2023-06-30-accounts

Trustees’ Annual Report for the period

From 1 July 2022 Period start date To 30 June 2023 Period end date

Charity name: The Rotary Club of Gosport Benevolent Fund

Charity registration number: 269023

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	1.FOR THE BENEFIT OF THE POOR AND NEEDY LIVING IN THE TERRITORIAL AREA OF THE ROTARY CLUB OF GOSPORT. 2. FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTION SOCIETIES AND OBJECTS AS THE CLUB SHALL DIRECT.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Financial and Personnel assistance to  worthy non profit making causes,  the organisation of events to benefit the local community,  the organisation of events to support and assist the youth particularly in the field of educational development,  the support of international projects to aid those in need,  the organisation of events to raise funds to carry out our aims and objectives.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Confirmed

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference	-
Policy on grant making	Para 1.38	All Grants are made following ‘due diligence’ procedures and with support from the majority of members. It is our policy to purchase goods and services rather than distribute finance,

		where this is possible, thus giving us improved audit capabilities. Each project is managed professionally and supervised by Officers of the Club.
Contribution made by volunteers	Para 1.38	There are twenty-three full members of the Club all of whom have voting rights. There are two Honorary Mbrs and eighteen ‘Friends of Rotary’ who have no voting rights but give their assistance when requested.

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20		The following is a Summary of the club’s activities during the year:- Community ‘ Organisation of Youth Speaks’ and ‘Young Chef’ competitions for schools;;; Gosport Rotary Academic Bursury awarded to a local student starting their University Course; ‘Kids Out’ Special School annual day out organised; Assistance given to ‘Young Carers’ in conjunction with an adjacent Club; Continued support given to a local Food Bank with weekly deliveries by Rotarians totalling several thousand pound over the year; The Christmas Sleigh Tour; The ~Alverstoke Michaelmas Fayre event; Financial support given to the Hampshire Air Ambulance; The Stokes Bay Vehicle Rally which, as well as attracting over 400 vehicle entries and many members of the public also raised over Ten Thousand Pounds to help fund our Benevolent activites; A number of small donations made to local causes; We organised the ‘Coronation Community Chest’ where small local charities and ‘not for profit’ organisations were invited to bid for small grants to celebrate the King’s Coronation, which resulted in fourteen

recipients sharing £13,500. International Substantial donations have been made to Rotary International Projects including the Eradication of Polio worldwide; The Club has also supported the delivery of Shelter and Aquaboxes to scenes of disaster, provided finance to the Islamabad Rotary Club to assist in their flood relief work, and financial assistance to British Rotary teams delivering medical equipment and assistance to Ukraine, financial support for ‘Marys Meals’ ;as well as our annual collection of Christmas Shoeboxes, containing gifts for children, which joined our District collection and were delivered to Eastern European countries where local Rotary Clubs presented them to recipients in the poorer areas.

Additional information (optional) You may choose to include further statements where relevant about:

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The cash funds totalled £39,672
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Since two of our major fund rising events are weather dependent the Club voted to hold a cash reserve.
Amount of reserves held	Para 1.22	£10,000
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	A programme of fund raising events, inc. street collections, public events and member’s donations.
Investment policy and objectives including any social investment policy adopted	Para 1.46	Funds are promptly used to meet our objectives
A description of the principal risks facing the charity	Para 1.46	The recruitment of willing volunteers and supporters.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	An unincorporated Charity
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	The Club follows procedures as set down by Rotary International with annual elections by the membership to the Trustee and Officer posts of the Club.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	New Trustees are provided with Charity Commission advice documents and are mentored as and when necessary.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The Charity works as part of Rotary International, the largest network of service organisations in the world.
Other

Reference and Administrative details

Charity name	The Rotary Club of Gosport Benevolent Fund
Other name the charity uses
Registered charity number	269023
Charity’s principal address	The Treasurer , Gosport Rotary Club, c/o 20 Regents Place, Weevil Lane, Gosport, PO12 1AY

