g}| CHARITY COMMISSION (ge? FOR ENGLAND AND WALES
Trustees’ Annual Report for the period
From 1% July 2024 Period startdate To 30 June 2025 Period end date Charity name: Rotary Club of Dunstable Downs Trust Fund Charity registration number: 1027349
Objectives and Activities
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| Summary ofthe purposes of the charity as set out in its governing document |
Para | TheTrustDeed statesthat "theTrustees shall hold and applythe TrustFund and all othermonieswhich from time totime be received bythe Trustees (whethersuch monies shall arise from donations |
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| bequests deeds ofcovenant orfrom any other source) and (all ofwhich are hereinafter included in |
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| the expression "the Trust Fund") fo applyboth the | |||
| capitalandincome thereof to or for the reliefof the | |||
| poorandneedy or to or forsuch other charitable | |||
| purpose institution society or objectas the club shall in duly constituted meeting from time to time to |
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| direct. | |||
| Summary ofthe main activities in relation tothose |
purposes forthe public benefit, in particular, the activities, projects or services identified in the accounts. |
naa ;'49“ |
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| Toddington StGeorge Hearing Impaired Unit Sensory Garden /Toddington Singing Café (Dementia) / Kids in Mind Xmas Toy BoxAppeal |
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| 2. Donations have been made to National and |
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| International Charitable Causes, covering areas such as: |
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| Lend with Care (Microfinance) / Royal British Legion / Hermanus (South Africa School |
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| Sponsorship) / MadagascarCharity/RotaryMercy Ships / Rotary Foundation / Shelter Box / Medecin |
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| Sans Frontiers /HappyXmas Hampers Stanford / RNLI |
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| Statement confirming whether the trustees have |
rae | CharityCommission guidelines have been followed | |
| had regard to the guidance | |||
| issued by the Charity | |||
| Commission on public | |||
| benefit |
| Additional information (optional) | Additional information (optional) | |
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| You may choose to include further statements where relevant about: |
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| SORP Pee |
Cid |
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| Para 1.38 | ||
| . . Policy on grant making |
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| Para 1.38 | ||
| . ., Policy on social investment |
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| including program related | ||
| investment | ||
| Para 1.38 | ||
| Contribution made by | ||
| volunteers | ||
| - | PP | |
| Achievements and Performance | ||
| SORP Pee |
CdS |
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| Donations have been made to the Charitable | ||
| Causes concerned with: | ||
| Summary ofthe main achievements ofthe charity, |
rr : |
Dementia, Counselling, Mental Health, |
| identifying the difference the | Hospice / Cancer Support and other | |
| charity’s work has made to | Disabilities (SEND and Sensory) | |
| the circumstances of its | ||
| beneficiaries and any wider | Donations have been made to the Charitable | |
| benefits to society as a | Causes concerned with: | |
| whole. | Rotaract Kids in Action / Food Banks, | |
| Hospices, Local Schools, Kids Charities and | ||
| the National Trust for replanting a localwood | ||
| Donations have been made to the Charitable | ||
| Causes concerned with International Relief: | ||
| Lend with Care / Hermanus (South Africa | ||
| School Sponsorship) / Madagascar Charity / | ||
| Mercy Ships / Rotary Foundation / Shelter | ||
| Box/MedecinSansFrontiers |
Achievements and Performance
Additional information (optional)
You may choose to include further statements where relevant about: Tin Shake / Tombola at a local Village Summer Fete. Achievements against Para 1.41 | Tin Shakes and Kids presents at a Local objectives set Supermarket during December 2025
| Performance offundraising | ||
|---|---|---|
| activities against objectives set |
Para 1.41 | |
| a | O | |
| CAF Managed Portfolio has performed as | ||
| Investment performance | expected, greater than 10% return. | |
| against objectives | Para 1.41 | |
| me | ||
| Financial Review | ||
| Review ofthe charity’s | Para 1.21 | Total Income for the year: £73,950 |
| financial position at the end | Total Expenditure £72,334 ( £236,000 | |
| of the period | invested in a CAF Managed Portfolio | |
| Statement explaining the | Para 1.22 | As mandated in the Investment Policy |
