Trustees. Annual Report for the period Period stsrt date Period end date 2023 2024 From Section A Reference and administration details Charity name Dartmouth Rotary Club Trust Fund other names charlty is known by Registered charlty number Of any) 1181933 Charlvs prfnclpal address 7 Clarence Hill DartmoLAth Devon Postcode TQ6 9NX Names of Ihe charlty trustees who manage the Gharity Dat•s a¢l•d If not for whole •ar Name of person lor body) entitlgd Int trusts• Ifan Rotary Club of Dartmouth Rotary Club of Dartmoulh Rotary Club of Dartmouth Rotary Club of Dartmouth Rotary Club of Dartmouth Rotary Club of Dartmouth Rolary Club of Dartmouth Trust•• name Offlc• {11 any) Alan Depledge Peter Adolphus Richard Blake Mary Burden Martin Judd Bemard Young William Parker Trustee Resigned 1410212024 Resigned 1410212024 Resigned 1410212024 Treasurer Trustee Trustee Trustee Trustee Appointed 1310212025 Appointed 0310712024 Treasurer 10 11 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, rf any, (for example. any custodlan trustees) Name Dates acted If not for whole ear TAR March 2012
Names and addresses of advisers {Optional infomiation) e of adviser Name Address Name of chlef ex8CUtive or names of senior staff members (Optlonal Inforniation) Section B Structure, overnance and mana ement Descrlptlon of the charlty's trusts Type of goveming document Trust Deed How the charity Is constituted Trust Trustee selecti¢)n methixls Elected by the Rotary Club of Dartmouth Addltlonal governancè Issues Ioptlonal Inforniatlon) You may choose to include additional information, where relevant. about.. policies and protsdures adopted for Ihe induction and training of trusle8S: the charity's organisational structure and any wider nelwork with which the tharity works., relationship with any related parties. trustees, considoration of major risks and the system and procedures to manage them. Section C Ob"ectives and activities The relief of the poor and needy or such other charitable purposes as the Rotary Club of Dartmouth shall in duly constituted meelings from time to time direcL Summary of the objects of the charlty set out in its governing document TAR March 2012
To achieve its aims. the Trust raises funds lo support local and Inlernational charities and charitable projects and to support IOCAI communty organisations and individuals where needed. Throughout the period. the Trustees have complied with their duty to have due regard to Ihe Commission's public benefit guidance when exercisirwJ any powers or dut$ to which the guidance 15 relevant. There are three key principles by vthich the Dartmouth Rotary Club (the "Club") assesses public benefit.. -there fflust be an identifiable benefit from the support lo be provided before fundr8ising commences and before the funds are transfeed lo the beneficiary or projed. -the benefit must be lo an individual. a seclion of the publlc or the public at large Ilocalty or elsewhere) -the benefit must be delivered directly to the benefictary or through a recognised body which is organised to deliver the bgnefit Summary ofthe main activities undertaken for the public benefil in relation to these objects {include within Ihls secllon the statutory declaratlon that trustee8 have had regard to the guidance issued by the Charity Comrnisslon on publlc beneflt) Addltlonal detall8 of oblectlve8 and activftles (Optlonal Inforniatlon) You may choose to include ftjrther slalements, where relevant, about.. policy on grantrnaking; policy programme related investment- contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary ofthe maln achievements of the charity during the year Fund raising adivitl8S: Summer: Fete UkrainelPhysionet Winler. Xmas Street Collection Ra Night Xmas Lhts Morocco Sl Collect Sep Xmas Mkt Wishing Well Kingswear Shelterbox re Xmas Tree Fayre Wishing W811 Woodlands Carol Concert Prg Racing Supper Charity Draw 2023 Gaza St Collection Good Friday Donations Wre made to the following.. Books for Lrfe Impact Foundallon Sheltertjox Morocco Mercy Ships Crocus Coms Dartmotrth Sea Cadéts Break the Cyde Dart Valley Bushcraft Lendwithcare She118rfoox Stoke Flaming CARE r8 Morocco Red Cross Libya Flavel Theatre Xmas Kids RC Preston Toy Box Xmas Market STAMMA Shelterbox Gener81 Fund RFUK End Polio Now Care Gaza Shelterbox GAZA Physlonet Lorries for Ukraine TAR March 2012
