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 K￿S 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 Sh9wICarn￿aI
Events
l(KJ Club
Foundatlon
Chrlstmas Collectlon
Yeomar*s 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 GI￿n8
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)
S￿1.47
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 Aec*lpts
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
De￿8natedFundS 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 TruSt￿on
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 fu￿re fundin8 in re5Pert of the
rep1a￿rn@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