| ObjectivesandActiviti | es | |
|---|---|---|
| SORP reference | ||
| Summary ofthepurposes | Para1.17 | Tomakefinancialawards that will |
| ofthe charityasset outin | providefurther experiences in, or | |
| its governing document | facilities for,education or vocational | |
| training,or developtheapplicant's | ||
| physical,mentalor spiritual capacitiesso | ||
| that theymay growtoafuller maturityas | ||
| an individualand asamember of the | ||
| community. | ||
| Summary ofthemain activitiesin relation to |
Para'l.17and 1.19 |
Youngpersons havetheopportunity to travel,broadentheirknowledge, get |
| thosepurposesforthe | practicalaids,workinthecommunity to | |
| publicbenefit,in particular, | progresstheirdevelopment. | |
| the activities,projects or | ||
| services identifiedinthe | ||
| accounts. | ||
| Statementconfirming | Para1.18 | Trainingby alltrusteeshasbeen |
| whether the trusteeshave | undertakeninregard totheCharity | |
| had regardto theguidance | Commission guidance,whichhas been | |
| issuedbytheCharity | followedaccordingly. | |
| Commissiononpublic | ||
| benefit |
| ou choosetoincludef |
urtherstatements | whererelevant about: |
|---|---|---|
| SORP reference | ||
| Folicyongrantmaking | Para1.38 | Awards aremade in accordancewiththe |
| Charity's TrustDeed. |
| Policy onsocialinvestment | Para1.38 | nla |
|---|---|---|
| including programrelated | ||
| investment | ||
| Contributionmadeby | Para1.38 | nla |
| volunteers | ||
| Other |
| Summary ofthemain | Para1.20 | 11grantsintotalhavebeenmade this |
|---|---|---|
| achievements of the | yearcomprising: | |
| charity,identifying the difference the charity's workhas made to the |
4forscoutstoattendthe WorldScout Jamboreein South Korea |
|
| circumstancesofits beneficiariesand anywider |
4 youngpeopletook part inatrip to France |
|
| benefitsto society asa | ||
| whole. | 1youngpersonwassupported with | |
| specialist equipmentin ordertoprogress | ||
| their skills as requiredby its governing | ||
| body | ||
| 1youngpersonwillundertakea | ||
| European expedition | ||
| Iyoungpersontoundertakeatripto | ||
| Andorra |
| Additional information(optional) | Additional information(optional) | Additional information(optional) | |
|---|---|---|---|
| Youm | choosetoinclude | statements | whererelevant about: |
| Achievementsagainst | Para1.41 | Ithas beendifficulttoidentifyasmany | |
| objectivesset | newcandidatesastheTrustees would | ||
| haveliked,butwe are reflecting onhow | |||
| wecanengagemorewith youngpeople | |||
| inthe forthcomingyear. | |||
| Performance of fundraising | Para1.41 | nla | |
| activities againstobjectives | |||
| set | |||
| lnvestrnentperformance | Para1.41 | Return onourinvestments and interest | |
| against | ob.iectives | exceededlhe4o/otargetset. | |
| Other | Givenimprovedtermson cashfixedterm | ||
| investments,the Trusteesdecided to | |||
| move awayfrominvestmenttrustsand | |||
| usefixed termcashbonds.Thisgivesa | |||
| greateramountof certaintyand de-risks. |
| FinancialReview | ||
|---|---|---|
| Review ofthe charity's | Para1.21 | Duringtheyearthe Charityreceiveda |
| financial positionat the | significantlegacy, whichfurther | |
| end oftheperiod | strengthensthe Charity'sposition. | |
| Statement explaining the | Para1.22 | The TrustDeed allowstheexpenditure |
| policyforholding reserves | from capitalprovidingthat areserveof | |
| stating whythey areheld | 93000 ismaintained. To datethetrustees | |
| have notspent capitalandused | ||
| investment income tofundawards | ||
| Amountofreservesheld | Para1.22 | €260,000 |
| Reasonsforholding zero | ?ara1.22 | |
| reserves | ||
| Details offund materiallyin | Para1.24 | No deficit |
| deficit | ||
| Explanation of any | Para1.23 | Thetrusteeshave no uncertainties |
| uncertaintiesabout the | whatsoeverduetolong termfixedbonds | |
| charity continuing asa | ||
| goingconcern |
| Additional information(optional) | Additional information(optional) | |
|---|---|---|
