CHARITY COMMISSION FOR ENGLAM) AND WALES Trustees. Annual Report for the period From 1 July 2023 Perlod start date To 30 June 2024 Period end date Charity name: R¢)tsry Club of Famborough Benevolent Fund Charity reglstration number: 234362 Objectives and Activities Summary of the purposes of the charity as set out in its goveming d0ment Pw• 1.17 For the rnllef of th• poor and neaty In the UK and elsewhere or for such oth•r charltable purposos, Institsrtion. soclety or object as tho club In duty con$tMut shall from time to time dlrecL Primarity monles aro rnlwl by Chrislmas street collections. sprfngtlm• Donkey Derby gvenL bi4nnual muslc avert supplomentod from tlme to tlrna by oth•r fvnd4alsing •v•nts Summary of the main activities in relation to Ihose purposes for the publ benefft, in particular, the activtii8s. projects or S8NiC8S Identifd in the ac(x)unts. Statement confirming whether the trustees have had regard to the guidan issued by the Chariiy C¢xnmiSsi wbk benefrt p1.17•[j 1.19 P• 1.18 In keeplng wlth the Charlty Commisslon guidance the rnaln focus of our activitles has been to support local groups. oryanlsatlons and famllies and donat8 to overn•as Klrk and dl•astsr rnlief. Addluonal Infomiatlon (optlonal) You ma choose to include further Statem Yttre relevant abtYJt'. SORP relverte Pwa 1.38 Policy on grant making Pw• 1.36 Pdicy on SOCAal investment induding progr¥n related investment Pn1.38 Contribution m•Je by volunteers Other
Achievements and Performance AS a result of successful fund-ralsing activitles tho club has supported local and Intemat5onal causes such as: Rotary Foundatson £3320 Rushmoor and Hart Young ¢ar•rn £750 Kkls out £850 Chrlstmas Vouchors £1,150 Connect Counselling £500 Parlty £660 Phyllis Tuck11 hospk• £26,725 The Vine £645 RSPCA (Hants and Surny bonlors) £420 Sands Farnborough £420 St•p by Step £500 Summary of the main acheffnts of the dlity. identfying the differen¢8 the chaiitls work has made to the cirCumstsn of its beneflarieS and any wider beneffts to sooety as whole. P¥a1XI Addltlonal Infornmuon (optlonal) You ma choose to indude further Statern where rele1 abouL' Achievements aganst objectives 8et 1.41 Perfomiance of fundraising activrties against objectives Investment pefftlnronce aganst ¢)bjec#ives Pw• 1.41 other
Financial Review Review of the charity's financial p0sftn at the end of the period P••121 At the yur •nd the charlty was In sound financlal positlon having approxlmately £12.000 to fund any ¢harltable requosts prlor to further fund- rnlslng and just ovèr £45WO in funds to finance the next Muslc in the Pa •vent in 2025. See abov• ststement expkqining the policy for holding reser$ statin wh the are held Amount of reseNes trld Reasons for holding zero reserves Details of furKI materially in deficit Explanation of any UnrtaIntieS abcxrt the charty continuw as 8 going concem Pm12Z P¥• 122 P•a122 £57.829 WA Pwa124 NIA Pwa123 The Charity rgmains a golng concem. Addltlonal Infonnatlon lomional) You ma choose to indude lurther Stalen where relevanl al0. The chariV$ wincipal sources of funds (wicluding any fundraising) Pw* 1.47 Investment Fdicy and obJ"ectives induding any social investment wjlicy adopted Pw• 1.48 A desuiMion of the princip risks facing the charity 1.46
Structure. Governance and Management Deg£ription of ¢hafWs trusts: P• 125 t)eclaration of Tnmt dead - 17 January 1963. Trust How is the charity constituted? Pwa125 rated Trustee selection methods induding details of any constitutional ProviOn$ e.g. election to FX)St or name of any person or bcJy entttled to apwnt one or more trustees PwJ125 Annual •lecllon by club membershlp Ina accordance wlth Tnst Deed. Additional Irrfomiallon loptional) You ma choose to indude further statemenls vthere relevant about: Policies and prctedures adopted for the indudion and training of trustees The chanV$ organisational Structu and any wider network with which the chanty works Pwa 1.51 RelatnshiP with any related parties Pwa 1.51 Other Reference and Administrative details Cha name Other name the cha uses istered cha number Chartty's principd address Rota Club of Famboro NIA 234362 44 Manor road FamLK>rough Hampshire GU14 7EU h Benevolent Fund
