## **Trustees' Annual Report for the period** ||Period start date|Period start date|||Period end date|Period end date|| |---|---|---|---|---|---|---|---| ||Day|Month|Year||Day|Month|Year| |**From**|01|July|2022|**To**|30|June|2023| ## Section A Reference and administration details **Charity name** LUDLOW ROTARY CLUB CHARITABLE TRUST **Other names charity is known by Registered charity number (if any)** 250736 **Charity's principal address** The Feathers Hotel The Bullring LUDLOW **Postcode SY8 1AA** ## **Names of the charity trustees who manage the charity** |1
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18|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Hilary DELANEY-
HALL|President||| ||Dr Robert James
HODGE|Vice-President and
Treasurer||| ||Linda CHARIE|Secretary||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR** March **2012** 1 **Names and addresses of advisers (Optional information) Type of adviser Name Address** **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document DECLARATION OF TRUST DATED 29 NOVEMBER 1966 (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Elected by members of the Rotary Club of Ludlow Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. **TAR** March **2012** 2 ## **Section C Objectives and activities** a. the relief of poverty and distress by direct payments to individuals in necessitous circumstances or by contributions to such charitable organisations or funds already existing for this purpose. b. the **Summary of the objects of the** advancement of education by contribution to such educational **charity set out in its** organisations or funds established for charitable purposes. **governing document** The Trust manages fund-raising activities throughout the year in order to benefit charities and deserving causes determined by the members of the Rotary Club of Ludlow The Trustees have regard to the guidance issued by the Chairty Commission on public benefit and ensure that newly appointed trustees are familiar with that guidance **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. **TAR** March **2012** 3 ## Section D Achievements and performance 2022-2023 was a significant improvement over 2021-2022 in regard to **Summary of the main** fund raising and donations made. The removal of COVID restrictions **achievements of the charity** meant that the annual Dog Day event could be run again in July 2022. **during the year** Funnds raised allowed substantial donations to two major organisations and several local causes. A concert in aid of Ukraine refugees raised £2300. ## **Section E Financial review** The Trust maintains a reserve of £5,000 for major events, plus lesser **Brief statement of the** amounts for emergencies, youth services and causes nominated by the **charity’s policy on reserves** president. **Details of any funds materially in deficit Further financial review details (Optional information)** Sources of funds fund-raising events and donations. You **may choose** to include additional information, where Expenditure is primarily on running costs for events. The annual Dog relevant about: Day event gives rise to considerable costs, which are rising year to year, • the charity’s principal but has in general produced a significant profit. sources of funds (including any fundraising); The trustees have no investment policy as there are no capital funds • how expenditure has available. supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. **TAR** March **2012** 4 ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Dr Robert James HODGE **Position (eg Secretary, Chair,** Vice-President and Treasurer **etc) Date** 16 December 2023 **TAR** March **2012** 5