| Youm choosetoincludefurtherstatements |
whererelevantabout: | |
| The charity'sprincipal | Para1.47 | lncomefromcash bonds |
| sources offunds(including | ||
| any fundraising) | ||
| lnvestmentpolicyand | Para 1.46 | 950/oofthecharityfunds areheld incash |
| objectivesincluding any social investmentpolicy |
bondswith areturn of>4a/o. | |
| adopted | ||
| A descriptionof the | Para1.46 | lnvestmentsnotachieving return.(All |
| principalrisksfacingthe | investmentsheld areprotected byFSCS) | |
| charity | ||
| lnternalfraud | ||
| Fraudulent applicationsforfunds | ||
| Loss of data |
| Descriptionofcharity's | Adopted13thFebruary1984 | |
|---|---|---|
| trusts: | ||
| Type ofgoverning | ?aa1.25 | TrustDeed |
| document | ||
| {tnuatdeed.noyal*harteri | ||
| How isthecharity | Para1.25 | Unincorporated |
| constituted? | ||
| ieg uninc*rporated | ||
| saso*iation,Ci0) | ||
| Trustee selectionmethods | Para1.25 | Trustees appointedbyTheRotary Club |
| includingdetails ofany | of WealdofKentfor3-yearterms oruntil | |
| constitutionalprovisions | theyceasetobe a memberoftheClub. | |
| e.g. election topost or | ||
| name ofanypersonor | ||
| bodyentitled toappoint | ||
| oneormore trustees | ||
| Additional information(optional) | ||
| You choosetoincludefurtherstatements |
whererelevant about: | |
| Policiesandprocedures | Para'l.5i | nla |
| adoptedfor theinduction | ||
| andtrainingof trustees | ||
| The charity's | Para1.51 | nla |
| organisationalstructure | ||
| and anywidernetwork with | ||
| which thecharity works | ||
| Relationshipwithany | Para1.51 | TheRotaryClubof WealdofKent |
| relatedparties |
| ReferenceandAdmini | strativedetails |
|---|---|
| Charityname | MikeCollingwood MemorialFund |
| Othernamethecharity | None |
| USES | |
| Registeredcharitynumber | 288806 |
| Charity'sprincipal address | 58BowensField |
| Ashford | |
| Kent TN23 4QW |
| me | sof the charity trust | eeswhomanaget | hecharity | |
|---|---|---|---|---|
| Trusteename | Office (ifany) | Datesactedifnotfor whole year |
Nameof person(or body)entitled to appoint trustee {ifany} |
|
| 1 | Mark Evans | Chair person | Weald ofKent Rotary Club | |
| 2 | RodneyDavis | 1't Juiy-16thFeb 2023 | Weald ofKent Rotary Club | |
| J | Kenneth Townsend | Secretary | 1't July-24thFeb 2023 | Weald ofKent Rotary Club |
| 4 | Neil Denbow | Weald ofKent Rotary Club | ||
| 6 | GeoffreyHaffenden | Weald ofKent Rotary Club | ||
| 7 | Jean Shrubb | Secretary | 3'dJanuary-30thJune | Weald ofKent Rotary Ciub |
| I | ||||
| o |
| Nameoftrusteesholding titleto properlybelonging tothecharity | Nameoftrusteesholding titleto properlybelonging tothecharity |
|---|---|
| Trusteename | Datesactedifnot for whole |
| year | |
| None |
| Funds held ascustodian trustees onbehalfof others | Funds held ascustodian trustees onbehalfof others |
|---|---|
| Description oftheassets | nla |
| heldinthiscapacity | |
| Name andobjectsof the | nla |
| charityonwhosebehalf the | |
| assets areheldandhow | |
| this falls withinthe | |
| custodiancharity'sobjects | |
| Detailsofarrangementsfor | n{a |
| safe custodyand | |
| segregation ofsuch assets | |
| fromthe charity'sown | |
| assets |
| Names an | daddresses of a | dvisers (Optional inforrnation) |
|---|---|---|
| Typeof | Name |
Address |
| adviser | ||
| Nameof | chief executiveornames ofseniorstaff members (Optional inforrnation) |
| Generollnformotion | 3 |
|---|---|
| TrusteesCertificote | 5 |
| TrusteesRepori | 6 |
| lndependentExominersReport | 7 |
| ReceiptsondPoymentsAccounts | I |
| Notes | r0 |
| The Trusteesond thedoteoftheiroppo | intmentore: | |
|---|---|---|
| RodneyLeslie Dovis | Appointed jSr,August20.lI |
Resiqned I6tnFebruory |
| Kenneth"johnTownsend | 'lsJonuory2017 | 2423 24thFebruory |
| 2423 | ||
| NeilDenbow | 18thMoy2022 | |
| MorkKeenEvr:ns | 1EhMoy2022 | |
| GeoffreyChr:rlesCopelondHoffenden | 18thMay2A22 | |
| leonMorgoretShrubb | 3dJonuory2023 |
|f-.!
uH/
(HA&ITY{OMM
FOR ENGLANO ANO|f-.!
