2022-06-30-accounts

Trustees' Annual Report for the period

Period start date

Period end date

Day1 Mon07 Year Day Mon Year 2022 From 1 07 2021 To 30 006

Section A Reference and administration details

Charity name[Rotary Club of Longridge and North Preston Benevolent] Fund

Other names charity is known by

Registered charity number (if any) 1018067

Charity's principal address Bradewood Barn,

White Horse Lane, Barton

Preston

Postcode PR3 5AH

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Geoffrey Sumner Treasurer Members of the Rotary
1 Club of Longridge and
North Preston
Raymond Vice President
2
Steingold
3 Sydney Brown
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year None

Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

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Section B Structure, governance and
management
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amended for name change 27[th] January 2014

The Rotary Club of Longridge and North Preston is a member of Rotary How the charity is International. constituted

• (eg. trust, association, company) of clubs shall be under the general supervision of the Board of Directors o Rotary International in Evanston, USA. However, direct supervision of the Rotary clubs in Great Britain, Ireland, the Channel Islands, the Isle of Man and Gibraltar is by an administrative territorial unit Rotary International in Great Britain & Ireland (RIBI). Organisation is through duly appointed committees of the Club subject to approval or ratification by Members of the Club in general meeting and by the Club Council in accordance with its authorised powers as confirmed by the Members of the Club in general meeting.

duly constituted meeting of the Club.

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may choose to include

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

To raise, receive and administer funds from the public, private or other sources to enable the Rotary Club of Longridge and North Preston to carry out charitable projects for the international community, local community, individuals and other bodies to include charitable donations where appropriate.

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Activities restricted to general charitable objects and purposes.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The Trustees are responsible for keeping proper books of accounts and preparing, in accordance with applicable accounting standards, consecutive financial statements consisting of a statement of financial activities, balance sheet and notes to the accounts.

The Trustees are responsible to safeguarding the assets of the Clubs Benevolent Fund and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.

The report and accounts are prepared in accordance with the Charities Act 2011.

.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

There was a wide range of charitable activities during the year to collect funds and to distribute them to charitable, local, educational and international recipients. The amounts raised and expended are listed in the annual accounts attached.

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Section E Financial review

Brief statement of the charity’s policy on reserves

The charity has no formal reserves, but the Trustees aim to retain an amount in the Club’s Benevolent Fund bank account such that the balance in the accounts at year end should be sufficient to cover the net budgeted donations and necessary expenditure planned for the following year..

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

• the charity’s principal sources of funds (including any fundraising);

• how expenditure has supported the key objectives of the charity;

• investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

RAYMOND STEINGOLD Full name(s) GEOFFREY SUMNER Position (eg Secretary, TREASURER VICE PRESIDENT Chair, etc) Date 23RD JANUARY 2023

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Section E Financial review Brknf slat•m•nt of tho ch•rlty'S pollcy on r•Mrv The charity has no formal reserrfes. but the Trustees aim to retain an amount in the Club's Benevolent Fund bank account such that the balan￿ in the accounts at year end should be sufficient to cover the net budgeted donations and n8￿Sary expenditure planr*d for following year.. O•tall• of •ny lund• m•t•rially In d•fi¢tt Furth•r Ilnancl•l r•vlvw d•tall• (OpUon•l Inform•llon You may choow to include additional inforn)ation. relevant about.. the charity's winopal sources of furKls (including any fundraising)- expenditure has Supported the key objediv8s of the charity: investrnent policy and objectives indudiThJ any ethical investment policy adopted. Section F Other optional information Section G Declaration The tsust8es deGlar8 that thoy have approved tho trustees, roport above. Slgn•d on b•hall of th• charlty's trus Slgnats•r•(s) Full n•me(s) Posltlon (•g S•cr•tary, Chair, GEOFFREY SUMNER RAYMOND STEI GOLD TREASURER VICE PRESIDENT 2311D JANUARY 2023 TAR March 2012

