Trustees’ Annual Report for the period
From 1[st] July 2021 Period start date To 30[th] June 2022 Period end date
Charity name: Rotary Club of Sherwood Sunrisers
Charity registration number: 1073498
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To apply both the income of the Trust Fund to or for the relief of the poor and needy or to or for such other charitable purpose, institution, society or object as the Club shall in duly constituted meeting from time to time decide. |
| 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 |
Providing Support to two Schools in India and Kenya Providing Support to Disabled Persons in Nottingham ProvidingToys toRefugesin Nottingham |
| 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 contained in the Charity Commission’s general guidance on public benefit and concluded that: 1. The aims of the trust continue to be charitable 2. The aims and work done give identifiable benefits to the charitable sector and both directly and indirectly to individuals in need. 3. The benefits are for the public, and are not unreasonable. 4. There is no detriment or harm arising from the aims or activities |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making
Policy on social investment Para 1.38 including program related investment Para 1.38 Contribution made by volunteers Other
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 | Enabled Children in India and Kenya to have a better Education Provided Finance to Disability Support Group in Nottingham Provided Toy Packs at Christmas to Children in Refuges in Nottingham |
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
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As detailed in Accounts |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are at a minimum |
| Amount of reservesheld | Para 1.22 | £5,000 |
| Reasons for holding zero reserves |
Para 1.22 | NA |
| Details of fund materially in deficit |
Para 1.24 | NA |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Relies on Fundraising from Public that is very difficult at the moment |
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 | Individual Donations Christmas Collections Golf day Swimathon |
| 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: |
||
|---|---|---|
| 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 | Unincorporated Association |
| 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 | From Members of Rotary Club |
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
| Charity name | Rotary Club of Sherwood Sunrisers |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1073498 |
| Charity’s principal address | 75 Charnwood Lane Arnold Nottingham NG5 6PF |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Alan Bush | Whole Year | Rotary Club of Sherwood Sunrisers |
||
| John Bray | Whole Year | Rotary Club of Sherwood Sunrisers |
||
– 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 charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| John Burnett Bray | ||
Secretary of Trust |
||
| 17 May 2023 | ||
| 17 May 2023 |
Rotary Club of Sherwood Sunrisers Annual Accounts 1st July 2021 to 30th June 2022 Charity No 1073498
General Account
| c/f from 20/21 | £2,181.53 |
|---|---|
| Income | £3,306.25 |
| Expenditure | £2,977.80 |
| Balance at 30.06.22 | £2,509.98 |
| Charity Account | |
| c/f from 20/21 | £6,847.32 |
| Income | £10,569.59 |
| Expenditure | £10,635.08 |
| Balance at 30.06.22 | £6,781.83 |
| India Account | |
| c/f from 20/21 | £770.99 |
| Income | £18,004.05 |
| Expenditure | £13,384.09 |
| Balance at 30.06.22 | £5,390.95 |
H Pawlus J Bray
Sunrisers Summary
11 May 2023
Rotary Club of Sherwood Sunrisers Charity No 1073498
Annual Accounts 1st July 2021 to 30th June 2022
General Account
Expenditure
| Income | Expenditure | ||
| Subscriptions | £1,930.00 | RIBI Subs July | £536.00 |
| Castle Trip | £464.40 | RIBI Subs January | £502.50 |
| Christmas Meal | £476.85 | District Capitation | £240.00 |
| Breakfasts | £50.00 | Treasurer Honorarium | £25.00 |
| Crazy Golf Event | £385.00 | Castle Trip | £463.70 |
| Total Income | £3,306.25 | Christmas Meal | £512.00 |
| Breakfasts | £100.00 | ||
| Subscription Repayment to | |||
| Brown | £120.00 | ||
| Flowers to member | £35.00 | ||
| Crazy Golf Event | £408.80 | ||
| Bank Charges | £34.80 | ||
| Total Expenditure | |||
| 210701 - 220630 | £2,977.80 |
General Account CC 2 of 5
J Bray - H Pawlus
11 May 2023
Rotary Club of Sherwood Sunrisers Charity No 1073498
Annual Accounts 1st July 2021 to 30th June 2022
Charity Account
| Income | Expenditure | ||
|---|---|---|---|
