Trustees’ Annual Report for the period
From 01/07/2022 Period start date To 30/06/2023 Period end date
Charity name: The Rotary Club of Diss and District Trust Fund
Charity registration number: 1116053
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Relief of the poor and needy or such other charitable purposes as the club shall in duly constituted meetings from time to time direct. |
| 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 |
Raising funds through any number of the following money raising event… a) Donations – inc. Bucket collections. b) Raffles. c) Functions - Garden Parties /Whiskey tasting evening. / Quiz evenings d) Hiring out equipment e) Sponsored walks. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees are reminded at each Trust AGM of the importance of being aware of and referring to current charity commission guidance notes – and online training. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Tend not to donate to individuals unless exceptional circumstances |
| Policy on social investment including program related investment |
Para 1.38 | We regularly donate to our Lend With Care account. This is intern lent to entrepreneurs to invest in the short term in developing countries it is normally repaid over a period of 6 to 18 months and then reinvested for further entrepreneurs |
| Contribution made by volunteers |
Para 1.38 |
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 | The three main charities supported this year have been… a) ShelterBox – Pakistan / Syria / Turkey appeals, the money helped support those affected by natural disasters. b) Rotary - End Polio now appeal to aid the eradication of Polio across the world. c) East Anglian Childrens Hospice – To support the work of our local Childrens hospices. |
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 | The trust fund balance at the end of the accounting period (30/06/23) was £8,579 will no outstanding debts. £3,038 was assigned to three pending projects. Leaving £5,540 reserve - for future charitable donations. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are in place to enable the trustees to respond quickly should a disaster strike that requires an immediate response. |
| Amount of reserves held | Para 1.22 | £5,540 |
| Reasons for holding zero reserves |
Para 1.22 | N/a |
| Details of fund materially in deficit |
Para 1.24 | N/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/a |
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 | The three main sources of income this year have been… a) Charity street collections. b) Events. c) Members Donations |
|---|---|---|
| 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 |
| 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 Trustees are selected by nature of their position held within the Club, their experience and their influence on club activities. a) Treasurer b) Secretary c) President d) Other(s) |
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
| Charityname | The Rotary Club of Diss and District Trust Fund |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1116053 |
| Charity’s principal address | 2 Draycott Rise Palgrave Diss Norfolk IP22 1FJ |
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(if any) |
|---|---|---|---|---|
| Charles Flack | Treasurer | |||
| Eamon Lambert | Secretary | |||
| Francis Sorrell | President | |||
| PhilipCatchpole | Members Rep. | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets 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 |
||
|---|---|---|
| Charles Levi Flack | ||
Treasurer |
||
| 20thFebruary 2024 | ||
| 20thFebruary 2024 |
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