q"}| CHARITY COMMISSION FOR ENGLAND AND WALES
Trustees’ Annual Report for the period From 1% July 2024 Period startdate To 30% June 2025 Period end date Charity name: Rotary Club of Bognor Hotham Trust Fund
Charity registration number: 1039210
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities |
|---|---|---|
| a | ||
| Summary ofthe purposes of | the charityassetoutin its governingdocument |
Para 1.17 |
| society, orobject asthe Club shall in duly | ||
| constituted meetingfrom timetotime direct. | ||
| Summaryofthemain activities in relation tothose |
Para1.17and © |
|
| purposesforthe public benefit, in particular, the activities, projects or services identified inthe accounts. |
thedistribution ofsuchfunds raisedto local, national,andinternational charitiesandother organisations orindividuals asthe RotaryClub ofBognorHothammaydecide. |
|
| Statement confirming | Para 1.18 | Trustees havehad regard totheguidance |
| whetherthe trustees have | ||
| had regard tothe guidance | ||
| issued by the Charity | ||
| Commission on public | ||
| benefit |
Additional information (optional) You may choose to include further statements where relevant about:
----- Start of picture text -----
a
----- End of picture text -----
| Para 1.38 | N/A | ||
|---|---|---|---|
| . . Policy on grant making |
|||
| Para 1.38 | |||
| . -o, Policy on social investment |
N/A | ||
| including program | related | ||
| investment | |||
| Para 1.38 | |||
| ae Contribution made |
by | N/A | |
| volunteers | |||
| i |
Achievements and Performance
----- Start of picture text -----
|||||||||||
|---|---|---|---|---|---|---|---|---|---|
|[SORE|etetenee|TT|
|Summary|of the main|Para|1.20|
|achievements|of the|charity,|,|To|raise funds|by|holding|local|events and|
|identifying|the|difference the|by|providing|services|to|the|local|
|charity’s work|has|made to|community.|The|distribution|of such|funds|
|the|circumstances|of|its|raised|to|local,|national|and|international|
|beneficiaries|and|any|wider|charities|and|other organisations|or|||
|benefits to|society|as a|individuals as the|Rotary|Club of Bognor|
|whole.|Hotham|may|decide.|
----- End of picture text -----
----- Start of picture text -----
||||||||||
|---|---|---|---|---|---|---|---|---|
|Additional|information|(optional)|
|You|may|choose|to|include|further statements|where|relevant|about:|
|Achievements|against|Para|1.44|N/A|
|objectives|set|||
|Performance|of fundraising|
|activities|against objectives|||Para|1.41|N/A|
|set|
|||investment performance|Para|1.44|N/A|
|against|objectives|
|Other|||| N/A|
----- End of picture text -----
Financial Review
| Review ofthe charity’s | Thecharity is in a stablefinancial position at | ||
|---|---|---|---|
| financial position attheend | theend ofthis period. | ||
| Statement explaining the | Para 1.22 | ||
| policy forholding reserves | BognorHothamTrustFund isto holdsuch cash | ||
| Statingwhytheyare held | reservesasareprudentforthe effective | ||
| maintenance ofthe principal fund-raising | |||
| activities; to maintain a Disaster Relief Fund; | |||
| and to ensure the distribution of all other funds | |||
| in a timelyand responsible fashion. | |||
| Reasons for holding zero | N/AWR | ||
| Details offund materially in | N/A | ||
| Explanation ofany | Para 1.23 | Nofinancial uncertainties for at least next | |
| uncertainties aboutthe | financial year. | ||
| concern |
Additional information (optional) You may choose to include further statements where relevant about:
||The charity’s principal
sources offunds (including|||Para 1.47|N/A||
|---|---|---|---|---|---|
||any fundraising)|||||
|||Investment policyand
objectives including any
socialinvestmentpolicy
adopted||Para 1.46|N/A|||
|||||||||
||A description ofthe principal||Para 1.46|N/A||
||risks facing the charity|||||
||Other|||N/A||
,
Structure, Governance and Management
|||Descriptionofcharity’s
trusts:|P||P||P||||
|---|---|---|---|---|---|---|---|
||||How is the charity
constituted?|Para|1.25||
||Rotary Club—unincorporated association.||
|||Trusteeselection methods|Para|1.25||Anymemberofthe Rotary ClubofBognor||
|||including details ofany||||Hotham can applytobe a trusteeofthe||
|||constitutional provisions e.g.