| policy for holding reserves | Statement: dated 1°t October 2020— | |
| stating why they are held |
Reviewed annuall | |
| Amount of reserves held | Para 1.22 | Valuation of£236,000 as of30" June |
| 2025. | ||
| £65,000 Cash Download and £5,700 | ||
| Cash Dividend were taken during the | ||
| year | ||
| Reasons for holding zero | Para 1.22 | N/A |
| reserves | ||
| Details offund materially in | Para 1.24 | |
| deficit | ||
| Explanation of any | Para 1.23 | N/A |
| uncertainties about the | ||
| charity continuing as a going | ||
| concern |
| Additional information (optional) | Additional information (optional) |
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| You may choose to include further statements where relevant about: |
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| The charity’s principal | |
| sources offunds (including | |
| any fundraising) | Para 1.47 |
| Investment policy and | |
| objectives including any | |
| social investment policy | Pare 128 |
| adopted | |
| A description of the principal | |
| risks facing the charity | Para 1.46 |
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Structure, Governance and Management
| Description of charity’s | ||
|---|---|---|
| trusts: | ||
| Type ofgoverning document | Para 1.25 | |
| Fund: | ||
| Trust Deed dated 17th September 1993 | ||
| How is the charity | Para 1.25 | Community Benefit Society |
| constituted? | ||
| Trustee selection methods | Para 1.25 | As detailed in Trust Deed |
| 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 |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures | |
|---|---|
| adopted forthe induction | Para 150 |
| and training oftrustees | |
| The charity’s organisational | |
| structure and any wider | nila |
| network with which the | |
| charity works | |
| Relationship with any related | Para 1.51 |
| partiesmE |
Reference and Administrative details
| Charity name |
Rotary Club of Dunstable |
Downs Trust | Fund | |
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| Other name the charity uses_ |
Registered charitynumber__[ Charity’s principal address |
Dunstable Downs Rotary Club Charity Account 1027349 t™~—~—sSY Tilsworth Golf Centre |
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| Dunstable Road, | ||||
| Tilsworth, | ||||
| Bedfordshire,LU79PU |
Names of the charity trustees who manage the charity
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: : Dates acted if not for whole Name of person (or body) entitled
4 Mr. Stephen Treasurer
Robinson
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Corporate trustees — names of the directors at the date the report was approved
Name of trustees holding title to property belonging to the charity
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|Trusteename | Dates acted ifnotforwholeyear|+—=~~=S™=~C~SSSSSSY
7
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Funds held as custodian trustees on behalf of others
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Description of the assets N/A
held in this capacity
Name and objects of the N/A
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects
Details of arrangements for | N/A
safe custody and
segregation of such assets
from the charity’s own
assets
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Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name adviser
Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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Full . j, Miea2
name(s) tephen Robinson Patrick Boys
Position (eg Secretary, Treasurer and Trustee Trustee
Chair, etc)
Date Ul(2/ 2026
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Rotary Club of Dunstable Downs Trust Fund - Registered Charity No 1027349
Charity Account - Summary Income and Expenditure Rotary Year - 1 July 2024 to 30 June 2025
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| income | income | income | income | income | Expenditure Rotaract Kids In Action Minibus Purchase |
Expenditure Rotaract Kids In Action Minibus Purchase |
£44,565.00 | £44,565.00 | ||||||
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| Opening | Balance - 1 |
July 2024 | £10,945.80 | Toddington St George School Sensory Garden &Plaque | £8,589.08 | |||||||||
| National Trust - ChuteWood. Dunstable Downs | £2,000.00 | |||||||||||||
| Late Payments /Adjustments from | 2023/2024Accounts | Weatherfield Academy - Horse Riding for Disabled | £1,560.00 | |||||||||||
| Diplomatic Life - Brian D - Madagascar Dev |
Fnd | £1,500.00 | ||||||||||||
| Lend With Care Charity donation | £1,500.00 | |||||||||||||
| Hermanus School - McGregor Annual Bursary | £1,335.27 | |||||||||||||
| £10,945.80 | ShelterBox | Jul-24 | £1,200.00 | |||||||||||
| Rotary Foundation AF £500, POL £500, Web£50 | £1,050.00 | |||||||||||||
| Asa Clark to study at Stella Adler New York | £1,000.00 | |||||||||||||