ROTARY CLUB OF LONGRIDGE AND P4ORTh PRESTON BENEVOLENT FUND 2021- 2022 INCOME AND EXPENDMJRE ACCOUNT INCOME Broullht Fonvard Everton shirt sale NatwÈst COMper￿a￿on Kenne donation Fu¥niture sale (Stwn Paypal test Late Ni ht Shopsmn RibUe Valley Borou Xmas Tree Collection Oonation l.￿ Kennedy Piano sale1Steingokll 2(M) Club Donation for RYIA Course Ukralne (lonations Marathon Comedy Ni Casino NiBht Sportive Beerlfizz G)w5ts & Wyre.Nepal Khls4 Kwjs G.R￿es.Fc￿d Swjrtye Comedy N￿t -comedians 143 Long nATC Comedy Nthtcomediar T. Sjatei F￿1 -comedy N. St. Wilfved's RcM)m Hire HI￿ Fagan charity Hamper -Late Nl t shop rim's Catering- Xmas Party T. %ater-Xmas Party SCO.00 500.00 293.10 I￿.C 700.00 240.00 100.(wJ 371.00 30. 47.C 5.21 1665.10 S30.CK) 235. S￿.00 102.57 i(u).crf) 2CiKS.Crf) 7929.09 2862.42 5949.59 2619.1 3759.87 S. Brown.Late N￿ht E Lon8ridge Community G Rotsry Preston S(NJih.Wra Rosemere CaTr￿T SirTom FinrySoccer d54knds Up i(xJ. 21KX).CNJ 111 Christtna5 Raffle Rotsry'club AccouTrV recei 242.Tr) 367.68 Briao House HospKe Pc4io Eradication-ltotary Int. Next GeneratIOrt-￿ Karkn Nepal NOtwest(har8e-￿ Kathi Nepal Obas Printin8-Friend of Rotary Ferrari's Niknt Ferrarfs Night A. Dunn- Casino EquipmEnt N￿weSt thldrem's ￿pport Group OINer Bond Mus1cCa￿l￿ Night Longrl e Field Oay Roseme￿ Found*N)n Beer & Fizz music Bands eeer & Flu Exp. IF(Nxl and Orinkl Beer& F￿ DrIn￿ts licencÈ Beer & Fizz Addit￿al Wine Beer & Fizz Additional FoLxI Vkraine Appeal 740.00 435.fK) 209.53 340.(M) 1190. 486.60 21x0. ILK).LX) I2￿).[￿) 850.CX) 1467.19 21.00 33.

Preston &)uth Rotary Sc<wCom BeÈrand FVLZ Misc. Expertses Gc4)sThargh and Whitingham Fe5tNal rtal Si8nage- 8eer and Flu Event Printin8-Vehr¢le Exrrava8ania RedrosÈ Recovery Chèrity Rotary Youth Leadership Course Rotary O. Lon rkl e & NP Transfer 150.LJJ 198.LK) 250.rM) sc¥J.c() 540.Q) 67. 27838.01 8alance Carr￿d Forward Total

li ROTARY CLUB OF LONGRIDGE AND NORTH PR BENEVOLENT FUND 2021-2022 SUM￿lARy OF DONATIONS Garstang and Over Wyre Nepal water project Kids for Kids £500 £ 500 143 Longridge Sqn ATC Hilary Fagan Charity Dogs for Good Longridge Community Gyrn Rotary Preston South Wrap Up Rosemere Cancer Foundation £240 £ 47 £ 500 £300 £ 100 £2000 Sir Tom Finney Soccer Charity Kids for Kids £600 £ 500 Brian House Hospice Polio Eradication -Rotary International Next Generation A Karki Nep￿ student education £ 435 Northwest Childrens, Support Group £2000 Longridge Field Day Rosemere Cancer Foundation £5000 £740 £600 £1200 Ukraine Appeal Rotary Club Preston South Soccer Competition Goosnargh and Whittingham Festival Rosemere Recovery Charity £3000 £ 150 £400 £500

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