Trustees' Annual Report for the period
Period start date Period end date 01 July 2023 30 June 2024
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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 ~~ee~~ Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) David CattChairman The Trustees with advice 1 Camfield from Shepperton Aurora Rotary Club 2 Christopher Arnot Treasurer 3 Sylvia Courtney Trustee 4 Susan Eggleton Trustee 5 Gillian Fawcett Trustee 6 ~~=———~~ 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
Trust Deed Trust
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 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:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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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 Club was able to carry out its full range of fund raising activities except its Prestige Lecture which had to be cancelled at the eleventh hour for technical reasons in October. On a more positive note, and although the Club lost out on one of its key events, revenue continued to be generated by members from a variety of other events including garden parties, a successful series of Christmas collections which raised near record amounts, a Race Night and Community Raffle. The year culminated in the annual Shepperton Village Fair in June. Other nonprofit events included Youth Speaks in the January. The Club was able to transfer revenue from all these events to 37 various charities and organisations, in total £21,763.25 was paid to good causes. It was also pleasing to note that all age groups were covered by these donations from primary schools to hospice care. The Club also continued to support causes overseas, now including Lend with Care, where owner driven businesses around the globe are helped by a £60 loan (set by the Club) which they’re obliged to repay over an agreed period. The scheme recently started and is already proving to be a success. OYHTB, Sreepur Village, ShelterBox and the annual RIBI Foundation and End Polio causes were also helped. Lastly the Club has committed £750 to support our partner club, Port Elizabeth West in South Africa, with stage six of its ongoing Rotary Foundation project in providing teaching practitioners at primary school level. With new members already taking an active part in the running of the Club and with new ideas and initiatives also coming in, 2024/25 already looks a promising year. 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 and also Action Breaks Silence which helps those suffering from female abuse. Other Local Support: Support in both time and resource has also been given to The Princess Alice Hospice, St Nicholas’ Church for bereavement care, Cruse and Cameo for daycare & Alzheimers support.. Dramatize. Helping those with learning difficulties into work. Impossible Dream which runs boat trips for disabled children. Cut Out cancer helping various cancer treatments..
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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), Lend With Care and Sand Dams (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 another successful year, the Club increased its support to both young and old and those people in need both locally and internationally. With increased resources from new 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 2024/2025.
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.
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policy on grant-making;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
Summary of the main achievements of the charity during the year
| Achievements and performance | Achievements and performance |
|---|---|
| Donations made in 2023/2024: | |
| Recipient: | Amount |
| Open Your Hearts to Bhutan | £1100.00 |
| Cameo | £1250.00 |
| Dramatize | £2650.00 |
| Spelthorne History Society | £50.00 |
| Princess Alice Hospice | £300.00 |
| Cruse | £500.00 |
| PE West | £500.00 |
| ShelterBox | £1280.00 |
| Riverside Arts Centre | £100.00 |
| Sam Beare Hospice | £100.00 |
| Xmas at the Greeno Centre | £300.00 |
| Sreepur Village | £825.00 |
| Thames Sailability | £600.00 |
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Section D Achievements and performance
| Momentum | £100.00 | |
|---|---|---|
| Brooklands Museum | £51.75 | |
| White Lodge | £329.00 | |
| Alzheimers | £500.00 | |
| RFUK Foundation | £500.00 | |
| RFUK End Polio | £800.00 | |
| The Greeno Centre | £1140.00 | |
| Black Swan Sea Cadets | £1150.00 | |
| Lourdes Group | £750.00 | |
| Shepperton Pre School | £500.00 | |
| Sue Ryder | £100.00 | |
| Patient Cancer Support | £350.00 | |
| Action Breaks Silence | £1000.00 | |
| St Johns Ambulance | £100.00 | |
| Mayor of Spelthorne | £50.00 | |
| Kids for Kids | £100.00 | |
| Saxon Primary School | £700.00 | |
| Lend With Care | £500.00 | |
| Surrey Air Ambulance | £200.00 | |
| Cut Out Cancer | £287.50 | |
| Surplus to Supper | £1500.00 | |
| Jubilee Centre | £500.00 | |
| Purple Angels | £500.00 | |
| Paxmead | £500.00 | |
| Total All Donations: | £21763.25 |
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 but reserves to right to reintroduce it when it deems appropriate and in line with the wishes of Shepperton Aurora Rotary Club, the Trustees are aware of this policy..
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Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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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 exception of its Prestige Lecture, the Club expects to carry out a full and uninterrupted round of collections both traditional and new through 2024/25.
Additional funding comes from donations from members and friends of Aurora, together with gift aid on personal donations and via GASD. This year Aurora may 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
OYHTB is the charity Open Your Hearts to Bhutan.
