## **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’||| |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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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.| |---|---|---| |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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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 o¢0 tsNoooooo orooooooc 0￿)000¢￿1￿)0 o0￿(Y Ic ¢0 Ci ¢0 ¢0 ro oooomrorosr 0￿000 CU> 00 rotr-0OOOQ￿L*>O O O O C roit> CSO (¢ Or r4 V) 0￿0001￿ CNOOOU> Ovo o* om oioooo ro 0¢ 88%4•8888 000 S*%888 8•" 8888 1 18 OLn8r¢h2 r4 ¢OT ¢P 1121 a41 #151111sa' l jls111151 <07J c c a>._ cé&cg.og£ Ililiisiillii t85cL 50& 3jlii1lj: **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: - examine the accounts under section 145 of the Charities Act, - 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 - 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** 1. which gives me reasonable cause to believe that in, any material respect, the requirements: - to keep accounting records in accordance with section 130 of the Charities Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act - have not been met; or 2. 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**