## **The Rotary Club of Kendal Charitable Trust** ## **Annual Report for year ended 30[th] June 2025** The Rotary Club of Kendal Charitable Trust is constituted by Deed of Trust dated 16 December 1963 and is a registered charity, No. 233184. Its address is c/o the current Treasurer, 12 Longmeadow Lane, Natland, Kendal, Cumbria LA9 7QZ. The Charity Trustees during the year to June 30[th] 2025 were: Chairman President Timothy M Keegan from July 1st 2024 Vice Chairman President Elect Martin French from July 1st 2024 Secretary Past President Peter A Smith from July 1st 2024 Treasurer Past President Martin Jayne from July 1st 2024 Trustees who are the President, President Elect, Secretary and Treasurer are appointed annually by the members of the Rotary Club of Kendal at their Annual General Meeting, in accordance with the Trust Deed and serve with effect from July 1[st] annually. The objects of the Charity are to provide funds for the relief of poverty and distress to individuals or organisations approved by the Council of the Rotary club of Kendal, and to provide funds for the advancement of education. The Trustees are very grateful for all the hard work and generosity of Club Members without whom we could not continue to do good in the world. Rotary Year 2024 – 2025 was the year in which the Club celebrated its centenary of Service and “doing good in the world”. In particular, the Club and Trust organised a celebratory Fete which enabled community and charitable bodies to raise their profile in a fun way. The Club through its Trust also continued with events such as the sponsored Swimathon which enables major community fund raising. Events such as a concert and major golf tournament were arranged to raise significant funds for charitable purposes. Natural disasters and strife abroad continued and the Club maintained its long-term support as a silver partner of the Shelterbox Trust. The Schedule of Significant Expenditure attached as a note to this report sets out where the Charitable Trust’s funds have been used both at home and abroad . The Club received the proceeds of the final Blues Music Event in Bowness organised by the Club earlier in the calendar year. The surplus on the event was given to two Hospices in the Northwest. Members of the Kendal Rotary Club donated generously and collected effectively which resulted in a good income stream. The Trust benefited from very generous grants from District 1190 of Rotary GB&I. The Kendal Rotary Charitable Trust also wishes to acknowledge the generous sponsorship from the Westmorland and Furness Council and Kendal Town Council for the highly successful young people’s Tech Tournament and Fete. Generous sponsorship was also very welcome in arranging the Golf Tournament which took place after the end of the financial year. The notes to the accounts give an overview of the most significant activities. The club lottery continues to generate a good income with produced a surplus of £1,485; more subscribers are always welcome. The Cash Balance at the end of the year totalled £31,842.16 (2024, £25,527.53) There are no significant administrative expenses for the Charity, and it will be seen that the Trust funds are used exclusively for Public Benefit. Reserves policy. With no administrative expenses, it is considered necessary for the Trust to hold reserves of no more than £7,500 to cover possible failure of fundraising events. This was resolved by Trustees and Club Council at a meeting on 1[st ] September 2025. Major risks. At the present time, there are no major risks which need to be considered or mentioned and there have been no incidents needing report to the Charity Commission. ## **Rotary Club of Kendal Charitable Trust** ## **Income and Expenditure Account** **Year ending June 30th 2025** ## **Expenditure** |**Expenditure**
Cost of fundraising
Mintcake
Centenary Fete
Centenary Bench Gifts
General donations
Youth & sport
Lottery prizes
Bowness Bay events
Total
Surplus/(Deficit)
**Total Expenditure**|**2023/2024**
**2024/2025**
**Income**
**£**
**£**
2 972 97
3 888 98
1 117 00
Special Collections
1 596 04
Donations & Grants
1 403 41
Gift Aid
25 052 75
15 523 23
Bank Interest
5 425 29
2 633 85
mintcake
1 200 00
1 000 00
BBB24
9 795 53
Sponsorship, ticket & sales *
44 446 54
27 162 51
Lottery
-2 233 45
6 314 63
soup stall
**42 213 09**
**33 477 14**
**Total Income**|**2023/2024**
**2024/2025**
**£**
**£**
2 204 64
1 396 17
13 185 15
7 920 94
595 50
498 85
540 66
517 33
10809 03
1 202 65
283 35
6 536 51
11 994 76
12 580 57
2 600 00
2 485 00
339 12| |---|---|---| |||**42 213 09**
**33 477 14**| ## **Rotary Club of Kendal Charitable Trust** ## **Balance Sheet** **Year ending June 30th 2025** |**Charity Funds**
Brought forward
Charity Surplus/(deficit)
Closure of Skipton BS
**Total Funds c/f**|**2023/2024**
**2024/2025**
**_represented by_**
**£**
**£**
38 570 01
25 527 53
HSBC Bank at 30th June
-2 233 45
6 314 63
-10 809 03
**25 527 53**
**31 842 16**
**Total Funds b/f**| |---|---| |**2023/2024**|**2024/2025**| |---|---| |**£**|**£**| |25 527 53|31 842 16| |**25 527 53**|**31 842 16**| Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the tru8te8s Rotsry Club of KeThlal Charitable Trust On accounts for the year ended 3￿ June 2025 Charfty no (rf any) 233184 Set out on pages 14 I retth to the tnjstees ￿ my examination of the aC￿unts of the above (thanty (Ihe Trusf) for the year ended 30 106 12025. Rgsponslbllitles and basls of report As the chariiys trustees. yw are resp￿SIble ￿ the preparation of the aCC￿nts in ac