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Trustees' Annual Report for the period
Period start date Period end date
01 July 2021 30 June 2022
From To
Section A Reference and administration details
Charity name The Rotary Club of Shepperton Aurora Benevolent Fund
Other names charity is known by
Registered charity number (if any) 1117573
Charity's principal address 27 The Paddocks
Weybridge
Surrey
Postcode KT13 9RL
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
David Catt- Chairman The Trustees with advice
1 Camfield from Shepperton Aurora
Rotary Club
Christopher Treasurer
2
Arnot
3 Sylvia Courtney Trustee
4 Susan Eggleton Trustee
5 Gill Fawcett Trustee
6
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** March **2012** **TAR** 1 **Type of adviser** **Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Trust Deed Type of governing document - (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Shepperton Aurora Rotary Club proposes suitable candidates who Trustee selection methods are considered and appointed by the existing Trustees. All (eg. appointed by, elected by) Trustees must be active members of Shepperton Aurora Rotary Club. ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; The five Trustees consider proposals for funding from the Rotary Club of Shepperton Aurora members. As the Trustees are also members of the Rotary club, their key function is to ensure that funds are available, and that the proposal meets both the Trusts objectives and the legal and public benefit requirements. If these are met, then the Trustees will give their approval. The Trust works closely with the Rotary Foundation in the United Kingdom (RFUK) charity both raising money for its objectives and potentially receiving grants via RFUK for specific projects. There are policies in place for Risk Management, Conflicts of Interest and Duties as a Trustee as well as Financial governance and other good governance procedures. These are reviewed regularly. - trustees’ consideration of major risks and the system and procedures to manage March **2012** **TAR** 2 them. ## **Section C Objectives and activities** To provide money for the relief of the poor and needy as advised by Shepperton Aurora Rotary Club **Summary of the objects of the charity set out in its governing document** March **2012** **TAR** 3 **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Public Beneft statement for the Annual Report of The Rotary Club of Shepperton Aurora Benevolent Fund Charity Number 1117573** ## **Introduction** The financial year covers the period from 1[st] July 2021 to 30[th] June 2022. Covid still had a significant impact on the Club throughout most of the year and although some events were able to take place as restrictions began to relax towards the end of the first half of the year in December, the arrival of the Omicron variant had an immediate impact, curtailing a significant portion of the Club’s Christmas collection activities which, historically, are the Club’s largest single revenue source. Fortunately the strain, although still virulent, was considered a milder form than earlier variants and restrictions once again, began to relax from January onwards. The Club was therefore able to restart face to face meetings as well as its usual round of community events. Having said this, throughout the pandemic, initiatives by Club members and friends helped to maintain a steady revenue stream allowing the Club to continue donating as well as giving us the ability to contribute to special emergencies such as the humanitarian disaster that followed the invasion of Ukraine. A sum in excess of £5500 was donated to this cause via Rotary International. Club members maintain many contacts within the local area and will continue to work