CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110712023 Perlod start dats To 3010612024 Perl¢xl ond date Charity narne: Rotary Club of Ramsbottom Charlty r•giStratlon number: 11M5945 Objectives and Activities SORP r8l•r8nr• Summary of the purposes of the charity as Sét out in its governing docum8nt Par* 1.17 The relief of the poor and needy or such other charitsble purwses as the Club agrees in duly constituted meetings from time to lime Donalions to various l¢xal and international charities Summary of the main activities in relation to those purposes for the public ben8fit, in particular. the activities, projects or services identified in the accounts. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Part 1.17 lwd Parn 1.18 The Truslees have had regard to the guidance on public b8n8fil issued by Ihe Charity Commission Addltlonal Infomiatlon (optlonall You ma choose to include further slalemenls where relevant about.. SORP reler0? Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Perfomiance SORP refer8rKe Summary of the main achievements of the charity, identifying the difference the charitvs work has made to the circumstances of its beneficiaries and any wider benefits to scciety as a whole. The Charity engages in fund raising activities to enable donations to well known local charities, and also to intemational harities we have either person contact or well established reporting. In each of these circumslances the connections are such as to benefit Ihe swal and community work of the reThpients r8120 Addltlonal Informatlon {OPllonall You ma choose to include further ststements where relevant about: Achievements against objectives set. Pora 1.41 Performance of fundraising activities against objectiV8S set Pwa 1.41 Investment perfomance against objectives Pwa 1.41 Other Financial Review Review of the charity's financial position at the end of the period Pwa 1.21 The Trustees are satisfied that adequate funds are retained to enable to the charitable objeclives to be continued at the end of the riod. At the end of the financial year the Charity retains sufficient funds to enable its charitsble work to continue, pending further fund raisin activities,. £24,189 NIA Statemenl explaining the policy for holding reserves stating why ihey are held ParB 1.t2 Amount of reserves held Reasons for holding zero reserves Par8 1.t2 Par3 1.22
Details of fund materially in deficit Para 124 None Explanation of any uncertainties about the charity continuing as a going ¢oncem PaTr 1.23 None Addltlonal Informatlon {optlonal) You ma choose to include further ststements vthere relevant aboul.. The charity's principal sources ot funds (including any fundraising) Annual Duck Race, Summer Festival. Annual Christmas collections Para 1.47 Investment policy and objectives including any social investment policy adopted NIA Para 1.46 A description of the pnncipal risks facing the charity None known Por& 1.46 Other NIA Structure, Governance and Management Non profit making charity Description of charity's Irusls: PIM 125 Oeed of Tnjst dated 8th November 1994 Type of goveming document Para 1.25 Trust How Is the charity conslituted? PWB 125 Nominated and appointed by Rotary Club Members Trustee selection methods including details of any constitutional provisions e.g. election to P05t or name of any person or body entitled to appoint one or more trustees
Addillonal Infomiatlon (optlonal) You ma choose to include further statements Whe relevant atM)Ut: Policies and procedures adopted for the induction and training of truste8S Para 1.51 The charity's organisational structure and any wider network with which the charity works Parn 1.51 Relationship with any related parties Para 1.s1 Other Reference and Administrative detsils Charity name Rota Club of Ramsbottom None Other name the charity uses Registered charity number 1045945 Charity's principal address Red Hall Hotel Manchester Road Walm8rsley Bury 8L9 SNA
Names of the charlty trustees who manage the charlty Dates acted Ir not for whole Trusie• nam8 ¢)fflc¢ Ilf any) Name of person lor body) entltled toa oint trustgfy ifan Rotary Club members Rotary Club members Rotary Club members Stuart Hob50n President Chnstopher Wellens Janis Green Secretary Treasurer 10 14 16 18 19 20 orate trustees- names of the directors at the date the re DlTr¢t¢r name rtwasa roved None Name of Irustees holding tille to propety belonging to the charity Tru8lefr nam• Dat•8 actsd If not for wholo NIA
