Annual Report- Dinas Powys Rotary CIO Charity 1207276 March 1° 2024 to June 30" 2025 Qbi&otillRS andActivities Dinas Powys Rotary CIOwas formed in March 2024 and took over the charitable work ofthe Rotary Club of Dinas Powys from the Rotary Club of Dinas Powys Charitable Trust on 1" July 2024 after banking faGilities for charitable trusts became increasingiydifficult to obtain. As such it took over both the objectives and assets ofthe charity it replaced. The objectives of the charityto a large extent mirror the objectives of all Rotary clubs. but with specific reference to the area in which the Rotaryclub operates. They are: 1. To provide support to the poorand needy 2. To support young people and organisations which provide help and development opportunities forthe young. 3. To provide development opportunities foryoungpeople 4. To support organisations providing supportto the elderly 5. To support other charities which in the trustees view meet with the charity's aims 6. To support Rotary International's fight against polio and response to international disasters. The trustees have adopted a policy that except for disaster relief. the priority for support and donations will be made in order of preference to individuals or organisations in the locality of: a) Dinas Powys and Sully b) Vale of Glamorgan and Cardiff c) Wales d} United Kingdom e) Worldwide In fulfillingthe objectives as set out above. the charity trustees have had regard to the Charity Commission's guidance on public benefit.
Achievempnts The trustees allocated funds available to support the activities identified above: Support to the poorand needy Donations offood to the localvale Foodbank supportingthose in need in Dinas Powys. Sully. and other parts of the Vale of Glamorgan- Toys for kids in women's refuges at Christmas. Cost £2398 &upporting Young People Donations to Dinas Powys Scouts, BarryAir Cadets, Penarth Guides. Sully Primary School. Ty Hafan children's hospice. and taking children from Ysgol YDeri special needs school for a day out. Cost £3790 D.eveloping Young People Providing leadership training for two selected students at the Rotary Leadership course. and providingdictionaries to students in local primary schools. Cost £1649 Supportto the Elderty Providing funds to local veteran's charities and the Royal British Legion. Cost £1530 Supportto other Charities Donations to other charities included Young Livesvs Cancer. Prostate Cymru, Sandville Self Help Foundation, Crohn's Colitis UK. Ronald McDonald House. Barrywar Museum. MND. and Stjohn Ambulance. Support was also provided fora local beach clean and flood damage in a local primary school. Cost £3450 Qi88ster Relief and other International Support Donations were given to Shelterbox. and DEC (Disasters Emergency Committee) followingthe Myanmar earthquake. Support was also provided to the Rotary Foundation in its fight against polio. the KIVA microfinance scheme which provides loans to 3rd world entrepreneurs. and the Footprints Family Gharity in Kenya. Cost £3754 All these causes are to the public benefit in one fomi or another.
Finanoial.Review As stated above Dinas Powys RotaryCIO took over the charitable activities from the Rotary club of Dinas Powys Charitable Trust on July 1" 2024 and inherited the funds from that charity. amountingto £24.138.95 Fundraising duringthe yearfrom a Dickensian Fayre at Christmas. a Santa Sleigh Ride, the annual Classic Car Show added £6,142. And this was further augmented by donations. gift aid. and savings interest for a total of £7,222. However donations and other expenses during the financial year exceeded income by1£9.348) reducingthe funds atyear end to £14.791- a reduction of over £9.000 on funds available at the start ofthe year. This was primarily due to reduced income atthe main fundraisingevent towards the end ofthe year due to inclement weather and will reduce spending available in the coming year. Of this £14.791 the charity holds in reserve £5000which is necessaryto finance the next Classic car Show. Structure. Goyett@tLoLaod.Managem.eDt The charity is a Charitable Incorporated Organisation and as such the governing document is a CIO-Association. The CIO is one year old and currently has three initial Trustees plus the serving president is an ex officio trustee. Additionaltrustees may be elected at a duly onstituted meeting. The chaiity must have a minimum of three trustees. Bef.eience and Administration details Name of charity: Dinas Powys Rotary CIO Registration Number: 1207276 CharityAddress: 33 Windyridge. Dinas Powys. Vale of Glamorgan. CF64 4AW Trustees: Timothy Hubbard IChairotTrusteesl. Robin Pitcher ISecretary}. Colin Jones No trustee holds any charity property pptoual 201 Timothy Hubbard Ichair of Trustees) Dated
