Trustees’ Annual Report for the period
From 1 July 2024 to 30 June 2025
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 organisation whose stated human rights purpose is to bring together professional and business 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.
Again, the two main fund-raising activities of the year were the Ashby Rotary Clubs Santa Sleigh Collection and the Ashby Santa Fun Run & Walk. The Santa Sleigh Collection produced income to enable us to make a substantial donation of £4140 to our chosen charity, Home Start North West Leicestershire. The Fun Run was the 10[th] Anniversary of the event and the amount raised allowed us to donate £2600 to each of the benefiting charities, Rainbows Hospice for Children and Young People, Loros Hospice and Staunton Harold Sailability Trust.
We have provided members and volunteers over two evenings to assist at events in Ashby by providing manning for car parking facilities at the National Forest Conkers centre for the annual fireworks displays over two evenings and at a local Steam Rally to assist the organisers raise funds for donations to the club and other local charities.
We have continued our environmental work in Ashby with members and friends working on a volunteer basis with weekly litter picks, maintenance of gardens including our own Peace Garden in the centre of town and work on the Gilwiskaw Brook which runs through Ashby.
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 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.
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Membership Services – Responsible for the general administration of the club and welfare of the members. The club has seen a small increase in numbers by one whilst the overall Rotary membership has declined. Members enjoyed a formal Charter Night dinner to celebrate the 30 years since the club was chartered in 1995 and various other social events have been organised. Contact is maintained with members who are unable to attend meetings on a weekly basis, such as ill health or 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, recycling of waste, maintenance of the Rotary Peace Garden which was established in the town centre in 2018. Members have been able to enjoy regular organised walking and cycling activities.
International – To organise and participate in fund raising events to support both charities working mainly outside the UK and the Rotary Foundation, Rotary’s own charity which funds projects in the UK and throughout the world. The club donated $100 per member to Rotary Foundation during the year under review, a sterling equivalent of £2850 in total. The club also has funds to donate to appeals covering disasters occurring in any part of the world and we donated £500 to the Myanmar Earthquake appeal in March 2025. The club has also raised funds for Care in Uganda, a charity providing motorcycle ambulances, Empowering Kids in Kenya, for a school in Bombolulu, Atangi Health Centre in Uganda for maternity care and provided funds for Rotary’s End Polio Now campaign.
Youth – The aim is to offer young people in the local community the platforms to unlock their potential, develop their skills and broaden their horizons. Competitions are organised including Young Musician, Young Chef, Youth Speaks, Young Writer and Young Artist, all to encourage the development of the young people of the area. We also financed with the other Rotary clubs in the area the Rotary Young Leaders Awards, an annual event over a week’s residential adventure course which is an intensive leadership experience organised by Rotary clubs where participants develop skills as a leader while having fun and making connections.
Ashby Santa Fun Run and Walk – A major fund-raiser for the club for the benefit of three nominated charities each year. The team meets throughout the year to determine the format for the day which is usually on the first day in December. The 2024 event was our 10[th] year of running the event and again was an outstanding success with just over £9800 raised for local charities allowing us to donate £2600 to each of the three nominated charities, £970 to Rotary Foundation and £1031 to other local charities supported by Rotary.
Financial Review
Review of the charity’s financial position at the end of the year 30 June 2025.
Total cash on hand of £7931 represents anticipated expenditure in the new Rotary year and longer term projects for which funds are held.
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Structure, Governance and Management
Type of governing document
Trust Deed dated 30 My 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/she has obtained the authorisation of the members in a duly constituted meeting, to cover term of office 1 July to 30 June.
Management of charity
Appointed trustees for time being to manage charity.