election topostornameof
anyperson orbody entitled
toappointoneormore
trustees||||Charity attheClub’sAGMorSGM. Ifthey
obtainasimple majorityofthevote,thenthey
willbecomeaTrustee. Nopersonorbody is
entitledtoappoint a trustee.||
||Additional information (optional)|||||||
||You may
choose to include furtherstatements||||where relevant about:|||
|||Policies and procedures||||||
|||adopted forthe induction|Para|1.51||N/A||
|||and training oftrustees||||||
|||Thecharity’sorganisational
structure and anywider
network with which the|para
151
aa|||Workswithin RotaryInternational Britain&
Irelandandalso Rotaryinternational.||
|||charityworks||||||
|||Relationship with any|Para|1.51||N/A||
||||related parties|||||||
|||Other||||N/A||
Reference and Administrative details
| Rotary Club of Bognor Hotham Trust Fund |
|||
|---|---|---|---|
| Othernamethe charity uses _ | Rotary ClubofBognorHotham |
||
| Registered charity | number | 1039210 | |
| Charity’s principal | address | 23 Whitelands, | |
| Felpham, | |||
| Bognor Regis, | |||
| West Sussex, | |||
| PO226PG |
Names of the charity trustees who manage the charity
| : November2025 |
|---|
| 23 |
| 4 |
| 6 |
| CeGG OO OO DG A OO LQ |
| A |
| 2A |
| A |
| AQO AG |
| aAD |
| A |
| 2OG |
| Corporate trustees — names ofthe directors at the date the reportwas approved [Directorname TS ——S ee SO Po eG nO |
| Name oftrustees holding title to property belonging tothe charity |
| a ee es Re en en |
Funds held as custodian trustees on behalf of others
----- Start of picture text -----
||||||||
|---|---|---|---|---|---|---|
|Description|of the|assets|
|held|in|this|capacity|
|Name|and|objects|of the|
|charity|on|whose|behalf the|
|assets|are|held|and|how|this|| N/A|
|falls|within|the|custodian|
|charity's|objects|
|Details|of arrangements|for|
|safe|custody|and|
|segregation|of such|assets|N/A|
|from|the|charity’s|own|
|assets|
----- End of picture text -----
Additional information (optional)
Names and addresses of advisers (Optional information)
----- Start of picture text -----
||||||||
|---|---|---|---|---|---|---|
|Type|of|Name|Address|
|adviser|
|CS|Ce|
|Name|of chief executive|or names|of senior|staff members|(Optional|information)|
----- End of picture text -----
Exemptions from disclosure
Reason for non-disclosure of ke’ rsonnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
----- Start of picture text -----
R
Position (eg Secretary, .
Date| ,5 tk ,
IT Qecenle 2orF
----- End of picture text -----
----- Start of picture text -----
Q ¢
----- End of picture text -----
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 2025
Examined by Nigel Neville, Hon Accounts Examiner 2024-2025
.
Independent examiner's report to the Trustees of:
Rotary Club of Bognor Hotham Trust Fund
| report to the Trustees on my examination of the Receipts and Payments accounts of the Rotary Club of Bognor Hotham Trust Fund for the year ended 30" June 2025
Responsibilities and basis of report:
As the charity Trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act’). You are satisfied that your charity is not required by charity law to be audited and you have chosen instead to have an independent examination.
| report in respect of my examination of the Trust’s accounts carried out under section145 of the 2011 Act. In carrying out my examination | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act
Independent examiner’s statement:
| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect;
-
Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
The accounts do not accord with those records;
| 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.
----- Start of picture text -----
Signed: Me MeL.
----- End of picture text -----
|
Name: Nigel J Neville (non professional examiner as permitted by the Charities Act)
Address: Solutions Business Consultancy 200 Aldwick Road Bognor Regis
.
West Sussex PO21 2YQ
Date x 2025
oo
DYN OW eS) aeee @ mS > 352 4 9° Sos 2 0 ™@ 6s 3. O ame vu? ®wnc ots+aow”oODW et a > nDw@) 3 Fr 2 7 Sz>a sx => z= + " D ae) >[ena] | 4> am ©) =< 2 xa Cc ul o OW 00 PE WwW [e) oo RN WM Ww w N on BN bt ep) NwWwonrd — wo ukeBoonOOo cSs m N =) NO wu
i)> OPERnumwuDD D bo S3O2sg 339 < oO 9se5>0a MW g <5 3 >ray 3309¢€ nm Y"’'FpRPaT 3 S383 “a er ge 866. 7 ® a 3 n
uw N N 60 (or) N EWN w ron Nwodoao fo)N ™ 2OonRwWwst Ve) fo)J POAo w Wodbhu
----- Start of picture text -----
.
