2025-06-30-accounts - The Rotary Club Of Hebden Bridge Trust Fund

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Trustees’ annual report (including Directors’ report) for the period

From: 1[st] July 2024 Period start date To: 30[th] June 2025 Period end date Charity name: Rotary Club of Hebden Bridge Trust Fund Charity registration number: 513898

Company number:

Objectives and activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The Trust deed states that income is to be applied for the relief of the poor and needy and to, or for, such other charitable purpose, institution, society, or object as the Rotary Club of Hebden Bridge may from time to time decide.
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	The charitable objective of the Trust Fund is to raise money and distribute it in support of deserving causes. Funds are raised by the Rotary Club of Hebden Bridge (and others) on behalf of the Trust Fund. The Trustees make grants based on recommendations from a committee comprising members of the Rotary Club of Hebden Bridge. Applications to the Grants Committee are received from a wide variety of sources including members of the public, registered charities and other enterprises, institutions, societies etc. All applications are considered on their own merits whilst giving due regard to our obligations as a registered charity. The Trustees confirm that they have complied with their duty to have due regard to the Charity Commission’s public benefit guidance by referring to that guidance when reviewing the Trust’s aims and objectives and its grant making process. Money is raised for the Trust Fund by: • Organising fund-raising events such as The Hebden Bridge Vintage Weekend and The Hebden Bridge Easter Monday Duck Race.

		These fundraising events are organised by the members of the Rotary Club of Hebden Bridge. • The Vintage Weekend, held in August 2024, was a great success producing a nett profit of £46,675 – a record profit for the Trust. • The 2025 Duck Race, held on Easter Monday, was also a very successful event, with increased revenues from online ticket sales of both Ordinary Duck & Business Duck Races which resulted in a net profit of £13,312. • Accepting donations from members of the Rotary Club of Hebden Bridge, other Rotary Clubs, other Rotarians, and members of the public.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees confirm that they have complied with their duty to have due regard to the Charity Commission’s public benefit guidance by referring to that guidance when reviewing the Trust’s aims and objectives and its grant making process.

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:
	SORP reference
Policy on grant making	Para 1.38	To achieve our public benefit objective, we make grants to a wide variety of charities and good causes, as recommended by the Rotary Club of Hebden Bridge Grants Committee, who consider and investigate requests for assistance and make recommendations on beneficiaries for grants. Their recommendations are approved at duly constituted meetings of the Rotary Club of Hebden Bridge. We also assist in co-ordinating and managing other events in the local area, working in conjunction with the Local Councils & other Rotary Clubs. Examples of this are the Light Up the Valley, Rush Bearing and British Legion Poppy Appeal events, which generate substantial footfall into the area, involve local community centres, groups & schools – as well as generating income for shops & businesses in the area.

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Policy on social investment including program related investment	Para 1.38	Most of our the Trust’s fund-raising activities have additional benefits to the local community by providing wholesome, affordable entertainment and activities for the local population and by attracting visitors from outside our local area whose spending benefits the local economy.
Contribution made by volunteers	Para 1.38	We are entirely dependent on volunteers for all our fund raising, grant making and administration. Most volunteers are members of The Rotary Club of Hebden Bridge, but we also receive volunteer help from our recently formed ‘Friends of Rotary Club of Hebden Bridge’, now in excess of 130 volunteers, plus many other members of our local community. We would like to put on record our appreciation for their invaluable help.
Other

Achievements and performance

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 Trust deed states that income is to be applied for the relief of the poor and needy and to, or for, such other charitable purpose, institutions, societies, or objectives as the Trustees may decide from time to time. The charitable objective of the Trust Fund is to raise money and distribute it in support of deserving causes. Funds are raised by the Rotary Club of Hebden Bridge (and others) on behalf of the Trust Fund. The Trustees make grants based on recommendations from a committee comprising members of the Rotary Club of Hebden Bridge. Applications to the Grants Committee are received from a wide variety of sources including members of the public, registered charities and other enterprises, institutions, societies etc. All applications are considered on their own merits whilst giving due regard to our obligations as a registered charity. The Trustees confirm that they have complied with their duty to have due regard to the Charity Commission’s public benefit

