2025-06-30-accounts - Rotary Club Of Shepperton Aurora Benevolent Fund

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A, Trustees’ Annual Report for the period COMMIS Period start date Period end date

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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

Names of the charity trustees who manage the charity

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CE
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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)

Type of adviser _ Name Address 7

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

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Section B Structure, governance and management

Description of the charity’s trusts

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Type of governing document ifast Deed
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How the charity is constituted Trust

Trustee . Shepperton Aurora Rotary Club proposes suitable candidates who are selection methods considered and appointed by the existing Trustees. All Trustees must be active members of Shepperton Aurora Rotary Club. Additional governance issues (Optional information) ig : The five Trustees consider proposals for funding from the Rotary Club of oy chouse io mnbloths Shepperton Aurora members. As the Trustees are also members of the additional information, where . oe : relevant. about: 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 e policies and procedures benefit requirements. If these are met, the Trustees will give their adopted for the induction and_ | @Pproval. training of trustees; ; . ; 7 oo. e The Trust works closely with the Rotary Foundation in the United Kingdom the charity’s organisational (RFUK) charity both raising money for its objectives and potentially structure and any wider — —| receiving grants via RFUK for specific projects. network with which the charity works; There are policies in place for Risk Management, Conflicts of Interest and e relationship with any related _| Duties as a Trustee as well as continuous financial monitoring and other parties; good governance procedures. These are regularly reviewed. e 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 or such other charitable purposes as the Club shall in duly constituted meeting from Summary of the objects of the| time to time direct. charity set out in its governing document

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March 2012

Public Benefit statement for the Annual Report of The Rotary Club of Shepperton Aurora Benevolent Fund Charity Number 1117573

Introduction

Throughout the 2024/25 year, the Club was able to carry out its usual round of main events and activities including a full range of Christmas collections (together with the Big Tree Night), Youth Speaks, the Race Night and Village Fair. These were all complemented by a variety of other fund-raising events and activities including the conclusion of the a Community Raffle at a charities evening, a welcome for the ShelterBoat, which sailed from Henley to Shepperton, several tombolas, garden parties and another charities evening for those that had helped the Club with its Christmas collections, held in January. The Club also benefitted from a number of personal donations from supporters and friends of the Club. These should not be forgotten as being an important part of another successful revenue generating year which helped the Club to donate a record sum of £34,294.40 to 44 beneficiaries. As in previous years, there were a wide variety of causes from creches to bereavement care, located locally, nationally and abroad. Overseas charities included significant sums to ShelterBox (£4,360) Port Elizabeth West and their Foundation project (£1,350), End Polio Now (£1,010), Sand Dams (£1,000) and the Rotary Foundation (£500). This figure was also achieved with the omission of one of the Clubs traditional events, the Prestige Lecture, which failed through lack of interest in 2023. A possible Summary “ replacement titled ‘An Evening With’ is planned for September or activities of the main October 2026 undertaken for the ¥ _ public benefit in relation to ig soaeietni : . these objects (include within The Club continued to work closely with a number of schools in the this section the statutory locality, especially those with disabilities and learning difficulties. The declaratioi that trustees have Club either donated directly or obtained grants from other sources such had regard to the guidance as the Rotary District grant scheme. Additionally, and as in previous : ‘ years, the Club continued to distribute ‘dictionaries for life’ to several local issued by the Charity schenls slsion on public 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 community schemes. 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 local foodbanks by holding a successful Big Food Drop in April, using the village hall as a central drop-off point, where local businesses, schools and the members of the local community brought food produce which, in turn, was taken to the local Shepperton foodbank. 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 is also took the decision to restart its sponsorship of pupils to take part in the Rotary Youth Leadership Award (RYLA) scheme which fosters training through residential seminars, camps and workshops to develop leadership, communication and organizational skills. It further donated to Scouts, Sea Scouts and Guides troops in the area and also London Irish Youth. Other Local Support: Support in both time and resource has also been given to e The Princess Alice Hospice, St Nicholas’ Church for bereavement care, Cruse and Cameo for daycare & Alzheimer support. 3 March 2012

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e Dramatize. Helping those with learning difficulties into work. e Action Breaks Silence. Protecting women from abuse.. e Younger People With Dementia. e Cut Out Cancer helping various cancer treatments..

Nationally:

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

Through Rotary International and our own Rotary District, the Club continued to support 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), with its Foundation project to help train caring practitioners in creches in the Port Elizabeth area. It also helped purchase playground equipment for these creches. A major beneficiary of the charity was ShelterBox who provide fully provisioned tents for humanitarian emergencies around the world, Lend With Care (helping entrepreneurs with start-up businesses) and Sand Dams (water aid). These are all Rotary approved causes.

Additional details of objectives and activities (Optional information)

Conclusion

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 2025/2026.

You may choose io ;include 2025/2026. further statements, where The Trustees will continue to observe the Charity Commission’s Public relevant, about: Benefit Guidance when exercising their powers or duties with the Club’s e policy on grant-making; Benevolent Fund resources.

e policy programme related investment;
e contribution made by volunteers.