----- End of picture text -----
amsSTS RBLSESOUSCTPLPw %) BQ o9fprtan 5 on Fa o O e*3>57 yp 273 35 7 FS ®D me HE mse 3S re26mOB a] ges eR oo sak a sj a s sfc= 2 DmPowa ODFF >Sm @Y@mMp7Ia=Y%o935302030c®O #f# —~T =5 oO7iw] gseeezsagag > as Si3gec 3 =< O 2273 335 ® => g35= P:) m< 3 zmoO wm oa oO oOo oO . Sn 7 8 a 3 “> < ®. * 5 mn S$ 3 Jo 68 g “ aa ws na boa o> ao u =m mnzz< ™m 2s -] = 9 ite] =m fo} wWwo om unwo NOD~owaona mo 7-4
»~ NwuonN 2 w> oO DwrNaow FF rowS2 = 2 ® oDN o N BPR ee 2 Ra
ite)a wo Bees og2D 4 © o uo wo N6 uo© RN8 DOHHRGONYGeRas weNN > =3 nn w x fe) r= b Nu 3 > 8} e N lo) NR} & 8 & z oN ¢ oF c & uw“I 8 am00 z Lv] n Wwep nm uw rsoww ep“Us NNSPe RPph rNBw weerOO 0 wnN© NSNNOAWDWAWNWOSSQSmnyxeaenrseeRe) NPNwMmoOoonan.,RHCOCOH®OG ge 11> wn ~ D> s2PSEeea S a© omoofo 2520FOmoo o3 ~~a4 GaAeEEa34 45 o caSG zt a 65g FA 9 49
7 0 fo) fo] 4 nn fo}© FS N N Zz oo e uw N 8 un NI N 00 a S| w NI a N = r oS Ff
fo) uaa wo roa)a fa)© o fa) nN pb 2© o e [=] a N 2 D > fo} Nuon S J o 9 oO FP & o w© [rta ro)° rowNO8 $> FSwo bea ruRP 5> No w© P=© Naor apa FS N uw PY o ww BEa a wio)oo 8+ wwbE w FS N ay 60 NP N EYw NN 2SQNR= OrRPUNGN oo 4 so D Vio FW RMS ° uwN 00o 2QYwngwaagornr RO rf2
BOGNOR HOTHAM ROTARY CLUB
DONATIONS 2024-25
----- Start of picture text -----
||||||||||
|---|---|---|---|---|---|---|---|---|
|Club|Road|Race|Benevolent|Xmas|Float|Total|
|1st|Felpham|Scouts|Totals|228.61|25771.39150.00|4528.42|15519.80||46048.22||
|1st|Felpham|Beaver Scouts|150.00|
|2nd|Bognor|Scouts|150.00|
|ASight|500.00|
|4Sight|975.00|
|Artic|Fox|Scouts|250.00|
|Bersted|Parish|Council-|Free Summer|Play|860.00|
|Bishop|Tufnell|School|-|Equipment|1504.98|
|Bognor|Regis|Food|Bank|400.00|
|Bognor Town|Band|200.00|
|Bognor Youth|& community|Centre|150.00|
|Bognor Youth|Football|Club|1000.00|
|Books|Baby|Bundles|100.00|
|Cancer|United|4100.00|
|Children|on|the|Edge|200.00|
|Christian|Response|1000.00|
|Angling 4|Education|200.00|
|Contribution|to|Defibillator Bognor|250.00|
|Donation|to term|ill|local|boy|61.97|
|Every|Child|Donation|500.00|
|Extra|Cover|500.00|
|Fridge|to|local|Mum|399.99|
|Suppoert to|Local|ill|Child|450.00|
|Legs4Africa|Donation|500.00|
|Local|Family|Dontion|59.00|
|Local|Mum|Buggy|268.00|
|Local|Mums Group|490.98|
|Marys|Meals|271.39|
|Mercy|ships|1500.00|
|Nyewood|school|-|musical|insts|668.33|
|Primary Tutoring-|Usborne|book|Bundles|119.97|
|Regis|Runners|Donation|305.00|
|Regis School|-|Music|Instruments|673.00|
|Ripple|effect|-|Send|a|cow|500.00|
|Rotary|Foundation|2700.00|
|Rotary|Foundation|-|General|Fund|481.00|
|Rotary|Foundation|-|Polio|161.00|
|Rotary|Foundation|- Website|50.00|
|Sage|Hosue|Dementure|Hub|1000.00|
|Sage|Hosue|Dementure|Hub|1036.42|
|Sage|House|Dementia|Hub|228.61|
|Sage|House|Dementia|Hub|5963.58|
|Bognor Scouts|750.00|
|Shaftesbury|House|100.00|
|Shelter|Box|Donation|1770.00|
|Snowdrop Trust|200.00|
|Snowdrop|Trust|100.00|
|~|South|Coast|Sports|600.00|
|'|Tone|Zone|4200.00|
|Tone|Zone|6500.00|
|UK|Harvest|300.00|
|Water Aid|500.00|
----- End of picture text -----
Independent examiner's report to the Trustees of:
Rotary Club of Bognor Hotham Trust Fund
|
| report to the Trustees on my examination of the Receipts and Payments accounts of the Rotary Club of Bognor Hotham Trust Fund for the year ended 30" June 2025
Responsibilities and basis of report:
As the charity Trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). You are satisfied that your charity is not required by charity law to be audited and you have chosen instead to have an independent examination.
| report in respect of my examination of the Trust’s accounts carried out under sectioni145 of the 2011 Act. In carrying out my examination | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act
Independent examiner’s statement:
| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect;
-
Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
The accounts do not accord with those records;
| 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.
Signed:
----- Start of picture text -----
Ma MeL.
----- End of picture text -----
Name: Nigel J Neville (non professional examiner as permitted by the Charities Act)
:
Address: Solutions Business Consultancy 200 Aldwick Road Bognor Regis West Sussex PO21 2YQ
Date a 2025
———o