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2024-06-30-accounts

ROTARY CLUB OF RAINHILL TRUST FUND TRUSTEES REPORT FOR THE YEAR ENDING 30 JUNE 2024

The Rotary Club of Rainhill Trust Fund was registered as a charity in 1993. Its charitable activities are governed by the terms of a Trust Deed dated 2 September 1993 (as amended by Deeds of Variation dated 1 June 2017, 19 December 2019, 17 February 2022 & 30.June 2022 and The Deed of Declaration dated 23[rd] November 2023, dealing with administrative changes) which stipulates that charitable funds shall be used for “the relief oft he poor and needy or to or for such other charitable purpose institution, society or object as the Club shall in duly constituted meeting from time to time direct”.

Rainhill Rotary Club held a beer festival during the year. The donation from the beer festival into the Trust was £25609. The Christmas sleigh operated in December 2023 and raised £16773 (excluding gift aid). All Sleigh funds received were paid directly into the Trust with relevant costs of £1037 paid by the Trust. Other donations & income amounted to £16350. The Trust received a legacy payment of £15090 from the estate of Alan Richardson, a Rainhill resident.

We receive requests for assistance throughout the year. All requests are first considered and, if necessary, researched by the appropriate committee of the Rotary Club. Every request together with the committee’s recommendation is then considered by the full Club in open meeting where a decision is made. The Trust accounts show a total distribution of money throughout the year of £32450, with£29650 (91%) going to local charitable & other good causes and £2800 (9%) to international causes.

ROTARY CLUB OF RAINHILL

TRUST ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2024

CONTENTS

  1. Trust Account : Income and Expenditure

  2. Trust Account : Schedule of Donations & Projects

  3. Balance Sheet as at 30th June 2024

ROTARY CLUB OF RAINHILL

TRUST ACCOUNT FOR THE Y/E 30th JUNE 2024

INCOME
Carol Float
Beer Festival incl Gift Aid to be reclaimed
Gift Aid Tax Reclaim:
Foundation
Christmas Collection
Donations
Bank Interest and Compensation
EXPENDITURE
Donations Community Service: as per schedule
Donations International: as per schedule
Donations Vocational inc, Bursary: as per schedule
Carol Float and Bursary Costs
SURPLUS FOR THE YEAR
RESERVES : GENERAL FUND
Balance at 1st July 2023
Surplus for the year as above
Balance at 30th June 2024
£
£
16,773
25,610
0
2,423
15,783
567
61,156
28,756
2,800
894
1,037
33,487
27,669
25,568
27,669
53,237
2024
2023 2023
£
£
11,704
16,122
0
995
1,136
183
30,140
16,240
5,651
1,400
375
23,665
6,475
19,093
6,475
25,568

