Rotary Club of Cuckfield & Lindfield Charitable Trust Fund
Registered Charity No. 1032500
Trustees’ Annual Report for the year ended 30 June 2023
The Trustees are pleased to present the Annual Report of the Rotary Club of Cuckfield & Lindfield Charitable Trust Fund (“Charitable Trust”) for the year ended 30 June 2023.
Reference and Administration
Trustees
The following trustees served throughout the Rotary year 1[st] July 2022 to 30[th] June 2023
. Mike Harper Chairman Andy Harrison Secretary Geoffrey Dew Treasurer Jaime Wallden Trustee Judith Pratt Club president elect
Structure Governance and Management
Constitution
The Charitable Trust is constituted under a Trust Deed dated 18 January 1994. The Charitable Trust does not have a principal office nor does it have any employees. The Trustees are appointed annually by the members of the Club and are the serving officers on the Council of the Club for that year and other members of the club. The members of the Club volunteer their services to the Charitable Trust without payment. The Trustees have delegated to the Club’s Council and members the responsibility of identifying suitable and worthy causes to support within the Charitable Trust’s objectives and to manage the distribution of funds raised from events they have organised. The actions taken by the Club on behalf of the Charitable Trust are reviewed and approved by the Trustees.
Objectives
The principal objective of the Charitable Trust is to help those in need through donations and community service. Money is raised from fund raising events and personal donations from club members and the general public. All monies received are distributed to worthy causes that are considered by the Trustees to be for the public benefit. The Charitable Trust does not incur any administrative costs.
The Club is a member of Rotary International and participates with other Rotary Clubs in the UK and overseas in charitable fund-raising events.
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Activities Undertaken for the Public Benefit
Annually the Trustees consider the governance and accounting procedures of the club and the need to meet the public benefit requirements. The Trustees confirm that they have paid due regard to the guidance issued by the Charity Commission on public benefit requirements when approving actions taken by the Club in distributing funds raised during the course of the year.
Achievements and Performance and Financial Review
The club organised several fund-raising events during the year. Monies were also raised from members, general donations and public collections. The total funds raised in the year amounted to net receipts of £28,025. Details of these events are shown in the attached accounts.
The Charitable Trust made donations from its own resources of £31,005. The beneficiaries comprised local hospices, schools and community support groups as well as international aid projects organised by the Rotary worldwide organisation and by the Trust. Details of the principal donations are shown in the attached accounts.
Policy on Reserves
The general aim of the Charitable Trust is not to hold reserves for the longer term, but to distribute during the year or shortly thereafter all funds raised. Accordingly at 30 June 2023 the Charitable Trust had a cash balance of £14,186 in the bank with plans to distribute the majority of these funds during July 2023 leaving a contingency of about £2,000. The Charitable Trust does not have any other assets or restricted funds.
Serious incidents
The Trustees confirm that there have been no serious incidents or other matters in the Rotary year ended 30 June 2023 or since that date which should have been reported to the Charity Commission.
Declaration
The Trustees declare that they have approved the Trustees’ Report above.
Signed on behalf of the Trustees Mike Harper (Chairman)
Andy Harrison (Secretary)
5 September 2023
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Independent Examiner’s Report to the Trustees of the Rotary Club of Cuckfield and Lindfield Charitable Trust Fund (“Charitable Trust”)
I report on the accounts of the Charitable Trust for the year ended 30 June 2023, which are set out on page 4.
Respective responsibilities of Trustees and Examiner
The Charity’s Trustees are responsible for the preparation of the accounts. The Charity’s Trustees consider that an audit is not required for the year ended 30 June 2023 under section 144(2) of the Charities Act 2011 (the 2011 Act) but that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the 2011 Act;
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to follow the procedures laid down in the general Directions given by the Charity Commission under section 145 (5)(b) of the 2011 Act; and
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to state whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Charitable Trust and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention, which gives me reasonable cause to believe that in any material respect:-
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the requirements to prepare accounts, which are in accord with the accounting records in accordance with section 130 of the 2011 Act have not been met,
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or that there are issues to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Don Miller-Jones 40 Sergison Road Haywards Heath RH16 1HX
5[th] September 2023
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Attachment 1 - Rotary Club of Cuckfield & Lindfield Charitable Trust Fund Registered Charity No. 1032500
| INCOME | ||||||
|---|---|---|---|---|---|---|
| 01-Jul-22 | Charity Bank balance | 17,166 | ||||
| 2023 Darts | 6,967 | |||||
| CommunityEvents & Collections | 5,838 | |||||
| 2023 Golf | 4,355 | |||||
| Gift Aid | 3,420 | |||||
| TurkeyAppeal | 2,205 | |||||
| Car Boot | 2,191 | |||||
| Miscellaneous | 1,368 | |||||
| Burns Night 28/1/23 | 680 | |||||
| Foundation | 531 | |||||
| Quiz 29/12/22 | 470 | |||||
| 30-Jun-23 | Money Raised 2022/23 | 28,025 | ||||
| DONATIONS | ||||||
| St Peters & St James | 5,000 | |||||
| Turkey/Syria - Shelter box | 3,946 | |||||
| Haiti teacher | 2,500 | |||||
| Dementia UK - HHGC charity | 1,750 | |||||
| Cruise Bereavement - HHGC | 1,650 | |||||
| PRH League of Friends - HHGC | 1,650 | |||||
| RYLA fees | 1,648 | |||||
| Bentwood Hub - AdWo | 1,450 | |||||
| Suicide awareness training- JuPr | 1,388 | |||||
| Age UK West Sussex | 1,250 | |||||
| Jamies Farm - GeHe | 1,000 | |||||
| Ukraine housing | 1,000 | |||||
| Chestnut Tree House | 800 | |||||
| Foodbank | 500 | |||||
| Foundation/Polio+ | 500 | |||||
| Kids for Kids | 500 | |||||
| Lend with care | 500 | |||||
| Shelterbox | 500 | |||||
| Youth Speaks | 455 | |||||
| ChailyHeritage | 400 | |||||
| Oathall CC - Farm/Chef | 600 | |||||
| FSW | 250 | |||||
| Presentation Church soupkitchen | 250 | |||||
| Sussex Clubs for Young people | 250 | |||||
| Kids for Kids | 250 | |||||
| British Legion - wreaths(3) | 200 | |||||
| Miscellaneous(<£200) | 818 | |||||
| Total Donations 2022-23 | 31,005 | |||||
| 30-Jun-23 | Bank balance | 14,186 | ||||
| Examiner's Report | ||||||
| I confirm that the foregoingAccounts & Bank Balances as at 30th June 2023 | ||||||
| are in accord with the records of the RotaryClub of Cuckfield Lindfield & Haywards Heath and its Trust Fund. | ||||||
| Don Miller-Jones | Geoff Dew | |||||
| Honorary Examiner | Honorary Treasurer | |||||
| Date ................ | .5th September 2023 |
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