## **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
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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(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|| ||
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