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2022-06-30-accounts

Rotary Club of Ashby de la Zouch Castle Trust Fund Charfty Commission Annual Return 2022 Achlevements and Porfomiancè during the yoar ended 30 June 2022 Tho 98sing of Covid.19 restrictions during the year enabled the dub to benefft from increased income frorn events h81d during the period under review compared with 2020~ 2021. Total income amounted to £34335 against £2691J) in 2020121 with totsl expenditure of £33901 {£24892 2020121) The Ashby Santa Sleigh Collection. an annual event organised in partnership viith the other iwo Ashby Rotsry Clubs. VRS again restricted in the way it was operated although we were still able to donate £3950 to the Leicestershire tharity, Wishes4Kids, from our sh8re of the prwds. 2021 saw the retum of the annual Ashby Santa Fun Run and Walk which had been Cancell￿ last year and vthibt entries were down on 2019 w8 wer8 able to donate a total of £11538 tr> I￿1 charities. We also made other d¢)nations to home based and intemational charltles. We continued our work improving the environrrent in Ashby. especially in the town centr8, With the provision of labour and materials, providing a litter picking Se￿iCe and the maintenance of gardens and our own Pea￿ Garden in the town centre.

ROTARY CLUB OF ASHBY DE LA ZOUCH CASTLE TRUST FUND Income & Expenditure Accounts for the year ended 30 June 2022

Charity Commission Registered Number 1096225

Income Expenditure
The Rotary Foundation The Rotary Foundation
Ashby Santa Fun Run & Walk £ 925.00
Donation £ 2,925.00
10% Zamanis Social £ 56.00
£ 981.00
Donations Other Donations
Members' Donations in Lieu of Breakfast £ 464.00
Ashby Youth for Christ £ 50.00
D Hamilton £ 22.00
RFUK - End Polio Now £ 534.00
M Smith £ 40.00
RFUK - Ukranian Relief £ 804.00
Jim's Tractor Run 2021 £ 200.00
Childline £ 196.00
Ashby Town Council for assistance at Remembrance Da £ 200.00
Steps Conductive Education Centre £ 50.00
C Eyley £ 80.00
Wishes4Kids £ 3,950.00
Sheila Cooper £ 1,000.00
Shelterbox - Ukranian Emergency Appeal £ 590.00
Members' Donations £ 125.00
Vista £ 1,000.00
A Evans £ 10.00
Laura Green-Ibstock Guides £ 50.00
Food Gusto Event - Collection buckets £ 33.69
Friends of St Margaret's Blackfordby £ 100.00
Ashby 20 £ 800.00
Ashby Street Pastors £ 250.00
K Sanders £ 220.00
D1070 Disability Games 2022 & 2023 £ 50.00
Ashby Town Council for assistance at Jubilee St Party £ 300.00
Friends of Castle Medical Group £ 50.00
£ 7,674.00
Members' donations for Childline £ 196.00
M Wicks for Ukranian Relief £ 4.00
£ 3,694.69
Youth Service
Young Chef-Gifts for judges & participants £ 55.00
Young Writer-Prizes £ 60.00