uH/
(HA&ITY{OMM
FOR ENGLANO ANO||MIKECOLLINGIfVOSDM€MOE|AL|MIKECOLLINGIfVOSDM€MOE|AL|FUND|||||
|---|---|---|---|---|---|---|---|---|---|
||||Rece|and|yments accounts|||GCI$a||
||||Fort&e period
frorn|ata7t2B2?||To|34tA6t2023|||
||||Unreskic.ted
funds|Restrbfed
funds||Endowment
funds|Totaltunds|
Lastyear||
||||to the nearest
e|totltenearestf||to itre neareslf|to tho nearcst!|to ihe nealest|€|
|Danalions Recei'red|||8,S0S||||a.0ct|5.ots||
|Leqacl,SJSftd{}|||125.000||||1250S0|||
|li,:e_::ai .r1e!,;lljfj|||493||||493||31|
|ir:! ie.a:. ie.igllea|||),tzt||||5:1?2|s,2?$||
|Pmfit kom Sale ofinvesin€nts|||3,701||||17{}t|||
|Subtotal (Gross incomefor
AR)|||'142.516||||141.516|11.3te||
|A2 Asset and investrnentsals,||||||||||
|{setabk}"||||||||||
||||'t?9"08s||||1rs.0$5|||
||Subtatal||1?S.0S5||||123,SS5|||
|Iofalrccerpfs|||271.601|||lri|
_271.6s1_l|||
|43||||||||||
|B3kCharg|||0||||r!||1|
|Accoultarq&Prdessicnal|||11||||??5|?3S||
|P0stage|||I|||||||
|LEIRenewal|||s0||||al||?|
|lG Custdy charges|||48||||;rg||72|
|TrusleeErgenses|||47||||AA|||
|Asrards iiqade|||||||E.$58|9.9SO||
||Silbfoaa,||9,384||||9,388|10.3+.i||
|It4Assetatld investment||||||||||
|purchases, {seetabh}||||||||||
||||260.00{||||26A.006|||
||SubfotaJ||?ao.008||||zff.&6|||
|Total|payments||loj
J6ti||||26S,3S8|1-1&t||
|Netafreceiptsl{payne||nts)|||||2.fin|'t.$t{||
|4"5Trarx{ss ktween|funds|||||||||
|ASCashfundkstyearend|||10.501||||'tc.5c1|||
|Gasftfunds thisyear||end|1?.7',t,4||||12.?14|1,01{||
| Unrestricted | Restricted | Restricted | End{rwr}Eflt | ||
|---|---|---|---|---|---|
| rJ ;.i1-t{l;;-ii"jis | *srails | funds | funds | funds | |
| tenea*stg | tsilcalestg | ||||
| BiCashtunds | CashSaoiander | ,l{.944 | |||
| ,GCa$h | |||||
| Totaleashfunds | 12"714 | ||||
| {alEEebalaffiu,fi}rrcjptsa:dpey:rns sffir{s} |
|||||
| Unlestricted | Restricted | Endowment | |||
| fuads | funds | &Hrds | |||
| Details | tamarestg | to n€arestf | toreaeseE | ||
| B30ther mcnetaryasscts | UnicnEaikof india | 8S,6AS | |||
| Crn*ilidge&Caunlias Ban | 55.00s | ||||
| laarpshirBTru$t Bank | 8S.00s | ||||
| S:r:ar:cer | 45,*C8 | ||||
| Setails | Fuftdtowtlich | Co$t(ogtionali | Curyeqivallte | ||
| B3investme$taesets | i.la.:.;-:s lai.:: | &cmF | 4,?.78 | 4,?*7 | |
| lrturrayhernational | b!citrF | 4,340 | 4SS | ||
| Setaile | F*ad tewttich | $ost{aptisnat} | Cur€ftiva{6s | ||
| B4Assets retainedlorthe | |||||
| charifut's{rlrrn rrss | |||||
| &etails | Fffid t{r:r,hich | Arnount due | l,UhEdr | ||
| S$Lieb*lities | U!:*aid Award5 | 2$0 | |||
| Audit Fee | irial | ||||
| Sigmdtry or*eortwo trusteesol bei"elf ofa$thetnstees |
Name | Dateof | |||
| -1$4L€;,tu',3 |
| Generollnformotion | 3 |
|---|---|
| TrusteesCertificote | 5 |
| TrusteesRepori | 6 |
| lndependentExominersReport | 7 |
| ReceiptsondPoymentsAccounts | I |
| Notes | r0 |
| The Trusteesond thedoteoftheiroppo | intmentore: | |
|---|---|---|
| RodneyLeslie Dovis | Appointed jSr,August20.lI |
Resiqned I6tnFebruory |
| Kenneth"johnTownsend | 'lsJonuory2017 | 2423 24thFebruory |
| 2423 | ||
| NeilDenbow | 18thMoy2022 | |
| MorkKeenEvr:ns | 1EhMoy2022 | |
| GeoffreyChr:rlesCopelondHoffenden | 18thMay2A22 | |
| leonMorgoretShrubb | 3dJonuory2023 |
|f-.!
