## **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.|
|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|
|---|---|---|
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
**Formatted:** Font color: Custom Color(RGB(33,33,33))
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.|
|---|---|---|
|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|
|---|---|---|
|||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|||
## **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|||
|**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||||||||
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|Corporate trustees–names of the directors at the date the report was approved|||||||||
||**Director name**||||||||
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Name of trustees holding title to property belonging to the charity
||**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|---|
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|**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**|
|---|---|---|---|
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||**Name of chief executive or names of senior staff members (optional information)**|||
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## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **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 ]
## **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
1
**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** .
2
**Oct 2018**
**IER**
## **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
1
**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** .
2
**Oct 2018**
**IER**