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 05.01.2025
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Benevolent Fund Accounts July 2023 to June 2024 Statement of Revenue, Expenses & Donatons
Opening balance:
£9,382.90
| Benevolent Fund Accounts July 2023 to June 2024 Statement of Revenue, Expenses & Donatons |
Benevolent Fund Accounts July 2023 to June 2024 Statement of Revenue, Expenses & Donatons |
Benevolent Fund Accounts July 2023 to June 2024 Statement of Revenue, Expenses & Donatons |
Benevolent Fund Accounts July 2023 to June 2024 Statement of Revenue, Expenses & Donatons |
Benevolent Fund Accounts July 2023 to June 2024 Statement of Revenue, Expenses & Donatons |
Benevolent Fund Accounts July 2023 to June 2024 Statement of Revenue, Expenses & Donatons |
|---|---|---|---|---|---|
| Opening balance: £9,382.90 |
|||||
| Revenue: Samosas Misc Donatons Boules Night P.Pig Ad Contributon (S&S) Crocuses Polio Lunch (Rafe+Donaton) Tombolas Nautcalia Collecton Personal Donaton for ShelterBox PL (Tickets 5) Donaton (Special) Xmas Collectons (Cash) S&S Sleigh Contributon Race Night Community Rafe HMRC (GASDS 2022-23) HMRC (GASDS 2023-24) HMRC Gif Aid Village Fair Groundwork (Tesco Stronger Starts) Marathon Cash Revenue Total: |
Unrestricted £5,556.06 £1,234.38 £102.00 £75.00 £196.60 £35.00 £1,260.00 £2,259.74 £254.40 £3,241.80 £587.13 £564.71 £167.52 £1,258.00 |
Restricted £125.00 £284.10 £215.10 £335.00 £590.00 £5,000.00 £2,876.02 44%/56% £6,124.79 £508.26 54%/46% £746.78 43%/57% £1,693.85 9%/91% £500.00 £250.00 £19,248.90 |
£5,556.06 £1,359.38 £102.00 £284.10 £75.00 £215.10 £335.00 £196.60 £35.00 £590.00 £1,260.00 £5,000.00 £5,135.76 £254.40 £6,124.79 £3,241.80 £1,095.39 £1,311.49 £1,861.37 £1,258.00 £500.00 £250.00 |
||
| £16,792.34 | **£36,041.24 ** | £45,424.14 |
Expenses:
| Crocuses | £175.00 |
|---|---|
| Advertsing S&S Maters | £300.00 |
| PJ Printng (Dictonary labels) | £88.80 |
| PL Licence & other costs | £1,271.00 |
| Wreath | £27.50 |
| Xmas Costs | £643.57 |
| Samosa Paypal Comm | £24.28 |
| Dictonaries | £820.80 |
| Youth Speaks Costs | £703.25 |
| Float for CR24 | £100.00 |
| Race Night Costs | £2,494.65 |
| SVF Costs | £707.56 |
| Community Rafe Costs | £162.90 |
| Printng Club Leafet | £495.00 |
Club Flags Expenses Total:
£184.95
£8,199.26 £37,224.88
| Donatons: OYHTB Cameo (Pres charity) Dramatze RFUK (P.Pig) Spelthorne History Soc Princess Alice (from WEVF) Cruse PE West (Kathy) ShelterBox Riverside Arts Centre Sam Beare Xmas at the Greeno Sreepur T.Sailability Momentum Brooklands Sreepur Village White Lodge Alzheimers RFUK Foundaton RFUK End Polio Greeno Black Swan Lourdes Grp Shepperton Pre School Sue Ryder Patent Cancer Support Acton Breaks Silence St John's Ambulance Mayor of Spelthorne K4K Saxon Primary School Care Internatonal (LWC) Surrey Air Ambulance Cut Out Cancer Surplus to Supper Jubilee Centre Purple Angels Paxmead Donatons Total: |
£1,100.00 £1,250.00 £2,650.00 £300.00 £50.00 £300.00 £500.00 £500.00 £1,280.00 £100.00 £100.00 £300.00 £550.00 £600.00 £100.00 £51.75 £275.00 £329.00 £500.00 £500.00 £500.00 £1,140.00 £1,150.00 £750.00 £500.00 £100.00 £350.00 £1,000.00 £100.00 £50.00 £100.00 £700.00 £500.00 £200.00 £287.50 £1,500.00 £500.00 £500.00 £500.00 |
£1,100.00 £1,250.00 £2,650.00 £300.00 £50.00 £300.00 £500.00 £500.00 £1,280.00 £100.00 £100.00 £300.00 £550.00 £600.00 £100.00 £51.75 £275.00 £329.00 £500.00 £500.00 £500.00 £1,140.00 £1,150.00 £750.00 £500.00 £100.00 £350.00 £1,000.00 £100.00 £50.00 £100.00 £700.00 £500.00 £200.00 £287.50 £1,500.00 £500.00 £500.00 £500.00 |
|---|---|---|
| **£21,763.25 ** | £15,461.63 |
Closing Balance 30/06/2024:
£15,461.63
| Balance as at 30th June 2024 Opening Balance: Revenue Less: Expenses Donatons Closing Balance |
£9,382.90 £36,041.24 £8,199.26 £21,763.25 £29,962.51 £29,962.51 £15,461.63 |
£9,382.90 £36,041.24 £8,199.26 £21,763.25 £29,962.51 £29,962.51 £15,461.63 |
|---|---|---|
| £15,461.63 |
OYHTB: Open Your Hearts to Bhutan PL : Prestige Lecture SVF: Shepperton Village Fair
There were no outstanding cheques.
