ROTARY CLUB OF TAUNTON VALE TRUST FUND
Trustees’ Annual Report for the Year Ended 30th June 2022
1. Administrative Details
The Rotary Club of Taunton Vale Trust Fund (‘the Fund’) is a charity registered with the Charity Commission under number 1005550.
The registered address is The Well House, Vicarage Lane, Creech St. Michael, Somerset, TA3 5PP.
The Trustees on the date of this report were:
A R M Austin (President – appointed 27[th] June 2022), A C Blackshaw (Secretary – appointed 27[th] June 2022) and M I Botting (Treasurer – appointed 27[th] June 2022).
M Lock and W Tregillus stood down as Trustees on 27[th] June 2022.
Other organisations relevant to the Fund are:
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a) The Rotary Club of Taunton Vale (‘the Club’)
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b) Rotary International in Great Britain & Ireland
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c) HSBC Bank plc, 17 North Street, Taunton – the Fund’s bankers
2. Structure & Governance
The Fund is an unincorporated association, its governing document being a Trust Deed dated 31[st] December 1983.
The Trustees are appointed annually by the members of the Club.
All Trustees give their time voluntarily and received no remuneration or other benefits.
3. Financial Policy
It is the Trustees’ policy to aim to hold only a small reserve balance for emergency situations. Some specific projects are ongoing and of a longerterm nature, and in such cases funds may be held until such time as the Trustees deem it appropriate to release them.
4. Objectives
The objectives of the Fund are to apply both the capital and income for general charitable purposes, with consideration for the general objects of Rotary, as the Club shall from time to time direct. The Club keep in mind
the Charity Commission’s guidance on public benefit when considering which causes to support.
5. Achievements in the Year
As the accounts for the year ended 30[th] June 2022 indicate, following the gradual emergence from the impact of the Covid-19 pandemic, which severely impacted on the Club’s fundraising activities during 2020/21, through the efforts of the members of the Club total income (net of associated expenses) for the year totalling £39,071 was raised. This enabled a number of projects and causes to be supported, as detailed in the Income & Expenditure Account. In particular, donations totalling £38,166 were paid out during the year.
The Club and its members also support a number of other good causes through the giving of their time and experience.
On behalf of the Trustees
A R M Austin (President)
M I Botting (Treasurer)
Approved by the Trustees on
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