| ObjectivesandActiviti | es | |
|---|---|---|
| SORPreference | ||
| Summaryofthepurposesof | Para1.17 | Toapply boththecapital and income ofthe |
| thecharity as set out inits | TrustFundtoorforthe relief | |
| governingdocument | ofthepoor and needyortoorfor such | |
| other charitable purpose, | ||
| institution, society or object astheClub | ||
| shallinduly constituted meeting | ||
| from time to time decide. | ||
| Summaryofthemain | Para 1.17and '1.19 |
TheRotary ClubofNottinghamTrustFund |
| activities in relation to those | continuestoraise moneyfromdonations | |
| purposes forthepublic | andfundraising eventsto enableitto | |
| benefit, in particular,the | make contributionstoa numberofneedy | |
| activities, projects or | causes. | |
| servicesidentifiedinthe | Thetrusteeshave had regard tothe | |
| accounts. | guidancecontainedintheCharity | |
| Commission'sgeneral guidanceonpublic | ||
| benefit and concludedthat: | ||
| 1.Theaimsofthetrustcontinuetobe | ||
| charitable | ||
| 2.Theaims andworkdonegiveidentifiable | ||
| benefitstothe charitable sector and both | ||
| directlyand indirectlytoindividualsin | ||
| need. | ||
| 3.Thebenefits are forthepublic, and are | ||
| not unreasonable. | ||
| 4.Thereis no detriment or harm arising | ||
| fromtheaims or activities | ||
| Statement confirming | Para1.18 | |
| whether thetrusteeshave | ||
| had regard totheguidance | ||
| issuedbytheCharity | ||
| Commissiononpublic | ||
| benefit |
| SORPreference | ||
|---|---|---|
| Anumber ofCharitieshave been given | ||
| grants, fromfundsraisedthrough eventsin | ||
| theyear such as Christmas collectionsand | ||
| Summaryofthemain achievementsofthecharity, |
Para1.20 | charityauctions.Donations have continued toflowinto enableittocontinuetomake |
| identifyingthedifferencethe | contributions for a numberofneedy causes | |
| charity'sworkhas made to | intheCity and CountyofNottinghamand | |
| thecircumstancesofits | internationally. | |
| beneficiaries and anywider | TheCtub has continueditsworkin | |
| benefitstosociety asa | partnership withtheNottingham City | |
| whole. | Councilinfurtheringthe | |
| lmaginationLibrary for the supply of books | ||
| throughtheDollywood Foundation forthe | ||
| benefit of children aged0-5inthe | ||
| Bilborough, HysonGreen,Radfordand | ||
| Dunkirk areasoftheCity, at 30June 2023, | ||
| 770 children are registeredand129,860 | ||
| books have been delivered sincethe | ||
| inceptionoftheNottingham library.ln | ||
| addition undertheSmallStepsBig | ||
| Changes Scheme,fundedbytheNational | ||
| Lottery, coveringtheCityCouncilWard | ||
| areasofArboretum,Aspley,Bulwell and St | ||
| Anns,4,937children are registered at30 | ||
| June2023and 339,636 books delivered.A | ||
| smalllibrary scheme has been established | ||
| attheDjanogly Primary School, Strelley 42 | ||
| pupilsareregisteredand3,673 books | ||
| have been delivered to them. |
| Achievementsagainst | Para1.41 |
|---|---|
| objectives set |
| Performance of fundraising | |
|---|---|
| activities against objectives | Para1.41 |
| set | |
| Investment performance | Para1.41 |
| against objectives | |
| Other |
| FinancialReview | ||
|---|---|---|
| Reviewofthe charity's | Para1.21 | Anincome and ExpenditureAccountis |
| financialpositionattheend | preparedbytheTreasurerandis presented | |
| oftheperiod | tothemembersforapproval and signingoff | |
| mvPresident | ||
| Statement explainingthe | Para1.22 | Thetrustonly distributesfundsafterthey |
| policyforholding reserves | have been donatedorgenerated from fund | |
| stating whythey areheld | raisingevents.Reserves are maintained at | |
| a minimum level. Surplusfundsare | ||
| distributed aftertheend ofeachRotary | ||
| year | ||
| Amount ofreserves held | Para1.22 | |
| Reasonsforholding zero | Para1.22 | |
| reserves | ||
| Detailsoffund materiallyin | Pa'a1.24 | |
| deficit | ||
| Explanation of any | Para1.23 | |
| uncertainties aboutthe | ||
| charity continuing as a going | ||
| concern |
| The charity'sprincipal | |
|---|---|
| sourcesoffunds(including | Para1.47 |
| any fundraising) | |
| lnvestmentpolicyand | |
| objectivesincluding any | Para1.46 |
| socialinvestment policy | |
| adopted | |
| Adescription oftheprincipal | Pa.a1.46 |
| risks facingthecharity | |
| Other |
| Description ofcharity's | ||
|---|---|---|
| trusts: | ||
| Typeof governing document | Para1.25 | TrustDeed |
| Howisthecharity | Para1.25 | lncorporated |
| constituted? | ||
| {.gunincrp*rated asseiciation,el0) |
||
| Trustee selectionmethods | Para1.25 | Appointed |
| including details of any | ||
| constitutional provisions e.g | ||
