2023-06-30-accounts

Trustees' Annual Report for the period Period start date Period end date 01 July 2022 30 June 2023 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

1117573
27 The Paddocks
Weybridge
Surrey
Postcode	KT13 9RL

Charity's principal address 27 The Paddocks

Names of the charity trustees who manage the charity

1 2 3 4 5 6	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	David Catt- Camfield	Chairman		The Trustees with advice from Shepperton Aurora RotaryClub
	Christopher Arnot	Treasurer
	Sylvia Courtney	Trustee
	Susan Eggleton	Trustee
	Gillian Fawcett	Trustee

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)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

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Description of the charity’s trusts

Type of governing document

Trust Deed

• (eg. trust deed, constitution)

How the charity is constituted

Trust

• (eg. trust, association, company)

Shepperton Aurora Rotary Club proposes suitable candidates who are Trustee selection methods considered and appointed by the existing Trustees. All Trustees must be (eg. appointed by, elected by) 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, 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 continuous financial monitoring and other good governance procedures. These are regularly reviewed.

• trustees’ consideration of major risks and the system and procedures to manage 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

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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 Benefit 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 2022 to 30[th] June 2023. With Covid in abeyance the Club was able to carry out a full range of established fund-raising activities, plus others from ideas generated from the period of shutdown. These included a successful tea dance in October, a community coronation raffle in June and increased sales from stalls and tombolas. The Club was also able to restart its successful Prestige Lecture given by Pinewood Studios, carry out a full range of Christmas collections, have an increased presence at local fairs and shows as well as being able to invite speakers to weekly meetings. With increased revenue from these activities the Club was able to not only support its usual range of beneficiaries but a number new ones as well. They included schools of all ages and abilities, scout and guide troops, food banks, adult care, disabled help, bereavement care as well as national charities such as ShelterBox, Aquabox, Rotary International’s Ukraine appeal as well as End Polio Now and the Rotary Foundation. In total, the Club donated a record £29,147.48.

In 2023/24 the Club will continue its work within the local community in supporting those in need - especially those with children, local foodbanks, the elderly, the vulnerable and those isolated in the Shepperton area. It will also assist in supporting Rotary approved causes and projects both nationally and internationally.

Local Schools

The Club continued to work closely with a number of schools in the locality especially those with disabilities and learning difficulties. The Club either donated directly or obtained grants from other sources such as the Rotary District grant scheme. Additionally, and as in previous years, the Club continued to distribute ‘dictionaries for life’ to several local schools. Community Support

The Club continued to support a number of local centres specializing in areas such as day care for the elderly, Alzheimer’s and dementia care, bereavement support, 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 continued its support for two local foodbanks both financially and with produce collected from outside a number of members properties. The requirement continues and the Club will continue its support throughout the year and beyond.

Youth Opportunities

The Club supported students through its public speaking competition “Youth Speaks”, held by pupils from several local schools. It further donated to Scouts, Sea Scouts and Guides troops in the area. The Clubs annual Prestige Lecture was held at Halliford School given by Pinewood Studios.

Other Local Support

Support in both time and resource has also been given to

• The Princess Alice Hospice, St Nicholas’ Church for bereavement care.

• Dramatize. Helping those with learning difficulties into work.

• Impossible Dream which runs boat trips for disabled children.

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Nationally

The Club will continue to support National charities such as ShelterBox, Aquabox, and others when appropriate.

Internationally

Through Rotary International and our own Rotary District, the Club continued to support the disaster in Ukraine. Aurora also contributed 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 South Africa (Rotary Club of Port Elizabeth), Bhutan (clean water project), Bangladesh (Sreepur Village homeless centre for women & children), Shelterbox.(fully provisioned tents for humanitarian emergencies) and Aquabox (water aid). These are all Rotary approved causes.

Additional details of objectives and activities (Optional information)

Conclusion

You may choose to include further statements, where relevant, about:

With the end of Covid, the Club successfully increased its support to both young and old and those people in need both locally and internationally. With increased resources from improved opportunities for fund raising, it successfully managed its financial resources and passed on the benefits to its beneficiaries in record amounts. It will continue this work into 2023/2024.

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.

• policy on grant-making;

• policy programme related investment;

• contribution made by volunteers.