ROTARY CLUB OF ASHBY-DE-LA-ZOUCH CASTLE TRUST FUND Income & Expenditure Accounts for the year ended 30 June 2025
Charity Commission Registered Number 1096225
Income
The Rotary Foundation
| Income The Rotary Foundaton |
||
|---|---|---|
| Ashby Santa Fun Run & Walk | £ 970.00 | |
| 10% Zamanis Summer Social | £ 65.90 £ 1,035.90 | |
| Donatons | ||
| Mike Smith | £ 30.00 | |
| Mark Arjoo-Unused President's Allowance | £ 129.00 | |
| M Hawksworth-Riviera Travel Commn | £ 209.90 | |
| £ 227.80 | £ 437.70 | |
| Donatons to Willesley Tenats Assoc ELF | Outng- | |
| Ashby Rotary Club | £ 150.00 | |
| Ashby Hastngs Rotary Club | £ 150.00 | |
| Anonymous | £ 215.00 | £ 515.00 |
| Ashby Town Coucil | £ 300.00 | |
| Olive Branch Café | £ 20.00 | |
| Members Collecton for Chldline | £ 120.95 | |
| Debbie Hamilton for Mary's Meals | £ 330.00 | |
| Sheila Cooper | £ 1,000.00 | |
| Ashby Fun Run & Walk | £ 831.41 | |
| Mary's Meals Collecton Box | £ 10.58 | |
| £ 28.49 | ||
| £ 44.24 | £ 83.31 |
Expenditure The Rotary Foundation Donation
Other Donations
£ 200.00 Willesley Tenants Association Empowering Kids in Kenya £ 480.00 RFUK-End Polio Now £ 2,500.00 Air Ambulance £ 250.00 £ 500.00 PP Donation to Fun Run Rotary Christmas Box Appeal £ 600.00 4th Ashby Scout Group £ 500.00 Holy Trinity Church Ashby £ 100.00 Ashby Youth for Christ £ 150.00 Love4Life £ 250.00 Home Start NW Leicestershire £ 4,140.00 RIBI District 1070-Atangi Project £ 500.00 Childline £ 125.00 LIFE Multi-Academy TrustAshby School STEM Sponsorship £ 60.00 £ 250.00 Inspire Youth Collective
| Ashby20 | £ 900.00 | ||||
|---|---|---|---|---|---|
| Sub total carried forward | £ 4,697.37 £ 1,035.90 | Sub total carried forward | £ 10,605.00 | ||
| Sub total brought forward | £ 4,697.37 £ 1,035.90 | Sub total brought forward | £ 10,605.00 | ||
| Other Donatons-Contnued | |||||
| Donatons-Contnued | LIFE Mult-Academy Trust- | ||||
| M Hawksworth for Mary's Meals | £ 240.00 | Ivanhoe School STEAM Sponsorship | £ 100.00 | ||
| £ 102.00 | £ 342.00 | Steps Conductve Educaton Centre | £ 325.00 | ||
| Easter Bonnet Competton | £ 6.00 | ||||
| Jim's Tractor Run | £ 17.80 £ 5,063.17 | Ashby Trinity Playgroup | £ 325.00 | ||
| RFUK for Myanmar Earthquake | £ 500.00 | ||||
| Events | Wishes4Kids | £ 500.00 | |||
| Zamanis Summer Social | £ 593.10 | Care for Uganda (FLOW)-Eranger | £ 1,000.00 | ||
| Fun in the Woods Evening | £ 60.00 | Toilet Twinning | £ 180.00 | ||
| RC Coalville Belvoir Race Night | £ 45.00 | ||||
| End Polio Now Street Collecton | £ 52.36 | Events | |||
| Burton Bridge Skitles Evening | £ 270.00 | Stratord Senior Citzens Outng | £ 299.05 | ||
| The Beeches Quiz Night | £ 1,145.68 | Willesley Tenants Assoc-Elf | producton | £ 515.00 | |
| Less expenses | £ 765.44 | £ 380.24 | Rotary Childrens Fun Day | £ 80.63 | |
| £ 212.50 | £ 293.13 | ||||
| For Manpower provided at Ashby Steam Fair | |||||
| Ashby & Coalville Lions Club | £ 175.40 | ||||
| RC Ashby | £ 52.62 | ||||
| Ashby Steam Fair | £ 2,000.00 | RC Coalville Belvoir | £ 684.06 | ||
| Conkers Fireworks | £ 3,000.00 £ 6,400.79 | ||||
| For Manpower provided at | Conkers Fireworks | ||||
| Ashby & Coalville Lions Club | £ 750.00 | ||||
| RC Ashby Hastngs | £ 120.00 | ||||
| RC Coalville Belvoir | £ 580.00 |
Sub total carried forward Sub total brought forward
