2025-06-30-accounts

Trustees. Annual Report for the period Period slart dat• P￿0d •ThJ da From Section A Reference and administration details Charlty n L￿￿k￿ Rotary cl￿ CharitaNe Trust Rtyl•t•r•d chlrfty nunknr Vl ary) 250736 Ch•rfty'¥ prlnclwl ad*• Bull Ring Ludlow SY8 1AA N8m•s of th• ¢h•rfty Iru•t•8S Tltho m•nag• th• ¢harlty Olfic• IV•nyl Treasurer Ilam• olp•rnon lor body>w￿l¢l•d Inttru•t•g If4n Membern of Club M8mbers of Club Ray Cork Paul SorrelWe io 12 13 14 15 16 17 18 19 Names of the tru8t•es for the charlty. ff any. (for •xampl•. ary Cult￿lan trust998) Namo Dat•s act￿ If not for whole TAR

Names and ad(tr•sw of ad¥ls•rJ (Optional Infommuon) of advlser Address Namo ol chl•f •x•cutiv• or nam•• of Mnlor slaff mfjmbws {Opdonal Inf￿natIOn> Section B StructLire. governarice aiid iiiaiia D•$crlpllon of th• ch•rWs trusts Type ol govfjmlng dooun6nt,' Dedaraknn of rust dated 29kn N¢Mnbw 1968 cment Trust TNslee selectkm rnettrK￿ Élected by of the Rotary Club crf Ludlo Addttlonal govemanc•18•uo• {¢)ptlonal Infomwkn) You may choow to Include 8dditlonal informallon, where relevant, about. poIIGles and w0c￿dure5 adopted for the Indu¢tk￿ arKI trainlng of tru8lees,' tho charlty'8 org8n18•tional Structure and any wldèr network wlth whlch th6 tharlty relationshlp vAth any rekted partie5', truste8s' consideration of major riBkts and the system and procedures to manage Ihgm. Section C Ob'ectives and activities The reltéf of K)voty arxl distres5 by direct Pa￿nents to Indivtduals in n￿e$S1101$S Lircumstanths (Y by c4)ntrbutions to ￿¢h chwitabie Summary of th• obJKts of th• ' ￿ganISat￿)n$ or funds alrBady existing for Ihls PWFMJsa. b. th& ¢harlty sot out In Its govemlng docum•nt advancement of educath)n by contnbut)n lo such &lucatM)n nisalions orfvnds e8tabllshed purp(ws. TAR Mwth 2012

Thg Trust managgs furbraigrvJ athtks thrwJhout th8 y8ar In order to benefft charitw and deserving ¢au8es d&twmined by the mombets of the Rotsry Club of Ludhy | The Tr￿leeS have rega￿ to the gu¥Yanc8 Iss￿1 by the Chairty , Commission on Wb1￿ b&nefft and onsure that appolnted trustses Summary ol the m￿n actlvltles undertaken for th• publ1¢ bonafit In relatlon to th•8e oblo¢ts (Incluthi vthhln th1• $actlon th• statutory de¢laralion that tru8tfj•s hav• had rogard to tho guldan Iuuod by thg Charlty Commls$lon on publlc Addltloml d•tall• of ¢￿1•¢￿va •nd actlvluos (Opknol Inforn?atlon) may choom to InckKI8 further 51alements. wh8r8 ralgvanl. about. pollcy on granlmlng,' poIIGy pwromrne ￿l￿tOd invtsslrnent." contnbulion made by volunteers. TAR Klarth 2012

Section D Achievements and performance During the year the chanty raised £33,150 through events and fflade donations of £11.126 to over 15 locAI organisab"ons. Summary of the main achievements of the charity during the yoar TAR March 2012