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity None Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects None Details of arrangements for safe custody and segffjgation of such assets from the Charity's own assets None Addltlonal Inlom)atlon (optlorwl) Names and addre8se8 of advlsers (Optlonal Infonnatlon) Type of Namo Address advlsor Name of chlef oxocutlve or names of sènlor staff members (Optlonal Informatlon Exemptions from disclosure Reason for rkon-disclosure of ke rsonnel detsils Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustees Slgnature{sl Full name{s) Posltlon (eg Secretary, Chalr, etc) Stuart Hobson Christopher Wellens Janis Green President S8cr8lary Treasurer Dat8 z¥
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of Ramsbottom Rotary Club On accounts lorthe year ond•d 30° June 2024 Chartty no (11 any) 1045945 Set out on pages I rewl to the trustees on my examination of the acUnts of the abole charity 1.the Trusf) for the year erKled 3010612024. Rosponsibilitios and As the charity trustees of the Trust. you are responsible for the pparatiOn basis of report of the accounts in aCrdance Vlith lh8 requbremènts ol the Charits8s Act 2011 1.the A£ri. I report in respect of my eygminalion of the Tnjsl's ar£ounts carried out under section 145 of the 2011 Act and in carrwng out my examinatson, I have followed the applicable Directions given by the Charity Commission under section 14515}Ibl of the kt. I have Mpleted my examination. I confimi th81 no material matters ha% come to my attention {other than Ihal disdosed below") in connection wllh the examinath)n gives cause to belve that in, any mat1a1 respect.. accounting reo)rds were nol kepl In aC0)rdan v41th section 130 of the Act or the accounts do nol a1 wlth the accoUnn9 reulrds Indopendont oxaminor's Statement I ha M concems and ha come aYOSS no other matters In connectic with Ihe examination to which attention should be drawn in order lo enable proper understsnding of the 8co)unts lo t reathed. . Please delete the wortls in the bTrckets if they do notapply Slgnfrd: Date: 8106r2026 Nam•: Jennifer Smith Relevant professlonal qualrfication(s) or body Ilf any): Chartered Institute of Managen*nt ac)Unts (CGMA) Addrnss: 234 Charfestovm Road Manthester M9 7ED IER (ktober 2018
Section B Disclosure Only complele If Ihe examiner needs lo highlighl matters of cOnM {see GC32. Independent exanination of tharity aCnIs.. directions and guidan for examiners). Glve here brief dotails of any items that the examiner wishes to dIsclo. IER October 2018
Annex a.. 2023-24 approved acoiunls CIF frorn 2023 Reserve Deposr( 23.691.61 24,191.61 Income 29.953.59 367.C 30,320.$9 Interest Income roial 2023-4 Out80in8S 2023-4 .ao.602.10 Tot•1 23jiO Broh1 I04d bank balance u9 receipts in year less oui80in85 111 Ve•1 Closln8 bank balante ar 10th June 24 23,410.19 Fvom Re5erye staiemeni SLM).th) From Curiffit sra1¢ml 13 910.19 Varlance IER October 2018
Ramsbottom Rotary Club Trust Account 2023-24 Summary of Income and Expenditure Income Christmas Col*tions Duck Race ApppealslDonats)ns Dkstrict Award Events Car Boots Quiz nights Theatre night Festival Ukraine Misc Total Plus bk Interest 7,825.71 4,703.09 2,530.00 800.00 852.46 428.00 371.00 2,016.85 7,978.50 28.50 2.419.48 29.953.59 367.00 30,320.59 Outgolngs Com Voc donatlon• C Pride Bury Blind Disabbd Sports Margaret Haes Friends of Nuttall Park TUSC via Catering Nc Caritas Red Door Caritas Red door Churches Together Friends of Bury Young Carers Rotary - {Carpetsl Rotary Music F8sINal KKIS Out BVJ Fandango {FkJoring) BKJ Fandango {KrtGhen) Bury Blind Henshaws (Enthuse) Christie NWAmbuLgnce Dementra UK 200.00 125.00 1,073.00 20.00 100.00 Speaker 250.00 Xmas Mea 633.54 100.00 1,729.00 {4 Glubs) 614.1)0 253.00 300.00 250.00 100.00 250.00 250.00 7.947.54 International donations Wheelchair FoundatK)n LEARN (Nepal) Lend Wrth Care 190.00 1,860.00
Village Water Smile Train TUSC {Uganda) 500.00 500.00 763.00 4,313.00 Rotary Foundation 1,000.00 AppealslDisaster Akl Donatlons Aquabox Shetterbox Unicef {Gazal 1.000.00 2.000.00 Car B<>ots expenses 420.00 Mlsc costs Fk)wers Red Hall meals Account error cOrrecnG K Brwme Refund Theatre Night fee 10.00 352.00 124.00 11.79 500.00 997.79 Chlrstmas Collectlons Donatlons Charttles Henshaws Rammy Pantry Bury Blind Bury HOspe D-caff Margaret Haes Total Helpers Greenmount Scouts St Andrews Scouts Hazelhursl School Peel Brow School St Andrews School Greenmount Sch1 Hokombe Eman Sch Total Total 442.00 468.00 282.00 1,000.(M) 200.00 507.00 2,899. 200.00 2iJ).(M) 2(KJ.00 200.00 200.00 2Crf).00 2C(I.00 1.400.00 4,299.00 Festival exnseS
Bury Print Orbital Print Total 349.00 2,945.00 3.294.00 UkrainelDefibrlllators donations Gen8ralors Generators - Thatcham Rotary Strat Contracts l Defibl Westhead Electrical ( Defib case> Restart the Heart - DefibrilL8tor Total 2,571.00 1.CM)O.00 250.00 80.00 570.00 4,471.00 Other donatlon8 Caritas Dioscese Derian House Parkinsons Churches Together Rammmy Pantry Duck Race Tkts Total 250 500 200 150 759.01 1,859.01 Total Outgoings 30,602.10