CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1510912023 Period start date To 3010612024 Period end date Charity name: Rotary Club of Evesham Vale Trust Fund Charity registration number: 1204730 Objectives and Activities SORP referety Summary oflhe purposes of the charity as set out in its governing document Para 1.17 For the relief of the poor and needy or such other charitable purposes as the Club shall in duly constituted meeting from time to time dirert. The main activtties in the year were collecting for a local food bank, carrying out a raffle, collecting donations al an art exhibition and creating a public garden. 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. Statement confirming whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit Para 1.17 and 1.19 Pwa 1.18 All trustees are under agreement that the trust has had regard to the public benefit guidance issued by the Charity Commission. Additional infomiation (Optional) You ma choose to include further statements where relevant about.. SORP referen Policy on grant making No specific policy in pla. Para 1.38 Policy on social investment including program related investrnent No specific policy in pla. Par3 1.38 Contribution made by volunteers No specific policy in place. Para 1.38 Other Not applicable.
Achievements and Performance SORP tÈferen Summary of the main achievements of the charity. identifying the differen the charity s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Due to it being Ihe first year of the charity with a shortened period, there was limited scope as to the impact the charity was able to have in a financial sense. Although this was a re51riction, the charity was still able to generate over £1,000 of income through a raffle and a collection at an art exhibition which was seen as a success. Outside the scope of any finanGial impact, the charity has also undertaken a role in assisting the community which cannot so easily be measured. In the year the charity carried out various food bank collections, these resulted in thousands of donated items wrth the dates of the collections being in key times of year. e.g. Christmas. The Trustees deem this to be a large and successful part of the annual operations of the charity. As well as the food bank colleclions, the charity also undertook a project in the local area where il took an unused ple of land and tumed it in a cornmunily peace garden using only native plant species) for people to use as a quiet Spa lo retreat to assist with mental health in the community as well as remove an e e sore in the area. Para 1.20 Additional infomiation (optional) You may_choose lo Include further statements where relevant about.. Achievements against No specific objectives set. objectives set Para 1.41 Performan of fundraising activrties against objectives set No specific objectives set. Pam 1.41 Investment performan against objectives No specific objeclives set. Para 1.41 Other Not applicable.
Financial Review Review of the charity s financial position at the end of the period Para 1 21 The charity was deemed to be in a good financial position at the end of the financial period. Considering there were only 9 months of operation, and the charrty was getting itself off the ground, it did well to create a reasonable amount of funds so that any causes in need of help could reTrive it. There are no specific policies held by the trust in respect of holding reseNes, but it is deemed by members that the trust should hold onto a reasonable amount of reserves so that any unforeseen local emergencies can be assisted financially. This is at the discretion of the trustees. Resetves held al the end of the year to 3010612024 were £1,107 (unrestricted) and £408 restricted No reserves are at NIL, tt is the general idea of the trust that there are always some funds held in case of any local emer encies. No funds are in deficrt. Statement explaining the policy for holding reserves stating why they are held Para 1.22 Amount of reserves held Para 1.22 Reasons for holding zero reserves Para 1.22 Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Para 1.24 Para 1.23 There are no going conrn issues foreseeable, this is helped by the charity having no fixed cosls. Additional infomiation (optional) You ma choose to include further Statements where relevant about.. The charity's principal No specific source of funds_ SoUrS of funds {including any fundraising) Para 147 Investment policy and objectives including any social investment policy adopted Para 146 No investments are lo be made by the charity. A description of the principal risks facing the charity Para 1.46 No real risks face the charity due to the lack of fixed costs, if this continues then there is no reason that the charity cannot rate. Not applicable. Other