Sub total carried forward

£ 4,675.69 Sub total carried forward £ 10,714.00

Sub total brought forward

£ 4,675.69

£ 10,714.00

Sub total brought forward

Events Other Expenditure
Woodland Walk Evening for Youth competitions £ 50.00
Plants foir Peace Garden £ 88.43
Conkers Fireworks 2021 £ 2,500.00
Ashby Jubilee Street Party-Decorations £ 70.51
less for manpower provided Paint for Walled Garden £ 93.70
Ashby RC £ 208.30
Senior Citizens Stratford outing 2021 £ 199.72
Ashby Hastings RC £ 135.24
Senior Citizens Stratford outing 2022 £ 31.99
Ashby & Coalville Lions Club £ 478.83
£ 1,677.63
RC Ashby-Share of End Polio Now Colltn £ 304.00
Zamanis Social £ 504.00
RC Ashby Hastings-Share of End Polio
Ashby Santa Fun Run & Walk £ 913.33
Now Collection £ 304.00
Ashby Rotary Club Race Night £ 296.00
President.s donation 2020/21 to Fun Run £ 2,220.00
Measham Car Boot Sale for Heartwize £ 163.00
Sponsor-Ashby School Loudoun Awards £ 200.00
End Polio Now Street Collection £ 881.20
£ 4,485.16
Deposit for Packingham Memorial Hall for
event February 2023 £ 100.00
Other Income £ 200.00
RC Ashby Hastings-50% Santa Sleigh Ins £ 211.12
£ 3,823.47
District 1070 Quiz prize monies £ 30.00
Gift Aid £ 1,848.60
Santa Sleigh Collections
Ashby Hastings RC Share of Youth Competitions cost £ 25.00
Santa Claus hats, wigs & beards £ 239.94
AmazonSmile £ 46.84
£ 1,950.44
Dry cleaning Santa suits £ 30.00
RC Ashby Hastings Distribution SS monies £ 3,988.56
Santa Sleigh Collections Donation Hospice Hope-Help collecting £ 200.00
Total of Street Collections £ 7,874.49
Donation-AshbyGuides-Help collecting £ 100.00
£ 4,558.50
Just Giving including Gift Aid £ 138.43
Donations including Gift Aid £ 62.50
Ashby RC £ 254.13
Findern Village Event-Donation Murrays
Funeral Directors £ 200.00
£ 8,529.55

£ 19,640.84 Total Expenditure

£ 19,095.97

Total Income

Total Income
Excess Income
Bank balance as at 1 July 2021
Current A/c
Excess Income
Bank balance as at 30 June 2022
19,640.84
£
Total Expenditure
19,640.84
£
5,553.32
£
544.87
£
6,098.19
£
19,095.97
£
544.87
£
19,640.84
£

ROTARY CLUB OF ASHBY DE LA ZOUCH CASTLE FUN RUN ACCOUNT Income & Expenditure Accounts for the year ended 30 June 2022

Charity Commission Registered Number 1096225

Income Expenditure
Sponsorship ABC Training Services Ltd-First Aid £ 120.00
Ashby Life Limited £ 300.00
JP Springthorpe £ 300.00
Running Imp Ltd--Race Numbers £ 414.64
Industrial Tooling Corporation Limited £ 300.00
Rockleigh Business £ 100.00
Direct Source Ltd-Medals £ 1,376.00
Artisan of Ashby Limited £ 300.00
Timms Solicitors £ 300.00
Wix.com-Use of website £ 20.00
Karen Scott £ 300.00
Ivanhoe Financial Planning £ 300.00
Solopress for flyers & leaflets £ 44.60
Paolo Iorio PI Osteopathy £ 100.00
Tollgate Brewery Ltd £ 300.00
Radar Multimedia - PA system £ 450.00
Kilworth Machinery Ltd £ 500.00
Manston Investments Ltd £ 1,000.00
UK Loos for portable toilets £ 318.00
Dean & Smedley Ltd £ 50.00
Tony Evans Consulting £ 50.00
Refreshments £ 22.80
Incredible Kids Ltd £ 50.00
Inside Tracks Research Ltd £ 300.00
Chocolate bars for children's prizes £ 133.79
Wilson Vale Catering Manage. Ltd £ 300.00
Top Marks Tutoring Centre £ 50.00
Construction A-Frame, binliners, tape, cable & nails £ 247.22
The Bed Shop (Ashby) Ltd £ 50.00
Fitness Republic £ 50.00
Compensation for parking penalty whilst on club
LushLandscape&GardenDesignLtd £ 100.00
business £ 120.00
John German Estate Agents £ 300.00
HAVi Technologies Ltd £ 300.00
Sub total carried forward £ 5,700.00
Sub total carried forward £ 3,267.05

