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2025-06-30-accounts

Trustees’ Annual Report for the period

From 1 July 2024 Period start date 30 June 2025 Period end date

Charity name: Bransgore Rotary CIO

Charity registration number: 1193971

Objectives and Activities

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

Additional information (optional)

You may choose to include further statements where relevant about:


SORP reference
Policy on grant making Para 1.38
Policy on social investment
including program related
investment		 Para 1.38
Volunteers make a significant contribution

to the Beer Festival Para 1.38 Contribution made by volunteers 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 As a result of its fund-raising activities:
The Fun Day, Beer Festival, Theatre, Barn
Dance event and taking part in the
Elligham show, the CIO was able to
donate some £26,000 to its chosen local,
national and international charities plus a
local school

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 After making donations to its various
charities and after putting aside funds for ,
working capital and the contingency fund,
there was a surplus of funds available to
further support our chosen charities
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The charity needs working capital to run its
activities, in particular, the Beer Festival. In
addition it maintains a contingency fund in
the event that a fund raising activity has to
be cancelled at the last moment
Amount of reserves held Para 1.22 £30,000
Reasons for holding zero
reserves		 Para 1.22 n/a
Details of fund materially in
deficit		 Para 1.24 n/a
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 where relevant about:


The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Written constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 CIO
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 Election

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
New Trustees access training modules
provided by the Rotary Organisation
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 The CIO is run by a Rotary Club which is
part of Rotary International
Relationship with any
related parties		 Para 1.51
Other

Reference and Administrative details

Charity name Bransgore Rotary CIO
Other name the charity uses None
Registered charity number 1193971
Charity’s principal address 103 Burley Rd. Bransgore, Christchurch, BH23 8BA

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		 Trustee name Office (if any) Dates acted if not for
whole year		 Name of person (or body) entitled
to appoint trustee (ifany)
Les Abbott President
Nigel Francis Immediatepastpresident
William Rickard Treasurer
Mike Shaw Secretary
Jeff Schofield Trustee

– Corporate trustees names of the directors at the date the report was approved Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
n/a

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity

Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None 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) William Rickard

Position (eg Secretary, Treasurer Chair, etc)

Date

Charity Name No (if any) Bransgore Rotary CIO 1193971 Receipts and payments accounts CC16a For the period Period start date Period end date To from 6/30/2025

For the period Period start date from 7/1/2024

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

Total funds Last year

Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
A1 Receipts
Gvt & Local Auth Grants
500
Donations
37
Beer Festival
74,727
Classic Cars
857
Fun Day
6,899
CountryBarn Dance
4,780
Theatre
1,265
-
Ellingham Show
635
OtherFund RaisingEvents
322
District Grants
-
Bank Compensation
Other CharityIncome
674
90,695
Bank Interest
1,234
-
Sub total 1,234
Total receipts 91,929
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).		 to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-		 to the nearest £ to the nearest £
500
37
74,727
857
6,899
4,780
1,265
-
635
322
-
-
674
-
90,695
1,234
-
1,234
91,929		 to the nearest £
-
-
-
-
-
-
-
-		 500 300
37 820
74,727 65,132
857
6,899 5,575
4,780 -
1,265 2,027
- -
635 672
322 236
- 865
- 100
674 -
- -
90,695 75,728
-
-
-		 1,234 646
- -
1,234 646
- - 91,929 76,374

A3 Payments

A3 Payments
Grants to Individuals 200 - -
-
-
-
-
-
-
-
-
-		 200 -
Grants to Charities 24,269 - 24,269 22,240
Grants to non CharityOrganisations 983 - 983 750
Other 595 - 595 1,442
Beer Festival 42,707 - 42,707 46,552
Classic Cars 169 169
Fun Day 3,233 - 3,233 3,163
Fun Run - - 196
CountryBarn Dance 2,300 2,300
Theatre 912 - 912 2,354
- -
Other CharityExpenses 559 559 446
- -
- - -
**Sub total ** 75,925 - 75,925 77,142
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
**Sub total ** - - - - -
**Total payments ** 75,925 - - 75,925 77,142
**Net of receipts/(payments) ** 16,004 - - 16,004 - 768
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
**Cash funds this year end ** 16,004 - - 16,004 - 768

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Bank Account - Current Account
Bank Account - Instant Access
Bank Account - 95 Day Notice
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
3,071
-
22,842
-
30,739
-
56,652
-
Agreement Error
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Print Name
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examlner's Report Report to the trustses r4a7 io On accounts for the year onded JO TVIÉ L•LS Charity no (if any) 111387 1 Sot out on pages I report to the trUSt￿S on my examination of the accounts of the above charity ("the Trusf) for the year ended J• / è 61 i o L 3. Rosponsibilities 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 Acr). I report in ￿spect 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 ACL Independent examinerfs statement u 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 accordan￿ wtth 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 fairf 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 or(ler to enable a proper understanding of the accounts to be reached. ' Please delete the wonls in the brnckets if they do not apply. Slgned: Date: Name: Relevant pr¢)fessional qualification(s) or body FCA ICAfV. IER Oct 2018

(rf any): Addross: 4•VJL frMLJ Y£A Section B Disclosure Only complete rf the examiner needs to highlight material matters of con￿rn (see CC32, Independent examination of charity accounts: d1￿ctionS and guidancE for examiners). Gfv• here brief d•talls of any itoms that tho examiner wishes to dlscloso. IER Oct 2018