£ 12,499.77 Sub total carried forward £ 12,499.77 Sub total brought forward
| Other Income | Other Expenditure | ||
|---|---|---|---|
| Gif Aid | £ 1,331.00 | Sponsorship-RC Coalville Belvoir | |
| Mark Arjoo Rutland Water Swim for End Polio Now | £ 1,886.83 | Race Night | £ 50.00 |
| Mark Arjoo Belvoir Swim for Staunton Harold | Sponsorship-Ashby School Awards | £ 200.00 | |
| Sailability Trust | £ 1,747.15 | Peace Garden bulbs | £ 30.00 |
| District 1070-Centenary Rafe | £ 270.00 | Peace Garden Plants | £ 20.99 |
| Lotery | £ 20.00 £ 5,254.98 | Gif Aid-Fun Run Personal Sponsorship | £ 51.00 |
| Pens for Youth Services | £ 390.47 | ||
| RYLA-Cost of 2 candidates | £ 240.00 | ||
| RC Ashby-Share of Youth Compettons | |||
| costs | £ 14.40 |
Sub total carried forward Sub total brought forward
- £ 17,754.75 Sub total carried forward £ 17,754.75 Sub total brought forward
Santa Sleigh Collections
Santa Sleigh Collections
| Total of Street & Store Collectons | £ 7,582.93 | |
|---|---|---|
| Ashby Rotary Club Total Net Collecton | £ 1,862.98 | |
| Sale of Surplus Chocolates | £ 65.80 | £ 9,511.71 |
| Donatons | ||
| Grifydam PTA | £ 50.00 | |
| Findern Village Event | £ 250.00 | £ 300.00 |
| Total Income | £ 27,566.46 | |
| £ 27,566.46 | ||
| Bank balance as at 1 July 2024 | £ 6,151.31 | |
| Excess Income | £ 1,089.13 | |
| Bank balance as at 30 June 2025 | £ 7,240.44 |
Advance Insurance Services £ 109.00 Fuel £ 218.51 Sweets £ 900.00 Dry Cleaning £ 48.60 Wigs & Beards £ 42.94 Ashby Hastings Rotary Club £ 4,285.80 Sundries £ 21.36
Total Expenditure
Excess Income
ROTARY CLUB OF ASHBY DE LA ZOUCH CASTLE Ashby Santa Fun Run & Walk
Income & Expenditure Accounts for the year ended 30 June 2025
Charity Commission Registered Number 1096225
| Income | Expenditure | ||
|---|---|---|---|
| Sponsorship | Running Imp Ltd-Race numbers | £ 371.81 | |
| Bode Constructon Ltd | £ 500.00 | ||
| Rockleigh Business Centre | £ 100.00 | Coalville Trophy Centre - Medals, Ribbons, | |
| PiOsteopathy | £ 150.00 | Anniversary Mugs | £ 1,185.00 |
| Ashby Life Limited | £ 300.00 | ||
| Lush Landscape & Garden Design | £ 100.00 | Radar Multmedia - PA System | £ 475.00 |
| Timms Solicitors | £ 300.00 | ||
| Industrial Tooling Corporaton Limited | £ 300.00 | Willpower Group Limited - Portable toilets | £ 414.00 |
| Manston Investment Limited | £ 2,000.00 | ||
| Karen Scot | £ 500.00 | Aquafeld Training - Medical cover | £ 132.00 |
| Tollgate Brewery Ltd | £ 300.00 | ||
| Wilson Vale Catering Management Ltd | £ 250.00 | Chocolate bars for children's prizes | £ 314.77 |
| Havi Technologies | £ 300.00 | ||
| John German Estate Agents | £ 300.00 | Barrier Tape | £ 41.52 |
| Bates of Atherstone/W Taylor Butchers £ 50.00 | Bates of Atherstone/W Taylor Butchers £ 50.00 | ||||
|---|---|---|---|---|---|
| Artsan of Ashby Limited | £ 150.00 | Context Products - Banners | £ 186.00 | ||
| Alldread Estates | £ 500.00 | ||||
| Kilworth Machinery Ltd | £ 500.00 | Context Products - A Board banner | £ 45.00 | ||
| Ashby Nursery School | £ 150.00 | ||||
| Anthony Evans | £ 50.00 | Wix.com - Email marketng costs | £ 26.28 | ||
| Chris Knight Ceremonies | £ 300.00 | £ 7,100.00 | |||
| Sub total carried forward | £ 7,100.00 | Sub total carried forward | £ 3,191.38 | ||
