Charity Number: 1189521
## **WETHERBY & DISTRICT ROTARY CLUB CHARITABLE FOUNDATION**
## Accounts
For the year ended 30th June 2024
Brays Chartered Accountants Riverview Court
Castle Gate Wetherby LS22 6LE
## **WETHERBY & DISTRICT ROTARY CLUB CHARITABLE FOUNDATION**
## **Approval of financial information**
We approve the financial information which comprises the Income and Expenditure account and Balance Sheet for the period ended 30 June 2023.
We acknowledge our responsibilities for the financial information and for providing Brays of Wetherby Ltd with all the information and explanations necessary for its compilation.
**N Dyson Trustee**
Date:
## **WETHERBY & DISTRICT ROTARY CLUB CHARITABLE FOUNDATION**
## **Independent Examiner's Report for the year ended 30 June 2024**
We report on the accounts of the Trust for the year ended 30 June 2024.
## **Respective responsibilities of trustees and examiner**
The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is our responsibility to:
- examine the accounts under section 145 of the 2011 Act;
- follow the procedures laid down in the general Directions given by the Charity Commissioner under section 145(5)(b) of the 2011 Act; and
- examine the accounts under section 145 of the 2011 Act;
## **Basis of independent examiner’s report**
Our examination was carried out in accordance with the general Directions given by the Charity Commissioner. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanation from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
## **Independent examiner’s statement**
In connection with our examination, no matter has come to our attention:
1. Which give us reasonable cause to believe that in any material respect the requirements:
- to keep accounting records in accordance with section 130 of the 2011 Act; and
- to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the 2011 Act
have not been met, or:
2. to which, in our opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed:
Date:
Jonathan Crossley FCA
Brays Chartered Accountants, Riverview Court, Castle Gate, Wetherby, West Yorkshire, LS22 6LE
## **WETHERBY & DISTRICT ROTARY CLUB CHARITABLE FOUNDATION**
## **Income & Expenditure account for the year ended**
## **30 June 2024**
|**_Income:_**
Weekly Raffle
Youth Speaks Sponsors
Charity Box
Yorkshire Air Ambulance
Grant for R Y L A
General Donations
Rotary Foundation
**_Expenditure:_**
Rotary Foundation
RYLA
Youth Speaks costs
Yorkshire Air Ambulane
Martin House
Wheelchair Foundation
Ukraine Appeal
Sundry Small Donations|**£**
**£**
566
1,000
477
500
162
-
-
2,705
190
525
-
1,000
260
500
-
-
2,475
**£**
230
**2024**|**£**
**£**
474
3,000
278
-
-
5,425
190
9,367
380
525
6,225
-
260
500
500
50
8,440
**£**
927
**2023**|
|---|---|---|
## **WETHERBY & DISTRICT ROTARY CLUB CHARITABLE FOUNDATION Charity Number - 1189521**
|**Balance Sheet as at**|**Balance Sheet as at**|**30 June 2024**|||
|---|---|---|---|---|
||**2024**|||**2023**|
|**£**||**£**|**£**|**£**|
|Assets||2,841||2,611|
|Less: Liabilities||-||-|
|Total Net Assets|**£**|2,841||**£**
2,611|
|_Funds:_|||||
|Unrestricted funds b/fwd||2,611||-|
|Balance transferred from Club Charity Account||-||1,684|
|Surplus/Deficit||230||927|
|Total funds|**£**|2,841||**£**
2,611|
## **Wetherby & District Rotary Club Charitable Foundation**
## **Trustees’ Annual Report for the financial year ending 30 June 2024**
## **Charity Name**
Wetherby & District Rotary Club Charitable Foundation.
The charity is not known by any other names.
## **Registered Charity Number**
1189521
## **Charity’s Principal Address**
Hartlaw LLP 63 St James Street Wetherby West Yorkshire LS22 6RS United Kingdom
## **Charity Trustees**
|**Name**|**Role**|**Date of**|**Other**|
|---|---|---|---|
|||**Appointment**|**Trusteeships**|
||||Christopher Lambert Foundation|
|Nicholas||||
|Ralph Dyson|Chair|18 May 2020|Barry Green Memorial|
||||Fund Charitable Incorporated|
||||Organisation|
|Phillip Edward|Trustee|18 May 2020|None on record|
|Murphy||||
|Rebecca Elizabeth|Trustee|18 May 2020|None on record|
|Lee||||
|Anthony David|Trustee|18 May 2020|None on record|
|Gladstone Coates||||
|Simon George|Trustee|18 May 2020|None on record|
|Anthony Hawkins||||
All of the Trustees acted for the whole year.
No Custodian Trustee has been appointed.
## **Description of the Charity’s Trusts**
The governing document is the Charity’s Constitution dated 11 September 2019.
The Charity is constituted as a charitable incorporated organisation.
The Trustees and membership of the Charity is open to any paying member or honorary member of Wetherby and District Rotary Club. Trustees are elected by that club by ballot in open meeting.
## **Summary of the objects of the Charity**
The Charity was formed for general charitable purposes particularly involving education and training, assistance with disabilities and the prevention and relief of poverty.
## **Main activities**
The charity has sponsored a young person to take part in the Rotary Youth Leadership Award Scheme and Youth Speaks (which provides educational support for primary school children locally), Martin House (a local hospice) and the Wheelchair Foundation. The Charity has supported Rotary Foundation, (which is the Rotary movements central charitable organisation). In addition, the Charity has made sundry small donations.
## **Main achievements during the year**
The Trustees feel that the Charity’s main achievements during the year are those in support of local youth including the Youth Speaks project mentioned above and the youth leadership award scheme for senior school 6[th] form pupils **.**
## **Financial position**
The Charity has a positive bank balance as at 30 June 2024 of £1,800. It is able to call upon Wetherby & District Rotary Club to provide support when required.
Approved by the Trustees on the date hereof
Signed on behalf of the Charity’s Trustees
Nicholas Ralph Dyson, Chair Date: 06.04.2025