## **Trustees’ Annual Report for the period** 

**From             1 July 2022 Period start date   To 30 June 2023    Period end date** 

## **Charity name: Rotary Club of Ashby de la Zouch Castle Trust Fund** 

## **Charity registration number: 1096225** 

## **Objectives and Activities** 

## **Summary of the purposes of the charity as set out in its governing document.** 

Rotary International is an international service organization whose stated human rights purpose is to bring together business and professional leaders to provide humanitarian services, encourage high ethical standards in all vocations, and to advance goodwill and peace around the world. 

## **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.** 

The two main fund-raising activities of the year were the Ashby Rotary Clubs Santa Sleigh Collection and the Ashby Fun Run and Walk which produced income to enable us to make substantial donations to our chosen charities, Heartlink Children’s Charity £3618.50 and Ashbyfoodbank , Wishes 4 Kids and Hospice Hope who each received £2900. 

We have continued our environmental work in Ashby with members working on a volunteer basis with weekly litter picks, maintenance of gardens including our own Peace Garden in the centre of town and improvements to other facilities. 

## **Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit.** 

The trustees have had regard to such guidance. 

## **Achievements and Performance** 

## **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.** 

The club meets each Tuesday other than after a Bank Holiday at The Bistro, Ashby de la Zouch.   Members are divided into teams with the following responsibilities and achievements: - 

**Membership Service** – The general running of the club and members’ welfare.   The club has maintained its membership and various events have been arranged for the benefit of members.   Contact is maintained with members who are unable to attend meetings on a weekly basis, such as due to illness and work commitments. 

**Community Service** -To give help and guidance to enable all members to identify and address the needs of the local community of Ashby and the surrounding area, using their personal skills and abilities.  The club has supported and supplied manpower to many local events and has promoted community cohesion and helped to enrich the local area. 

**Environmental** – Projects and activities that tackle local issues and global climate change.   Successful projects have included litter picking, rewilding of public areas, recycling of waste, planting native hedging and encouraging walking and cycling rather than unnecessary use of cars.   The team has also taken the lead in the maintenance of Ashby’s Peace Garden which was established in 2018. 



Continued………..………….Page 2 

**2** 

**International** – To organise and participate in fund-raising events that support Rotary International and other charities working mainly outside the UK.   The club has raised funds and donated to appeals in respect of disasters in Pakistan and Turkey during the year.   It has also donated to the Rotary International Foundation, Rotary’s own charity which funds projects in the UK and throughout the world. 

**Youth Activities** – To offer young people in the local community the platforms to unlock their potential, develop their skills and broaden their horizons.   Competitions have been organised including Young Musician, Young Chef, and Young Artist, all to encourage the development of the young people of the area.   We also financed jointly with the other two Rotary clubs in Ashby, two candidates who attended the Rotary Young Leaders Awards, an annual event which is an intensive leadership experience organized by Rotary clubs and districts where participants develop their skills as a leader while having fun and making connections. 

**Santa Fun Run & Walk** – A major fund-raiser for the club, the team meet throughout the year to determine the format of the day, which is usually the first Sunday in December.   The 2022 event was a success with 925 entrants raising over £13000 which after expenses allowed us to donate £29000 to each of the three nominated charities plus £1087 for Rotary Foundation and £1086 for other local charities. 

## **Financial Review** 

## **Review of the charity’s financial position at the end of the period.** 

Cash on hand of £8212 represents anticipated expenditure in the new Rotary year and longer-term projects for which funds are held. 

## **Structure, Governance and Management** 

## **Type of governing document.** 

Trust Deed dated 30 May 2002 

## **How is the charity constituted?** 

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.** 

Trustees appointed annually by the Club President, provided he has obtained the authorisation of the members in a duly constituted meeting, to cover term of office 1 July to 30 June. 

**Names of the charity trustees who manage the charity** 

|1<br>2<br>3|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled to**<br>**appoint trustee (ifany)**|
|---|---|---|---|---|
||Mark Arjoo|President|||
||Debbie Hamilton|Secretary|||
||David Phillips|Treasurer|||





Continued.........
.Page 3
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