Section E Financial review Brlel •tat•ment of th• ,, The TfUSt maintains a reseThe of £5,000 for major evénts, plus les8er l amounts for emergencies, seNces and causes n￿mInated by Ihe charws pollcy e•n r••er¥M | wesident. Hdd in a bank deposit account ￿th Lloyds Bank. D¢lalls of any fund• mat•rlally In d•fielt None Furtlmr fln•ndal r•v14w d•tall# (Othn•l inforniatton) You may ¢hr)0￿ to Includ• addltlonal infom)athJn, where Source8 of fuThl8 wi8 and donat10f￿. Exp8VKliture Is rel8vanl aboul: primarily on runnirs costs for ov8nts. The annual tk)g Day evgnl giv ri8e to cx)nsider8ble oJsts, whKth rf8kn9 y8tr to year, but ha¥ In Ihe charity's win(al general PTodu¢ed a s[gnif￿nt tKofiL Sources of fundg (includkng any fundralsing).. Tho tru898 ha￿ PL4icy a8 Ilwe are cawal fur￿ty avthble. how exp6ndltur8 has 8UPPOrted the key obJerA of th8 thaty, inve$lmenl poticy and obje¢tives including any ethlcal Investment policy 8dopled. Section F Other optional iiiformatioii Section G Declaration The trustees doclaro thfii th•y h•v• approv•d th• tru•t•M' r•port •bove. 819ned on bthll of the charws trvsts•$ SlgnabJr•(• Full nam•(•) po￿110￿ (•g S•¢rotary, C￿[r. Paul 8erTell Treasurer TAR M*th 2012

CHARITY COMMISSION FOR ENGLANO AND WALES Receipts and payments accounts CC16a Forthe pifod To 01-JuP24 31Hunp25 Section A Receipts and payments funds Total fvnds Lasty￿r A1 R￿elpts 31 Fund rai￿n9 ras5w evants ftJndRi¥ X931 100 1.727 183 HMRC Gift￿d Sub totsl(Gross income for 3).1XI AR) X1¥) l¥•e table). Sub totsi 33.150 33.150 A3Pa 20,192 20Tr6 Fund rai￿￿9 vthes ¢c6ts Fund raI￿￿)e¥&1ts ct¢is OtherfvThlrd￿ng crtsts ZQ.192 313 217 217 IOA 10.406 10A73 Sub total 31A35 31,535 32,371 A4 Assot and In¥esbn•nt purcha￿, see tabl• Sub total 31.535 31.5&4 3Z,371 Not of roc'pW(paynMntsJ 1,615 1.615 6.623 A6 Cash lunds last￿ar end Cash funds this year end 21.317 21932 21 J17 Z2,932 14.694 21,317 CCXX R10tr)wrts {SSI

Section B Statement of assets and liabilities at the end of the period Unrestrlcted fur¥l¥ Restricted funds to wreJt£ Endowment funds to nHmt£ Catg9ones Details B1 Cash fund8 a932 •)) funds to n•Jr••t£ Detslls to n••rwt È Fuhd lOt*hkh Curront ¥•lu• Oetall¥ tOTwhbch Ctsrr•ntv•lu• onal Dètall8 B4 A8••t• r•t•ln•d for th• charlty'• own u•e Amount du• duè D•tall$ B5 Llabsllti8• SKJned by one or trust885 on ehatt of all the I¥u8t80S Print N•me Date of roval Cork r-26 CCIX R2 attounts Issi

OUR REF: AP/AMG/L129 YOUR REF: 29DATE:[th] April 2026

YOUR REF:

Mr R M Cork Ludlow Rotary Club Charitable Trust 31 Broad Street, Ludlow, Shropshire SY8 1NJ

Dear Ray

NUMBER 5, THE BUSINESS QUARTER, ECO PARK ROAD, LUDLOW, SHROPSHIRE SY8 1FD Tel: [phone] Email: [e-mail] Website: www.dre.co.uk

Offices at: SHREWSBURY Tel: [phone] OSWESTRY Tel: [phone] NEWTOWN Tel: [phone] WREXHAM Tel: [phone] KNIGHTON Tel: [phone]

Independent Examination

We are writing to confirm that we have completed our independent examination of the trust’s accounts for the year ended 30[th] June 2025.

Our examination was carried out in accordance with general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the Trustees concerning any such matters.

The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

In connection with our examination, no matter has come to our attention:

• Which gives us reasonable cause to believe that in, any material respect, the requirements:

• To keep accounting records in accordance with Section 130 of the Charities Act;

• To prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or

• To which, in our opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Yours sincerely,

D.R.E. & Co.

Directors:

Francis Nock FCCA, Martyn R Kent FCA CTA, Richard B Heath Paren Morjaria FCCA, Aled R Davies FCCA, Aaron J Powis BSc (Hons) FCA CTA Ruth A Emonson BSc FCA Simon A Biggs FCA, Rebecca M Jones BA (Hons) ACA CTA, Kieran M Pinches ACCA CTA.

Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. D.R.E. & Co. Limited. Registered in England and Wales No. 4667659 Registered office: Kingsland House, 39 Abbey Foregate, Shrewsbury, Shropshire, SY2 6BL