Section E Financial review Brief s&ement of the charity's policy on reseryès To disperse funds a quickty as pcissible while retaining a sum of £500 for emergency disaster relief. Details of any funds materlally in deficit None Further flnanclal review details (Optional infomiation) You may choose to indude addrtional informalion, where relevant about.. the charItS principal sources of funds (including any fundraisingl.. how expenditure has supported the key objectives of th8 chaiity; investm8nt policy and objectives including any èthical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare Ihat they have approved the trustees, report above. Slgned on behalf of tho charlty's trus Signaturels) Full name(s) Position (eg Secretary. Chair, etc) 'i[Ii&(N G-it F(trftp Trea£urer Date TAR March 2012
' Fok EPIGtAP4LIAND WALE5 Rots C*JbTnMtFund 1181933 Recei tsand monts accounts CC16a Forthe period To 01ffj712023 XTrIQW>)24 Section A Receipts and payments lunds lund• f¥Jnd5 Total fund• •t y••r A1 Recelpt• FUndIa9 ARJ 14370 Iqbl•l. 19.376 49,121 55,826 ents Fund r &742 3,742 40.824 &$ 31.376 62. Ihi¥ Sub total 31,J78 46.9ts1 61288 se• tsb Sub to IS581 31,376 ,957 613 Plet 01rEPtsUP0Yntsj A5 Tr8n8ler8 fund8 A6 Cash lunils1•5t year end 2.671 5.662 2.589 It89 5,152 8.023 12,122 6A 791 CCXX R1 JEcty{S81 13102r2025
Section B Statement of assets and liabilities at the end of the period Re5tri¢l•d funds Endowment funds t¢ n•AroStÉ C8tagoTie5 Detai15 funds B1 cash funds 1791 1232 Total cash lunds 5,791 2.232 Unr•8trictsd frjn R481rlchd fund¥ Endtswment fund8 Delall v•lu• Detslts B3 Inwstrnent a8••1• crI•tbJ* Detalls B4 Ass6ts Tgtsln•d for th• ¢harftyJ own u urrtdu• Wh•n Detalls BS Llabllltle• Date or ature ILli&r CCXX R2xourA5 ISSI 1310212025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlnerfs Report Report to thg truste | Darbnouth Rotsry Club Trust Fund members of On accounts tor the year ended 3 June 2024 Charity no {if any) 1181933 Set out on pages11 to 2 I report to the trustees on my examination of tt)e accounts of the above charity {Ihe Trusfi for the year ended 3010612024 Re8ponsibllltie3 and As the charity trustees of the Trust, YOU a responsible for the preparation basis of report of the accounls In accordance wrth the requirements ofthe Charities Act 2011 fthe Acri I report in SpeCt of my 6xaminatn of the Tnjst's accounts Carri out under section 145 of the 2011 Act and in carying out my examination. I have followed the applicable Directions given by the Charty Commission under seCn 145151{b) of the Act. have completed my examination. I confimi that no material matters have come to my attention { "l in connection wrth the examinats.on whth gives me cause to believe that in, any materi81 accounling records were not kept in aCCdanCe wf(h section 130 of the Act or the accounts do not accord wtth the accounting records Independent examiner's statement I have no concems and have come across no other matters in connection wrth the examination to which attention shoutd te drawn in order to enable a proper understanding ofthe accounls to be wched. ' Please delete the words in Ihe brnckets rfthey do not apply Date: Signed: Name: ,yDt¥ Relevant professional qualifl¢ation{$) or body lif any): Address: èP(KLJiccU -rrf IER October 2018
Section B Disclosure Onty complete rf the examiner needs to highlight matters of cOnM (see CC32, Independent examinats.on of charity accounts: directions and guidance for examiners). G5ve here brief details of any Items that the examiner wishe$ to disclose. None IER October 2018