Trustees’ Annual Report for the period
From 1[st] April 2024 Period start date To Period end date
Charity name:Henley Rugby Charitable Trust
Charity registration number:1192498
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Support amateur sporting activity |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Receive donations from supporters of amateur rugby in Thames Valley. Make grants for approved projects |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Grants are made in response to requests from officials in sporting organisations |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Fund raising is carried out by volunteer individuals and organisations |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity has made grants to Henley Rugby Club to enhance facilities for junior boys and girls, youth, and senior amateur men’s and women’s teams. Grants have also been made to enable young players to attend higher level sports training, and to join required organisations where the players do not have sufficient resources to meet the cost. Coaching at state schools has also been provided by the charity. The Henley area has a very high level of participation in mens, womens, boys, girl’s rugby. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At March 31st 2025 the charity held £9,000 in CAF Bank current accounts and £42,000 in Dudley Building Society. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The policy is to retain sufficient reserves to enable compliance with letters of wishes of donors |
| Amount of reserves held | Para 1.22 | £40,000 |
| Reasons for holding zero reserves |
Para 1.22 | NA |
| Details of fund materially in deficit |
Para 1.24 | NA |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Fund raising is mainly through a group of rugby enthusiasts who donate regularly. A donation of £50,000 was received from the estate of a former player |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Where feasible funds are held in interest bearing accounts. |
| A description of the principal risks facing the charity |
Para 1.46 | None |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees selected by existing trustees |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Henley Rugby Charitable Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1192498 |
| Charity’s principal address | 37 ROTHERFIELD ROAD HENLEY-ON-THAMES RG9 1NR |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
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|---|---|---|---|---|
| Hugh Crook | Treasurer | |||
| John Louth | Chairman | |||
| Lisa Tavinor | ||||
| Nick Bradbury | ||||
– Corporate trustees names of the directors at the date the report was approved
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Name of trustees holding title to property belonging to the charity
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Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) John Louth Position (eg Secretary, Chair, etc) Chairman Date 15/12/2025
HRCT 2024/25 Summary
Receipts
| Receipts | ||
|---|---|---|
| Main account | Ambassador | 28,359.00 |
| CR a/c | 48,344.00 | |
| OCC | 1,219.00 | |
| Much Loved | 609.16 | |
| Gift Aid | 5,910.50 | |
| Interest | 17.05 | |
| 84,458.71 | ||
| Of which | External | 36,114.71 |
| Int transfer | 48,344.00 | |
| 84,458.71 | ||
| CR Account | Interest | 346.87 |
| Of which | External | 346.87 |
| Dudley BS | Interest | 1,760.00 |
| External | 1,760.00 | |
| Internal | 40,000.00 | |
| Payments | ||
| Main Account | 87,483.16 | |
| Of which | External | 47,483.16 |
| Int transfer | 40,000.00 | |
| CR Account | ||
| Int transfer | 48,344.00 | |
| To Dudley BS | 40,000.00 | |
| To Main Acct | 8,344.00 |
Income HRCT 38,221.58 Payments HRCT 47,483.16
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Charity Name HENLEY RUGBY CHARITABLE TRUST On accounts for the year 31 MARCH 2025 Charity no 1192498 ended (if any) Set out on pages 1 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2024 Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Date: 01/12/2025 Signed: Name: Dominique Lechner Relevant professional N/A qualification(s) or body (if any):
1
Oct 2018
IER
Address:
1 Bridgestone Drive Bourne End Bucks SL8 5XG
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
Oct 2018
IER