Dinas Powys Rotary Dinas Powis Din LowBfftC.10 Chari 120727 STAIEEA13oTH JUNE 2Q25 AC£UMULATEDANW£HARIIY) Balance al 1st March 2024 (newly iegisteredl 0.00 Excess Income forthe year ending 30th June 2025 14,790.75 Balance at 30th June 2025 14.790.75 BEPRE.SENTED BY Charity BankAccount Savings BankAccount Events Bank Account Cash in Hand 2,094.60 8.246.29 4,446.86 3.00 14.790.75 R.l.B.l. Charter No. 1663
Ll Oth 202 In¢ome Expenses Suiplus Assets inheriled from charity 1091959 Classic Car Show Dickensian Fayre Santa Sleigh Donations Gift Aid Interest on Savings Account 24.138.95 9,063.09 2.341.05 337.10 858.01 125.00 97.16 36.960.36 4.796.23 802.93 4.266.86 1,538.12 337.10 858.01 125.00 97.16 5,599.16 31.361.20 Supportto the poor and needy 2397.68 Support Young People 3789.5 Develop Young People 1649.2 Support tothe Elderly 1530.34 Support to other ¢haritles 3450 Internatlonal 3753.73 TOTAL 16.570.45 Excess Income over Expendfture 14,790.75
INDEPENDENT EXAMI,Rs REPORT TO THE TRUSTEE.S OF DINAS POWIS ROTARY CIO- COMPANY NUMBER- CE035443 CHARITY NUMBER 12 27 I report on the a¢¢ounts for the year ended 30 June 2025. whieh ar¢ s¢t oui on the accoTnpanying pages. Thi5 Report 1$ made solely to th¢ TTUStees in accordan¢¢ wilh se£iion 145 of the Chari¢ies Act 2011. My work has been undertaken so that I might State to the Charity Trusiees those matters l am Tequired to stale 10 them in an Independent Examiners Rep)rt and for no other pujpose to the fullesi extent perniitted by law. I do not accq)l oi assume responsibility io anyone other than the Charity and ihe Charity Truste¢s for my examination work. R¢spectlvt re5ponslb511tles of Tbe Trustees And the Examlner The Trustees are responsible for preptring the Financial Statements. You considcr th an udil is not required for this year {und¢r section 144(2} of th¢ Charities Act 2011 {thc 2011 A¢t) and thal an ind¢p¢vd¢nt examinatioo 1% required li ig rny rejponsibiliiy to.. examinc ihe accounts under se¢tion 145 of th¢ 2011 ACL to follow th¢ procedure5 laid down in the General Dire¢¢ions 8iven by the Charity Commission (under sectlOD 14515){b) of the 2011 Acl).. artd tts S¢ale wheth¢r particular malters hav¢ Come my altention. Basls of Independent Examlner'$ report My examination was carried out in a¢cord8nce with the Cien¢r81 Directions given by the Charity Commissiort. An ¢xamingtion includes a r¢vi¢w of ihc a¢counling rerdS kcpl by the Tnle¢S and a comparison of the Financiol Statemcnls prcs¢nt¢d with those records. It also includes consideration of any UnUal 1m5 or disclosures in the Financial Statem¢nL8 and seckin8 cxplanalions from you as Trustees con¢erning any suth mallers. Th¢ Procedures undertakcn do not provide all the eviden¢e that would be required in an audit and consequently 00 opinion LS given as to whethrr ¢hc accounls pr¢s¢nt a 'true and fair view, and ¢hc r¢pon is limi¢cd to those matters sci Oui in the stat¢m¢nis below. Independent Ex•mlner's stAtement In connection with my examinatiort, no matter has Come to my Dttention.. (l) which give5 rnc rc4sonabl¢ cause lo believ¢ ihat in any maicrial respert the requirements to keep accountin8 records in aecordanc¢ with section 130 of th¢ 2011 Act., and to prepare accounts whiGh accord with th¢ accounting records ond to comply with the accounting requircmtnts of the 2011 ACL havc not been mct., or (2) lo which, in my opinion, atierttion should be drawn in order to enable a proper undeTSt3nding ofthe accounts to be reached. Ind mlDer Johns F,C. Ch#rtered Account&nt Oaklands Pen)'turnpike DinA$ Powy5 CF64 4HH 8, JanuaTh 21126