uH/
(HA&ITY{OMM
FOR ENGLANO ANO|f-.!
uH/
(HA&ITY{OMM
FOR ENGLANO ANO||MIKECOLLINGIfVOSDM€MOE|AL|MIKECOLLINGIfVOSDM€MOE|AL|FUND|||||
|---|---|---|---|---|---|---|---|---|---|
||||Rece|and|yments accounts|||GCI$a||
||||Fort&e period
frorn|ata7t2B2?||To|34tA6t2023|||
||||Unreskic.ted
funds|Restrbfed
funds||Endowment
funds|Totaltunds|
Lastyear||
||||to the nearest
e|totltenearestf||to itre neareslf|to tho nearcst!|to ihe nealest|€|
|Danalions Recei'red|||8,S0S||||a.0ct|5.ots||
|Leqacl,SJSftd{}|||125.000||||1250S0|||
|li,:e_::ai .r1e!,;lljfj|||493||||493||31|
|ir:! ie.a:. ie.igllea|||),tzt||||5:1?2|s,2?$||
|Pmfit kom Sale ofinvesin€nts|||3,701||||17{}t|||
|Subtotal (Gross incomefor
AR)|||'142.516||||141.516|11.3te||
|A2 Asset and investrnentsals,||||||||||
|{setabk}"||||||||||
||||'t?9"08s||||1rs.0$5|||
||Subtatal||1?S.0S5||||123,SS5|||
|Iofalrccerpfs|||271.601|||lri|
_271.6s1_l|||
|43||||||||||
|B3kCharg|||0||||r!||1|
|Accoultarq&Prdessicnal|||11||||??5|?3S||
|P0stage|||I|||||||
|LEIRenewal|||s0||||al||?|
|lG Custdy charges|||48||||;rg||72|
|TrusleeErgenses|||47||||AA|||
|Asrards iiqade|||||||E.$58|9.9SO||
||Silbfoaa,||9,384||||9,388|10.3+.i||
|It4Assetatld investment||||||||||
|purchases, {seetabh}||||||||||
||||260.00{||||26A.006|||
||SubfotaJ||?ao.008||||zff.&6|||
|Total|payments||loj
J6ti||||26S,3S8|1-1&t||
|Netafreceiptsl{payne||nts)|||||2.fin|'t.$t{||
|4"5Trarx{ss ktween|funds|||||||||
|ASCashfundkstyearend|||10.501||||'tc.5c1|||
|Gasftfunds thisyear||end|1?.7',t,4||||12.?14|1,01{||
| Unrestricted | Restricted | Restricted | End{rwr}Eflt | ||
|---|---|---|---|---|---|
| rJ ;.i1-t{l;;-ii"jis | *srails | funds | funds | funds | |
| tenea*stg | tsilcalestg | ||||
| BiCashtunds | CashSaoiander | ,l{.944 | |||
| ,GCa$h | |||||
| Totaleashfunds | 12"714 | ||||
| {alEEebalaffiu,fi}rrcjptsa:dpey:rns sffir{s} |
|||||
| Unlestricted | Restricted | Endowment | |||
| fuads | funds | &Hrds | |||
| Details | tamarestg | to n€arestf | toreaeseE | ||
| B30ther mcnetaryasscts | UnicnEaikof india | 8S,6AS | |||
| Crn*ilidge&Caunlias Ban | 55.00s | ||||
| laarpshirBTru$t Bank | 8S.00s | ||||
| S:r:ar:cer | 45,*C8 | ||||
| Setails | Fuftdtowtlich | Co$t(ogtionali | Curyeqivallte | ||
| B3investme$taesets | i.la.:.;-:s lai.:: | &cmF | 4,?.78 | 4,?*7 | |
| lrturrayhernational | b!citrF | 4,340 | 4SS | ||
| Setaile | F*ad tewttich | $ost{aptisnat} | Cur€ftiva{6s | ||
| B4Assets retainedlorthe | |||||
| charifut's{rlrrn rrss | |||||
| &etails | Fffid t{r:r,hich | Arnount due | l,UhEdr | ||
| S$Lieb*lities | U!:*aid Award5 | 2$0 | |||
| Audit Fee | irial | ||||
| Sigmdtry or*eortwo trusteesol bei"elf ofa$thetnstees |
Name | Dateof | |||
| -1$4L€;,tu',3 |