ROTARY CLUB OF BRADFORD VEST CHARrrY TRUST & GENERAL FUNDS TRUSTEES REPORT FOR THE YEAR ENDED 30TH JUNE 2025 CHARITY NUMBER:1030339
ROTARY CLUB OF BRADFORD WEST CHARITYTRUST & GENERAL FUNDS TRUSTEES REPORT FOR THE YEAR ENDED 30TH JUNE 2025 CONTENTS Pages 3-6 Report of the Trustees Page 7 Independent Examiner's report Page 8 Charitable Trust ststement of financial activities and Balance Shaet Page 9 Notes Pag8 1 Pages 10-12 Notes for Charitable Trust Page 13 Page 14 General Fund Statement of financial activities and Balance Sheet Notes for General Fund
ROTARY CLUB OF BRADFORD WEST CHARITY FUND TRUSTEES REPORT FOR THE YEAR ENDED 30TH JUNE 2025 Reference and admlnlstratlve Infomiatlon The Trustees arKI Officers who served during the year were Trustees James Strachan Brian Marshall Robert Griffrths Chris Raine President President Elect Immediate Past President Vlce President Secretary Treasurer Chris RaSne James Slrachan Trish Greenwood Graham She8rd Brian Marshall Robert Grtffithg ankors NatWe8t & Co-op Adam Holmes 2. Structureg goveman¢o and manag•m?nt The Rotary Club of Bradford West Charity Fund is an unincorpor8t8d chanty and is cons*itLrt8d under a trusl deed dated 14 December 1993 The Twstees are nominated and 8ppointed by the Club. The Club 18 managed by the Club Council which comprises of the Officers and Six elected members. The Council and Trustees meets monthly to facilitate the administration of the Charity. 3. Objoctlvos and actlvltles The primary objectives are to apply the capital and income of the fund to the bènefit of such ch8ntable institutions, societi88 and objects as the Club shall, in duly wnstituted meeting. from time to time dlrecl. 4. Club Servlce Report District Handovgr 23rd Jun• 2024 A great start to our 501h year, District 1040 welcomed one of our members was made Di8triGt Governor at the handover luncheon at Brighouse.
Charter dlnner It was a sellout. A 'good night was had by all. Certainty a special everrt which was extremely well attended. Whilst Jody was our guest speaker and something different to the norm, the applause must go one of our members. who gave a spontaneous and heartfelt talk about his 50 years with Bradford West. We Wre honoured to host our Lord Mayor and our very own DG. It shows what we can do as a club as everyone mucks in. Working with The Bradford (Park Avenue) Sports Foundation. IBPASF) We were approached in April to partner with BPASF in a new scheme which will harness the power of football and sport to inspire and engage young people. particularly those at risk of anti-social behaviour, youth violence, or those from htgh-need areas. This would be known as The Rotary Kickback program. Members wer8 enthused by this proposed programme, which should lead young people away from a life of crim8. It was decided to explore ways of progressing this. Steps taken so far are= We arranged a meeting belween repr8sentatives of BPASF and representatives of Rotary Clubs in the Bradford Group as it was felt that working with other Clubs in the area would be beneficial both BPASF and Rotary in Bradford. We have agreed to donate £555 towards the costs in undertaking the programme. We have arranged a fund-raising event to, hopefully, raise the addttional £645 towards the initial £1200 required to enable Ihe programme to be launched in mid-July. We have offered them corporate membership. For their part BPASF have undertaken a bucket collection to raise funds for the Rotsry Schc)ol in Sri Lanka. and have offed replica kit for us to donate to worthwhile projects etc. Webmaster Re Webstte. The website has been kept to date with event and project reports and with prior publicty. The Cognito online booking system seems to work well. As in previous years we have a -2024125 Projects and Events- page. and all projects and events hekl during the year have been set up as sub-pages. The six featured pages on the home page have been regularly changed to keep them up to date and relevant. A new page has been set up to simplify the procedure for submitting new projects and events to council for approval. Re Social Media_ Regular postings on Facebook have kept our club in the spotlight and thanks must be given to our two main contributors. (You know who you are!) In order to appeal to a younger demographiG, we need to perhaps look at other areas of social media e.g. TikTok. Instagram, Bluesky etc. Volunteers to do this will be welcomed! Ballotsn Race. An online eco balloon race was held in conjunctbon with our 50th Charter anntversary dinner on 21sI September 2024. The race lasted for 7 days and finsshed during the event. The winners were announced after the meal. We sold 119 tickets at £5 each (£595.) After payment of prizes and expenses (£167) a profrt of £428 was made for our Charity Trust. I won't mention any names but the 1 st and 2TrJ placed balk)ons wer8 owned by a member who has a habit of winning our lunchtime raffle. This member very kindly made a donation to the Charity Trust out of the winnings.
