Trustees. Annual Report for the period Period start date Period end date June From June 2024 Section A Reference and administration details Charity name Bishop's Waltham Rotary Club Charity Trust Fund Other names charity is known by NIA Reglstered charlty number (If any) 1032602 Charlty's prlnclpal address Cragwood Coppice Hill , Bishops Waltham Hampshire Postcode S032 1AG Name8 of the charity trustse8 who manage the charlty Trustse nama Offic• {rf any) Dates a¢ted If not for whol• Treasurer Name of pernon (or bodyl entltled oint trusteo Ifan Richard Paul Castle lan Edgar Fletcher Secretary Linda Margaret Treveil Appointed 0111012024 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any. (for example. any custodian trustees) Name Dates acted If not for whole ear TAR March 2012
Names and addresses of advisers (Optional infomiation) e of adviser Name Address Name of chief executive or names of senior staff members (Optlonal infomiation) Section B Structure, overnance and mana ement Descriptlon of the charlty'8 trusts RIBI ConstitLrtion Type of goveming document I WI IDLILUIILII I I How the charity is constituted (eg. trust, assoc )n, c.oiii.- Trust Deed dated 15 November 1993 Trustee selection methods Club Council Additional governance is8u6s (Optional infonnation) You may choose to include additional information, where relevant, about: policies and procedures adopted for the induction and training of trustees. the charity's organisational structure and any wider network with whiGh the charty works., • relationship with any lated parties. trustees, consideration of major risk8 and the system and procedures to manage them. Section C Ob'ectives and activities TAR Marth 2012
To provide support to intemational, national and local organisations that provide relief to the poor ,needy, sick , elderly or young Disaster Relief Summary ofthe objects ofthe charity set out in Its governing document Furtherance of fellowship through service Fund raising for worthy causes , through Christmas and other collections an annual summer fete, other events and specific collections if required for humanitarian relief following natural or man-made disasters. The Club also runs a weekly draw and 100 dub in support of charrtable activities Summary of the main aGtivitie8 undertaken for the public benefit in relatlon to these objects (Include wlthin thls sectlon the statutory declaration that trustees hava had regard to the guldance i88u8d by the Charity Commi8slon on publlc benefit) Additlonal detalls of objectlves and actlvltles (Optional Infornation TAR March 2012
You may choose to include further statements, where relevant. about.. policy on grantmaking; policy programme related investment,. contribution made by volunteers. Section D Achievements and performance TAR March 2012
Section D Summary of the main achievements ofthe charity during the year Achievements and performance During the Year under review the Charity has supported the following organsisations "_ 1. Bishops Wattham Scout Group RHC Winchester Childrens Clothes Youth Options Abbys Heroes Bishops Waltham Girl Guides Rotary KS Out SERV Wessex Southampton Sharks Community Foodbank Purple Community Fund Rotary Shoe Boxes for Christmas Jaipur Limb Project Mary's Meals Humanitarian and Medical Relief for Ukraine Rotary Foundation Charity Polio Eradication Breast Cancer Now Individuals in need of support TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves Retain sufficient funds to be able to respond to requests for assistance and emergency appeals Details of any fund5 matsrially in deficit Further flnanclal revlew detalls (Optional infomiation) You may choose to include additional information, where relevant about: the charity's principal sources of funds (including any fundraising); how expenditure has supported the key objectives of the charity; investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustees Signature(s R P Castle l E Fletcher Full name(s) Position (eg Secretsry. Chair. etc) Richard Paul Castle lan Edgar Fletcher Treasurer Date 0310412025 TAR March 2012
andp 23to n• 2024 2024 2023 2022 RECEIPTS Vllla8e Sh9wICarnaI Events l(KJ Club Foundatlon Chrlstmas Collectlon Yeomars Year Book Donatlons GfftAld Sundry 12934.31 9122.74 1210. 1103111 6491.83 68S.43 4881.74 2014.57 on) 13845.12 16494.56 1959.77 1420 I2.) 631.OJ 58n.12 139.63 3578.34 iPJ).g) 163.79 5695.60 43.08 3596.32 928.09 Total 38443.62 27299. 31888.50 PAYMENTS- Charltsbtè OonatJon5 Charltable GIn8 Rotary Foundatlon Chartty 16395.01 16676.36 2214.IX) 6498.87 2125.LXI PAYMENTS- Cost of Events Costs- events Vlllase Showlcamlval ICX) Club Yeomans Year Book 5731AI 720 72XK) S1.47 740.03 257.0) 4347.79 585. 72.CK> pAymE- Expenses Expenses I Inclydlng repalrs to Chrlstmas collectk>nsen8lne I Elettonlc Card Readers Purchase of 'Rotsrf brnnded Marquee Totsl 1182A2 1.04 379.20 1682.28 29140.35 964.43 O.()J 14593.09 29170.27 Exee55 of Payments over Aeclpts 927335 -1840.45 17295.41 De518nated Fund$ 8/hvd. Unrestrlcted Funds 8llwd. 75(Y). 18163.20 3493655 21S03.65 25663.20 5708.24 27503.65 De8natedFundS clfwd. 75W. Llnrestrlcted Funds cfvd. 27436.55 18163.20 21503.65 Total Fund5 clfwd. 34936.55 2S663.20 27503.65 Represented bw.- Bank Ac£ount 3493655 27503.65 Appro¥ed by the TruSton 3rd Aprll 2025 lart Fl•tcher Llnda TTe¥eil Rithard Casde Independent Exarnlner J Natt Desl8Trzted Funds pre$eTht fLtnd5 set è51de In relatlon to a fure fundin8 in re5Pert of the rep1arn@nt of the Blshops Waltham Minibus
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustsesl members of Bishop's Waltham Rotary Club Charity Trust Fund On accounts for the year ended 30 June 2024 Charity no (if any) 1032602 Set out on pages 1to7 I report to the trustees on my examination of the accounts of the above charity (Ihe Twsf) for the year ended 3010612024 Responslbilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the 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 carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5){b) of the Act. I have completed my examination. I confim that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respeGt: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord wrth the accounting records I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Independent examiner's ststement Signed: JRNatt Date: 0410412025 Name: John Robert Natt Relevant professional qualification(s) or body (if any): Chartered Accountant (Retired) Address: 101 Chapel Road West End Southampton S030 3GQ Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). IER October 2018
Give here brief details of any items that the examiner wishes to dlsclose. IER October 2018