| SORP reference | ||||
|---|---|---|---|---|
| Summary | ofthe purposes of | Forthe relief ofthe poor and needy in | ||
| the charily ss set oui | in iis | the UK and elsewhere or for such other | ||
| governing | document | charitable purposes, Instltu5on, society orobject as the club In duly constituted |
||
| nuNrdn shall from time to time direct. |
||||
| Summary activities |
ofthe main in relation iothose |
Para 1.17and 1.19 |
Primarily monies are raised by Christmas street collecdons, springtime |
|
| purposes | for the public | Donkey Derby event, biannual music |
||
| benefit, in particular, |
the | event; supplemented from time totime |
||
| activities, | projects or | by other fund-rahilng events |
||
| services idenlied in |
the | |||
| accounts. | ||||
| Statement | confirming | Para 1.18 | In keeping with the Charity Commhslon |
|
| whether the trustees | have | guidance the main focus ofour | ||
| hsd regard iothe guidance | acthrltles has been to support local |
|||
| issued by | the Charity | groups, organlsadons and families and |
||
| Commission on public |
donate to overseas work and disaster | |||
| benefit | relief. |
| Para 1.38 | ||||
|---|---|---|---|---|
| Policy on | grant making | |||
| Policy on | social investment | |||
| including | program | related | ||
| investment | ||||
| Para 1.38 | ||||
| Contribution | made | by | ||
| volunteers | ||||
| Other |
| Achieve | ments and Per |
formance | ||
|---|---|---|---|---|
| SORP reference | ||||
| As a result ofsuccessful fundmising | ||||
| activities the club has supported | local | |||
| and lntemadonal causes such as: |
||||
| Summary ofthe main achievements ofthe charity, |
P«e 120 | Rotary Foundation K2,624 Rushmoor and Hart Young carers |
f875 | |
| identifying charity's |
the difference the work has made to |
Kids out 6700 Christmas Vouchers f1,300 |
||
| the circumstances of its |
Connect Counselling 6519 |
|||
| beneficiaries and any wider |
Parity f.1,000 | |||
| benefits to society as a | Phyllis Tuckwell hospice f600 | |||
| whole. | The Vine K1,405 | |||
| Water Aid f500 |
| Achievements against |
Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising |
|
| activities against objectives | Pere 1Af |
| set | |
| Investment performance |
Para f.ef |
| against objectives | |
| Other |
| Financial Review | ||||||||
|---|---|---|---|---|---|---|---|---|
| Review ofthe charity's | Para 1.21 | At the year end the charity was | ln asnd | |||||
| financial position at the ofthe period |
end | financial posNon having approximately f8,700to fund any charitable requests |
||||||
| prior to further fund-raising | and | Just | ||||||
| over f23,000to fund the | Music | In the | ||||||
| Park event which was Imminent | (In July | |||||||
| 2023 | ||||||||
| Statement explaining the |
Seeabove | |||||||
| policy for holding reserves |
||||||||
| statin wh the are held |
||||||||
| Amount ofreserves held |
Para 122 | f31$28 | ||||||
| Reasons for holding zero | Para 122 | |||||||
| reselves | ||||||||
| Details offund materially | in | Para 124 | ||||||
| deficit | ||||||||
| Explanation ofany |
The Charity remains a going | concern. | ||||||
| uncertainties about the |
||||||||
| charity continuing as a going |
||||||||
| concern | ||||||||
| Addidonal Information |
(optional) | |||||||
| You ma choose to indude |
further statements | where relevant about: | ||||||
| The charity's principal sources offunds (including |
Para 1.47 | |||||||
| any fundraising) | ||||||||
| Investment policy and objectives induding any |
Para 1.48 | |||||||
| social investment policy |
||||||||
| adopted | ||||||||
| A desaiption ofthe principal |
Para 1.46 | |||||||
| risks facing the charity | ||||||||
