2022-06-30-accounts - Bransgore Rotary CIO.

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			SQRP reference
Summary	ofthe purposes of			The relief ofthe poor and needy in Bransgore
the charity	as set out	in its		and surrounding district, any other part ofthe
governing	document			United Kingdom or elsewhere in the world, or
				to orfor such other charitable purpose,
				institution, society orobject as the members of
				the CIO shall in duly constituted meeting from
				time to time direct.
				Additionally, the Rotary organisation
				supplements this with its own
				detailed guidance notes that trustees read
				before they are appointed as a
				trustee.
Summary activities	ofthe main in relation to those		Para 1.17and 1.19	To raise funds via various public local events, with the aim of raising more income than the
purposes	for the public			event costs to host. The excess being donated
benefit, in particular,		the		tovarious local, national and international
activities,	projects or			charities orother voluntary bodies and
services identified in		the		organisations. in addition to support the
accounts.				various Rotary Charities, both home and
				abroad
Statement	confirming		Para 1.18	All trustees are aware of the guidance issued
whether the trustees		have		by the Charity Commission
had regard to the guidance				on public benefit.
issued by the Charity
Commission on public
benefit

chievements and Per	formance
	SORP reference
		The Charity took over from the Rotary Club of
		Bransgore and District trust in February 2021.
Summary ofthe main achievements ofthe charity,	Para 1.20	The Charity donated f10,093to local, national and international charities, voluntary bodies
identifying the difference the		and organisations. The Fun Day, Beer Festival,
charity's work has made to the circumstances ofits beneficiaries and any wider		Fun Run and a new open air theatre event all contributed strongly to a successful year for the CIO.
benefits to society as a
whole.

Achievements against	Para 1.41
objectives set
Performance offundraising activities against objectives	Para 1.41
set
Investment performance	Para 1.41
a ainst obectives

Other

inancial Review
Review ofthe charity's		Para 1.21
financial position at the end
ofthe eriod Statement explaining the policy for holding reserves stating why they are held		Para 1.22	Any cash balance in the trust fund at the end of year may be required for commitments made into the next year. We also hold a reserve for disaster relief funding. A reserve may also be
			held as a contingency	for any charitable	fund
Amount ofreserves held		Para 1.22	raising event failing f20,000
Reasons for holding zero		Para 1.22
reserves Details of fund materially	in	Para 1.24
deficit Explanation ofany		Para 1.23
uncertainties about the
charity continuing as a going
concern

Description ofcharity's
trusts:
Type of governing document	Para 1.25	Constitution	document
How is the charity	Para 1.25	CIO
constituted?
Trustee selection methods	Para 1.25	Vote ofthe	members ofthe Bransgore	and
including details of any		District Rotary Club
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees

mes	ofthe	charity tru	stees who ma	nage th	e charity
	Trustee	name	Office (ifany)		Dates acted ifnot forwhole ear	Name to a	ofperson ointtrustee	(or body) entitled ifan )
	William	Rickard	President
	Jeffrey	Schofield	Treasurer
	lan Kendall		Trustee
	Nigel Francis		Secretary
	David	Holmes	Immediate	Past
			President
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

						~ ~	~ ~
~	a	e ~	~ ~	~	~	Unrestricted	Restricted	Endowment
						funds	funds	funds
						to nearest K	to nearest a	to neatest K
Bt Cash funds			Bank Account			46,226
				Total cash funds		46,226
			(agree balances	with receipts stst payments acccunt(s))		Unrestricted	Restricted	Endowment
			Octa il,"..			funds to nearest 6	funds to nearest 6	funds to nearest 6
B2Other	monetary assets		None
			Seta(ls			Fund to which asset belon s	Cost (optional)	Current value o onal
83 (nvestment		assets	None
			D '-ll"			Fund to which asset belon	Cost (optional)	Current value o nal
84Assets retained for the			None
charity's	own	use
			Dotal is			Fund to which liabai relates	Amount due o tional	When due o onal
B5 Liabilities
								Date of
Signed by one		ortwo trustees on			Signature	Print Name		a rova(
behalf of all the		trustees
						WJ Richard		19-	r
								19/04/2023