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2023-06-30-accounts

ROTARY CLUB OF MALDON Registered charity number 1026101

Trustees’ Report for the year ended 30th June 2023

The trustees who served during the year ended 30[th] June 2023 were:

A. Smith, J. Smith, J. Williams and B, Farrington

The trustees at the date this report is filed are:

A. Smith, J. Smith, J. Williams and B. Farrington

The Club’s address for correspondence is 1 Beeches Road, Heybridge, Maldon, Essex CM9 4SL.

The charity was formed by a trust deed in 1993 and the club operates trust bank accounts.

Normally, the trustees each year are the President, Vice President, Secretary and Treasurer. However, since this year we did not have a Vice President and the President was also the Secretary, Mr. A. Smith and Mr. B. Farrington agreed to remain as trustees for the time being to ensure that there are four trustees.

The purpose of the trust fund is to provide donations for charitable purposes and to enable local community projects. The trustees’ objectives are to raise and donate as much money as possible whilst maintaining suitable reserves to enable it to continue to operate its annual fireworks evening and other events together with providing, and being involved in, community service events. The trustees believe that they have complied with their duty to provide public benefit during the year.

We held a very successful annual firework display. The purpose of this display is to provide safe, enjoyable entertainment for the community at reasonable cost. This year we made a surplus. Also, we sold chestnuts at Maldon’s Christmas Fayre, made our Santa Sleigh and Christmas High Street collections and held a plant sale in the Spring. Our intention is to donate most of the money raised by our activities to charities and charitable causes serving our community since local people provide that money.

However, our activities are not restricted to fund raising. During the year, we helped man road closures on Remembrance Sunday and for the Walk of Witness on Good Friday. In addition we took entertainers into a local supported housing complex and held a “check your blood pressure” day at the Moot Hall in the High Street.

We maintain a reserve of £25,000 towards the cost of future firework displays. It is necessary to hold a reserve of this size as we lose money if the weather is inclement on the night and it is impossible to change the date at short notice.

The Club donated over £26,000 during the year by 30 individual donations. We made a series of donations to Shelterbox, a charity to which Rotary is associated, totalling £6,000. Shelterbox provides emergency disaster relief worldwide. Most of the rest of the donations were to local charities and charitable causes. A further £15,250 has been donated since the year end.

Page 1

ROTARY CLUB OF MALDON Registered charity number 1026101

Trustees’ Report for the year ended 30th June 2023 (continued)

The balance carried forward on the Trust Fund at 30[th] June 2023 was £86,327.75 which included £25,000 held as a reserve for the fireworks event. Other reserves held at 30[th] June 2023 were £17,000 for major projects and £1,938.75 for the Colin Bingham reserve. The Colin Bingham reserve, named after a former President of the Club, is a rapid response fund for making donations in respect of worldwide natural disasters.

The trustees would like to thank all the club’s members and the “Friends of Maldon Rotary Club” for their support and involvement in our activities during year. Also we would like to thank the members of the public for their generous donations and continued support during the year.