£ 3,267.05

Sub total brought forward

£ 5,700.00

W Taylor
100.00
£
Ashby Day Nursery
50.00
£
FS Hamilton L - Debbie Hamilton
300.00
£
Chris Knight Ceremonies
300.00
£
Donations
Zamanis Restaurant
140.00
£
Anonymous
25.00
£
Pay Pal - Net On Line Entry Fees
Entry Fees & Santa Suit Sales
Personal Sponsorship
Rotary Club of Ashby Castle Trust Fund
Bank Interest
Total Income
Excess Expenditure
6,450.00
£
165.00
£
3,872.63
£
1,962.11
£
25.00
£
2,220.00
£
0.08
£
14,694.82
£
110.56
£
14,805.38
£

Sub total brought forward

Donations

Donations
Hospice Hope £ 3,200.00
Steps Conductive Education Centre £ 3,200.00
Home Start UK NW Leicestershire £ 3,200.00
Ashby & Coalville Lions Club £ 100.00
Rotary Club of Ashby Castle Trust Fund £ 1,838.33
£ 11,538.33

£ 14,805.38 £14,805.38

Total Expenditure

Santa Fun Run - Bank balances as at 1 July 2021 Current Account £ 640.53
Reserve £ 185.10
£ 825.63
Less Excess E xpenditure £ 110.56
Bank balances as at 30 June 2022 Current Account 529.89
Reserve 185.18 £ 715.07

Con$olldat•d Trust Fund Accounts for the yoar ended 30 June 2022 Trust Fund Total Incotr £ 19,640.84 Total Expendllur8 £ 19,095.97 santa Fun Run Ac¢¢)unt Total Income £ 14,694.82 Totsl Exp&ndilure £ 14,605.38 CONSOLIDATED TOTAL INCOME £ 34,33S.66 CONSOLICIATED TOTAL EXPENDITURE £ 33,901.35 I havè exaffined tho aceounls vhth the books and vouch8rn nwlnlain8d by th8 Rotary aub of Ashby484alouch Castle for the Tru81 Fund and Santa Fun Run & Walk And c8rtfy tho accounts now subrritt8d h8re%Mth are a trué re¢x*rd. J4JJkn ..S SAd￿r Examinor ..H Rath Tnjslee ..C J KnpJhl Trustee .D J Phillip8 Trustee

Tho Rotary Club of Ashby404a-Zou¢h Castle Trust Fund Charlty No 1096225 In￿•￿ ExamlnV¥ R•port on th• Accounts forthe Endod 30 Jun• 2022 My eXanwna￿n was carrt&l out in a￿￿￿lance with General gmpn byts Charity Cortvnission. An exanNnstr￿ indurJ8s 8 rewew oFthe actthJntiThJ r￿0￿5 kept by the charity and a ujmparison of the wesentod reC(￿dS. It 8150 indud&q Consi￿on of any unusual rtems or disd05ures in th8 accounts and seeking explanations from the trust￿ con(%rning any sueh matters. Th6 procedures undertak8n do not provide all the ¥vid8nce t￿1 Kjuld b r9quired in 8n audit. and ¢x)nwuently. I do not express an 8t*Jit opinlon t)n the aoJ)unts. 11 Whith &¥ves m8 reasonablè cause trj Wieve that lrt. any Mat0￿81 trus￿ h8 not rnet the reqtsirements to 8fiSUTe that., proper aLYA)unlir•J r8Lx)rds are k8Pt gre prepawl 8gree wilh acwjnllrg Trcords arwj (yxnpty th th& prtjw ac(x)unting Taquirements or 2) to whth, in my ownion. att&nlion S￿)uld be drawn in order b) ￿able a F¥OPeT Ltnd8r51Bndir¥J ofthe accounts to be r88th&J. S Sadler Ivydene Leicest¥r Road Snibston R8venston& L￿e￿￿tershir& LE67 2AR