Foundation l Fellowship Weekend Our principal source of fund raising has been the weekty wine raffle. Collection has been by direct debit from all participating members. whether attending or not, enabling us to raise more and more by year. Last year we exceeded £2000 for the first time. This year we anticipate a similar totsl of £ 2000 or so by the financial year end. The loose change jar has become an ever more important source of income as m8mbers embrace the concept. Raffles during the year have also added to the total. The Fellowship Weekend this year took in Coventrylstratford and Leamington Spa. The weather was good and all members who attended had an enjoyable weekend. despile the coach breaklng down on our retum Journey. Hopefully we can continue these trips for a few years longer. Rotary Chlldren's Fun Day - Tuesday 23rd July 2024 42 pupils and 14 staff from Southfield School attended Hesketh Farm Park on the day. The weather was perfect and the students fed animals, go-karted, explored the play areas. had a picnic and finish8d with a tractor ride. The lead T&acher was very grateful for what we do each year and 6xplaln6d how b8nefi¢lal the day out Is for the students. Llttlemoor Park During the year. members attended a tre8 planting session., and in the space of less than 2 houts, over 300 shrubs were planted and Govered with protective sheaths. That did not stop some vandals by the next day pulling out a number of stacks. Nol daunted, they were replaced, and all is well. Last year's planted shrubs have taken well with very few perishing. Littlemoor Park is now a designated nature reserve Malawl 2024-26 Two visits wer8 done, the first in November 2024 and again during Aprillmay 2025. Apart from the usual clinical workload, we had a 2 day teaching session with the Clinical Officgrs and hosted the second international endoscopic course. Developmeni planning within the department was constructive. Various techni¢81 and maintenance issues were identifd and plans left to correct. Visits to The Butteffly Foundation were enjoyable. The children are realty benefiting from there additional education. The grants from York RC have gone to purchase tools for the voGatlonal trained students. May visit as part of the sustainability maintenance and improvement to the 'private rooms, was required. He hosted an open day with the help of Limbe Rotary. This led to meeting other NGO'S which will help. Rotarian Mahesh Kolecha has step up to help with the various tasks. Hg will suppty the work force rfwe supply the 'product' The programme will involve improvements to water suppty, repalr of bathrooms. hot water supply. Work with matron on the laundry projeGt, Iheatre doors and building a store room. Purchase of over 80 metres of material was purchased for theatre drapes and tray wraps_ We are still in discussions on how to improve the nursing manpower which in turn would improve productivity and hence income. 3500 hearing aids were taken over and distributed to 3 main centres
Foundation l Fellowship Weekend Our principal source of fund raising has been the weekly wine raffle. Collection has been by direct debit from all participating members, whether attendiNJ or not. enabling us to raise more and more by year. Last year we exceeded £2000 for the first time. This year we anb'cipate a similar total of £ 2000 or so by the financial year end. The loose change jar has tecome an ever more important source of income as members embrace the concept. Raffles during the year have also added to the totsl. The Fellowship Weekend this year took in Coventrylstratford and Leamington Spa. The weather was good and all members who attended had an enjoyab weekend, despite the coach breaking down on our retum Journey. Hopefully we can continue these trips for a few years longer. Rotary Children's Fun Day - Tuesday 23rd July 2024 42 pupils and 14 staff from Southfield School attended Hesketh Fatm Park on the day. The weather was perfect and the students fed animals, gkarted, explored the play areas. had a picnic and finished with a tractor ride. The lead Teacher was very grateful for what we do each year and explained how beneficial the day out is for the students. Littlemoor Park During the year, members attended a tree planting session.. and in the Spa of I than 2 hours, over 300 shrubs were planted and covered with protective sheaths. That did not stop some vandals by the next