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section D

Achievements and performance

Sarai) ear —_

PE West Rotary Club
£2130.00
Cameo
Phabsail
Patient Cancer Support £500.00
£750.00
Rentstart
£1000.00
£2000.00
Shepperton Allotments
een See eee eee pn [ae Se —

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Section E

Financial review

		The charity will Keep such funds as necessary to allow the club to
Briefstatement ofthe		function and support its chosen charities and other organisations in a
charity’s policy on reserves		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 perannum into a contingency
		fund for majorexpenditure overseas. The aim being to lookto partner
		with other Rotary club(s) and match fund from the Rotary Foundation to
		contribute to a majorapproved project. However, due to recent
		circumstances, the Club has halted the annual transfer but reserves to
		right to reintroduce itwhen it deems appropriate and in line with the
		wishes ofShepperton Aurora Rotary Club, the Trustees are aware ofthis
		policy..
Details ofany funds materially
in	deficit
Further financial review details (Optional information)
: Youmaychooseaeseein additional information, where relevantshout ee e the charity’s principal _ sourcesoffunds (including anyfundraising);		Fundraisingviathe staging ofeventsforcharitable purposesmakes up the majority ofthefunding. Withtheexception ofits Prestige Lecture, the : . Clubexpectsto carryouta full and uninterrupted round ofcollections, both traditional and new, through 2025/26. Additional funding comesfrom donationsfrom membersand friends of
e	howexpenditure has	Rotary District, forappropriate causes.
	supported the key objectives
	ofthe charity;
e	investment policy and
	objectives including any
	ethical investment policy
	adopted.
SectionF		Otheroptionalinformation

Section G Declaration The trustees deciare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Position (eg Secretary, Chair, |[Treasurer] etc)

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Date| 34 08.2025
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March 2012

Benevolent Fund Accounts July 2024 to June 2025 Statement of Revenue, Expenses & Donations

Revenue:		Unrestricted	Restricted
CR24		£922.20
Charities Evenings (Both)		£590.00
SamosasSales		£9,807.69
Boules		£82.50
ShelterBoat			£396.01
End Polio+Garden	Party		£880.00
Donations Friends	& Members		£7,826.25
Tombola		£102.00
Polio Pig			£303.09
Xmas Collections		£6,016.74
Sleigh Contribution		£196.31
HMRC GiftAid (Both)		£3,585.84
	Race Night		£6,153.35
AfterSales (Wine/Beer)		£191.10
SVF		£1,241.00
Misc		£301.00

Expenses:
Paypal Commission (All)	£85.78
Charity Nights (Halls& Food)	£1,170.00
Crocuses	£175.00
Advertising (S.Matters)	£225.00
Xmas Expenses (inc BTN Prizes)	£257.63
Sleigh Storage	£200.00
Dictionaries	£909.60
Youth Speaks	£880.58
Lego	£70.00
RYLA	£880.00
Race Night	£2,746.31
Big Food Drop Poster	£315.00
SVF	£983.91
Misc	£347.50

Donations:

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||||||| |---|---|---|---|---|---| |Thamesmead|School|£1,800.00| |St|Nicholas|Bereavement|Café|£400.00| |Swan|Sanctuary|£470.00| |ShelterBox|£4,360.00| |ShelterBoat|via Just|Giving|£400.00| |Spelthorne Gymnastics|Club|£500.00| |Jubilee|Church|£100.00| |Lend|With|Care|£560.00| |RNLI|via|Just|Giving|£300.30| |RIBI|End|Polio|Now|£1,010.00| |Sailors|Soldiers|Air|Force|Assoc|£500.00| |Action|Breaks|Silence|£700.00| |Lego|for Schools|£60.00| |Port|Elizabeth West|(inc|Foundation|£750)|£1,350.00| |Black Swan|2|£2,130.00| |Younger|Persons With|Dementia|£1,133.60| |Sand|Dams|(via|District)|£1,000.00| |Manor|Mead|School|£1,000.00| |1st|Charlton|Air & Sea|Scouts|£900.00| |Jubilee|Church|£700.00| |Royal|Signals|£150.00| |Xmas|at|the|Greeno|£500.00| |Cameo|£1,000.00| |Cruse|£600.00| |Greeno|Centre|£700.00| |Reading|Force|£100.00| |RIBI|Foundation|£500.00| |Phabsail|£500.00| |Dramatize|£2,315.00| |Patient Cancer Support|£500.00| |Shepperton|Pre|School|£500.00| |Lourdes|£750.00| |White|Lodge|£500.00| |Princess|Alice|Hospice|£750.00| |St|Nicholas|Church|Misc+Toddlers|Group|£690.00| |Rentstart|£75.00| |High|Sheriff's Youth Assoc|£1,000.00| |SCC {Mayors Talk)|£75.00| |Saxon|School|£500.00| |St|Nicholas School|£2,000.00| |St|Ignatius School|£500.00| |London|Irish|Youth|£500.00| |Shepperton|Allotments|(With|S&S)|£50.00| |Godalming Woolsack|RC (COC)|£165.50|

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Account Balance as at 30/06/2025:
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£10,516.00
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Balance as at 30th June 2025
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Opening Balance: £15,461.63
Revenue £38,595.08
Less:
Expenses £9,246.31
Donations £34,294.40
. £43,540.71 £43,540.71
Closing Balance £10,516.00
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SCC: Speithorne County Council

coc: Cut Out Cancer

SVF: Shepperton Village Fair

There were no outstanding cheques.

CJ Arnot

Treasurer Benevolent Fund

| 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 2025.

Signed:

Name:

Date:

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| have reviewed the examination of the books and records of the Rotary Club of Shepperton Aurora Benevolent Fund for the year ending 30" June 2025 and agree the records kept give a true, fair and correct summary of transactions made during the year.

yd ——_—n Signed: 2. Tass bot Name: Ann Taylor CGMA Date: 3 September 2025

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