## **Trustees’ Annual Report for the period**
## **From June 2024 Period start date To June 2025 Period end date**
## **Charity name: Kidsgrove & District Rotary Club**
## **Charity registration number: 1037451**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To encourage and foster the ideal of**
**service as a basis of worthy enterprise,**
**international understanding. The relief**
**of poverty and advancement of**
**education.**|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Memory Café – a weekly group for**
**people with dementia. Providing**
**supportive and safe place.**
**RotaKids – Primary school children**
**fundraising and understanding projects**
**within the school community and**
**internationally.**
**Interact – as above with high school age**
**children**
**Community Events – low cost budget**
**friendly events for the local community,**
**raising funds for non profit**
**organisations and charities.**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Trustees are fully onboard with the**
**events and activities.**
**Events and activities are discussed and**
**planned at club level, voted on and fully**
**supported.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**Rotary International**
**Rotary Great Britian & Ireland**|
|Policy on social investment
including program related
investment|Para 1.38|**Rotary International**
**Rotary Great Britian & Ireland**|
|Contribution made by
volunteers|Para 1.38|**Rotary International**
**Rotary Great Britian & Ireland**|
|---|---|---|
|Other|||
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**Providing a safe place for people with**
**dementia and their carers, offering**
**support and advice.**
**Encouraging children up to the age of**
**16 to do local projects within the school**
**setting, locally and internationally.**
**Providing food hampers to struggling**
**families over the Christmas period,**
**which are referred by local schools,**
**GP’s and Social prescribers.**
**Providing support for the initiative End**
**Polio Now, to eradicate Polio form the**
**world.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41|**All objectives have been achieved.**|
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|**Some fund raising events have not been**
**as profitable due to cost of living.**|
|Investment performance
against objectives|Para 1.41|**N/A**|
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**Stable**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Reserves are held in Trust to maintain**
**the club, local events and End Polio**
**Now**|
|Amount of reserves held|Para 1.22|**Variable**|
|Reasons for holding zero
reserves|Para 1.22|**N/A**|
|Details of fund materially in
deficit|Para 1.24|**N/A**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
|
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
**Fundraising and donations**|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46|**N/A**|
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Rotary International**
**Rotary Great Britian & Ireland**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Structured internationally – RI**
**Rotary Great Brition & Ireland – RGB&I**
**District**
**Club**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Voted at club level**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
**Rotary International**
**Rotary Great Britian & Ireland**|
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**Rotary International**
**Rotary Great Britian & Ireland**|
|Relationship with any
related parties|Para 1.51|**Through Networking**|
|Other|||
## **Reference and Administrative details**
|Charity name|Kidsgrove & District Rotary|
|---|---|
|Other name the charity uses|Kidsgrove Rotary|
|Registered charity number|1037451|
|Charity’s principal address|6 King George Way
Kidsgrove
Staffordshire
ST7 4GQ|
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## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Creseda Dickens||||
||Maria Watts||||
||Edward Butler||||
||Royston Barber||||
||Christine Horler||||
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## – Corporate trustees names of the directors at the date the report was approved
**Director name David Barber Peter Nash**
Name of trustees holding title to property belonging to the charity
|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
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|**N/A**|||
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## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** C.Horler **Full name(s)** Christine Horler
**Position (eg Secretary,** Treasurer **Chair, etc)**
**Date**
08/04/26