day pulling out a number of stacks. Not daunted, they were replaced. and all i8 well. Last year's planted shrubs have taken well with very few perishing. Littlemoor Park is now a designated nature reserve Malawi 2024-25 Two visits were done. the first in November 2024 and again during Aprillmay 2025. Apart from the usual cliniGal workload, we had a 2 day teaching session with the Clinical Officers and hosted the second intemational endoscopic urSe. Development planning within the department was construetThie. Various technical and maintenance issues were identified and plans left to correct. Visits to The ButterAy Foundation wore enjoyable. The chiklren are realty* benefiting from there additional education. The grants from YO RC have gone to purchase tools for the vo¢ational trained studenls. May visit - as part of the sustainabilty maintenance and improvement to the 'private rooms, was required. He hosted an open day with the help of Limbe Rotsry. This led to meeting other NGO'S whiGh will help. Rotafian Mahesh Kotecha has step up to help with the various tasks. He will supply the work force if we supply the 'producl' The programme will invofve improvements to water supply, repair of bathroom. hot water supply. Work with matron on the laundry project. theatre doors and building a store room. Purchase of over 80 metres of material was purchased for theatre drapes and tray wraps. We are still in discussions on how to improve the nursing manpower which in turn woukl improve productivty and hence income. 3500 hearing aids were taken over and distn'buted to 3 main centres
Mental health project- £1000 was handed to Limbe Rotarian President Reuben to contribute to their support of a pilot study into the mental health of students. They have seen a very significant increase in mental health problems including suicide rates. Rotary Peace Follows. Sadly, the student allocated to us for 2024-25 from Nfgeria was refused a visa. She apparently had had rejection previously for reasons not known to us. Ukraine Tim Marsden continues to go with hts driver Steve, to Ukraine. I think to date, he has done 22 trips since the start of the War. We have been able to help colle¢t equipment and disposables from the Yorkshire Clinic and some items from Bradford Royal Infirmary. There is just a small contribution compared to the 42- foot trailers that go over from Hull to Rotterdam. Personal donations have also been made, and these go to Adventurers Rotary. Some members are on his IatsApP group where he relays graphic details of the encounters they have had. Tim also has a contact with refurbished NHS hearing aids, and I managed to take 3500 over to Malawi in our rent trip. '*) Bronte Birthplac• Walk The walk was organr£ed on Easter Sunday, 20th April 2025, to commemorate the day the Bronté family moved from Thomton to Haworth with horses and cart. The event attracted hundreds of people both in Thornton and Haworth, as the horses and cart went by, carrying the Bronte children (from the local school) and accompanied by Patrick Brontè and Maria Brontè. Regency costumes were worn. Walkers who completed the whole route on foot received a Certificate of Completion. The event concluded with a talk by a representative of the Bronte Birthplace in The Old School Room in Haworth. Refreshments were donated by Rotary members. A total of £2,250 was raised, the majority from a Just Giving fundraising campaign, and some from collections on the day. This ¢ould be increased by £560 rf the Brontè Birthplace receives charitable status. Costs of hiring Ihe horses and cart (£750) were defrayed by the Bronte Birthplace, whilst costs for the costumes1£248.39) and the donation for use of the School Room were borne by Bradford West Rotary Club. Net funds raised for donation to the Birthpla are £2,001.61(excluding gift aid) Hedge Plantlng- Friday 14th March - Thornton Primary School - 60 children Saturday 15th March- General public and other schoolchildren The idea was to make an environmentally friendly hedge, pioviding food for wildlife. Thi5 will also create a people-friendly space, with attractive landscaping interspersed with benches for 50¢ial interadion. Bradford West Rotary members helped to organise the planting. Vve planted a wide variety of hedging plant5 interspersed with a few trees. In all we planted 4 collections of plants, totalling 420 _ equivalent to a 1 OOM double row hedge..
