CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 Juty 2020 Perlod end date Perfod start date To 30 Jun• 2021 Charity name: Rotary Club ol Farnljorough Benevolent Fund Char5ty reglstratlon number. 234362 Objectives and Activities Summary of the purposes c the chaiity as set out in ts goveming document P¥• 1.17 For the rell•f of the poor and n80ty In th• UK and olsewhero or for Such other charitable purpoms, Instltsthn. or object as th• club In duty constitsrtod shall frorn time to tim• dlrecL Prknarlty monl•s arn rnls•d by Chrfslmas str••t colloclions, sprfngtlm• Donky D•ty •v•n( bi-annual musk event supp1wn0 from tim• to tirne by other fund•ralsln9 w•nts. Summary of the man acthitses in relation to those purposes for the pubk¢ benefft, in particular, the activit, projsxts or services idenled in the a¢Unt8. Statemerrt confinniNJ whether the trustses have had regard to the guidan issued by the Chariiy Pwa 1.17 and In kegplry wlth th• Chartty Commlsslon guldance tho maln focus of our actfvitles has beM to support local group5. organlsallons and famllles and donats to overseas worft •nd dls•stor r•li•f. Addldon•l Infommtlon lopoona You ma thoose to indude further statements where relevwrt &bout: Pw• 1.3• Policy on grarrt maknng Pw• 1.3B Policy on soci81 investrne induding program related investrnent 1.38 COntrtJutn made by volunteers
Achievements and Perfommnce Th1% y•ar due to the Govomm•nt Heafth rnstrlc15ons only Ilmlt•d fvnd4aislng was possFble whlch knltod th• •s8istance provldod. Cauw Supported Included: Rotsry Foundatlon £lOOO Kkls for klds £2,000 Karuna AGtlon£1,900 pktoral dlctlonarfes for local schools £1,008 Cllc Sarg•nt £629 Chri8tiiias vouch•rs for lo¢al fam115•s £700 Parlty for dlsablllty £500 Farnborough Food bank £250 Summary of the rn8in aChernents of the chaity. identfying the difference the charity's work has made to the circumstances of ils beneficiaries and any V•ider beneffts to society as a whole. Pa 120 Addltlon•l infomiakn (opllMa You rna choose to inckmle further statemts Wre relevant 8bout: Achtevements agawist obj'ectrth set Pm1A1 Perfomiance of fuThlraising activities agarnst obiecves Investrrnnt perfomwKe against obieth'ves Other
Financial Review Review of the charity's finanaal poSitn at the end of the perK)d Pw# 121 At th• y•ar•nd the charlty was In a sound flnancial posluon having rntalnad approxlmat•ly £37.000 to fund inlual cosls of IVS Musk In tho Park went and around £10,000 to fund any charltabl• u•sts r•colv•d rfor to fund4•lsln SM •bovo Staternent explaining the polry for holding reserves we held Amount of reserves held Reasons for hdding zero reserves Details of ftind matenally in deficit ExpLqnation of ary uncertainties atmxrt the charity c¥Jntinuing as a going concm Pwa122 P122 £47,000 NIA P¥a122 Pw•124 IIJA P¥a123 Th• Charlty r•malns a golng Co•M Addltlon•l Infonnthn (opoonal) You ch¢xe lo indude further there reknnt about". The charivs principal sources of funds (inc4uding any fundrasirKJ) P** 1.47 Investment policy arxl obj'ectives induding any social investment Fdicy adoptad 1.46 A description of Ihe princip risks fa(ino the dritY P•i 1.48
Structurn, Governance and Managomont DesCri10n of charTVs trusts.. Type of goveming d(Kunrt 125 D•cl•ratlon of Trust D•od . 17 January How is the charity constituted? Pw•125 TnAt porated TNstee selectK)n methods induding details of any constrtutional provisions e.g. ection to posi or name of any person or bcxly entitled to appoint one or more trustees Pm125 Annual •1oclkM by club mombernhlp Addltlon•l Infonrwtk>n (optlonal) Youm choose to indude further sLqtements where relèvant knut.. Policwd and prO¢ureS adopted for the indudion and training of trustees 1.51 The ¢hartys organisational 8trudure and any WKler network with which the charity *rrks Pwa 1.$1 Relationship with any related Pm1.51 Other Reference and Administrative detsi18 Cha name Other naff the cha ' uses istered cha number Chartys principal •Jdress Rota Club of Famboro h 8enevolent Fund NIA 234362 44 Manor ro•J FamtK>rough Hampshire GU14 7EU
Narnm ofth• chrlty trust•es who manag• tho charlty Nam• of p•rwn lor body) •ntit Int tru•t•• rf•n Club Membership Club Membership Club Membership Club Membership Sam pa1n Peter Taylor Peter Gardner Tony Myers Presidnet Treasurer 10 11 12 13 14 15 16 17 18 19 20 rate Irustees- names of the directors al the date the re rtwasa Name of trustees hokling tiue to FYOP&ty tthIng to the charity
Funds held as custodian trustees on behalf of othern Description rf the assets NIA held in this capooty Nwne and ¢'ects of the charity on vthose behalfthe assets are hdd and how this falls wtthin the custodian chariWs obJ'ecs MIA Details of arrangemerrts for safe oJst¢)ay and regaIn of such assets from the thantys £y*m WA Addftlonal Inforniallon (opliona NanM and addr•s5 ofadvls•rn (Opiional Inlrxnth) Typ• d N•m• advl8•r Nam• of chl•f •xecutlvo or n•mM of s•nlor stsff m•mbws IOpllon41 Infornwtlon) Exemptions from di8cIosurn Re&8on for rn-dIsCI0SUre of k Other o tlonal infommtion
Declarations Slgnod on lJ•half of th• charfty's lJusl••s Slgnthre(•l Full nanw(s Posluon (•g Secretary, Chalr. •tc) Anth(x)y Gordon pa1 Presidenl Peter Robert Gardner Treasurer 3" Odot*r 2021
| **Charity ** | Account | |||
|---|---|---|---|---|
| Expenditure | Income | |||
| Donations to causes | 13,801 | Opening Balance 1/7/20 | 11,939 | |
| Donation to Rotary Foundation | 2,000 | Member Foundation Contributions | 828 | |
| Fund-raising expenses | 939 | Member donations | 5,190 | |
| Miscellaneous | 0 | Other donations | 1,449 | |
| Christmas Float collections | 4,375 | |||
| Gift Aid reclaimed | 2,484 | |||
| Christmas raffle | 270 | |||
| District Grant | 750 | |||
| Total | 16,740 | Total | 27,285 | |
| Surplus carried forward | 10,545 | |||
| Music in the | Park Account | |||
| Expenditure | Income | |||
| Misc expenses | 98.78 | Current Surplus | 37,194.89 | |
| Surplus C/Fwd | 37,096.11 |
Ilf any): FamtorwJh GU14 9ET Sectioii B DisclosLire Only complete rf the examiner nts to highlyht material matters of concem {see CC32. Independ)t exwTrIrbdK of charity xcounts: direcaions and guidan for exanNner3). Glve hern brl•f d•tall8 of any Itoms thattho oxamln•r wl•he• to dlsclos•. IER Oct 2018
Ilf any): FamtorwJh Hwrts GU14 9ET Sectioi) B DisclosLire Only complete rf the examiner n*ls to highlyht material matters of concem Isee CC32. Independ exwTrIrbdK of charity xcounts: direcaions and guidan for exanNners). Glve her• brl•f d•tall8 of any Itoms that tho •xamln•r wl•he• to dlsclos•. IER Oct 2018