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 furb*raigrvJ 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 granlm*lng,'
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 tru8*98 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: (01584) 875715 Email: ludlow@dre.co.uk Website: www.dre.co.uk 

Offices at: SHREWSBURY Tel: (01743) 241581 OSWESTRY Tel: (01691) 654353 NEWTOWN Tel: (01686) 626534 WREXHAM Tel: (01978) 310600 KNIGHTON Tel: (01547) 528383 

## **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