FAO Mr Robert Griffiths Position Held., Treasurer Bradford West Rotgryclub Rotaryclub of Bradford West 31"August2025 I have been asked to examine tho financial accounts of Bradford West Rot8ryClub as an independent examiner. The accounts represent the period I" July 2024 to 30" June 2025 I can verifythe closing balances of 30, June 2024 match the opening balances of 1gtJuly2024. 2. Upon viewing the entries for income and expenditure I can confirm that all erTrtrie8 match the statements and receipts enclosed. 3. 1 am happy that the current account and the charity account of Bradford West Rotary Club are being run in accordance with Government guidelines. I sign in capacity of MrAdam Holmes Address l/rtu(kfv Ak3 gAS
Rolary Club of Bradford West Charitable Trust Charity Number 1030339 Ststsment Of Financial Actlvitie$ 2024125 Charfty Deslgnated Restrlcted Total 2024-25 Total 2023-24 Income and endowments ' Note Donations and Legaci8S A1 Other Trading Adivities Ch8ritable A¢tivitie$ Total Income 18,914 645 2.563 22,122 753 9,054 1,000 28,721 1,64S 3.898 34,264 16,217 5,165 5,944 27,326 A3 1,335 2,088 10,054 Expendlturn on Raising Funds Charltable Actlvities Other Total resources expondgd 81 B2 83 398 20,614 24 21,036 1,033 32,739 68 33,839 4,175 19,691 34 23,900 2,527 9,598 3.161 9,642 Nèt Incomel{exponditure Tran8fern Between Funds 1.086 473 -1,073 473 412 425 3.428 N•t mov•m•nts In eund• 813 412 425 3,426 Balances brought forward At 1st July 2023 2,526 1,101 4.137 7,764 4,338 BalanGo8 carrled forward At 30th Jun• 2024 soo Balanco Sheet A8 at 30th Juno 2025 2025 Charltablo Trust Fund• 2024 Charltable Trust Funds Current assets Sumup Slripe Asset$ Liabilrties Prepayment Charity ACunt Not a88at8 19 818 -1,343 -680 9,378 8,188 162 136 -247 7,713 7,764 Funds 8.188 7,764 The accounts were approved by the Club and signed on its behalf by Chrls Raine Club Prnsident 2024-25
Rotary Club of Bradford West Notes to the Financial Statements for the year ended 30th June 2025 Accounting poll¢1•8 Basis of acGountin The financial statements have been prepared in accordancé with A¢¢ounting and Reporting by Charities-. Statement of Re¢ommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 1021 {effective 1 January 2015) - {Chanties SORP {FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the b Fund accountin The Club has two funds. The General Fund Is the operatlng lund of the Club for which Ihe Club Council is responsible. The Charity AJC which was registered 88 a Charity on 14th December 199318 th8 respon51bility of the Charity trustees. The Club banks Gen8ral and Chantable funds separately. c Stat fFin Incoming re8ourc88 are includéd in the Statement of Financial Activities when the Club becomes enlitled to the r880urces, and the amounts due are readily quantifiable. Expenditure is recognised when a liability 18 Incurred, or a constructive obligation arises, that results in the payment being unavoidable. Income and expenditure 18 accounted for gross, according to the infomiation received. Balanc Sheet No equipmenl 18 currently subject to dopreciation. In the last five years no individual item h88 cost more than £1,000 so all such expenditure has been written off when incurred. e Roundin down All figures in the accounts have been rounded downlup to the nearest pound. No attempt ha$ been made to ensure the totals printed are the sum of the printed figures. The column tolals are also expressed to the nearest pound. In 2024-25 Gift Aid Income was £4,794.56 and has l)8en allocated to individual income headings 10
