Rotary Club of Shrewsbury Severn
Fund Trustees Annual Report
Year ended 30 June 2022
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Registered name Rotary Club of Shrewsbury Severn Trust Fund
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Charity Number 1051992
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Principal Address 22 Ryelands, Shrewsbury SY3 9BZ
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Trustees Gareth Watkins, John Yeomans, Chris Yaxley
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Treasurer Chris Yaxley
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Bankers Barclays Bank, Shrewsbury 7. Examiner Will Strachan
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Activities restricted to general charitable objects and purposes.
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Registered 15 January 1996
Charitable Objects
The relief of the poor and needy or to or for such other charitable purposes society or objects
Review of Charitable Activities during the year
A very successful fundraising year was spearheaded by the SuperVet event which raised a net £10,000 contribution for the charity account. Sincere thanks to Julian Wells and Geoff Lloyd for leading this.
The Tree of light was again very successful raising in excess of £6,000 with gift aid and our thanks to Iain Gilmour for again leading this.
The Sleigh had one of its best years ever, raising over £9,000, and filled a huge social void for the local community after the trauma of covid. Many thanks to Chris Yaxley and Julian Wells for all their work with this project, especially towing the Sleigh. Thanks also to the refurbishment team who made the Sleigh ready for the Christmas campaign.
We supported the Knitathon organised by Roger and Mavis Sharp which gained us valuable publicity and helped a worthy cause.
Community projects were headed by Alun Humphries who led a team which planted more crocus bulbs around the Abbey and the ever popular Seniors Christmas Party and Carol Service held at the
URC in December. Although we only hosted around 30 seniors it was deemed to be very successful and much appreciated by those that attended.
Rotary Club of Shrewsbury Severn Charity Accounts Year ended 30th June 2
| Income Notes Unrestricted Funds General and International fund Donations 1 Surplus on Charity Events 2 Sleigh Surplus 3 Gross Income Undistributed Funds brought forward from last year less allocated to President's fund Total Unrestricted Funds available Less Donations in year: International 4 Youth 5 General Donations 6 Undistributed Funds carried forward to next year Restricted Funds brought forward from last year Add additions Less Donations in year Restricted Funds carried forward Total Undistributed Charity Funds as at 30 June Add Undistributed Presidents' Funds 7 Total Undistributed Funds held in Charity Account Undistributed Funds Invested Cash at Bank: Barclays Current Account 00260002 : Barclays Deposit Account 40765465 Cash in Rtn. C Yaxley's personal account Total cash held at the year end Prepayments and Accruals Total Net Undistributed Funds |
£ 7112 3250 1870 4625 |
2022 £ 346 9900 8892 |
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|---|---|---|---|
| 19138 -7112 |
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| 26250 -9745 |
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| 16505 0 0 16505 523 |
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| 17028 | |||
| 15664 1364 0 |
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| 17028 | |||
| 17028 |
Rotarian Chris Yaxley
Certified to be in accordance with the records produced to me
Willliam Strachan Examiner
Rotary Club of Shrewsbury Severn : Notes to Charity Accounts for year end
Note 1. Detail of Donation received
| Note 1. Detail of Donation received | ||
|---|---|---|
| Tree of Light General Donation Various Members Anonymous |
2022 177 Tree of Light General D 148 Tree of Light Beard Sha 21 Total from Tree of Light Beard Shave Event via Rotarian Fred McDonou 346 |
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Note 2. Detail of Funds raised by Charity events
| Supervet event: Gross Ticket Revenue Donations Less Costs Theatre hire & Commission Supervet costs Advertising Banners Less donation to Supervet Charity Retained Surplus |
2022 17214 None Raise 150 17364 -2499 -942 -523 -3964 13400 -3500 9900 |
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|---|---|---|
Note 3. Detail of Sleigh Surplus
| Gross Income Less Costs Fuel Sweets Collection Licence Refurbishment Net Surplus |
2022 9253 Gross Income -155 -6 -200 Refurbishment 8892 |
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|---|---|---|
Note 4. Detail of Donations made by the International Committee
| Operation Sabre Ukraine Appeal Lend with Care |
2022 1000 Shelter Box 2000 Polio Plus 250 Lend with Care 3250 |
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|---|---|---|
Note 5. Detail of Donations made by Youth Committee
| Grange School Shrewsbury College Star Awards Crucial Crew Hope House |
2022 1070 Grange School 250 Shrewsbury College S 300 Crucial Crew 250 1870 |
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|---|---|---|
Note 6. General Donations made by the Community Committee from Unrestricted Fu
| Crocus Bulbs Rural Community SaTH Shrewsbury Homes Ronald MacDonald Ark Acts 435 Share Save Pontesbury Support Group Christmas Carol Service/Tea Party |
2022 175 Shrewsbury Severn Ho 250 Pontesbury Support G 1001 Sarcoma Appeal 251 Hope House 250 Air Ambulance 1000 Shrewsbury Food Hub 310 Pontesbury Food Bank 500 Barnabas Food Bank 250 Pontesbury Support Gr 638 4625 |
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|---|---|---|
| Note 7. Detail of Presidents' Fund Wine Rafe Fines Less Donations in Year Total Funds carried forward to next year |
2022 631 Wine Rafe 22 Fines 653 -130 Add undistributed fund Less donated to club c 523 Total Funds carry frwd |
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|---|---|---|
2022
| £ 14521 -887 |
2021 £ 4834 0 60 |
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|---|---|---|
| 4894 13634 |
||
| 18528 |
| 940 | |
|---|---|
| 2191 | |
| 8285 | -11416 |
| 7112 | |
| 8787 | |
| -8787 | |
| 0 | |
| 7112 | |
| 0 | |
| 7112 | |
| 4885 | |
| 1364 | |
| 363 | |
| 6612 | |
| 500 | |
| 7112 |
ded 30 June 2022
| Donation ave Donations t Account a Charity Acct. ugh |
2021 3241 561 3802 145 887 |
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|---|---|---|
| 4834 |
2021 d
2021 261
-201 60
2021 590 100 250 940
| Star Awards unds ospice roup Hampers k roup ds B/ Forward harity account . to next year |
2021 1500 491 200 0 |
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|---|---|---|
| 2191 | ||
| 2021 200 1007 250 1000 1000 3800 300 428 300 |
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| 8285 | ||
| 2021 0 0 887 -887 |
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| 0 |
Independent Examiner’s Report to the Trustees of Shrewsbury Severn Rotary Club Charity Funds
I have reviewed the accounts of the Club for the year ended 30 June 2022. These accounts have been prepared in accordance with the accounting policies set out therein.
This report is made solely to the trustees, as a body. My review has been undertaken so that I may state to the Trustees those matters herein I have agreed
Trustees responsibility
The trustees are responsible for the preparation of the accounts of the club. The trustees consider that an audit is not required and that an assurance review is needed.
Examiner Responsibility
My responsibility is to express a conclusion based on my review of the accounts. My review includes a review of the accounting records kept by the Club and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts. Th procedures undertaken do not provide all the evidence that would be required in an audit, and consequently
Independent examiner’s statement
In connection with my review, no matter has come to my attention which gives me reasonable cause to believe that, in any material respect, the requirement to keep accounting records in accordance with the Charities Act has not been met; or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts of the Club to be reached.
25 April 2023
Original signed by W Strachan