## **Trustees' Annual Report for the period**
Period start date Period end date Day01 Month07 Year202 Day30 Month06 1
Day30 Month06 Year2022
**From**
**To**
## Section A Reference and administration details
**Charity name** The Rotary Club of Luton North Trust Fund
**Other names charity is known by Registered charity number (if any)** 1036520 **Charity's principal address** 4, Lancaster Avenue Luton **Postcode LU2 7AD**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Leslie Robertson Chairman
2 Paul Denton
3 John Buttle
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
TRUST DEED DATED 26 MARCH 1974 Type of governing document STANDARD REGISTRATION
- (eg. trust deed, constitution)
How the charity is constituted
TRUST DEED
- (eg. trust, association, company)
Appointed at a meeting of the Rotary Club of Luton North Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
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 which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
## **Summary of the objects of the charity set out in its governing document**
THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSE OR OBJECTS AS THE ROTARY CLUB OF LUTON NORTH SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.
THE MAIN ACTIVITIES OF THE CLUB UNDERTAKEN FOR THE PUBLIC BENEFIT IN RELATION TO THE OBJECTIVES REVOLVE AROUND FUND RAISING, PERSONAL DONATIONS SOME OF WHICH ATTRACT GIFT AID, AND GRANTS SOME OF WHICH COME FROM ROTARY’S OWN CHARITY, THE ROTARY FOUNDATION
## **What**
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
- GENERAL CHARITABLE PURPOSES • EDUCATION / TRAINING • THE ADVANCEMENT OF HEALTH OR SAVING OF LIVES • DISABILITY • THE PREVENTION OR RELIEF OF POVERTY • OVERSEAS AID / FAMINE RELIEF • ARTS / CULTURE / HERITAGE / SCIENCE • AMATEUR SPORT
## **Who**
- CHILDREN / YOUNG PEOPLE
- ELDERLY / OLD PEOPLE • PEOPLE WITH DISABILITIES • OTHER CHARITIES OR VOLUNTARY BODIES
## **How**
- MAKES GRANTS TO INDIVIDUALS
- MAKES GRANTS TO ORGANISATIONS • PROVIDES HUMAN RESOURCES • PROVIDES SERVICES • PROVIDES ADVOCACY / ADVICE / INFORMATION
THE TRUSTEES HAVE HAD REGARD TO THE GUIDANCE ISSUED BY THE CHARITY COMMISSION ON PUBLIC BENEFIT.
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
THE CHARITY ENCOURAGES CONTRIBUTIONS FROM VOLUNTEERS AND LAST YEAR RECEIVED A DONATION TO FUND A SCHOLAR FROM PARISTAN TO STUDY AT THE LONDON SCHOOL OF ECONOMICS. THE PAYMENT WAS MADE DURING THIS YEAR
You **may choose** to include further statements, where relevant, about:
THE CHARITY ALSO RECEIVED A SMALL DONATION TO FUND A CONCERT IN A LOCAL PARK
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
March **2012**
**TAR**
4
## Section D Achievements and performance
THE MAIN ACHIEVEMENTS OF THE CHARITY DURING THE YEAR **Summary of the main** WAS FUND RAISING FROM KNOWN SOURSES (THE ROTARY **achievements of the** FOUNDATION, MEMBERS, AND FRIENDS OF ROTARY) **charity during the year**
**Section E Financial review**
March **2012**
**TAR**
5
## The CHARITY ENDEAVOURS TO SPEND MONEY HAS SOON AS **Brief statement of the** POSSIBLE AND DOES NOT HAVE A RESERVE POLICY **charity’s policy on reserves**
**Details of any funds** NIL **materially in deficit**
## **Further financial review details (Optional information)**
- You **may choose** to include MEMBERS, AND FRIENDS OF ROTARY RAISED MONEY TO FUND
- additional information, LOCAL CHARITIES INCLUDING THE LOCAL HOSPICE AND THE
- where relevant about: ROTARY FOUNDATION, ROTARY OWN CHARITY
- 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.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** PAUL DENTON **Full name(s)** LESLIE ROBERTSON **Position (eg Secretary,** CHAIR **Chair, etc) Date** 17/02/2023
March **2012**
**TAR**
6