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
transfe￿ed 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 L￿hts
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 W￿re 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 charIt￿S 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•
FUndIa￿￿9
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 01rE￿PtsUP0Yn￿￿tsj
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•
c￿rI•￿t￿bJ*
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 6xaminat￿n 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 seC￿n 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 aCC￿danCe 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 cOn￿M (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