| Sub total brought forward | £ 7,100.00 | Sub total brought forward | £ 3,191.38 | ||
| £ 100.00 | |||||
| Donatons | £ 20.00 | Solopress -Flyers & leafets | £ 58.52 | ||
| Abby Archer | £ 500.00 | ||||
| Ruth Andre Evans | £ 50.00 | Safety Pins | £ 11.99 | ||
| Mark Ajroo--Past President's donaton £ 10.00 | |||||
| Julie Green | Laminatng Pouches | £ 9.99 | |||
| Maureen Danvers | £ 680.00 | ||||
| Donatons | |||||
| Personal Sponsorship | £ 214.00 | ||||
| Rainbows Hospice for Children | |||||
| Gif Aid | £ 51.00 | and Young People | £ 2,600.00 | ||
| Loros Hospice | £ 2,600.00 | ||||
| Entry Fees, Donatons & | Staunton Harold Sailability Trust | £ 2,600.00 | |||
| Sale of Anniversary Mugs | £ 5,423.67 | Rotary Club of Ashby Castle Trust Fun | £ 831.41 | ||
| Rotary Club of Ashby Castle Trust Fund | |||||
| Bank Interest | £ 2.64 | for Rotary Foundaton |
£ 970.00 | ||
| Ashby Hastngs Cricket Club |
£ 100.00 | ||||
| Ashby & Coalville Lions Club |
£ 100.00 | £ 9,801.41 |
Total Income
£ 13,471.31 Total Expenditure £ 13,073.29 Excess Income £ 398.02 £ 13,471.31 £ 13,471.31
Santa Fun Run & Walk balances as at 1 July 2024
Current Account £ 103.44 Reserve £ 190.04 £ 293.48 Excess Income £ 398.02 Bank balances as at 30 June 2025 Current Account £ 498.82 Reserve £ 192.68 £ 691.50
ROTARY CLUB OF ASHBY-DE-LA-ZOUCH CASTLE TRUST FUND Consolidated Trust Fund Accounts for the year ended 30 June 2025
Trust Fund
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|||||||||
|---|---|---|---|---|---|---|---|
|Total|income|E 27|566.46|Total|Expenditure|£|26,477.43|
|Ashby|Santa|Fun|Run|&|Walk|
|Total|income|£13,471.|Total|Expenditure|£|13,073.29|
|CONSOLIDATED TOTAL INCOME|£ 41,037.77|CONSOLIDATED TOTAL EXPENDITURE|£ 35,550.62|
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| have examined the accounts with the books and vouchers maintained by the Rotary Club of Ashby-de-la-Zouch Castle for the Trust Fund and Ashby Santa Fun Run & Walk and certify the accounts now submitted herewith are a true record.
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£ 2,850.00
-
£ 2,850.00 £ 2,850.00
-
£ 13,535.00
-
£ 1,107.18
-
£ 912.08
-
£ 1,450.00
£ 19,854.26 £ 19,854.26
- £ 996.86
£ 20,851.12 £ 20,851.12
£ 5,626.21
£ 26,477.33 £ 1,089.11
- £ 27,566.46
The Rotary Club of Ashby - de - la -Z ouch Castle Trust Fund Charity No 1096225
Independent Examiner’s Report on the Accounts for the Year Ended 30 June 2025
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, I do not express an audit opinion on the accounts.
During the course of my examination, no matter has come to my attention
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1) Which gives me reasonable cause to believe that in, any material respect, trustees have not met the requirements to ensure that;
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proper accounting records are kept
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accounts are prepared which agree with the accounting records and comply with the proper accounting requirements or
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2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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Ian Silcock
2025
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' 31 Marlborough Way Ashby de la Zouch Leicestershire LE65 2NN 2