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#
##
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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|||||
##
|Policies and
adopted for|procedures
the induction|procedures
the induction|Para 1.51|
|---|---|---|---|
|and training|oftrustees|||
|The charity's
structure
and||organisational
any wider|Para 1.51|
|network
with||which the||
|charity works||||
|Relationship||with any related|Para 1.51|
|parties||||
|Other||||
##
|Charit
name||Brans ore Rota|CIO|||
|---|---|---|---|---|---|
|Other name the chari
uses||||||
|Re istered charit|number|1193971||||
|Charity's
principal|address|41a Burley Road,|Brockhampton,|Christchurch,|Dorset, BH23|
|||7AJ||||
|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||||||||||
|Funds held as custodian|Funds held as custodian|trustees|on behalf ofothers|
|---|---|---|---|
|Description
ofthe assets||||
|held
in this capacity||||
|Name and objects ofthe||||
|charity on whose behalf|the|||
|assets are held and how|this|||
|falls within the custodian||||
|charity's objects||||
|Details ofarrangements|for|||
|safe custody and||||
|segregation
ofsuch assets||||
|from the charity's
own||||
|assets||||
##
##
##
##
##
##
##
##
|||||||~
~|~
~|||
|---|---|---|---|---|---|---|---|---|---|
|~|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||
##