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 | <br>the charityassetoutin its<br>governingdocument|Para 1.17|Toapplythecapital and income raisedto orfor<br>the reliefofthepoorandneedy andtoorfor<br>such othercharitable purpose, institution,|
|||society, orobject asthe Club shall in duly|
|||constituted meetingfrom timetotime direct.|
|Summaryofthemain<br>activities in relation tothose ||Para1.17and<br>©|Toraisefundsbyholdingeventsandby<br>providingservicestothe localcommunityand|
|purposesforthe public<br>benefit, in particular, the<br>activities, projects or<br>services identified inthe<br>accounts.||thedistribution ofsuchfunds raisedto local,<br>national,andinternational charitiesandother<br>organisations orindividuals asthe RotaryClub<br>ofBognorHothammaydecide.|
|Statement confirming|Para 1.18|Trustees havehad regard totheguidance|
|whetherthe trustees have||| issued bythe Charity commission.|
|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: 


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a<br>**----- End of picture text -----**<br>


|||Para 1.38|N/A|
|---|---|---|---|
|.<br>.<br>Policy on grant making||||
|||Para 1.38||
|.<br>-o,<br>Policy on social investment|||N/A|
|including program|related|||
|investment||||
|||Para 1.38||
|ae<br>Contribution made|by||N/A|
|volunteers||||
|i||||



## Achievements and Performance 


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|||||||||||
|---|---|---|---|---|---|---|---|---|---|
|[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.|

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||||||||||
|---|---|---|---|---|---|---|---|---|
|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|

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## 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|| The reserves policyof the RotaryClubof|
||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<br>sources offunds (including|||Para 1.47|N/A||
|---|---|---|---|---|---|
||any fundraising)|||||
|||Investment policyand<br>objectives including any<br>socialinvestmentpolicy<br>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<br>trusts:|P||P||P||||
|---|---|---|---|---|---|---|---|
||||How is the charity<br>constituted?|Para|1.25||<br>||Rotary Club—unincorporated association.||
|||Trusteeselection methods|Para|1.25||Anymemberofthe Rotary ClubofBognor||
|||including details ofany||||Hotham can applytobe a trusteeofthe||
|||constitutional provisions e.g.<br>election topostornameof<br>anyperson orbody entitled<br>toappointoneormore<br>trustees||||Charity attheClub’sAGMorSGM. Ifthey<br>obtainasimple majorityofthevote,thenthey<br>willbecomeaTrustee. Nopersonorbody is<br>entitledtoappoint a trustee.||
||Additional information (optional)|||||||
||You may<br>choose to include furtherstatements||||where relevant about:|||
|||Policies and procedures||||||
|||adopted forthe induction|Para|1.51||N/A||
|||and training oftrustees||||||
|||Thecharity’sorganisational<br>structure and anywider<br>network with which the|para<br>151<br>aa|||Workswithin RotaryInternational Britain&<br>Irelandandalso Rotaryinternational.||
|||charityworks||||||
|||Relationship with any|Para|1.51||N/A||
||||related parties|||||||
|||Other||||N/A||



## Reference and Administrative details 

|||Rotary<br>Club of Bognor Hotham Trust Fund||
|---|---|---|---|
|Othernamethe charity uses _| Rotary<br>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 

|:<br>November2025|
|---|
|23|
|4|
|6|
|CeGG<br>OO<br>OO<br>DG<br>A<br>OO<br>LQ|
|A|
|2A|
|A|
|AQO<br>AG|
|aAD|
|A|
|2OG|
|Corporate trustees — names ofthe directors at the date the reportwas approved<br>[Directorname<br>TS<br>——S<br>ee<br>SO<br>Po<br>eG<br>nO|
|Name oftrustees holding title to property belonging tothe charity|
|a<br>ee<br>es<br>Re<br>en<br>en|



## Funds held as custodian trustees on behalf of others 


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||||||||
|---|---|---|---|---|---|---|
|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|

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## Additional information (optional) 

## Names and addresses of advisers (Optional information) 


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||||||||
|---|---|---|---|---|---|---|
|Type|of|Name|Address|
|adviser|
|CS|Ce|
|Name|of chief executive|or names|of senior|staff members|(Optional|information)|

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## 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 


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R<br>Position (eg Secretary, .<br>Date| ,5 tk ,<br>IT Qecenle 2orF<br>**----- End of picture text -----**<br>



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## 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; 

1. Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 

2. 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. 


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Signed: Me MeL.<br>**----- End of picture text -----**<br>


| 

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 

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## BOGNOR HOTHAM ROTARY CLUB 

## DONATIONS 2024-25 


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||||||||||
|---|---|---|---|---|---|---|---|---|
|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|

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## 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; 

1. Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 

2. 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: 


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Ma MeL.<br>**----- End of picture text -----**<br>


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