CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 1st July 2023 Period start date To 30th June 2024 Period end date Charity name: Rotsry Club of Bognor Hotham Trust Fund Charity registration number: 1039210 Objectives and Activities SORP reference Summary of the purposes of the chaiity as set out in its governing document P8r• 1.17 To apply the capitsl and income raised to or for the relief of the poor and needy and to or for such other charitable purpose, institution, society, or object as the Club shall in duly constituted meeting from time to time direct. To raise funds by holding events and by providing services to the local community and the distribution of such funds raised to local, national, and international charities and other organisations or individuals as the Rotary Club of Bognor Hotham may decide. Summary ofthe main activities in relation to those purposes for the public benefit. in particular. the activities, projects or seNices identified in the accounts. Statement confimiing whether the trustees have had regard to the guidance issued by the Charity Commission on public benefrt P•r• 1.17 and 1.19 P•ra 1.18 Trustees have had regard to the guidance issued by the Charity commission. Addltlonal Infomiatlon (optlonal) You ma choose to indude further statements where relevant about.. SORP relerence Parn 1.38 N/A Policy on grant making Para 1.38 Policy on sxial investment including program related investment N/A Para 1.38 Contribution made by volunteers NIA Other NIA Achievements and Perforniance SORP reference Summary of the main achievements of the charity, identifying the difference the chanty's work has made to the circumstances of its beneficiaries and any wider beneffts to society as a whole. Pata 120 To raise funds by holding local events and by providing seNices to the local communty. The distribution of such funds raised to local, national and inlemational charities and other organisations or individuals as the Rotary Club of Bognor Hotham may decide. Addltional inforniatlon loptlonal) You ma choose to indude further statements where relevant about.. Achievements against objectives set P8rn 1.41 Perfomiance of fundrdising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other Financial Review Review of the charity's financial position at Ihe end of the Statement explaining the policy for holding reserdes stating why they are held Para 1.21 The charity is in a stable financial position at the end of this period. Para 1.r The reserves policy of the Rotary Club of Bognor Hotham Trust Fund is to hold such cash reserrfes as are prudent for the effective maintenance of the principal fund-raising activities: to maintain a Disaster Relief Fund; and to ensure the distribution of all other funds in a timely and responsible fashion. £58,159 NIA Amount of reserves held Reasons for holding zero serves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Para 1.22 Par8 1.22 P•M 1.24 NIA Para 123 No financial uncertainties for at least next financial year. Addltlonal inforniatlon (optlonal) You ma choose to indude further statements where relevant about: The charily's prinapal 80urces of funds (induding any fundraising) Parn 1.47 N/A Investment policy and objectives induding any social investment policy adopted Parn 1.48 N/A A description of the principal risks facing the charity Para 1.46 N/A Other N/A Structure. Governance and Management Description of charity's trusts.. Type of goveming document Para 125 Trust Deed How is the charity consts'tuted? Para 1.25 Rotary Club- unincorporated association. Trustee selection methods induding details of any constitutional provisions e.g. election to post or name of any person or b(yJy entilled to appoint one or more trustees Para 1.25 Any member of the Rotsry Club of Bognor Hotham can apply to be a trustee of the Charity at the Club's AGM or SGM. If they obtain a simple majority of the vote, then they will become a Trustee. No person or body is entitled to appoint a trustee. Additional Inforniatlon (optional) You ma choose to indude further statements Whe￿ relevanl about: Policies and procedures adopled for the induction and training of trustees NIA Para 1.51 The charity's organisational structure and any wider network with which the charity works Works within Rotary International Britsin & Ireland and also Rotary international. Para 1.51 Relationship with any related parties Par• 1.51 N/A Other NIA Reference and Administrative details Charit name Other name the charit uses Re istered charit number Charity's principal address Rota Club of Bo Rota Club of B 1039210 23 Whitelands, Felpham. Bognor Regis, West Sussex, P022 6PG nor Hotham Trust Fund nor Hotham Names of the charfty trustses who manage the charity Dates acted11 not for whole ar Trustse name Offlce (If any) Nam? of person (or body) enlltled int trust 6fan John Guy Holman Karen Lynn Holman Micheal Jean Burns Past President Whole Year Rotsry Club of Bognor Hotham Rotsry Club of Bognor Hotham Rotary Club of Bognor Hotharn Rotary Club of Bognor Hotham Rotary Club of Bognor Hotham President Whole Year Past President Whole Year Gavin Oclee-Brown Treasurer Whole Year Terry Farndell Past Prestdent Whole Year 10 12 13 14 15 16 17 18 19 20 Corporate trustees - na￿S of the directors at the date the re Dlrnctor nam• N/A Name of trustees holding title to property belonging to the charity Trustee nam• Dates acted If not for whole NIA Funds held as custodian trustees on behalf of others Description of the assets held in this capaaty None Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects NIA Details of arrangemerrts for safe custody and segregation of such assets from the chanty's own assets NIA Additional inforniatlon (optlonal) Namos and addressos of advlsors Ioptlonal Infomiatlon) Type of Name Addrnss adviser NIA Name of chlef executlve or names of senlor staff membern (Optlonal Infomiatlon) Exemptions from disclosure Reason for non-disdosure of k e..rsonnel details N/A Other o tional information N/A Declarations The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's Slgnature(s) Full name{s Position (eg Secretsry, Chalr, etc) Gavin Oclee-Brown aTen Holman President Treasurer Date 16 1 oTARk (fr041 eRNAT IO Rotary Club of Bognor Hotham Club No 1702 District No 1145 Rotary Club of Bognor Hotham Trust Fund Registered Charity No 1039210 Club and Trust Fund Accounts For Year Ended 30 June 2024 Examined by Nigel Neville, Hon Accounts Examiner 2023-2024 00 J (Th o o réi wy M o O ￿ r+4 r£ rc CL i oi m ¢71 u w o 31 551 853>8aSEa r* r *NI BOGNOR HOTHAM ROTARY CLUB DONATIONS 2023-24 Club 250.00 Road Race 8860.00 Benevolent Xmas Float 3446.97 5839.48 400.00 500.00 Total 18396.45 4Sight 2nd St Mary's Sea Scouts Alr Ambulance Berstead Parish Church - Summer Play Blshop Tufnell School- Therapy Chair Bognor Social Services - cot/child clothes Bognor Regis 2nd Sea Scouts Bognor Re8is Concert Band Bognor Scouts - Explorers Bognor Lions Club Bognor School Child - c￿er5e35 Visrt Childrens Clothes- L