C J Arnot Treasurer Benevolent Fund
I have examined the books and records of The Rotary Club of Shepperton Aurora Benevolent Fund for the year relating to the above accounts. In my opinion this statement is in agreement with records kept and gives a correct summary of transactions for the year ended 30th June 2024'.
Signed: …..................................... Name: …..................................... Date: ….....................................
ca 06/08/24
Benevolent Fund Accounts Jul 2023 to June 2024 Statement of Revenue Ex enses & Donations enin balance: £9 382.90 Revenue: Unrestricted Restricted Samosas Misc Donations Boules Night P.Pig Ad Contribution IS&S) Crocuses Polio Lunch (Raffle+Donation) Tombolas Nauticalia Collection Personal Donation for ShelterBox PL {Tickets 51 Donation (Special) Xmas Collections (Cash) S&S Sleigh Contribution Race Night Community Raffle HMRC (GASDS 2022-23 HMRC (GASDS 2023-24 HMRC Gift Aid Village Fair Groundwork (Tesco Stronger Starts) Marathon Cash Revenue Total: £5.556.06 £1,234.38 £102.CM] £5,556.06 £1,359.38 £102.00 £284.10 £75.00 £215.10 £335.00 £196.60 £35.00 £590.00 £1,260.00 £5,000.00 £5,135.76 £254.40 £6,124.79 £3,241.80 £1,095.39 £1,311.49 £1,861.37 £1,258.00 £500.00 £250.00 £36,041.24 £125.00 £284.10 £75.lJ) £215.10 £335.00 £196.60 £35.00 £590.00 £1,260.00 £5,000.00 £2,259.74 £2,876.02 44%156% £254.40 £6,124.79 £3,241.80 £587.13 £508.26 54%/46% £564.71 £746.78 43%/57% £167.S2 £1,693.85 9%/91% £1,258.00 £500.00 £250.00 £16.792.34 £19.248.90 £45,424.14 Ex enses: Crocuses Advertising S&S Matters PJ Printing {Dictionary labels} PL Licence & other costs Wreath Xmas Costs Samosa Paypal Comm Dictionaries Youth Speaks Costs Float for CR24 Race Night Costs SVF Costs Community Raffle Costs Printing Club Leaflet Club Flags Ex enses Total: £175.00 £300.00 £88.80 £1,271.00 £27.50 £643.57 £24.28 £820.80 £703.25 £ioo.00 £2,494.65 £707.56 £162.90 £495.00 £184.95 £8,199.26 £37,224.88
Donations: OYHTB Cameo (Pres charity) Dramatize RFUK (P.Pig) Spelthorne History Soc Princess Alice (from WEVF) Cruse £1,100.00 £1,250.00 £2,650.00 £300.00 £50.00 £300.00 £500.00 £500.00 £1.280.00 £ioo.00 £ioo.00 £300.00 £550.00 £600.00 £100. £51.75 £275.00 £329.00 £500.00 £500.00 £500.00 £1,140.00 £1,150.00 £750.00 £500.00 £ioo.00 £350.00 £1,000.00 £ii)o.00 £50.00 £ioo.00 £71J).00 £500.00 £200.00 £287.50 £1,500.00 £500.00 PE West (Kathy) ShelterBox Riverside Arts Centre Sam Beare Xmas at the Greeno Sreepur T.Sailability Momentum Brooklands Sreepur Village. White Lodge. Alzheimer5 RFUK Foundation RFUK End Polio Greeno Black Swan Lourdes Grp Shepperton Pre School Sue Ryder Patient Cancer Support Action Breaks Silence St John's Ambulance Mayor of Spelthorne K4K Saxon Primary School Care International (LWC) Surrey Air Ambulance Cut Out Cancer Surplus to Supper Jubilee Centre Purple Angels Paxmead Donations Total: £soo.00 £500.00 £21,763.25 £15,461.63 Closing Balance 30/0612024: £15,461.63
Balance as at 30th June 2024 Opening Balance: £9.382.90 Revenue £36,041.24 Less: Expenses Donations £8,199.26 £21.763.25 £29.962.51 £29.962.51 Closing Balance £15,461.63 OYHTB: Open Your Hearts to Bhutan PL: Prestige Lecture SVF: Shepperton Village Fair There were no outstanding cheques. C J Arnot Treasurer Benevolent Fund I have examined the books and records of The Rotary Club of Shepperton Aurora Benevolent Fund for the year relating to the above accounts. In my opinion this statement is in agreement with records kept and gives a correct summary of transactions for the year ended 30th June 2024,. Signed: Name: Date: ca 06108124