|14,457|-|-|30,109|15,225| |SSS|SS| |Net receipts / (payments)|3,127|( 11,957)|-|-|( 8,830)|=|6,451| |A5 Transfers to / (from) funds|( 8,311)|8,311|-| |Surplus / (deficit) for year| |——————|( 5,184)|( 3,646)|-|-|( 8,830)|6,451| **----- End of picture text -----**
P•rfh 8rfdp Club S•dlon 8 Slat•m•nt of bAlane SG1149190 r4 ¥740 141•41 WJ iJS.•00 100 i.tko To 2.3.9. APPENDIX 2 **Perth Bridge Club** **SC049190** ## **Section C Notes to the Accounts** |**C3a Trustee remuneration**
**C4a Trustee expenses**
**C6 Other information**
**C5 Transactions with trustees**
**and connected persons**
**C4b Trustee expenses -**
**details**
**C1 Nature and purpose of**
**funds**_(may be stated on_
_analysis of funds worksheets)_
**C2 Grants**
**C3b Trustee remuneration -**
**details**|**Individual /**
**institution**
**Number of grants**
**made**
**£**
**PKC**
**1**
**2,500**
**2,500**
**£**
**Number of**
**trustees**
**£**
**Transaction**
**amount (£)**
**Balance**
**outstanding at**
**period end (£)**
**x**
**Authority under which paid**

**Nature of relationship**
**Nature of transaction**
**Total**
If no remuneration was paid during the period to any charity trustee or person connected to a
trustee cross this box (otherwise complete section 3b)
Unrestricted funds can be used in furtherance of any of the charitable objects at the discretion of the trustees.
A single unrestricted fund is maintained for the day to day operations of the Charity.
**Type of activity or project supported**
Fire prevention upgrade
**x**
If no expenses were paid to any charity trustee during the period then cross this box
(otherwise complete section 4b)| |---|---| Final Accounts PBC 2024 / Notes 3 December 2007 APPENDIX 2 **SC049190** ## **Perth Bridge Club** ## **Additional analysis (1)** ## **Analysis of receipts and payments** ## **1 Donations** **----- Start of picture text -----**
Unrestricted Expendable Permanent Total current
funds Restricted funds endowment funds endowment funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
General 121 121 888
-
-
-
Total 121 - - - 121 888
- - - - - -
2 Grants
Unrestricted Total current
funds Restricted funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £
Gannochy Trust - - 3,646
Perth & Kinross Council 2,500 2,500
-
-
Total - 2,500 2,500 3,646
- - - -
3 Gross receipts from other charitable activities
Unrestricted Expendable Permanent Total current
funds Restricted funds endowment funds endowment funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
Membership Fees 1,360 1,360 1,515
Table Money 8,895 8,895 8,064
SBU BBO Tournaments 140 140 1,757
Services to other Bridge Clubs 80 80 84
Bridge Courses 1,426 1,426 1,537
-
-
-
Total 11,901 - - - 11,901 12,957
- - - - - -
**----- End of picture text -----**
## **4 Payments relating directly to charitable activities** ||**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**| |---|---|---|---|---|---|---| |Office Expenditure
Cleaning
Heat & Light
Insurance
Repairs & Maintenance
Garden Maintenance
Health & Safety
Other|**1,493**
**1,058**
**3,680**
**3,125**
**1,626**
**52**
**-**
**41**|**14,457**
|||**1,493**
**1,058**
**3,680**
**3,125**
**16,083**
**52**
**-**
**41**
**-**
**-**
**-**|**1,414**
**1,206**
**3,939**
**3,371**
**1,601**
**335**
**200**
**141**
**-**| |**Total**|**11,075**
-|**14,457**
-|**-**
-|**-**
-|**25,532**
-|**12,207**
-| Final Accounts PBC 2024Additional notes (1) December 2007 APPENDIX 2 ## **Perth Bridge Club** ## **SC049190** ## **Additional analysis (2)** ## **5 Breakdown of unrestricted funds** **----- Start of picture text -----**
Unrestricted Unrestricted Unrestricted Unrestricted
fund 1 - enter fund 2 - enter fund 3 - enter fund 4 - enter
name of fund name of fund name of fund name of fund
below below below below
General Fund Total Total
unrestricted unrestricted
funds funds last period
Receipts
Donations 121 121 888
Legacies -
Grants -
Receipts from fundraising activities 5,863 5,863 4,033
Gross trading receipts -
Income from investments other than land and buildings 894 894 152
Rents from land & buildings -
Gross receipts from other charitable activities 11,901 11,901 12,957
Sub total 18,779 - - - 18,779 18,030
-
Receipts from asset & investment sales
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total - - - - - -
Total receipts 18,779 - - - 18,779 18,030
-
Payments
Expenses for fundraising activities 4,577 4,577 3,018
Gross trading payments -
Investment management costs -
Payments relating directly to charitable activities 11,075 11,075 12,207
Grants and donations -
Governance costs: -
Audit / independent examination - -
Preparation of annual accounts -
Legal costs -
-
-
Sub total 15,652 - - - 15,652 15,225
-
Payments relating to asset and investment
movements
Purchases of fixed assets -
Purchase of investments -
Sub total - - - - - -
-
Total payments 15,652 - - - 15,652 15,225
-
Net receipts / (payments) 3,127 - - - 3,127 2,805
Transfers to / (from) funds ( 8,311) ( 8,311)
Surplus / (deficit) for year ( 5,184) - - - ( 5,184) 2,805
-
**----- End of picture text -----**
## **Nature and purpose of funds** _Unrestricted funds_ can be used in furtherance of any of the charitable objects at the discretion of the trustees. A single unresticted fund is maintained for the day to day operations of the Charity. Final Accounts PBC 2024Additional notes (2) December 2007 APPENDIX 2 **SC049190** ## **Perth Bridge Club** ## **Additional analysis (3)** ## **6 Breakdown of restricted funds** **----- Start of picture text -----**
Restricted fund Restricted fund Restricted fund Restricted fund
1 - enter name of 2 - enter name of 3 - enter name of 4 - enter name of
fund below fund below fund below fund below
Fire Prevention Total restricted Total restricted
and upgrade funds funds last
period
Receipts
Donations -
Legacies -
Grants 2,500 2,500 3,646
Receipts from fundraising activities -
Gross trading receipts -
Income from investments other than land and
buildings -
Rents from land & buildings -
Gross receipts from other charitable activities -
Sub total 2,500 - - - 2,500 3,646
-
Receipts from asset & investment sales
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total - - - - - -
Total receipts 2,500 - - - 2,500 3,646
-
Payments
Expenses for fundraising activities -
Gross trading payments -
Investment management costs -
Payments relating directly to charitable activities 14,457 14,457
Grants and donations -
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
-
-
Sub total 14,457 - - - 14,457 -
-
Payments relating to asset and investment
movements
Purchases of fixed assets -
Purchase of investments -
Sub total - - - - - -
-
Total payments 14,457 - - - 14,457 -
-
Net receipts / (payments) ( 11,957) - - - ( 11,957) 3,646
Transfers to / (from) funds 8,311 8,311
Surplus / (deficit) for year ( 3,646) - - - ( 3,646) 3,646
-
Nature and purpose of funds
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor when funds are
raised for particular restricted purposes.
**----- End of picture text -----**
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