Trustees’ Annual Report for the period
From 01/07/2023 Period start date To 30/06/2024 Period end date
Charity name: Rotary Parkstone CIO
Charity registration number: 1198018
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 Poole, Dorset and surrounding areas, any other part of the United Kingdom or elsewhere in the world, or such other charitable purpose as the members of the CIO shall in duly constituted meeting direct |
| 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 |
Bayside Academy Faithworks Poole Jaipur Limb Uganda Mercy Ships M S Centre Dorset Rotary International End Polio Now Rotary International Foundation Shelterbox Wessex Heartbeat |
| 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 had regard to the guidance issued by the Charity Commission on public benefit, where relevant |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Rotary Parkstone CIO does not make grants |
| Policy on social investment including program related investment |
Para 1.38 | Rotary Parkstone CIO does not make any social investments |
| Contribution made by volunteers |
Para 1.38 | All members of Rotary Parkstone made donations to Rotary Parkstone CIO |
| Other |
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | African Adventures; £150, Xmas meals for school children in Afria Bayside Academy; £150 to enable disadvantaged pupils to attend leavers’ camp Faithworks Poole; £785 to food bank and £2,240 to purchase router for carpentry workshop giving opportunities to learn new skills and gain employment Jaipur Limb Uganda; £1,740 final donation to George Buckley Memorial Workshop, Kasese, Uganda, for manufacture and fitting of prosthetic limbs Mercy Ships; £740 donation M S Centre Dorset; £740 donation Rotary International End Polio Now; £525 donation for eradication of polio Rotary International Foundation; £1,100 donation to Rotary central charity fund Shelterbox; £590 donation Wessex Heartbeat;£500 donation |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | n/a |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | n/a |
| Investment performance against objectives |
Para 1.41 | n/a |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Although the charity’s income and expenditure shows a deficit, this was due to dispersal of funds collected inpreviousperiods |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | There is no specific policy on reserves except that the Trust’s accounts always include provisions for anyknown commitments |
| Amount of reserves held | Para 1.22 | £1,350 |
| 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 | n/a |
| 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 | Members’ donations and fund raising activities |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | n/a |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | 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 | Principal Officers of Rotary Parkstone, usually President, Secretary, Treasurer and Past President |
| Additional information (optional) You may choose to include further statements |
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 | n/a |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | n/a |
| Relationship with any related parties |
Para 1.51 | n/a |
| Other | n/a |
Reference and Administrative details
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Charity name Rotary Parkstone CIO
Other name the charity uses
Registered charity number 1198018
Charity’s principal address 15 Mill Hill Close, Poole B|H14 8RL
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Irene Ford President
2 Janet Coy Secretary
3 Alasdair Bavister Treasurer
4 Elizabeth Bennett Community
5
6
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8
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10
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14
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– 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 wholeyear | |
|---|---|---|
| n/a | ||
Funds held as custodian trustees on behalf of others
Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for n/a 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 n/a
Name of chief executive or names of senior staff members (Optional information)
n/a
Exemptions from disclosure
Reason for non-disclosure of key personnel details
n/a
Other optional information
n/a
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) Position (eg Secretary, Chair, etc) Date |
A J L Bavister |
|---|---|
| Alasdair John Limond Bavister | |
Treasurer |
|
| 14/04/2025 | |
| 14/04/2025 |
Rotsry Club of PARKSTONE 2023 to 2024 Incom• and Exp•nditurè Summary forAGM as at Junè 2024 CLUB ACCOUNT TRUST ICHARITYI ACCOUNT Income Actuals Income Actuals Income 202>24 Subscri tions Polo Shirt from Members Business Partners Pa ment for meals Burns Ni ht Xmas meals Income 202>24 Donations Other Donation5 End Polio Now Other Shelterbox collected Dol hin Boat EPN Victoria School Faithworks collected Santa Train Rick Stein Coffee Moinin ILO Xmas cards Quiz Ni ht via WestboLJrne To Donalions Jai ur Limb Burns Ni ht Raffle HMRC Gift Aid reoovered Business Partners £2,483.33 £197.33 £1,250.00 £88.00 1,869.90 1 324.00 £587.T8 £353.36 £170.00 £172.21 1227.00 £50.00 £42.00 £112.97 £183.15 £302.15 l671.24 £285.00 21,003.11 £95.72 £384.15 £848.84 £550.00 President's Night June 2024 £502.00 Other £16.30 Income Total £7 730.86 Income Total £6 038.68 Ex enditure to date RIBI Subs l District Le eakers l Meals Club Ex enses President's Ni ht 2022123 Polo Shirts l Flèè¢&s Burns Ni ht Xmas meals Presidents Ex Other Bank Fees BLJsiness Partners Ex enditure to date Donations End Polio Now Jai ur Limb Small Chari Donations Victoria School Turners Nurse Faithworks Failhworks Router Bank Fees Other Foundation ContribLJtion Shelterbox 22,056.17 £301.90 £756.66 £750.00 £361.04 £1869.90 £1,324.00 £35.04 £15.30 -£75.14 £550.00 £3,083.00 £525.00 £1,739.86 £919.89 £110.68 £131.94 £784.15 £2 242.01 £83.60 £74.$0 £1,100.00 £590.00 enses Donation Ex enditure Total N•t sur lusl d•flclt Transfer from Trust wc Transfer to Trust IVC Ex enditure Total N•t sur lusl d•flclt Transfer frotll Gen8ral Alc Transfer to General Alc £11 384.43 5,345.75 £1,678.44 £24.14 214.01 £37.50 -£1.740.08 Opening bank balan¢9 £6,144.58 Opening bank balanctr £19 154.34 Clasln bank balaneè Closln bank balane• £15 511.17 £0.00 £0.00 £0.00 £0.00 £1,087.85 £0.00 £0.00 £50.00 £212.00 £1,349.85 Provlslons Monthl donation fund balan Jai Ljr Limb £1,000 ex PRC Golden Jubilee- Tumers Nurse Business Partners Shelterbox Dol hin Boat End Polio Now TOTAL PROVISIONS Available Balanc6 aftor Provisions £14,161.32