Rotary Club of Bradgate Trust Fund
Trustees Annual Report and Accounts
Year Ended 30 June 2025

Rotary Club of Bradgate Trust Fund
Year ended 30June 2025
Contents
Page
Trustees Report
Report of the Examiner5 on the •£counts
Staiemeni of Financial Artlvlties
Balance Sheet
Notes

Rotary Club of Bradgate Trurt Fund
Year ended 30 June 2025
Trustees Report
Trust re8lstered number 1191390
Trustees wtho manao*theTrus1
Lesley Trivett
Nlcola Little
Su$8n Pontefract
Roy Cafferty
Bankers
Co Operatlve Bank
The Trustees submlt thelr report and tht ex•mined flnan¢ial StsteWer￿ forthe year ended
30 June 2025.
The Trust was establlshed ￿ a Trust Deed dated 20th May 2020 •nd re8lstered wth theCh•rtty
Comrn1$510n.
ObJ•¢iives and Act1￿111$
The Rotary Club of Brad8ate established theTrust Fund a5 a vehitle throu8h whlth lis th3rltsble
•Cllvitles are condurted. Under the Trust Deed the nw)nies hdd by the Twst •re for the rdlel of the
poor •nd needy or such other charftable purposes as the dub sholl in du￿ constltuted meetlw from
bme to time direcL
Govtrn•nce
The Trustees ensure that the aub consider all prowsed donatlons and Ocllvlllu of theTrust wAth the
Trustees also aPpro￿n￿ and ￿cordIng such matters as part of the club's records.
Actlvbtles, PerloTm•nce ond Flnan¢l•l Posltlon
Durin8the year the activittes Included Ihe produaion of caleThhrs for the Bradgate Park Trnm. a'Freeze your blts and bobs
off. walk which raised nearly £18,(W. a Scarecrow llisk￿aY in the vlllage raisin8 approximately £1.300 and a VE O)y ct>llectlon
raisin8 E2,7tK) whlch together wfth other a￿￿tIeS eTh)￿ed ihem to raise a 8ross income in extess 01 £31,c￿ including
glft èid received.
Donètlons thls year included ovei £8.8￿)&￿ven to Prostsld and f8.8C¥)to 8r8ast CaT*er Now. In addition w £9.SC() wa5 Klver
to Glenlleld Breast Care Centre and £1,2W to Sldekick Dance Group.
Internatlonal donètlons Included £5CKlto Earthquake appeal_
ln addltion Oub contlnued to Sukwrta rary of bo¢¥1 ¢h•rities as wdl as contsnuiNa to support Rt)tsry Projects
through The Rotary Foundatlon.

Rotary Club of Bradgate Trust Fund
Year ended 30 June 2025
Rotar*an5, their familles and othervolunteers habt gwen an unquanvfiable numtor
of unpaid hours to organi5e thÈ events that have raised fvnds ar￿ in Suppo￿n&the many charitable
causes.
Reserves Pollcy
The Trustees recognlse tlwt should retaln sufflclent reservesto 54feguard the Trust's operation
for the foreseeable future. There are rs0 y8rtificant on8oin8 financlal comrnitrnents and the cost of
runnin8 the Trust are minimal. TheTrust*5 therefore tonsider they have an adequate level of
reserve5 to enable the Trust to continue vAth obienl¥es and Chatha￿t8th￿tses. The Trustees wlll
review this policy each year.
Rlsk M8tta8ement
The Trustees are re¥￿nsIble lor¢onslderlng and obyr5ees￿the rlsks laced ￿the TrusL The dsks
assoclated wlth each fund ralssn8 or cornmunity seNce actSvity are discussed tythe club and the
Trustees. The fln3nclal rlsk •ssocSated with theTrust •fe regularly considered by the Trn5tees
safeguards are pul In ￿ace over the Custody and enabllw oi fina￿101 transactions.
The Trustees con51def that ¥pproprtate safe8u•rds a￿ In ￿aCe.
St•t•ment of Trust••s R•sponslblllile5
The Trustees are responyble for keepln8 accountbnl ￿tsrds whlch disclose wth reasonable accuracv
Ihe flnanclal ￿SItIon ol the Trust ond ensure that the finonoal $￿emeM5 comply ￿￿th appliCa￿e
law. regulatlons and the Trust Deed. They are also resF4)nsible lor sate8uardin8 assets of the Trust
and hence for tsklng reason•ble sieps for the wevention and detedlon ol fr•ud and other
Oeclaratl
The Trustees declafe that ha¥e approbtd theTrusw rep)rt •ibM.
Signed on behalf of the TruMees
Lesley Trlvett
Chair of the Trustees