Names of the charity trustees who manage the charity

1 2 3 4	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Colin Davey	Treasurer		The membership of the Club
	John Lovell	President
	Julia Edwards	Immediate Past President
	Ray Drake	Past President and Chair of Community Committee

– Corporate trustees names of the directors at the date the report was approved Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
nil

Funds held as custodian trustees on behalf of others

Description of the assets Nil held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

n/a

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

John R Lovell Signature(s) J Edwards John Lovell Full name(s) Julie Edwards Position (eg Secretary, Immediate Past President President Chair, etc) Date 30 November 2023

GOSPORT ROTARY BENEVOLENT FUND	GOSPORT ROTARY BENEVOLENT FUND	269023
Receipts andpayments accounts			CC16a
01-Jul-22 For the period from	To	30-Jun-23

Section A Receipts and payments

Section A Receipts and	payments
A1 Receipts	Unrestricted funds to the nearest £ 5,483 27,661 204 1,083 34,431 34,431 19,895 8,069 27,965 27,965 6,467 - 33,205 39,672	Restricted funds to the nearest £ - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - -	Total funds to the nearest £ 5,483 27,661 204 1,083 34,431 34,431 19,895 8,069 27,965 27,965 6,467		Last year to the nearest £
Voluntaryreceipts	5,483					-
Fundraisingevents	27,661					-
Investment income	204					-
Charitable activities	1,083					-
Sub total(Gross income for AR)	34,431					20,640
Total receipts A3 Payments
						20,640
Fundraisingcosts	19,895					-
Cost of charitable activities	8,069					-
**Sub total **	27,965					17,910
Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end
						2,733
	6,467	-	-	6,467		17,907
	-	-	-	-		-
	33,205	-	-	33,205		15,298
	39,672	-	-	39,672		33,205

Section B Statement of assets and liabilities at the end of the period

Categories or two trustees on behalf ees es nds R1 accounts (SS)	Details Total cash funds (agree balances with receipts and payments account(s)) Cash at bank Details Signature 1	Unrestricted funds Restricted funds Endowment funds to nearest £ to nearest £ to nearest £ 39,672 - - 39,672 - - OK OK OK Fund to which liability relates Amount due (optional) When due (optional) - - - - - Date of approval Print Name 29/09/2023	Endowment funds to nearest £
			-
			-
			OK
			When due (optional)
			Date of approval

B1 Cash funds

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

CCXX R1 accounts (SS)

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustee$ GOSPORT ROTARY BENEVOLENT FUND On accounts for the year ended 30 JUNE 2023 Charity no {if anyl 269023 Sot out on pages I report to the trustees on my examination of the accounts of the abovè charity I'the Trust") for the year ended 3010612023. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {'the Act I I report in respect of my examination of the Trust's accoLJnts Carried oul under section 145 of the 2011 Act and in Carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the Act. Independent I have completed my examination. I confirm that no material matters have examlner's statement come to my attention in connection with the examination which gives me cause to believe that in. any material respect.. the accounting records were not kept in accordance with section 130 of the Charrties Act., or the accounts did not accord with the accounting records., or the accounts did not comply wilh the applicable requirements concerning the form and content of accoLJnts set out in the Charit￿e$ (Accounts and Reportsl Regulations 2008 other than any requirement that the accounts give a 'lrue and fair, view which is not a matter considered as part of an independent examination. I have no COn￿M$ and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts lo be reached. Signed: Date: 2910912023 Name: C J Marlow Relevant professional qualificationlsl or body (if anyl- FCCA Address: 20 Norfolk Road, Gosport, Hants, P012 3AN IER Oct 2018

Section B Disclosure Only complete If the examiner needs to highlight material matters of concem (see CC32, Independent examination of charity accounts." directions and guidance for examiners). Give here brief details of any items that the examinerwishes to disclose. IER Oct 2018