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guidance by referring to that guidance when reviewing the Trust’s aims and objectives and its grant making process. Money is raised for the Trust Fund by: • Organising fund-raising events such as The Hebden Bridge Vintage Weekend and The Hebden Bridge Easter Monday Duck Race. These fundraising events are organised by the members of the Rotary Club of Hebden Bridge. • The Vintage Weekend, held in August 2024, was a great success producing a nett profit of £46,675 – a record profit for the Trust. • The 2025 Duck Race, held on Easter Monday, was also a very successful event, with increased revenues from online ticket sales of both Ordinary Duck & Business Duck Races which resulted in a net profit of £13,312. • Accepting donations from members of the Rotary Club of Hebden Bridge, other Rotary Clubs, other Rotarians, and members of the public. • To achieve our public benefit objective, we make grants to a wide variety of charities and good causes, as recommended by the Rotary Club of Hebden Bridge Grants Committee, who consider and investigate requests for assistance and make recommendations on beneficiaries for grants. Their recommendations are approved at duly constituted meetings of the Rotary Club of Hebden Bridge. • Additionally, we participate in a number of events and schemes organised or supported by Rotary International Britain and Ireland and other Rotary clubs including the Rotary Shoebox Scheme (providing gifts for underprivileged children in Eastern Europe), RYLA, a leadership programme coordinated by Rotary Clubs across the globe for young people. • Most of the Trust’s fund-raising activities have additional benefits to the local community by providing wholesome, affordable entertainment and activities for the local population and by attracting visitors from outside our local area whose spending benefits the local economy. • We also assist in co-ordinating and managing other events in the local area, working in conjunction with the Local Councils & other Rotary Clubs. Examples of this are the Light Up the Valley, Rush Bearing and British Legion Poppy Appeal events, which generate substantial footfall

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into the area, involve local community centres, groups & schools – as well as generating income for shops & businesses in the area.

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

Para 1.41 Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Other

Financial review

Review of the charity’s financial position at the end of the period	Para 1.21	£45,846 distributed to charities and good causes, with an emphasis on local charities & organisations.

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Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Trust relies substantially from two major annual fund-raising events, with budgeted costs in the region of £30,000. As the level of income from each of these events is heavily dependant on the weather, a provision in the reserves is made to cover these costs which may be incurred, but not recovered, due to poor weather. A further reserve provision of £10,000 Is regarded as prudent for the Trust Fund to be able to react to any unforeseen circumstances The Trust has a further £45,000 in reserves to provide for grants in 2025 -2026 and as a provision to be able to continue making grants in the event of reduced income.
Amount of reserves held	Para 1.22	£86,775
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

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	Funds are raised by the Rotary Club of Hebden Bridge (and others) on behalf of the Trust Fund. The charity’s principle sources of funds in this financial year (to 30th June 2025) were: • Organising fund-raising events such as The Hebden Bridge Vintage Weekend and The Hebden Bridge Easter Monday Duck Race. These fundraising events are organised by the members of the Rotary Club of Hebden Bridge. • The Vintage Weekend, held in August 2024, was a great success producing a net~~t~~ profit of £46,675 – a record profit for the Trust. • The 2025 Duck Race, held on Easter Monday, was also a very successful event, with increased revenues from online ticket sales of both Ordinary Duck & Business Duck Races which resulted in a net profit of £13,312. • Accepting donations from members of the Rotary Club of Hebden Bridge, other Rotary