Rotary Club of Brad8ate Trust Fund
Year ended 30 June 2025
Report of the Examlners
to the Trustees of the Rotsry Club of Bradgate Trust fund
We have examined the attached accounts set outon pages S to 7 In respect of
ended 30 June 2025.
Our examination Include5 o review of the accounting records kept lryihe Trust ar￿ a
comparison of the ¥¢¢ounts presented with those recLvds. tt also includes wnsideration
ol any unusual Items or disc105ures in the accounts and seeking of explanations
concernlng such rnaners.
In connectlon wilh our wmlnatllon. matter ha5Cm to our ¥iteniion:
l. whlch glves tjs reasonable cause to beI￿ve thaL In any materlal re5PECI
Ihe requirernents.,
to keep accounting records In accordafice ￿ the law and
to prepare accounts whlch accord to the accountln8 word5 and compty wfjth current
requirements of the l&w and the club
have not been rn￿.. or
2. to whlch. In our oplnlon. ¥tteniion should be dra¥m In order to efia￿e a proper
understandln8 ol the accounts to be reached.
Honoyory Examlner
Date..

Rotary Club of Bradgate Trust Fund
Year ended 30 June 2025
Statement of Financial Activities
2025
Z025
2024
ImtomSn8 Resourtes
Activities for genefatinglunds
Voluntary Income- Gift Aid
Voluntary In£tsme- Giant RecelveLI
Voluntary Income- donatlon5
Voluntary In¢ome- Sundry
29,848
28.826
2,135
350
216
776
350
256
Total In¢omlng Resources
33,227
32.303
Re50urc•s Expended
Costs of Fundraisin8 Activities
Other Sundry Expenditure
Grant Expenditure
3.460
210
5,250
122
620
Charlt8ble ACtI￿lIeS
38,202
22,495
Tot31 Re50urce5 Expended
41.872
28,487
ficltlsurplus on Charltable Act￿e$
8.645
3.816
DefidtlSuT￿uS on Ch•rltsble Ad¥itSe5 Retaln•d
8.645
3.816

Rotary Club of Bradgate Trust Fund
Year ended 30 June 2025
Balance sheet
2025 2025
2024
Current Assets
Charity Debtors/Prepayments
Bank- Charity Accounts
Charity Accounts
14.244
22,422
14.244
22.422
Current Ilabllltles
Prepdyfflents
1,333
1,333
Nei Current Assets
12,444
21,089
Represented by..
Charlty Reserves
Total Reserves
12
21,089
21,089
12.444
These accounts were approved on l)ehalf of the Trustees on...
/*
Nlcola Little- Pre5Ident
LesleyTrf¥ett- Twsurer

Rotary Club of Bradgate Trust Fund
Year ended 30 June 2025
Notes
l. Ba￿S of Acc￿￿tIng
These accounts have been prepared on the historic (ost basi5.
Income and ExperKliture Is recognised In the accounts when there Is an enffikn￿t
or obligatlon accordin8ly on the TrusL
No value Is included In these actounts In respett of volunteer t1rne8￿ to the TWSL
2. Asset5
Any assets purth35ed to asslst the wlth tts ¢harttable a¢tl¥ltles
are not capitallsed but ore wrlttten off as IrKurred.
3. CuTr•nt il•bllllles
Prepayment5 represent •mounts wel¥ed In advonce in re5Ptrt of ￿￿￿tIeS due to
take place ne* year.
4. Trust Resw¥es
Reserve5 brou8htforw¥rd
2LO89
Deficlt for the year
8,645
Reserves Carrled Forward
12,444