| lan McGregor CAF MPS Portolio | Medecin Sans Frontiers (MSF) | £1,000.00 | ||||||||||||
| Withdrawals /downloads | Aug-24 | £50,000.00 | Rotary Christmas Toy Box 2024 - Kids In Mind | £1,000.00 | ||||||||||
| Mar-25 | £15,000.00 | 100 Club Winners Pay-out | £942.00 | |||||||||||
| Dunstable L&D CryoCaps (50% with Dunstable RC) | £880.00 | |||||||||||||
| Dividends | Dec-24 | £2,638.41 | Rotary Foundation | £500.00 | ||||||||||
| Jun-25 | £2,327.80 | Empowering Kids in Kenya | £500.00 | |||||||||||
| Rotary Mercy Ships | £500.00 | |||||||||||||
| CAF Remittance | Oct-24 | £738.56 | Weatherfield Academy - Afterschool Club | £500.00 | ||||||||||
| Dunstable Rotary Club - Kid's Day-out | £400.00 | |||||||||||||
| Xmas Collections | £1,380.00 | CHUMS Charity | £250.00 | |||||||||||
| 100 Club | Income | £1,860.00 | Physio Motivation for Healing& Wellbeing | £200.00 | ||||||||||
| DLDD Trust - Calendar 2026 | £195.00 | |||||||||||||
| Miscellaneous Donations | £5.50 | Dunstable Good Neighbours | £150.00 | |||||||||||
| Marley's Aart Foundation | £150.00 | |||||||||||||
| Happy Hampers (R.C.Stanford SA) | £140.00 | |||||||||||||
| Toddington St George Hearing Impaired | £110.00 | |||||||||||||
| At the time KingJohn - Dunstable Priory | £100.00 | |||||||||||||
| Royal National Lifeboat Institution (RNLI) | £100.00 | |||||||||||||
| Toddington St George Hearing Impaired Outing | £100.00 | |||||||||||||
| Edlesborough Fete2024 Stall Donations | Cancelled | Rotaract KiA Dunstable Subs to RI USA May2025 | 2025 | £82.54 | ||||||||||
| Rotaract KiA Dunstable Subs to RI USA July | 2024 | £75.00 | ||||||||||||
| Toddington Singing Café - | £75.00 | |||||||||||||
| Ghosts in Dunstable - Dunstable Historical Soc. | £40.00 | |||||||||||||
| St Mary's Edlesborough Fete Deposit | £25.00 | |||||||||||||
| Royal British Legion Poppy Wreath | £19.99 | |||||||||||||
| £73,950.27 | £72,333.88 | |||||||||||||
| Closing Balance -30 June 2025 | £12,562.19 | |||||||||||||
| : | ||||||||||||||
| Total | £84,896.07 | Total | £84,896.07 | |||||||||||
| Total income fortheyear | £73,950.27 | Total Expenditure fortheyear | £72,333.88 | |||||||||||
| Excess ofexpenditure | expenditure over income | -£1,616.39 | ||||||||||||
| CharityAccount | AccountBank | BankReconciliation | Trusteesfor2024/2025Po | |||||||||||
| BankstatementBalance | at June302025 | £13,014.69 | Approvalnoted | inMOMBuéinessMeeting tt /? dated |
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| Lessoutstandingpayments/Chequesnotpresented Chequesnotpresentedat1July2025 |
President VicePresident |
PatrickBoys Karen Baldwin |
I y | P D I yUAPO |
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| Secretary | Norman Lee | |||||||||||||
| Treasurer Stephen Robinson ty a 6 s |
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| £0.00 | ||||||||||||||
| Cheques | not presented | - now destroyed | I confirm that | the above accounts are in accordance | ||||||||||
| 100 Cub | 3rd May 25 | £12.50 | with the books, records and information received | |||||||||||
| £12.50 | -£12.50 | a | Independent Reviewer TonyGomersal |
SB SUR <TD JV" Approvalnoted inMOM Business Meeting |
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| dated 11th December2025 | ||||||||||||||
| Less outstanding credits | ||||||||||||||
| £0.00 | ||||||||||||||
| BankAccount ClosingBalance at30June | June 2025 | £13,027.19 | ||||||||||||
| Less Accruals | ||||||||||||||
| 100 Club | 6 months | £77.50 | £465.00 | |||||||||||
| £465.00 | ||||||||||||||
| ClosingBalanceat30June2025 | £12,562.19 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Charity Rotary Club of Dunstable Downs Trust Fund Name
On accounts for the year 30[th] June 2025 Charity no 1027349 ended (if any) Set out on pages 1 & 2 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30[th] June 2025 .
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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.
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Independent I have completed my examination. I confirm that no material matters have
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examiner's statement come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
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the accounting records were kept in accordance with section 130 of the Charities Act; or
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the accounts did accord with the accounting records; or
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the accounts did comply with the applicable requirements concerning 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: Tony Gomersal Relevant professional N/A qualification(s) or body
| Date: 11 | Date: 11th December 2025 ~~oo~~ |
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Oct 2018
IER
1
(if any):
Address: 11 Byfield Close Toddington, Bedfordshire, LU5 6BH
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
NONE
Oct 2018
IER
2