Section D Achievements and performance

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Section D Achievements and performance

Summary of the main achievements of the charity during the year		Donations made in 2022/2023:	Donations made in 2022/2023:
		Recipient:	Amount
		Saxon Primary School	£1725.00
		Dramatize	£3950.00
		RIBI Ukraine Appeal	£2575.00
		Princess Alice	£1700.00
		Shepperton Scouts	£1000.00
		Bridget Trust	£100.00
		St Nicholas Church	£725.00
		White Lodge	£4200.00
		Greeno Centre	£2145.00
		Cameo	£250.00
		Monike Oliver Community Allotments	£100.00
		Thames Sailability	£1000.00
		Lourdes Group	£750.00
		Shepperton Allotments	£200.00
		RFUK Foundation	£500.00
		RFUK End Polio Now	£500.00
		Shelterbox	£1837.50
		Jubilee Centre	£789.98
		Aquabox	£150.00
		Thamesmead School	£625.00
		Cruse	£750.00
		Littleton School	£625.00
		SW Sea Scouts	£750.00
		Purple Angels	£750.00
		Manor Mead	£1250.00
		Total All Donations:	£29147.48
		:

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 and subject to adequate funds being available, the Club had authorized the Trustees to reserve £1,000 per annum into a contingency fund for major expenditure overseas. The aim being to look to partner with other Rotary club(s) and match fund from the Rotary Foundation to contribute to a major approved project. However, due to recent 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 economic, social and geopolitical climate. In line with the wishes of Shepperton Aurora Rotary Club, the Trustees are aware this policy may be reviewed in 2023/24.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

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You may choose to include additional information, where relevant about:

• the charity’s principal sources of funds (including any fundraising);

• how expenditure has supported the key objectives of the charity;

Fundraising via the staging of events for charitable purposes makes up the majority of the funding. With the end of Covid, the Club expects to carry out a full and uninterrupted round of collections both traditional and new.

Additional funding comes from donations from members and friends of Aurora, gift aid on personal donations and via GASD.

• This year Aurora will again apply for matched grant funding, from our Rotary District, for appropriate causes.

• 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, Chair, Treasurer etc) Date 05.01.2024

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Rota Club of She rton Aurora Benevolent Fund Accounts oi 07 22to30 23 Annual Total: Total: Balance Brou ht Fotward £7,IIL58 £3,78I.(X> £10 894.58 Revenue: DONR £20.90 £20.90 £56.¢X> £986.00 Leatherhead Rotary D4Life Private Donations Nauticalia Collection Boule5 Evening Polio Pig WEVF Revenue Tea Dance Revenue Prestige Lerture Revenue Ryla Evening Tombola Paypal Ditrict Grant Xmas Collertions Special Donation Race Night Revenue Ukraine Collection Darts Raffle Sleigh Contribution HMRCGtftAid Shelterbox Donation. Raffle Revenue £56.CLI E986.lJJ £136.24 £136.24 £162.00 £162. End Polio Now £274.58 £274.58 £635.39 £635.39 White Lodge Dramatize £7,370.(Yd £3.436.56 £7,370.08 £3.436.56 £138.00 £138.lYJ £io%o £10.80 1st SCO￿ Troop £S(X).00 £5(K).00 £4A56.02 £4.856.02 £5,OC(I.00 £6,042.43 £101.20 For People of Shepperton £S,(KK).00 £6,042.43 EIOI.20 £10.￿? £10.00 £179.28 £1,765.22 £125.00 FromS&S £179.28 El.765.22 £125. £5,596.04 £520. £894.50 £5,596.04 E520.00 Marathon Revenue SVF Revenue £894.50 Sub Total £12.1￿82 £16.807.42 £38￿16.24 £29,120AO £20,590.42 £38￿16.24 Total £49.710.82 enses: HMRC Refund Advertising Prestige Lerture Costs Tea Dance Costs Xmaslsamosa Licences Wreath Sleigh Expet)ses D4Life Dictionaries Duplicated Payment S&S Matters/Fair £608.25 £375. £608.25 £375.fK) £662.19 £662.19 £2.829.94 £60.1Y) £25.(KJ £2￿29.94 £60.¢J) £25. £181.53 £181.53 £1.791.20 £1.098.96 £2,745.89 £￿1.40 £651.08 £1,791.20 £1.098.96 £2,745.89 E151.40 £651.08 YS Costs Race Night Costs Spring Raffle Costs SVF Costs Totsl: £IL180A4 £11,￿.44 £38,530.38