with the local community and assist in supporting families in need - especially those with children, local foodbanks, the elderly and the vulnerable and isolated in the Shepperton area. ## **Local Schools** The Club continued to work closely with a number of schools in the local area especially those with disabilities and learning difficulties. The Club either donated directly or obtained grants from sources such as the ‘Tesco Bags of Help’ scheme to achieve this. As in previous years the Club continued to distribute ‘dictionaries for life’ to several local schools as well. ## **Community Support** The Club continued to support a number of local centres specializing in areas such as day care for the elderly, dementia care, bereavement support, disabilities for the young and other organisations offering more specialist care. Aurora continued to work with Spelthorne Council through its Support4Spelthorne community scheme. ## **Food Banks** During the year, the number of families suffering food hardship continued to rise and the resulting pressure on local foodbanks became obvious. Accordingly, the Club increased its support for two local foodbanks both financially and with produce collected from outside a number of members properties. This amounted to several hundred bags. The requirement continued throughout the year and beyond. March **2012** **TAR** 4 ## **Youth Opportunities** The Club supported 4 students for the Rotary outbound course known as RYLA but unfortunately, the Club’s public speaking competition “Youth Speaks”, held by pupils from eight local schools, had to be cancelled, however the project is still alive and was be held after the year end. A further casualty was the Clubs annual Prestige Lecture held at Halliford School but again this was held later in 2022. ## **Other Local Support** Support in both time and resource has also been given to - The Princess Alice Hospice and St Nicholas’ Church for bereavement care. - Impossible Dream which runs boat trips for disabled children. ## **Nationally** The Club will continue to support National charities when conditions allow. ## **Internationally** Through Rotary International and our own Rotary District it supported the humanitarian disaster in Ukraine. Aurora also contributes to the Rotary Foundation fund, the charity arm of Rotary International, with additional international projects and its specific ‘End Polio Now’ charity. It also helped charities in Kenya (Sand Dams), South Africa (Rotary Club of Port Elizabeth), Bhutan (clean water project), Bangladesh (Sreepur Village homeless centre for women & children), Mercy Ships (hospital ship) and Shelterbox.(fully provisioned tents for humanitarian emergencies). These are all Rotary approved causes. ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## **Conclusion** Whilst dealing with the adverse effects of the pandemic, the Club has successfully continued to support both young and old and those people in need both locally and internationally. Moreover, with reduced opportunities for fund raising, it has still successfully managed its financial resources and will continue its work into 2022/2023. The Trustees will continue to observe the Charity Commission’s Public Benefit Guidance when exercising their powers or duties with the Club’s Benevolent Fund resources. March **2012** **TAR** 5 ## Section D Achievements and performance March **2012** **TAR** 6 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** Donations made in 2021/22 **----- Start of picture text -----**
Recipient Amount
Rotary Ukraine Appeals £5500.00
Manor Mead School £2160.00
St Nicholas’s Church £1100.00
Greeno Centre £1850.00
Cameo £1300.00
Teddington Skiff Club £300.00
Dramatize £600.00
Purple Angels £800.00
Paxmead £500.00
Impossible Dream £500.00
