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2025-06-30-accounts

Rotary Club of St Helens Trust Fund

Trustees’ Report for year ended 30[th] June 2025

During the Rotary year the Rotary Club of St Helens continued its programme of community service, fundraising and charitable support across St Helens and the surrounding area. The year built upon the strong foundations established in recent years, including the Club’s Centenary celebrations and the award of the King’s Award for Voluntary Service in March 2024.

The Trust’s income was primarily generated through established fundraising activities including the Rainford Bonfire and Fireworks event, the Santa’s Sleigh programme and the Royal Birkdale Charity Golf Day. These events were well supported by members, volunteers and the wider community and enabled the Trust to provide financial assistance to local charities, voluntary organisations and Rotary international activities.

The Club continued to support Rotary’s global End Polio Now campaign through awareness including the planting of crocus bulbs for World Polio Day.

Supporting young people remained an important focus. Members volunteered in three local primary schools to assist children with reading and literacy development and delivered a careers and education awareness event designed to broaden employment aspirations. Intergenerational initiatives also took place during the year, including projects linking primary schools with care homes where pupils created and shared Christmas cards with residents.

Youth leadership was further encouraged through the RotaKids programme at Holy Cross Primary School, helping children develop confidence, teamwork and community service values.

The Trust also supported community wellbeing initiatives including Unzip The Silence, a project approved by the Director of Health for St Helens Council and the Merseyside & Cheshire Clinical Commissioning Group. The project forms part of the borough’s mental health and wellbeing strategy and uses QR code technology to connect individuals directly with appropriate support services.

A highlight of the year was the Community Impact event held at The Living Well where local charities and community groups presented their work and outlined how Rotary support could strengthen their impact. Following the event the Trust made several direct grants to support community initiatives across the borough.

Throughout the year the Trustees ensured that the Trust’s resources were applied in accordance with Charity Commission guidance on public benefit, supporting projects that alleviate hardship, promote wellbeing, support education and strengthen community cohesion.

The Trustees are satisfied that the Rotary Club of St Helens Trust Fund remains financially sound and well positioned to continue delivering charitable benefit to the local community.

Lead Trustee: Steve Lawson

Trustee: Joel Wood Date: March 2026

Rotary Club of St Helens - Trust Fund Accounts Statement of Finacial Activities for year ended 30th June 2025

Expenditure
£
Income
Local Donatons
20987
Donatons
Members
Overseas Donatons
Rotary Foundaton
3338
District Grant
Other
3665
7003
Feed The Hungry
Unzip The Silence
-77
Rainford Bonfre Event
Heritage Trail
252
Santa's Sleigh
Schools/Family Projects
323
Royal Birkdale Golf Day
Lenndwithcare
243
Gif Aid 2024/25
1235
2023/24 shortall
-253
Youth Speaks
60
Gazebo purchase (promoton)
1345
Central Staton Project
Aluminium Signage
2478
Planters/Materials
314
Northern Trains
-1000
2023/24 Accrual
-2007
Over accrued
-215
Transfer to Reserves
1786
31707
£
1050
1000
12087
3750
12838
982
31707

Z| CHARITY COMMISSION | Independent examiner's report on the FOR ENGLAND AND WALES accounts

Section A Independent Examiner’s Report

Report to the trustees sie Rotary Club of St Helens On accounts for the year | June 2025 Charity no ended (if any) | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended ; Responsibilities and As the charity's trustees, you are responsible for the preparation of the ‘asis of report accounts in accordance with the requirements of the Charities Act 2011 ~ (“the Act’). | 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, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent [The charity's gross income exceeded £250,000 and | am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable. | have completed my examination. | confirm that no material matters have 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: e the accounting records were not kept in accordance with section 130 of the Charities Act; or e the accounts did not accord with the accounting records; or e the accounts did not 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. | 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. * Please delete the words in the brackets if they do not apply.

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Name: | Cyril Barratt

Relevant professional qualification(s) or body

IER

1

Oct 2018

a

Address: | 56 Longmeadow

St Helens

Merseyside WA10 4LS

Section B

Disclosure

i

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.

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IER
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2

Oct 2018