es ofthe charlty ITUStMs vtho manage the charfty D•t•• a¢l•d * not for wt off1 Iir ny) Nam• af pr1 lor i)oly) •nthl•d Christopher Harding Peter Gardner Peter Taylor Katy Harrris President Club MemrShiP Treasurer Secretary Past President Club membership Club membership Club membership 10 11 12 13 14 15 16 17 18 19 20 rate trustees- names of the directors at the date the re DIror Name of trustees holding title to property beknging to the charfty
Funds held as custodian trustees on bohalf of others De8criptDn of the assets NIA held in this waoty Name and objects of the charity on whose behf the assets are held and how this falls rythin the custfjjian chariils objects NIA Ddails of arrangemerrts for safe custody and segregation of such assets from the thanws own assets NIA Addltlonal Informatlon lol0n•1) Names and •ddrosses of advls•rs (Optlonal Infomwdon) Typg of Name •dvi$er Name of chl•f ex•cutlvo (w names of sonlor slaff morn Ioptlonal Informatlon) Exemptions from disc108ure Reason for non-disdosure of k detsi Other o tional information
Declarations The trustee8 deGlar• that they havo approved the trustees, report alx)ve. Slgned on behalf of the charlty's tru Slgnthre(s) Full namels) Posltlon log Socrotary. Chair, •tr) Christopher Jthn Harding President P*r Robert Gardner Treasurer
CHARITY COMMISSION FOR ENGiAND ANO WALES Rotsry Chth ol Farnbwough B•n• Fund Receipts and payments accounts CC16a Forthe rIOd To 01-Juk23 Ju24 Section A Receipts and payments fvnds fvrKI fvnd Toll fund• A1 R•e•l Fundr•e 1%.322 7J21 15gJ22 7,321 34015 1154 Sub tOf•l{Gmss Incon for AR) 11J•.149 1th1.141 A2 Asa•t and ul••. Sub tol•l To(al rnc•lpts 169.14• 1•I14• 37 A3P Donabons lo cauvwj Ciwt ofFundra 470 Sub ioiI T20 A4 A•••t and In¥••tm•nt purchaM•. IM• tabl•} Sub tolal 143.323 52.7 14et oIrnCdptyrnntsj AS Trnnaf•rn bet*Yen fund• A6 Ca•h funds last ymr •nd Cash funds thts • •nd 3z,ooz 32,002 47314 31 CCXX R1 acc(dmts ISS)
Section B Statement of assets and liabilities at the end of the period Cat•gories funds funds fvndx B1 Ca•h lunds Tof•l c•sh lunds S72* ¢Affj¥)I fvnd• fiJDd fund• FuTrJ CuFr•nt Detsils FtsrA1 kn wh I ITI CunBntvautr Dètails ch•rWs Iv u Fund Details 85 Uabllltles SvJn•J * ¢yw or t? trwtggB on behawofall tho tr0$ Signatu val {( 19K11f21)25
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Secti017 A Indepeiidei)t Examirier s Report Report to tho trust•881 mombors of Rotary Club of Famborough On accounts for the year ended 30 June 2024 Charlty no (If any) 234362 S•t out on pfig I reFQrt to the trustees on rny exanination of the accounts of the at Ch {Ihe Trusf) for the year erKl&J Responslbllltl•g and As the charity Iruslees of the Trust. you are resFK)nsible for the bxeparation basls of r•port of the accounts in accordaThx wth the requirements the Charrties A 2011 (Ihe A(*). I report in respect of my exanination cl the Trusfs accounts out under section 145 of the 2011 Aca and in carrying out my examination. I have the applicable Dire(aK)ns given by the Charity Commissw)n urKler section 145(5){b) of the A I have compl8ted my enIn811)n. I confirni that material matters have come to my atterrtion in cOnnectA with the thxamination gpies me cause to believe that in. any material respect: accounting records were not kept in WXOrdan N•ith sedion 130 of Ihe Ad or Independent examlnerfs Statement I have corn3 have corrft xross no other mthrs in connedion with the examination to whh attention should be drawn in order to enable a oper undeF5tan(h"ng of the accA)unts to be reached. . Please delete the words in the brad(ets rfthey do not apply. Slgn•d: Dat•: Njmo: David Bell Rolwant prof•Mlon•l quallncallon(s) or boty (If any): Address: 104 West Heath road. Famborough Hampshire GU14 8QY Section B DisclosLire Only comrAele rf the examiner rwds to high1h1 matters of concem (see CC32. InderKIent examination crf charity accounts.. directions and guidance for examiners). IER October 2018