Don*lons: Saxon Primary School Dramatize RIBI Ukraine Appeal Princess Alice Sreepur Village Princess Alice 1st Shepperton Scouts Bridgette Trust st Nicholas's Church District Ukraine Appeal Dramatize White Lodge Xmas at Greeno Saxon Primary School Cameo Greeno Centre Monika Oliver Talk communitygdn Greeno Centre Xrnas rounds Thames Sailability Xmas rounds Oramatize Xmas round5 Shepperton Allotments Sleigh Lourdes Group Xmas rounds RIBI Foundation Annual RIBI End Polio Annual Shelterbox 3 payments Jubilee Cantr {Slow Cookers) 25102/2023 Aquabox Talk Greeno Centre CA5 2810312023 Thamesmead CAS 2910312023 Princess Alice CAS 2910312023 Saxon Primary School (Carers Cl CAS 3010312023 Saxon Primaryschool IVulnerabCAS 3010312023 Sea Scouts CAS 24/0412023 Littleton School CAS 2010412023 Ukraine Appeal (Generators} 2410412023 Ukraine Appeal (Task Signs) 2410412023 Cruse CAS 3010312023 Lourdes Group RN Tote White Lodge CAS 0310512023 Thames Sailability CAS 1510612023 Greeno Centre Iopal group) CAS 1510612023 St Nicholas's Church CAS 1510612023 Purple Angels CAS 2310612023 Jubilee Centre {Food Bank) CAS 2410412023 Manor Mead G4S 2710612023 £275.IXI £i.LXJJ. £5￿. £50. £250. £275.00 Presidents Charity via RIBI Talk From WEVF From WEVF 50% from District Talk Talk £i.(KK).00 £S(X).00 £50.00 £250.00 £l.L￿. £i.¢yJ).00 £1.￿.00 £i(K).00 £i.¢xJ).co £1￿. £icKJ. £398.80 f IfK).00 £101.20 E5(K).00 From PL £2.450.IXJ £4.OiK).(KJ £250.00 £2W.00 £21X).00 £345.00 £2.450.00 £4,C(Q.00 £250.00 From TD Xfflas Day Young Carers £2Th).00 f 2(X).00 £345.00 £icx).Tr) £i¢x).00 £5¢J).00 £51J).00 £5(K).00 £5¢X).00 £s¢x>.cKJ £5￿.00 £21J).Tr) £21X).00 £5(￿. £5LK).00 £5￿. £5￿.Th) £1,712.50 £39.98 £5(K).00 £s(K).00 £125.CM) £1,837.50 £39.98 £150. £150.00 £3OJ.C £31X).00 £625.¢Y) £625.00 £650.CM) £650.C £625.(K) £625.¢Y) £625. £625.00 £750.￿) £750.C £625.(N) £625.¢J) £1.5(M). £75.(K) £1,5CKJ.¢J) £75. £750.LX) £750.(K) £250.C £250.00 £2CK).iNI £2CKJ.IJ) £5W.IX) £SC￿. £750.LXJ £750.00 £625.(Kl £625.00 £750.IXI E750.(K) f750.00 £750.00 £1.250.IXI £1.250.(KJ £470128 £20A46.20 É29.147A8 £9,382.90 Bank Account Balante 01 07 2023 £9.23&68 £144.22 £9.382.90

Notes.. WEVF: West End Willage Fair SVF.. Shepperton Village Fair YS.. Youth Speaks GIS.. Community Aid Scheme There are no outstanding Cheques Commitments made but not paid.. Cameo: £i.cth. £1.250. £i.100.(KJ £274.58 Dramatize= Bhutan: End Polio- I ht7ve exumined the books and records of The Rotory Club ofshepperton Aurora 8enevolent Fundft?r the year reloting to the obove uccounts. In my opinion thisst(7tement Is in ogreernent with records kept ondgives a correct summory of transaction5for theyeorended30th June 2023,. Stigned.. Nome.. Date."

Notes: WEVF: West End Village Fair SVF- Shepperton Ifillage Fair YS: Youth Speaks CA5.. Community Aid Scheme There are no outstanding Cheques Commf<ments made but not paid: Cameo: Dramatize: Bhutsn.. End Polio: ,C￿.C £1,250.IKJ £I,1￿.(m} £274.58 I hove examined the books t7nd records of The Rotory aub ofshepperton Aurom Benevolent Fundforthe yeor reluting to the obove occouftts. In rnyopinion this stotement is in ogreement with records keptandgives a correct summury of tronsuctionsfor the yearended 30thJurRe 2023,. Signed.- Nt7me." Dute."