## **Trustees' Annual Report for the period** Period start date Period end date 1st July 2024 30th June 2025 **From To** ## Section A Reference and administration details **Charity name** Rotary Club of Wadebridge Trust Fund **Other names charity is known by** **Registered charity number (if any)** 286638 **Charity's principal address** Treforest West Hill Wadebridge **Postcode PL27 7EN** ## **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)**| |---|---|---|---|---| ||Nigel John Davey|||| ||David Stuart
Hutchison|||| ||John Lyle Pomeroy|||| ||Tina Yardley|||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Declaration of Trust dated 8[th] January 1982 Type of governing document (eg. trust deed, constitution) How the charity is constituted Trust (eg. trust, association, company) Trustees are elected by the members of the Rotary Club of Wadebridge Trustee selection methods from among the members. (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** March **2012** **TAR** 1 No Trustees receive any remuneration, payments or benefits from the Charity. ## **Section C Objectives and activities** To apply both the capital and income thereof to or for the relief of the poor and needy or to or for such charitable purpose, institution, society or object as the Rotary Club **Summary of the objects of the** of Wadebridge shall in duly constituted meeting from time **charity set out in its** to time direct. **governing document** Fund raising using various means & activities/events to support local and international charities, and also to support local organisations, eg youth groups, sports clubs, community groups etc. The Trustees at all times have had regard to the guidance issued by the Charity Commission on public benefit. **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)** March **2012** **TAR** 2 All funds held are as a result of work undertaken by volunteers to help achieve the Charity’s purpose. The Charity raises funds from the public but does not work with professional fundraisers or commercial participation. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance March **2012** **TAR** 3 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** The main fund-raising activity of the Charity is the annual ‘Wheels’ classic vehicle show, held at the Royal Cornwall Showground on the outskirts of Wadebridge in July. The 2024 show had over 1,000 exhibiting vehicles, over 3,500 visiting customers, and raised a record £29,000 restricted for charities in Cornwall. The principal beneficiaries were: £2,500 Sunrise Appeal £2,000 Merlin Centre £2,000 Motor Neurone Cornwall £1,500 RABI £1,500 Concern Wadebridge £1,500 Sowenna £1,000 Penhaligons Friends £1,000 Cornwall Mind £1,000 St. Petrocs £1,000 The Keep (Bodmin) £1,000 HFT Wadebridge £1,000 St. Minver Scouts £1,000 Wadebridge Scouts The other regular fund raiser is a prize draw which raises £3,000 each year of which half goes to unrestricted funds for future charitable donations and half is paid out as prize money. Other fund raising included a street collection on World Polio Day for the campaign to eradicate polio; supporting the Trigshire Orchestra at its fund raising ‘Mince Pie Concert’; a raffle at the Rotary Club Christmas party in aid of Motor Neurone Disease; and various donations at different times by members of the Rotary Club of Wadebridge. Other activity The Charity donated funds for a new storage shed for Wadebridge Guides and then provided the volunteers to construct and install it. The Charity provided traffic marshalling and other practical assistance to Blue Light Day, an annual event at the Royal Cornwall Showground organised by the Devon & Cornwall Police to showcase the emergency services for the benefit of adults with learning disabilities. The Charity provides support to international projects, including donations to - Rotary Foundation - Rotary International’s ongoing campaign to eradicate polio - • Lend With Care, which provides micro-loans to small entrepreneurs in developing countries - Shelterbox, which although based in Cornwall works overseas to provide shelter in disaster areas March **2012** **TAR** 4 Section E Financial review The Tnjst Fund endeavours to make donations equal to the funds raised each year. Amounts unspent in the year are carried forward as restricted and unrestricted reserves for donations in subsequent years. Brlef statemenl of the charity's policy on resoNes An amount of about £4,000 is retsined to provide the funds for expenses on Wheels incurred in advance of Ihe event, primarily the need to obtain chan from the bank for use at the ticket office. Detall$ of any funds matorlally In deficit None Further flnanclal revlow detslls (Optlonal Inforniatlon) You may choose lo include additional information, where relevant about.. the charity's principal sources of funds (Includlng any fundraising).. how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopt8d. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustees Slgnaturels) Full namels) Posltlon (eg Secretary, Chalr. ètc) TAR March 2012 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Report to the trusteesl members of Rotary Club of Wadebridge Trust Fund On accounts for th• year endod 3￿ June 2025 Charity no Irf any) 286638 Sot out on pagos I report to the trustees ￿ my examination of the accounts of the atK)V8 tharity (Ihe Trusf} ts the year ended 3010612025. Responslblllths and As the charity trustees of Ihe Trust. you are responsible for the prep8rats.on basis of roport of the accounts in accor￿¢8 with the requtrnments of the Charilies Act 2011 {'the Acr}. I report in respect of my examination of the Tmst's accounts carrt8d out urHJ8r section 145 of the 2011 Act and in carying out my examination. I have fdlowed the applicable Directiryis given by the Charity Commission under section 145{5Mb) of the Act. I have completed my examination. I ra)nfimi that no matertal matters have come to my attention (other than that disclosed below ') in connection with the examinati(m whith gNes me cause to bglieve that in. any material Independent •xaminerfs statement acc(yJnling records were not kept in acc¢ydance with section 130 of the Act or the accounts do not ac£ord ¥*ith the accounting re￿)rdS I have no concems and have come across other matters in connection with the examination to which attention should b8 drawn in order to enable proper understanding of the accounts to be reached. ' Please delete the words in Ihe l)r8ckets rf they do not appty. Slgned: Dat•: Nam•: R.N.fov4CS Relevant Prof￿$10naI qualificatk>n{s) or body (If any): Addross: roy00￿v4 PLLq GQ IER October 2018 Onty complete rf the examiner n88ds to h￿hI￿ht mattèrs of concem (see CC32. Independent examination of d￿rity ac£ounts'. directions and guKlance for examiners). Glve hore brlaf detslls of any Ilems that tho examiner wlshes lo disclose. NoNe IER October 2018 CHARITY COMMISSION FOR ENGLAND ANO WALES 286638 Receipts and payments accounts CC16a Forthe porfod frnrn To 011071￿?4 30106r2025 Section A Receipts and payments Unf&slrict•d fvnd• Endowmant funds R•8trfet•d fund• Total funds L••t y•ar *)th• wr•¥i£ A1 R•￿1 t• Prtzg dTaW . car 8lvJ* Olher T￿1 Vdu 31.206 31.206 1.212 Sub total(Gross incom8 forAR) 4•47 A2 As601 and Inbwtrn•nt ul Sub tot•1 3,047 33,Y•S A3Pa •nts Pd29 dTtyW pn2•s Fund r&81 0gt• ol ¢h•rtlAt4• xtfv*J••- Sub ¢ot•i 41a JS,iS2 A4 As••t and Inv•$tm•nt purtha•M,18•• tabl•l srt• tot•1 To¢•lp•ym•nts 4.125 J1,727 35.152 Notofr•¢•lpI￿yMOntsJ A5 Trnn8f•r¥ b•tw••n fund• AO Ca•h fundJ last ywr•nd C•$h hmds thls y••r •nLI 1.078 590 3.975 7,411 11,456 2,897 9,149 12,046 Section B Statement of assets and liabilities at the end of the period UnrÈstricted Restricted fund5 fvnds Endowment funds tts £ Ca¢¢gorles r••r••t £ B1 Cash funds ¥1 Bank Tot•l¢ash fimdl 2.897 9,149 CCXX Rl acrJunts (SSI Unr•strkt•d fvnds R•strkted fund• Endowment funds trj ft•*r411 £ Delai15 nbaT•Èt £ Qxr•rt v•lu• 83 Investm•nt as••ts wr•rt W41 D•l•l lo#bornll B4 A•••t• rntaln•d lor t Gharlty'• Il•¥llty r¥• BS UabS1ftkn• STraned by one or trJst••• on b6haW of an the tru￿•0# Prit Nan Datè of approvAI 3ci4rt L. Po,MÉkog Not• toth• A￿oUn1• Receipts and Paynwnts N£counts. A£ 8 C￿99]u￿. CL¥nrAr8lN8 fyures yoar*• sMy*n li IIM• &¢￿￿6. CCXX R2 aco)unts ISSI 2810212026