Trustees’ Annual Report for the period
From 1st July 2024 To 30[th] June 2025
Charity name: The Rotary Club of Dunmow Charity Trust Fund
Charity registration number: 1053540
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities |
|---|---|---|
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document Para 1.17 To raise monies for distribution to ‘delivery charities and community associations’ |
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| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 and 1.19 Fundraising activities range from stalls at fairs to collections at Christmas with ‘Santa’s Sleigh. These ‘Community funds’ are disseminated to good causes. Distribution of a legacy fund is within a 10 mile radius of Dunmow. |
||
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Policy on grant making | Para 1.38 |
| Policy on social investment including program related investment |
Para 1.38 |
| Contribution made by volunteers |
Para 1.38 |
| Other |
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | As so many of the Community Fund donations are to small organisations, a generalised identifiable outcome is difficult to identify, but many rely on donations for their very existence, such as Riding for the Disabled. Larger donations are made to Charities that send aid to distressed areas, e.g. Aqua boxes and Shelter Boxes. Such needs are monitored by the International Chair of our general membership and put to the Trustees, via the Rotary Council, for their approval. Applications to the Collinson Legacy Committee focus on direct and indirect community benefit. Donations range from the construction of an activity space in a care home to the provision of instruments to a local school and support in setting up a local youth band. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
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Review of the charity’s Para 1.21 Positive
financial position at the end
of the period
Statement explaining the Para 1.22 No reserves policy
policy for holding reserves
stating why they are held
Amount of reserves held Para 1.22 0
Reasons for holding zero Para 1.22 Dunmow Rotary also has a General Fund
reserves outside the Trust accounts. Subscriptions
and other income are paid into that
account, and costs are defrayed
therefrom. A separate Reserves policy on
the Trust Account is unnecessary.
Details of fund materially in Para 1.24 Community Fund donations are always
deficit within the limit of funds raised.
Collinson Committee donations are from a
significant legacy and a constantly updated
schedule of commitments is kept so that
the fund cannot be overcommitted
Explanation of any Para 1.23 No Uncertainty
uncertainties about the
charity continuing as a going
concern
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Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
Three trustees manage one trust that is subdivided between two sub-committees. The Community Trust raises monies during the year for disposal via a plethora of limited grants/bequests, and the larger legacy is managed by the Collinson Legacy committee. Both make recommendations for the approval of the Trustees. |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust Deed |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The decision of Rotary Council following a recommendation by Officers |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
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Charity name The Rotary Club of Dunmow Charity Trust Fund
Other name the charity uses
Registered charity number 1053540
Charity’s principal address 9 Highfields
Dunmow
CM6 1ED
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Colin Bradley Secretary Whole year Dunmow Rotary Council
2 Phil Milne Member Whole Year Dunmow Rotary Council
3 Michael Chapman Member Whole Year Dunmow Rotary Council
4
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– Corporate trustees names of the directors at the date the report was approved
Director name NONE
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| NONE | ||
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) President 24/25 Barry Clark, 25/26 Lois Sparkes ~~—~~ Exemptions from disclosure Reason for non-disclosure of key personnel details
~~Co~~ Other optional information ~~ee~~
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Colin Bradley Position (eg Secretary, Secretary Chair, etc)
Date 06-08-25
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Independent examiner's report on the accounts Section A Independent Examiner’s Report Report to the trustees/ THE ROTARY CLUB OF DUNMOW members of ~~a PO~~ On accounts for the year 30 June 2025 Charity no 1053540 ended (if any) ~~eeeee eee~~ Set out on pages 1 and 2 ~~Pp~~ Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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to state whether particular matters have come to my attention.
Basis of independent examiner’s statement
- My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent In connection with my examination, no matter has come to my attention examiner's statement
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which gives me reasonable cause to believe that in, any material respect, the requirements:
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to keep accounting records in accordance with section 130 of the Charities Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
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have not been met; or
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to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
1
IER
Signed: MCBest Date: 03/03/2026 Name: Michael C Best Relevant professional qualification(s) or body (if any): Address: 19 Lower Millfield Dunmow Essex CM6 1EN
Section B Disclosure
Only complete if the examiner needs to highlight material problems.
Give here brief details of any items that the examiner wishes to disclose .
2
IER