| electiontopost or nameof | ||
| anyperson or body entitled | ||
| toappoint one or more | ||
| trustees |
| Policiesandprocedures | |
|---|---|
| adopted fortheinduction | Para1.51 |
| and training of trustees | |
| The charity'sorganisational | |
| structure and anywider | Para1.5'l |
| network with whichthe | |
| charity works | |
| Relationshipwithany related | Para1.51 |
| parties | |
| Other |
| ReferenceandAdmini | strative details |
|---|---|
| Charitvname | Rotary ClubofNottingham Trust Fund |
| Othernamethe charityuses | |
| Registeredcharitynumber | 510915 |
| Charity'sprincipal address | 39PlumptreWay |
| Eastwood | |
| Nottingham | |
| NG16 3LP |
| Trusteename | Office(if any) | Datesacted ifnotfor whole | Nameofper€on (or body)entit | |
|---|---|---|---|---|
| 1 | Paul Jones | President | 01I07I2022-30I06t2023 | |
| 2 | Diana Bosworth | Past President | o1I07I2021-30I06I2023 | |
| 3 | Nicolas Brooks | Secretary | 01lO7l2O19todate | |
| 4 | Howard Jones | Treasurer | 0111212020todate | |
| 5 | ||||
| 6 | ||||
| 7 | ||||
| 8 | ||||
| I | ||||
| 10 | ||||
| 11 | ||||
| 12 | ||||
| 13 | ||||
| 14 | ||||
| 15 | ||||
| 16 | ||||
| 17 | ||||
| 18 | ||||
| 19 | ||||
| 20 |
| Names andaddresses of a | dvisers (Optionalinformation) |
|---|---|
| Typeof Name | Address |
| adviser | |
| Nameof chief executiveornamesof seniorstaffmembers (Optionalinformation) |
| Sid bhlf f th | hit'tt | |
|---|---|---|
| gne on ea o e Signature(s) Fullname(s) |
carysrusees Al,{ N,ruo,ks€awr.i.lir,oi4 |
rffi{ HaJOkdPO'Jt-{cr-tal |
| Position(eg Secretary, Chair,etc) |
Sa&,€r*ft..a | an-G{+duLGrL |
| Date | ti+lo* |
| ub CHARITY COMMISSION FOR ENGLANDANDWALES Trust Fund |
ub CHARITY COMMISSION FOR ENGLANDANDWALES Trust Fund |
ub CHARITY COMMISSION FOR ENGLANDANDWALES Trust Fund |
lde;{ifer:y3 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Recei | and | accounts | CC16a | ||||||
| Forthe period from |
01to712022 | To | 30t06t2023 | ||||||
| Section A Receipts | and payments Unrestricted funds |
Restricted funds |
Endowment ,ril"-- |
Total | funds | LastYear |
|||
| to the nearest € |
to the nearestt | to the nearestt | to the nearcst€ | to the nearestf | |||||
| A1 | |||||||||
| lnvestment lncome | 851 | 706 | |||||||
| Donations | 6,453 | 41,597 | 39,827 | ||||||
| Income Tax Recovered | 1,637 | 740 | 2,377 | 2,688 | |||||
| Grant | |||||||||
| Fund Raising Events | 1,747 | 1,747 | 1,833 | ||||||
| Other | 100 | ||||||||
| AR) | 10,688 | 42,337 | 53,025 | 45,154 | |||||
| A2Asset andinvestmentsales, | |||||||||
| (seetable). | |||||||||
| Subtotal | |||||||||
| Totalreceipts | 10,688 | I | ss,ozsI | EE | |||||
| A3 | |||||||||
| Studio House | 2,125 | ||||||||
| Scotholme Primary | 3,500 | ||||||||
| Dollywood Foundation | 21,704 | 14,792 | |||||||
| Nottingham Gity Care | 43,750 | ||||||||
| Other Under f1 000 | 3,941 | 6,490 | |||||||
| Zambia & Malawi Community Partnership | |||||||||
| 2,400 | |||||||||
| Subtotal | 7,441 | 21,704 | 29,14 | 69,557 | |||||
| A4Asset andinvestment | |||||||||
| purchases,(seetable) | |||||||||
| Purchase of Charitable | |||||||||
| lnvestments | 5,596 | ||||||||
| Subtotal | s,sge | ] | |||||||
| Total payments | 7.441 | 29,144 | |||||||
| Netofreceipts/(payments) A5Transfercbetweenfunds |
3,247 | -EM re |
re | tre | |||||
| A6 Cashfundslast year end | 4,023 | 71,021 | 75,044 | 105,043 | |||||
| Cashfundsthis year | end | 7,270 | 91,654 | 98,924 | 75,044 |
| Sind n bhlf f th | charit'strt | |
|---|---|---|
| ge o ea o e Signature(s) |
yusees A/;d |
ffi |
| Fullname(s) | f']teu6,tts{awerTrro^i*4 | |
| Position(egSecretary, Chair,etc) |
S*e,€fft{t? | Art-Gt+{,vL6rL |
| Date | e1+{u* |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of Rotary Club of Nottingham Trust Fund On accounts for the year ended 30 June 2023 Charity no (if any) 510915 Set out on pages 1and2 I report to the trustees on my examination of the accounts of the above charity {'the Trust.) for the year ended 3010612023 Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 nhe Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have ome to my attention in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordan wrth section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other Matte in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed". Date: Name: Peter Russell Moore Relevant professional qualification(s) or body (if any): Chartered Accountarrt Address: 20 Carisbrooke Drive Mapperfey Park Nottingharn NG3 SDS Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32. Independent examination of charrty accounts.. directions and guidance for examiners). IER October 2018