Structure, Governance and Management Description of charity's trusts". Type of goveming document Ilrust deed. ro 81 charter How is the charity constituted? le.g unincorporated association. CIO Trustee selection methods including details of any conslilutional provisions e.g. election to post or name of any person or body entitled lo appoint one or more trustees Para 1 25 CIO Association Constitution Para 1.25 Chartable Incorporated Organisation {ClOI Para 1.25 The appointment of Trustees is done via the members of The Rotary Club of Evesham Vale, this in an unregistered members club who elect a President (Chair), Secretary and Treasurer. The President, Secretary and Treasurer are made Trustees for their term in office. The remaining Trustees are voted in by the membership at an annual meeling. There can be up to six Trustees and anyone in the members club can put Ihemselve5 forward for election. Additional infomiation {optionall You rna choose to include further statements where relevant about. Policies and procedures New Trustees will be given guidance on adopted for the induction their role by the President. Secretary and and training of trustees Treasurer ofthe members club (who are also Trustees of the Charil The Charity runs alongside a member's dub of'The Rotary of Evesham Vale,. this is a Rotary Club with the affiliations to Rotary GB&I and Rotary International. ParH 1.51 The charity's organisational strudure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 The members club Iseparale entity) has each member pay a subscription to Rotary GB&I which comes with rights to apply for specific grants and opens the club up to a community of other entities in the area that both the Charity and members Club can work with. No further comments. Other Reference and Administrative details Charit name Other name the charit uses Re istered charil number Charity s principal address Rota Club of Evesham Vale Trust Fund Rotary in the Vale 1204730 63 St Marks Close Evesham WOrStershIre WR112EU
Names of the charity trustees who manage the charity Dates acted if notfor whole ear Trustee name Office lif any) Name of person {or body) entitled int tnjstee ifan George Lack Sandra Capaldi Steve Davies Chair From 0110712024 Past Chair 1510912023- 3010612024 1510912023 - Present Secretary Trustee Joseph Golding Nick I ngram Dee Elkan 1510912023 - Present Trustee 1510912023 - Present Trustee 1510912023 - Present Marcus Judge Trustee 1510912023 - Present 10 12 13 14 15 16 17 18 20 Cor orate trustees - names of the directors at the date the re Director name rtwasa roved Name of trustees holding trtle to property belonging to the charity Trustee name Dates acted if not for whole
Funds held as custodian trustees on behalf of others Description of the assets None. held in this capacrty Name and objects ofthe charity on whose behalfthe assets are held and how this falls within the custodian charity's objects NIA Details of arrangements for safe custody and segregation of such assets from the charity s own assets NIA Additional infomialion loptional) Names and addresses of advisers Ioptional information) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional infomiation) NIA Exemptions from disclosure Reason for non-disclosure of ke ersonnel details No disclosures used. Other o tional information No further commenls.
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) George Lack Chair Joseph Golding Treasurer Date 01 1 OL+/ loz5
CHARITY COMMISSION g. otary Club ot EvÈsham Vale TTbSt Fund FOR ENGLAND AND WALES 1204730 Receipts and payments accounts CC16a For the period from 15,n9'2:23 3010&20? ro Section A Receipts and payments Unrestricted funds to the nparest Re5tri¢ted furKI$ Endowment fund5 Total funds Last year to the neaTrstÉ tothfr nearestÉ to thè nfraresl£ to fv n&arest£ A1 Recelpts Fundraising A¢isvibes Donations and Le acE5 Grants 414 156 414 416 250 250 Sub total(Gross income for AR) S70 510 A2 Asset and investrnent sales, Isee tablel- NIA Sub total 570 510 A3 Payments Fundraising Eveni Ctssts Donations 10 lrtdiwdvals Donations lo Chanlie5 Repairs and Rene4V315 101 76 332 76 ¥2 Sub total 509 A4 Asset and investment purchases, (see table NIA Sub total Net of receipts/(paymentsJ AS Transfers betr4een funds A6 Cash funds Iz5t year end Cash funds this year end 469 103 571 638 638 1.107 103 1.210 CCXX R1 a¢¢ounts ISSI 07104r2025
Section B Ststement of assets and liabilities at the end of the period Unrestricted funds to npare5t £ Restricted funds to nearest £ Endowment funds to nearest E Catègories Details B1 Cash funds Bank P£cCnt 1.107 103 Total ¢ash funds 1,107 103 unStrICted funds to rreSt £ Restricled funds to nearest £ Endowment funds to nearest È Detalls NIA 62 Other monetary assets Fundio tJJhKti a55et beb Details NIA Cost loptionall Current value tional B3 Inv¥stment assets ¢urreDI value tsonal Details NIA asset belo Cost loption¥l B4 A$sts retained for the ¢harity's own use Fundto thich Arnount bonal Whèn dbo Details NIA B5 Liabilities Signed by onè or two trustees on behalf of all the Iwslees Date of roval Signalure Print NaThe U5£PA 6oL)IAJ& 01104izfj CCXX R2 accounts ISSI 0710412025