For and on behalf of the Trustees

J R Williams Treasurer

5[th] December 2023

Page 2

Rotary Club of Maldon

Charity Accounts for the year ended 30th June 2023

Receipts and Payments Account

Receipts
Payments
£
£
Fireworks income
76,354.22
Fireworks expenditure
32,782.67
Santa Sleigh donations
6,588.67
Santa Sleigh expenses
557.21
Plant sale surplus
300.00
Container for Santa Sleigh
2,175.00
Sale of Chestnuts
888.34
Purchase of chestnuts
120.00
High St collections for Ukraine
46.52
Purchase of Xmas puddings
216.00
High St collections - general
466.23
Entertaining OAPs
100.00
Gift aid & GASDS
1,938.75
Bank charge
25.00
Donations from Rotarians
705.00
Donation from Maldon Mud Race
500.00
Sponsors
6,300.00
Interest received
44.00
94,131.73
35,975.88
Donations
Shelterbox
6,000.00
Wentworth School association
250.00
Little Haven Hospice
1,000.00
St, Francis Parents Association
2,000.00
RAF Bradwell Bay group
1,100.00
Wooverstone project
1,000.00
Churches Together in Maldon
2,000.00
Ella Smallcombe
1,000.00
Ben Frost
500.00
David Randall Foundation
1,500.00
Mid Essex Riding for Disabled
450.00
RC South Woodham Ferrers
2,000.00
RC Heybridge Blackwater
1,000.00
Danbury & Villages Rotary
1,000.00
Maldon Promenaders
200.00
Julie Taylor St. Peter's Café
500.00
Rotary Foundation
450.00
Action for Family Carers
1,000.00
Maldon Stroke support group
1,000.00
Friends of Moot Hall
500.00
Royal British Legion
150.00
RIBI End Polio 1240
1,000.00
Kids Out UK
100.00
Chelmer Blackwater Reserve
150.00
Heads2Minds
100.00
Essex & Herts Air Ambulance
100.00
26,050.00
Bank balances 1st July 2022
Bank balances 30th June 2023
Current account
33,257.66
Current account
65,319.51
Deposit account
20,964.24
Deposit account
21,008.24
54,221.90
86,327.75
148,353.63
148,353.63
Balance Sheet at 30th June 2023
Fireworks reserve
24,700.00
Current account
65,319.51
Colin Bingham fund
1,938.75
Deposit account
21,008.24
Available funds
33,902.67
Major project reserve
17,000.00
Gift aid received
8,786.33
86,327.75
86,327.75
Receipts
Payments
£
£
Fireworks income
76,354.22
Fireworks expenditure
32,782.67
Santa Sleigh donations
6,588.67
Santa Sleigh expenses
557.21
Plant sale surplus
300.00
Container for Santa Sleigh
2,175.00
Sale of Chestnuts
888.34
Purchase of chestnuts
120.00
High St collections for Ukraine
46.52
Purchase of Xmas puddings
216.00
High St collections - general
466.23
Entertaining OAPs
100.00
Gift aid & GASDS
1,938.75
Bank charge
25.00
Donations from Rotarians
705.00
Donation from Maldon Mud Race
500.00
Sponsors
6,300.00
Interest received
44.00
94,131.73
35,975.88
Donations
Shelterbox
6,000.00
Wentworth School association
250.00
Little Haven Hospice
1,000.00
St, Francis Parents Association
2,000.00
RAF Bradwell Bay group
1,100.00
Wooverstone project
1,000.00
Churches Together in Maldon
2,000.00
Ella Smallcombe
1,000.00
Ben Frost
500.00
David Randall Foundation
1,500.00
Mid Essex Riding for Disabled
450.00
RC South Woodham Ferrers
2,000.00
RC Heybridge Blackwater
1,000.00
Danbury & Villages Rotary
1,000.00
Maldon Promenaders
200.00
Julie Taylor St. Peter's Café
500.00
Rotary Foundation
450.00
Action for Family Carers
1,000.00
Maldon Stroke support group
1,000.00
Friends of Moot Hall
500.00
Royal British Legion
150.00
RIBI End Polio 1240
1,000.00
Kids Out UK
100.00
Chelmer Blackwater Reserve
150.00
Heads2Minds
100.00
Essex & Herts Air Ambulance
100.00
26,050.00
Bank balances 1st July 2022
Bank balances 30th June 2023
Current account
33,257.66
Current account
65,319.51
Deposit account
20,964.24
Deposit account
21,008.24
54,221.90
86,327.75
148,353.63
148,353.63
Balance Sheet at 30th June 2023
Fireworks reserve
24,700.00
Current account
65,319.51
Colin Bingham fund
1,938.75
Deposit account
21,008.24
Available funds
33,902.67
Major project reserve
17,000.00
Gift aid received
8,786.33
86,327.75
86,327.75
£
32,782.67
557.21
2,175.00
120.00
216.00
100.00
25.00
35,975.88
6,000.00
250.00
1,000.00
2,000.00
1,100.00
1,000.00
2,000.00
1,000.00
500.00
1,500.00
450.00
2,000.00
1,000.00
1,000.00
200.00
500.00
450.00
1,000.00
1,000.00
500.00
150.00
1,000.00
100.00
150.00
100.00
100.00
148,353.63
65,319.51
21,008.24
86,327.75

CHARITY COMMISSION FOR E￿LIN) ANfl WALES Independent examiner's report on the accounts Report to the trusteesl mèmbers of oTniy CLU6 6F On accounts for the year ended 3016(loZ3 Charity no lif anyl ioZ6101 Set out on pages OhJÉ I report to the trustees on my examination of the accounts of the above charity {Ihe Twst-) for the year ended ¥a4lJts23. Rèsponsibllltlès and basls As the charity's trustees. you are responsible for the preparation of th8 of report accounts in accordance with the requirements of the Charities Act 2011 (Ihe Act.). I report iii respect of my examination of the Trust's accounls carried out under sects'on 145 of the 2011 AGI and in carying out my examination, I have followed all Ihe applicable Directtons given by the Charity Commission under section 145(5llb) of the Act. Independent examiner's I have completed my examination. I confimi that no material matters have statement come to my attention in connection with the examinalion which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act- or the accounts did not accx)rd with the accounting records; or th8 accounts did not comply with the applicable f8quirements conceming the form and conlenl of accounts sel 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 inde￿ndent examination. I have no concerns and have come across no other mallers in connection wilh the examination lo which attention should be drawn in this report in order to enable a proper understanding of the accounts lo be reached. Pleas8 delete the words in the brackets if rhey do not 8ppIy. Signed: Date: Zozq Name: Relevant professlonal qualificationls) or body (if any): raL0￿ OF T41C hESOCIPfTIoL) OF Address: Cmq 6KV IER Oct 2018