## **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
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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