Ipswich
Rotary
Club
Rotary Club of Ipswich Charity Fund
Annual Report & Financial Statements
For the Year Ended 30th June 2024
Charity Registration No. 801551

Rotary Club of Ipswich Charity Fund
Trustees Report
For the year ended 30th June 2024
The trustees present the annual report together with the financial statements of the charlty
for the year ended 30th June 2024.
Publlc Beneflt
The trustees confirm that they have complied with the requirements of section 17 of the
Charities Act 2011 to have due regard to the public benefit guidance published by the
Charity Commlssion for England and Wales.
Alms & Objectlves of the Charlty
The charit(s object is to make grants and donations to worthy causes principally in the
Ipswich and Suffolk area but also provide funds for humanitarian work and disaster relief
throughout the World.
The charity will achieve its objective by reviewing requests from charities and other
organisations. They will also support individuals by way of financial support in respert of
educational scholarships or tralning.
Achlevements & Performance
The charity with the help from members of the Rotary club of Ipswich have undertaken
fundraising events to raise funds to support various local charities. The charity will also
support the local activities of national charities especially in the research of cancer, Motor
Neurone and dementia.
During the year, the charity supported the Rotary Toy Box appeal to provide children
reslding in a women's refuge at Christmas with gifts and presents. Working with other
Rotary Clubs it supported a refurbishment project in Moldova and Christmas presents for
Ukrainian children.

The charity also provided a grant for a local primary school to create an ECO pond and a
student on an overseas educational visit.
During the year, a Club member John Norman who was being treated for cancer embarked
upon a cycling fund raising campaign and through a Just Giving page raised over £19.000.
Prior to his death John requested that these funds be designated for Community Building
Projects. The charity provided a grant to St. Peters Church, Stoke Park, Ipswich to reroof a
container for the church's Top Up Shop.
Flnanclal Revlew
The charity has sufficient funds to meet its objectives for the near future. Income is derived
from donations from Club Rotarians, charitable donations from the public, Investment
income and glft aid where appropriate.
The charity investments which are managed by Charles Stanley on a dlscretionary basls with
a medium low risk profile with a balanced investment objective between capital and
growth. The Investment are a mixture of fixed interest and equity funds.
Charlty Management and Strurture
The charity was set up by Trust Deed dated l October 1972 to apply both the capltal and
income for such charitable objects, as the Club shall properly direct.
Trustees are proposed by the Club President at a council meetlng and ratified by the Club
members at a business meetin8.
The charity does not employ any staff or own any property.
The Trustees are.
David Clements- Chairman & Trustee
Chris Jeffery- Secretary & Trustee
Alfred Reeves- Treasurer & Trustee
Mepryn Dye-Trustee
Roger Girling-Trustee
Peter Rogers - Trustee
No Trustee receives any fees or expenses

Principal Address for correspondence:
144 Westferfield Road, Ipswich, Sufftllk IP4 3AF
Bankers: Natwest, 2 Tavem Street, Ipswich IPI 3BD
Invest Managers: Charles Stanley, 33 Lower Brook Street, Ipswich, IP4 IAQ
Signed
IICL
David Clements
Chairman & Trustee

Rotsry Club of Ipswich Charity Fund
Registered Charity ￿Mber. 801551
Balance Sheet as at 30th June 2024
UnrestrIc￿ Rostrlctad Total
Fund•
Fund•
Funds
Totsl
2023
Current A880ts
Cash at Bank
2319
2319
10098
Natwest Deposit Account
17592
17592
Income Tax Recoverable
2519
2519
1080
Dividends Account- Charles Stanl
$895
5895
8176
Investments
75798
75798
71504
Total A8￿ts
88,531 £
17.592 £
104,123 £
90,857
Represonted by:
Unre•trlcted Funds
Funds for Charitable pup0808
86531
86531
90857
Re8trlctsd Funds
The John NOrn￿n Fund
17592
17592
Totsl Funds
86.531 £
17.592 £
104,123 £
90,857
Chalrnian
David Clements & Trustee
Troasurer

Rotary Club of Ipswich Charity Fund
Registered Charity knber: 801551
Income & Expenditure Account
Year Ended 30th June 2024
Total
Totsl
Fund8
Funds
Funds
2023
Incomo
Donations & Legacies
Charitable Activities
Investrnent Income
1905
4110
3008
15385
9792
3008
4998
3682
3036
5682
Total In¢om•
9.023 £ 19.162 £
28,185
11,716
Expgndlture
Grants to Other Charities
Grants to Other Organisation8
Grants to Individuals
Investment Management Fees
Bank Charge8
10024
1701
600
1020
29
10024
3271
600
1020
29
2997
300
1570
1020
Totsl Expondltur•
13,374 £
1.570 £
14.944
4,317
R•all8ed galnllo88 on Inv•8tment8
25
25
3300
Net Income
(4,326)
17952
13266
10699
RoconGlliatlon of Funds
Net Income for year
Total fund8 brought forward
(4,326)
90857
17592
13266
90857
10699
80158
Total funds carrfod forward
86.531 £
17.592 £ 104,123
90.857

Independent Examlnerfs Report To The Trustees of
The Rotary Club of Ipswlch Charlty Fund
Independent examlners report to the trustees of The Rotary Club of Ipswlch Charlty Fund
I reportto the chartytrustees on my examination of the accounts of The Rotary Club of Ipswich
Charlty Fund (the Trust) forthe year ended 30th June 2024.
Responslbllltles and basls of report
As the charlty trustees you are re5ponslble for the preparation of the accounts in accordance wlth
the requlrements of the Charitles Act 2011 (the Act)
I report In respect of my examlnatlon of the Trust accounts carried out under section 145 of the Art
and in carrylng out my examlnation I have followed all applicable Directions given by the Charfty
Commlsslon under Sectlon 145 {5) (b)
Indep•ndent exarnln•rs ststement
I have completed my examlnation. I confirm that no materlal matters have come to my attentlon In
connection with the examlnatlon gFvln8 me cause to believe that In any materfal respect:
l. Accountlng records were not kept In respett of the Trust as requlred by Sectlon 130 of the
Act; or
2. The accounts do not accord wlth those records; or
I have no concerns and have come across no other matters In connectlon wlth the examlnatlon to
whlch attentlon should be drawn In thls respert In orderto enable a proper understsndlng of the
accounts to be reached.
Davld G Kln8 FCCA ATII
4 Stone street Court
Stone Street
Hadlel8h
IP7 6HY
Dated: 16 Aprfl 2025