## **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