Black Swan £500.00
Cruse £500.00
Lourdes Group £700.00
Shepperton Cricket Club £1000.00
Runnymede & Spelthorne £50.00
Homestart £194.95
RFUK Foundation £500.00
RFUP End Polio Now £500.00
Sand Dams £199.00
Mercy Ships £1000.00
Shelterbox £600.00
Open Your Hearts to Bhutan £1004.00
Sreepur Village £1000.00
TOTAL ALL DONATIONS £22357.9
5
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## **Section E Financial review** ## **Brief statement of the charity’s policy on reserves** The charity will keep such funds as necessary to allow the club to function and support its chosen charities and other organisations in a sustainable and effective manner. Once this has been achieved the Trustees will not look to hold excessive reserves. In the past, subject to adequate funds and in line with the wishes of Shepperton Aurora Rotary Club, the Trustees have nominated £1,000 per annum into a contingency reserve for major expenditure on an international project. The aim being that, when there are sufficient funds, we will look to partner with March **2012** **TAR** 7 other Rotary clubs and match fund from the Rotary Foundation UK to contribute to a major Rotary approved project overseas. However, due to current circumstances, the Club has halted the annual transfer until such time as it deems appropriate. In the meantime, the Club reserves the right to transfer existing funds to support other more urgent causes during the current pandemic. The Trustees are aware this policy may be reviewed in 2022/23. **Details of any funds materially in deficit** None ## **Further financial review details (Optional information)** Fundraising via the staging of events for charitable purposes You **may choose** to include makes up the majority of the funding. Traditionally the two additional information, biggest events are the collections at Christmas (December) and where relevant about: Race-Night (March), both of which have been affected by the  the charity’s principal current pandemic and Government restrictions. sources of funds Additional funding comes from donations from members and (including any friends of Aurora, gift aid on personal donations and via GASD. fundraising); This year Aurora will again apply for matched grant funding,  how expenditure has from our Rotary District, for appropriate causes. supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** ## **Signature(s)** **Full name(s)** Christopher Arnot **Position (eg Secretary,** Treasurer **Chair, etc) Date** 05.01.2023 March **2012** **TAR** 8 TAR March 2012 Rota Club of She erton Aurora Benevolent Fund Accounts oi 07 21to30 22 Annual Total- Total: A¢¢ounts 202￿20_?2. Balance Brou Forward £woi. £3.753X £14 854.19 Revenue: Curry Day Revenue lfrom 20201211 Te5co Bag5 of Help Marathon £1.437.n £1,437.71 £1,000. £1.197.00 £250.00 £1.197.￿￿ Natr4est ICompen5ationl Pollo Plg Xma$ Collethons .24 £115.24 £2A31.95 £i.us. £2N31.95 £i.U5.OD Xma5 Raffie Special Donation Private Don*ions £5JYA>.Th) £5,(W.(Kl £710.iX) £710.Th> Spelthorne BC Icontributronto Y(xrthSpeaksl 5 & S Icontrlbutionto Sletghl DONR £4(￿. £400.00 £218.29 £128.50 HMRC Gift £561.35 £125￿[ £1￿11.35 £1216.50 £5Tr39 HMRC Glft Ald £1216.50 Nauticalia C￿leCtio￿$ IAwlll Ukraine AppEal Ptypal Ra￿ NEht Revenue Resale (Juicel Sale of Gazebo £573.39 £380.00 £0.98 £0.98 £5236.10 £5,236.10 £6.00 £6.(Kl 53.99 £253.99 RYLAConttlbutlons Willage Fair Revenue Revenue Total.. £975.95 £975.95 £29.759.14 £10383.00 £25,287.95 £40,142.14 ense5- BurhÉll DEpostt Sleigh Expenses Youth Speak5 Exper Wreath £5(Q £386.58 £38&58 £iP30.01 £1,030.01 Name BadÈes Litte Tree Night Banner RaffleTtcket Prfntlng Dictionaries £2174 £22.74 £IZl.20 £i￿.￿j £ill.00 Allotrnert £2￿.00 Race Night Expenses Village Fair Expenses Ukraine Card5 71L72 £2,711.72 £66531 £665.31 £90.C4) 3 x Gazeb05 r161.99 £761.99 RYLA'4 É1.610.