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		Clubs, other Rotarians, and members of the public. All fund raising for the Trust is carried out by the Rotary Club of Hebden Bridge; the Trust has no commercial partners and no relationship with any professional fund raisers. NB Refer to notes below in ’principal risks facing the charity’.
Investment policy and objectives including any social investment policy adopted	Para 1.46	Our investment policy is to hold all financial assets as cash, in the form of current / interest bearing bank accounts with Lloyds Bank.
A description of the principal risks facing the charity	Para 1.46	The Trustees have considered the major risks to which the charity is exposed and are satisfied with the systems and procedures established, to manage those risks, subject to a recent review of the IT systems & databases, for which action plans are being developed. The Trustees have ~~a~~lso conducted a review of the Trust’s financial controls and are satisfied with the accounting procedures in place and with the level of external scrutiny. They are also satisfied that the procedures in place safeguard the Trust’s assets and should prevent and detect any bribery, fraud, financial abuse, and other irregularities. The Trustees have received no written complaints relating to fund raising or any other matters, during the reporting year. Both the major fund raising events could be affected by the planned flood alleviation works that have just received planning permission. The Trustees are monitoring the situation with the Environment Agency, and will take appropriate action(s), if, and when necessary. The Trustees are monitoring, in liaison with the Local Council & Security Industry Authority, to put in place reasonable practical systems for protecting the safety of attendees at our events.
Other

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Structure, governance and management

Description of charity’s trusts:
Type of governing document: for example	Para 1.25	Trust deed, memorandum and article of association etc.
How is the charity constituted? for example limited company, unincorporated association, CIO	Para 1.25
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

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
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

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Reference and administrative details	Reference and administrative details	Reference and administrative details	Reference and administrative details	Reference and administrative details
	Charity name			Rotary Club of Hebden Bridge Trust Fund
	Other name the charity uses
	Registered charity number			513898
	Charity’s principal address			5 Longwood Close,
				Halifax,
				HX3 0JZ

	Names of the charity trustees who manage the charity
		Trustee name	Office (if any)		Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	1	Ian Gethin Lindsay	Chair		Since July 2025	Rotary Club of Hebden Bridge
	2	David Clegg	Secretary		Since July 2025	Rotary Club of Hebden Bridge
	3	Derrick William Palmer	Treasurer			Rotary Club of Hebden Bridge
	4	Keith Alan Rawnsley				Rotary Club of Hebden Bridge
	5	David Ian Speak			6thAugust 2025	Rotary Club of Hebden Bridge
	6	Mitchell Stuart Bradshaw			6thAugust 2025	Rotary Club of Hebden Bridge
	7	John Graham Cobham			11thAugust 2025	Rotary Club of Hebden Bridge
	8	Irwin Robert Freeth			6thAugust 2025	Rotary Club of Hebden Bridge
	9
	10
	11
	12
	13
	14
	15
	16
	17
	18
	19
	20
Corporate trustees–names of the directors at the date the report was approved
	Director name

Name of trustees holding title to property belonging to the charity

	Trustee name	Dates acted if not for whole year






Funds held as custodian trustees on behalf of others
	Description of the assets
	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)

	Names and addresses of advisers (optional information) Type of adviser Name Address	Names and addresses of advisers (optional information) Type of adviser Name Address	Names and addresses of advisers (optional information) Type of adviser Name Address




	Name of chief executive or names of senior staff members (optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

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Other optional information

Declarations

The company has taken advantage of the small companies’ exemption in preparing the report above.

The trustees declare that they have approved the trustees’ report (including directors’ report) above.

Signed on behalf of the charity’s trustees/directors Signature(s) Full name(s) Ian Gethin Lindsay Position (for example Secretary, Chair, etc) Chair Date[5][th][ March 2026 ]

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of The Rotary Club of Hebden Bridge On accounts for the year 30[th] June 2025 Charity no 513898 ended (if any) Set out on pages Two to nine (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2025.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out 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 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner'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 Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns 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 to be reached.

Signed: Date: 23/09/2025 ~~fe~~ Name: John Dakin F.C.A. Relevant professional ICAEW qualification(s) or body (if any): Address: 12 Market Street Hebden Bridge HX7 6AD

Oct 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

IER

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2025.

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

Signed: Date: 23/09/2025 ~~fe~~ Name: John Dakin F.C.A. Relevant professional ICAEW qualification(s) or body (if any): Address: 12 Market Street Hebden Bridge HX7 6AD

Oct 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

IER