Rotary Club of Bradford West Charitable Trust Notes to the Financial Statement for the Year ended 30th June 2025 Charitable Funds Unre3trlcted Designaled Total Total Totsl Trust Funds Total 23-24 Restricted Total A1 Donatlon3 & legacies Collections Donats'ons 606 18,308 18,914 606 28,115 28,721 3,502 12,715 16,217 753 753 9,054 9,054 A1 A2 Other Trading Actlvities Grants Fund Raising Events 1.000 1.645 2,075 3,090 5,165 645 1,000 1,645 A3 Charitable Acllvities Events Raffles 1,978 585 2,563 1,978 1,920 3,898 3,366 2.578 5,944 1,335 1,335 A3 Total Income 22.122 2.088 10.054 34.284 27.326 81 Raising Funds Fundraising Costs Events Raffle Prizes Presidents Evening 398 347 746 459 3,716 287 287 B1 398 1.033 4.175 B2 Charitable Actlvitie3 Donations & Grants 20,614 2,527 9,598 32,739 19.691 82 Totsl 20,614 2.527 9,598 32,739 19,691 B3 Other costs Equipmenl Fundraising Costs Hospitality Banking Costs B3 Total Other Costs 24 24 68 68 Total Expense 21,036 3,161 9,642 33,839 23,900
Rotary Club of Bradford West Charitable Trust Notes to the Financial Statement for the Year ended 30th June 2025 Charltable Funds Unrestricted Dosignated Total Totsl Total Trust Funds Total 23-24 Rostricted Total Note 6 ASSETS Kids Out Claim HMRC Grft to be c Total 232 816 Note 7 Liabilities Kids Out Grants BPA Raffle prepayments 1,21)0 143 2.023 Nots8 The Trust funds comprise the followin9 fiJnds: _ 1st Juty 24 Trdnsfers Inc(Kning Resources 30th June 25 Resources Expended Restricted Funds Malawi Thomton Defib 2 BLrtteffly Foundation Designated Funds ShoeBoxes Foundation Disaster Fund Unrestricted Funds 1,999 150 1,989 6.367 4.714 150 4,778 3,651 898 27 557 2.103 500 21,036 33,839 16 500 2,526 7,764 2,088 500 3,139 8,188 473 22,122 34.264 12
Rotsry Club of Bradford West Charitable Trust Notes to the Finanual Statement for the Year ended 30th June 2025 Detai of Donations & Grants B2 20W25 202>24 AquaBox BHF Bradford Beck Bradford Park Ave Trust Breast Cancer BRI Childrens Ward British Legion Bronte Birthplace Butteffly Foundation CAF Canr Reserch Crib Sheets Defib Foundalion Ghana School Giggle Doctors Global Sigm Solutions Go Ghana Ouvook Jasmine Harrison Appeal khidmat nte Kids Out KSV School Malawi Manorfands Martin House In mem David Broadbent Needy Family Nell Bank NEST Night stop Parkinsons UK Polio Plus Rotskids Rudderly Mad RYLA ShelterBox ShoeBoxes Soup Run ST Andrews SGhool Ukraine Voyage to Revcovery WhiteknKJhts Yorkshire Air Ambulance Young "VeS against nr Zikom Trust Totals 180 1,200 1.510 2,500 410 3.055 4.734 1,550 2.164 500 1C(I 32 999 1,035 227 1.500 60 50 100 100 570 208 4.714 200 3,313 500 51x1 230 625 50 50 1,035 70 180 500 10.OCKI 525 570 500 392 552 210 235 300 1,563 159 1fKI 50 50 19.691 32.739 13
Rotary Club of Bradford Wost Goneral Fund Statement of FSnanclal Activitles for the year ended 30 June 2025 2024-25 2023-24 Income and endowments from Donations and Legacies Other trading activities Other Income Total Income Note 120 3,528 120 3,360 3,157 6,637 AA3 7,348 Expendlture on Raising Funds Other Subscription Total r•Sourc expandod BB1 BB2 BB3 740 670 5,953 6,624 6,800 Nat Incomo1(expendlture) 547 13 Balances brought fOard At 1st July 2024 2,187 2,174 Balances carried forward At 30th June 2025 Balance Sheet As at 30th June 2026 Current assets Cash General Account 2024-25 2023-24 62 4.519 4,581 3,868 3,868 Llabilitigs Net assets 1.134 2.394 2,187 The accounts were approved by the Club and signed on its behalf by Chrls Raine President 2024-25 14
Rotary Club of Bradford West Genernl Fund Notes on the Financial Statement for Year ending 30th June 2025 2024-25 2023-24 AA1 Donations & legacies Donations & legacies 120 120 120 120 AA2 Other Trading Activities Membership Fees 3,528 3.528 3.360 3,360 AA3 Other Income District Handover Charter Pems Presentation Christmas Lunch 1,330 920 58 167 682 3,157 2.940 20 740 3,700 Total Income BB1 Raising Funds Fundraising Costs Presidenfs Evening BB2 CHARITABLE ACTIVITES Christrnas Meals Total Chantable Activities BB3 Other Card Fees Charter Dinner Equipment Flowers & Widows General Admin Handover Hospttalty Insuran Intemet Costs Meals Pens Presentation RecNitment School Choir Regalia & Badges 740 74 670 670 35 2.658 10 242 28 26 950 247 1.330 58 105 216 206 335 155 75 48 50 79 3,525 76 70 3,528 BB4 Subscriptions District RIBI 280 2,255 2.535 280 2.145 2.425 Total Expenditure 1 Liabilities Subs Prepaid 1.134 1.134 2,394 2.394 15