( £1,640.00 Dirtionary Labels ensesTotal: £45. £45.60 £8345.61 E8.345.61 £31.796.53 Donations". can indude multi le amounts £421 Curry Day£384 £602 aub )5.OD Sreepur Manor Mead Vncludes£lOt￿froM Te$￿> £500 +£IIXX> Mercy Ships £477 Curry Day£523 thb st Nicholas £602.WI £15(￿.{X) £1,500.00 £i.cthi.NJ £1,100.00 £1350. £6[￿ £5￿. Greeno £250m ELI￿￿ Xmas B4s Cameo £500. Skiff Club £yoo. I￿rple Angels Drafnati £5{￿. £800.00 £6￿ £600.00 Paxmead £s(rfJ Shelterbox £6(ffj £600. Irnp055ibJe Drearn B141k Swan Xffl￿ presentatyon Ésoo. £500. RIBI Foundatio £500. RIBI End PoSio £500.00 £500.00 Louides Group Shepperton Cricket Club Dlstrlct Ukraine Appe RIBI Ukralne A £700.00 £422 Curry Day £578 aub Éi.fy)o.00 £i.IKK>. £i.Iw. £50. £im). £50.(KI Runnymede & Spelthometslk Rot3ry Int Iukrdinpl Homestart £2333A8 from Ra￿ If £3.500.00 £19Q95 4 Slow Cooke £194J5 Donations Total- £14AOI.95 £6.6CKJ.00 £20,901.95 £10.894.58 Closi Account Balance 30 2022: £7.111.58 £3.78a.00 £10.894.58 Notes.. £608.25 refvndto HMRC. GASDS paid twkè. Global Gtant Yemaining reserve Incorporated into generalfiJThJ5 Restricted amount of £94 incorporatsd Ihtto YS pre5entition Nov2021 There are no outstandi￿￿e￿U￿￿ Commitments: Dramatize £10 Bank Reconulliation: Accounts O enln Balance O 07 2021- £14.854.19 Previou5 Year Ad"ustments Revenue: Curry Day Revenue Curry Day Revenue June Subs £W.50 SreepurVIHage £￿.88 ElZO.fA) Totsi: £490.38 £49th38 É14A63AI Previous Year Ad-ustments Donations: Manor Mead £6￿.00 Curry Days CLtrry Days Curry Day5 Total: Sand Darn5 Sr2epurVillage £39&00 £IN56.00 £1.456.00 £15 819.81 Bank A¢¢ount Balance 01 07 2021 £15,819.81 Rota aub of She rton Aurora Benevolent Fund Accounts 07 21to30 22 Annual Totst: Total: Accounts 2021 20￿. Balance Brou F0Th￿rd £14 Revenue: Curry Day Revenue (frwn 20201211 Tesco Bags of Help Marathon £IA37.71 £U97A £1.ts7 Natwe5t {Compe￿atIOn) Polio 524 £1￿4 Xrnascolle £2A31S5 ÉWS. ,431S5 £1.￿5. £5.IKKI.iKI E710.iX) 5pe¢Fal Donation Prlvate Donabons £710.1 Spelthryne BC IC¢Mrtrib￿1ont0yLwJth Swa51 S &S Icontrllxrtlon to Slel8hl DONR £218.29 £U&50 £U&50 HMRC fjIftAld ÉlJll.35 £1216.50 HMRCGiftAid £1216.$0 Nauticalia ColSeLtlons (AprHI Ukraine Amal Paypal £573.39 533& £533&10 Resale Uuicel Sale of G0￿b0 ill#se FairAebpwe RevenueTotsl: £97&95 £975.95 Q9.759.14 UOJ83.00 £Z5,287.95 £40,14114 enses: 8urhlll Deposlt Sleigh Expenses Youth Speaks E%￿nSeS Wreath £4o>x £wo.oi £25 iltte Tree Night Raffle fKketPwintiTra Dirfionawies L74 £2174 £￿120 Allotment £2￿.￿> £200.00 Race Night Expenses Vllla8e Fair Expense5 Ukrakne Cards £2.?￿n £2311.n £66S £665.31 £90.00 3x Gazeb05 £?￿.*3 £761.99 RYLA*4 ionary LabE15 £45. £45.60 £8J45ffj1 E8J45.61 £31,796.53 rtations: can include multi le amounts £421 Cury DaYÉ384c￿b £602aub £805.00 Sreepur Manor Mead liTrJude5£1(WfromTes¢ol £5LMl+£ltXXI Mercy Shlps £477 Curry Day £523Ch St Nlthol35 £602. £iWAWJ £iJm. £1.5Q). £w.00 £LIQO.00 Greeno Xma5 BaBs Sklff Club £3W. Purple Ange15 £600.00 Paxme¥l £soo.00 Shelterbox £6￿.(￿) Impo￿Th￿ Dream Bla¢kSwan RIBI Tr￿ndatIon RIBI En¢t pd Cwse Loyrdes Group Shepperton Cricket DTrstricl Ukraine Appeal RIBI UkralneAppeal Runnymede & spe1thL￿et31k Rotary Int (Ukra￿) £7fy).00 £L(W.I £iAW. £i.t￿.00 £50.L £194.9S Donatlons Ttstsl: 43OL95 £6W. £20,901.95 £IOA94.$8 Closin Account Balance 30 .IIIS8 £3.783 £10.894.$8 Not•&. £&1825 le￿￿dI0 HMRL GASOS ￿twk£. There are no 0utstsrt¢ts￿ thequ Drarnatize£lllOO a)2Z Bank Reconciifiatlon: 477* 2Q. Accounts O ni Balance 2021: £14￿54.19 Prevlous Year Ad ustments Revenue: Cufry Day Revenue Curry Day Revenue June Subs £ts&50 5reewr Total: £4￿38 £49038 £14J63AI Previous Year Ad ustments Donatlo Manor Mead Curry Days Curry Days ny Day5 Totsl: Éts9 £ihS6 Bank kcount Balance 01 07 £15,819.81