| Other |
| Description ofcharity's | |||
|---|---|---|---|
| inlets: | |||
| Type of governing document |
Pars 1.25 | Declaration ofTrust deed -17January 1663. |
|
| How isthe charity | Pars 1.25 | Trust | |
| constituted? | |||
| Trustee selection methods | Para 1.25 | Annual election by club membership | lna |
| including details ofany |
accordance with Trust Deed. | ||
| constitutional provisions e.g. |
|||
| election to post or name of | |||
| any person or body entitled | |||
| to appoint one or more | |||
| trustees |
| Policies and procedures adopted for the induction |
Para 1.51 |
|---|---|
| and training oftrustees | |
| The charity's organisational structure and any wider |
Para 1.51 |
| network with which the |
|
| charity works | |
| Relationship with any related |
Para1.51 |
| parties | |
| Other |
| ' | ||||||
|---|---|---|---|---|---|---|
| Cha | name | Rota Club ofFamborou |
h Benevolent | Fund | ||
| Other name the charit | uses | N/A | ||||
| Re istered charit | number | 234362 | ||||
| Charity's | principal | address | 44 Manor road | |||
| Famborough | ||||||
| Hampshire | ||||||
| GU14 7EU |
| mes | ofthe charity tr | ustees who manage t | he charity | |||
|---|---|---|---|---|---|---|
| Trustee Mole | Ofnce (ifany) | Dates acted if not for whole I' |
Name to ~ |
ofperson (or body) ant)fled hlt trustee Ifan |
||
| 1 | Katy Hamis | President | Club | membership | ||
| 2 | Peter Gardner | Treasurer | Club | membership | ||
| 3 | Peter Taylor | Secretary | Club | membership | ||
| 4 | Tony Myers | Past President | Club | membership | ||
| 5 | ||||||
| 6 | ||||||
| 7 | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 |
| Unmstrlcted funds |
Restricted funds |
Endowment funds |
Total funds | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Ioele nearest 6 |
tothe nearest E | tethe nearest E | tothe nserest E | ||||||
| A1 Race( | |||||||||
| Fundrehln | 24016 | 24016 | 17,767 | ||||||
| Donssons | |||||||||
| Interest | 110 | ||||||||
| Sub total | (Grossincome | lbr | |||||||
| AR) | |||||||||
| A2 Asset and | investment salas |
||||||||
| (see table). | |||||||||
| Sub total r er rrrrr~irm |
~~~m | ~rsrrr | |||||||
| A3 Pa | |||||||||
| Denssens tn csusss | 22,101 | ||||||||
| Cost or Fundrsising | 24,470 | ||||||||
| Sub totai | |||||||||
| A4 Asset and | investment | ||||||||
| purchases, (see table) | |||||||||
| r | Sub totai I rrrrrlrMls~st1N |
~~~4LTa | ~%AN | ||||||
| Net ofreceipts((payments) | |||||||||
| AS Transfers | between | funds | |||||||
| ASCash funds last year end | 47414 | 47414 | 47,641 | ||||||
| Cash funds | this | year | end | 31,9 | 47~ |
| ~ | » | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Unmstrtoted | Restricted | Endowment | |||||||
| Categories | Details | funds to near»et a |
funds to newest E |
funds to newest a |
|||||
| 81Cash funds | Bank and Pear cash | 31,92a | |||||||
| Tofaf cash funds | 21,S2S | ||||||||
| (atop hdolGw»th | Iooupu oxlpan»on wpo»de)) |
Unrestricted | Restrict | Endowment | |||||
| funds | funds | funds | |||||||
| Details | lo nearest a | toneatest a | to nearest 2 | ||||||
| 82Other | monetary assets | ||||||||
| Details | Fund towhich aewa 5 |
~(~ | Current | vslue | |||||
| 8$Investment | assets | ||||||||
| Fund | towhish | Cuneot | value | ||||||
| Details | lepra | e | |||||||
| 84Assets retained forthe | |||||||||
| charity's | own | use | |||||||
| Fund towhich | Amount due | When | due | ||||||
| Details | lhdN | ndahw | |||||||
| BSUablllttes | |||||||||
| Date of | |||||||||
| Signed by one or two trustees on behalf ofall the trustees |
Signature | Name | a | rovel | |||||
| Peter Robert Gardner | |||||||||
| Catherine | Mary Hams | 2( M | |||||||
| 08/11/2023 |