| Food Bank Donations | £250.00 | Food Banks | £500.00 |
| Golf Day | £4,791.00 | Golf Day | £1,789.85 |
| Individual Donations | £676.54 | Aqua Box | £300.00 |
| Goldline Marathon | £260.00 | Rotary Foundation | £950.00 |
| Easy Funding | £63.79 | End Polio Now | £100.00 |
| Christmas Collections | £623.76 | Music Works | £300.00 |
| Swimathon | £2,904.50 | Swimathon | £2,442.65 |
| Distric Disaster Fund | £1,000.00 | Sunrisers Memory Café | £209.00 |
| Transfer to India a/c | £1,100.00 | ||
| Kids Out Toy Boxes | £300.00 | ||
| Disability Direct | £1,000.00 | ||
| Nottingham Oxygen | £200.00 | ||
| RC Poland for Ukraine | £530.00 | ||
| BlindEye | £250.00 | ||
| Air Ambulance | £26.00 | ||
| Wheel Chair Appeal | £100.00 | ||
| SGG for Kenya | £500.00 | ||
| Bank Charges | £37.58 | ||
| Total Expenditure | |||
| Total Income | £10,569.59 | 210701 - 220630 | £10,635.08 |
Charity Account CC 3 of 5
J Bray - H Pawlus
11 May 2023
Rotary Club of Sherwood Sunrisers Charity No 1073498
Annual Accounts 1st July 2021 to 30th June 2022
India Account
| Income | Expenditure | ||
|---|---|---|---|
| T & V Leivers | £5,680.00 | Payment to RC Jubilee Hills | £3,043.14 |
| JBB Consulting Food | £100.00 | Bank Charge | £10.10 |
| Private Donations | £2,310.00 | Payment to RC Jubilee Hills | £10,296.45 |
| Transfer from Charity a/c | £500.00 | Bank Charges | £34.40 |
| Mirfin | £100.00 | ||
| Swadlincote Rotary | £100.00 | ||
| DG Project Payments | |||
| RC of Ravenshead | |||
| and Blidworth | £300.00 | ||
| RC Chesterfield | £300.00 | ||
| Private Donation | £600.00 | ||
| RC Hucknall | £300.00 | ||
| RC Belper | £300.00 | ||
| K Brown | £300.00 | ||
| RC Carlton | £300.00 | ||
| Transfer from Charity a/c | £600.00 | ||
| M Benton | £300.00 | ||
| RC Nottingham | £600.00 | ||
| RC Southwell | £300.00 | ||
| RC Epworth | £300.00 | ||
| RC Retford | £300.00 | ||
| RC Long Eaton | £300.00 | ||
| RC Derby South | £300.00 | ||
| RC Newark Castle | £300.00 | ||
| RC Retford | £300.00 | ||
| RC Castle Donnington | £300.00 | ||
| RC Mapperley & Arnold | £300.00 | ||
| RC Amber Valley | £300.00 | ||
| RC Ripley | £300.00 | ||
| RC Church Wilne | £300.00 |
India Account CC 4 of 5
J Bray - H Pawlus
11 May 2023
Rotary Club of Sherwood Sunrisers Charity No 1073498
Annual Accounts 1st July 2021 to 30th June 2022
| Charity No 1073498 | |||
|---|---|---|---|
| Scholar Fee Payments | |||
| Merry and Giddens | £98.00 | ||
| Knighton | £25.00 | ||
| West | £30.00 | ||
| Huddleston | £43.90 | ||
| Shannon | £30.00 | ||
| Hopkins | £100.00 | ||
| Knighton | £55.00 | ||
| Harvey | £105.00 | ||
| Mawson | £45.00 | ||
| Merry | £45.00 | ||
| Mason | £50.00 | ||
| Bush | £150.00 | ||
| Foale | £66.00 | ||
| Broomhead | £50.00 | ||
| Leivers | £55.00 | ||
| Jenkins | £55.00 | ||
| Moffatt | £100.00 | ||
| Caple | £50.00 | ||
| Stone | £120.00 | ||
| Stone | £50.00 | ||
| Lagdon K | £50.00 | ||
| Lagdon D | £50.00 | ||
| James | £50.00 | ||
| Epworth Rotary | £55.15 | ||
| Preece | £45.00 | ||
| Huddlestone | £44.00 | ||
| Smalley | £45.00 | ||
| Preece | £27.00 | ||
| Smalley | £25.00 | ||
| Total Expenditure | |||
| Total Income | £18,004.05 | 210701 - 220630 | £13,384.09 |
India Account CC 5 of 5
J Bray - H Pawlus
11 May 2023
Rotary ' Great Britain & Ireland The RIBI Finance Committee has asked all distri¢t treasurers to monitor compliance of clubs with both the Standard RIBI club By-Laws and charity regulations in respect of completion and examination of annual accounts. Copie5 of the accounts are not required, only confirmation that they have been prepared and examined, and this is intended purely as a means of safeguarding members, money and that of funds raised from members of the public. It would be oppreciated if club presidents could complete the following information as appropriate and return the form tg your district trèasurer. ROTARY CLUB OF SHERWOOD SUNRISERS DISTRICT 1220 CLUB ACCOUNTS YEAR ENDED 30th JUNE 2022 I hereby confirm that the accounts for Rotsry Club of Sherwood Sunriser5 have been prepared and examined in a¢¢ordance with the Standard RIBI Club By-Law 4, Clause 2. Signed.. Name: President 202212023 HARIT usr Accourifs YEAR ENDED 30th JUNE 2022 I hereby confirm that the accounts for.. Rotary Club of Sherwood Sunri5ers Charity No 10734981 here applicable), have been prepared and examined in compliance with relevant Charity legislation. Signed.. Signed.. Name.. Name.. President 202212023 Trustee Chair 202212023 lif differentl only complete this part of the form if you have a charitable trust associated to your club. PLEASE RETURN THE COMPLETED FORM TO YOUR DISTRICT TREASURER