ROTARY CLUB OF RAINHILL

TRUST ACCOUNT FOR THE Y/E 30th JUNE 2024
SUNDRY INCOME
Donations via Riviera Travel
Sundry Donations
DONATIONS MADE
Local & National Community Service
15th St Helens (St Andrews) Scout Group
Rainhill Rotary Members Account:Tfr re Summer Camp cost
Rainhill Locomotive JFC
Oakdene Primary School: PGL visit support
Prescot Mission Christmas Dinner
Thatto Heath PC:School trips to Chester & Theatre
Imaginarium Theatre Group
Rainhill High School: Ice Skating Equip for U14 GB team member
Thatto Heath School: Christmas presents
Camps International for Phoebe Forester PeruTrip
St Helens Carers Centre
Oakdene Primary School: #3 PGL trips support
Camps International for Nathan Evans Peru Trip
HSKA: Karate kit for #10 Sutton High students in England Team
Mamitatsu Martial Arts:support 2 female members of GB Karate Team
BuzzHubs Football: CDP St Helens Ltd
Independent Methodist Church
Lourdes Disabled Trip:Grace Tresnan Travel
Lourdes Disabled Trip:Eleanor Webster Travel
East Liverpool Riding for the Disabled(CF)
The 4F Centre (CF)
St Ann's CE School:Three Saints Acadamy Trust (CF)
Vees Place (CF)
Citadel Arts Centre Wonder Arts (CF)
Rainhill United Junior FC (CF)
St Helens Walking Cricket (CF)
Oakdene Primary School (CF)
British Legion Rainhill & Prescot Veterans Social fund (CF)
Bold Rangers Junior FC (CF)
Rainhill Community Service:Eco Garden (CF)
Prescot Festival (CF)
No Duff UK CIC (CF)
Rainhill Old Peoples Luncheon Club (CF)
Café Laziz (CF)
Friends-Play for Disabled Children (CF)
4th St Helens Rainhill St Anns Scout Group (CF)
St Helens Choral Society (CF)
Coach and Horses Rainhill (CF)
The Hope Centre (CF)
Changing Communities CIC (CF)
TeaNToast:St Ann's PCC Rainhill (CF)
St Ann's Rainhill Charity (CF)
Loving Arms Dementia Group (CF)
La Leche League Widnes (CF)
A J Whitmee: St Helens Girls under 11 St Anne's Rovers (CF)
St Helens Bees Netball Club (CF)
St Lukes Community Centre (CF)
Mersey Juniors FC (CF)
Rainhill Rockets FC (CF)
Als Activity and Respite Centre (CF)
RainhillCommunity Choir: Paula Bolton-Maggs (CF)
Willowbrook Hospice in Memeory of Geoff Slater
Christies Hospital re R/H Senior Bike Riders
Honeyrose Foundation/Golf Day
Tfr to Members A/c: Social Fund Evening: Guests meals
St Matthews Parish fund: Your Local Pantry (CF)
Rainhill Railways and Heritage Society (CF)
Buddies (CF)
Rainhill Farmers Market: St Ann's Rainhill Church Charity
Rainhill Short Mat Bowling League (CF)
Prescot Mission Christmas Dinner Group (CF)
Little Princess Trust: Keith Finney
International
Dissaster Aid: Morrocan Earthquake Appeal
ACE for ARISE school in Tanzania: Kitchen Project
African Adventures: Kenya School Food
Nowzad Charrity: Ukraine
Vocational
School Projects
Young Citizens, Achievers Awards
Bursary Scheme Awards
COSTS
Carol Float Costs
£
494
£
15,289
£
15,783
£
£
400
£
204
£
250
£
240
£
750
£
500
£
100

500
£
200
£
500
£
500
£
330
£
500
£
750
£
500
£
500
£
100
£
150
£
150
£
1,000
£
800
£
350
£
200
£
400
£
450
£
100
£
500
£
650
£
500
£
250
£
300
£
300
£
500
£
200
£
1,000
£
2,000
£
300
£
500
£
400
£
900
£
600
£
500
£
500
£
300
£
200
£
350
£
500
£
500
£
1,000
£
1,000
£
500
£
550
£
250
£
200
£
132
£
1,000
£
300
£
300
£
150
£
300
£
1,000
£
100
£
28,756
£
500
£
1,500
£
300
£
500
£
2,800
£
-
£
400
£
494
£
894
£
1,037
£
-
£
1,037
£

ROTARY CLUB OF RAINHILL

BALANCE SHEET AS AT 30th JUNE 2024

CURRENT ASSETS
Debtor: Gift Aid reclaimable
Bank Accounts
NET ASSETS
RESERVES
Charity Account
General Fund
TOTAL FUNDS
2024
Trust
£
0
53,237
53,237
53,237
53,237
53,237
2023
Trust
£
4,701
20,867
25,568
25,568
25,568
25,568

TREASURER Ian Howitt

REPORT OF THE REVIEW OF THE ACCOUNTS

The Treasurer is responsible for the preparation of the annual financial statements, as set out on the attached pages. It is our responsibility to form an independent opinion, based on our review, on those statements and to report our opinion to you. Our review includes examination, on a test basis, of evidence relevant to the amounts and disclosures in the financial statements. It also includes an assessment of the significant estimates and judgements made by the Treasurer in the preparation of the financial statements and of whether the decisions of the Trust, as shown in the approved Minutes, have been consistently and correctly transacted.

In our opinion the financial statements give a true and fair view of the state of affairs of the Trust as at 30th June 2024 and of the surplus for the year ended on that date.

EXAMINER Kevin Finn

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