2024-06-30-accounts

The Rotary Club of Stainborough Rotary International District 1040 Rotary International Club Number 30556

Stainborough Rotary Charitable Incorporated Organisation Registered Charity Number 1203761

Trustees’ first Annual Report 27[th] June 2023 – 30[th] June 2024

Contents
Page 2	Contact Information and trustees
Page 2	Trustees’ report
Page 3-6	Charitable purposes and activities
Page 6	Financial Overview

Stainborough Rotary CIO – Trustees’ Annual Report 2023-24

Charity contact information:

Stainborough Rotary Charitable Incorporated Organisation Registered Charity Number: 1203761 Address: 103 Pogmoor Road, Barnsley, South Yorkshire S75 2LN Telephone: [phone] Email: [e-mail] Website: www.rotary-ribi.org/clubs/homepage.php?ClubID=1791 Facebook: Stainborough Rotary Also known as: The Rotary Club of Stainborough

Charity Trustees:

1. Sarah Whittle (Chairman)

2. Richard Fletcher (Treasurer)

3. Derek Housley (Club President)

4. Julie Scarfe (Club President Elect)

Secretary to the Trustees: Ian Whittle

Trustees’ Report

The Trustees have met regularly, face-to-face, and are happy that the Club had a very successful year. It is particularly encouraging to see new members joining the club. We thank our Treasurer for his ongoing hard work.

Structure, governance and management of the charity

Type of governing document

The Charity is an incorporated organisation. It is governed by its Constitution, which was adopted on 27[th] April 2023. The Club was granted charitable status by the Charity Commission on 27[th] June 2023.

The methods used to recruit and appoint new charity trustees.

Trustees are elected by members of the Rotary Club of Stainborough at a business meeting of the Club. The Trustees will normally be the President; Secretary and Treasurer of the Rotary Club of Stainborough plus one other. The Trustees usually meet three times per year.

There is no parent body that is entitled to appoint charity trustees.

Page 2 of 6

Stainborough Rotary CIO – Trustees’ Annual Report 2023-24

Charitable purposes and activities

As set out in the governing document of Stainborough Rotary CIO, the purposes of the CIO are:

The relief of the poor and needy in the borough of Barnsley, any other part of the United Kingdom or elsewhere in the world or such other charitable purpose as the members of the CIO shall, in a duly constituted meeting, direct.

Summary of the main activities in relation to these purposes:

The charity’s activities in relation to the above are:

• It makes grants, donations, loans or gifts to individuals;

• It provides other finance to charitable or community organisations;

• It carries out activities or services itself with children, young people, older people, people with disabilities or health problems, people of a particular ethnic or racial origin, other defined groups, no specific group or for the benefit of the community, including other charities and voluntary bodies.

The main activities undertaken and achievements in relation to those purposes during the period.

Community

• Cancer Survivors’ Choir – they supported us at several events and we donated £1,000 to help them continue their work

• Women’s Family Support Centre – throughout the year we have been donating toiletries, hygiene, and household products to the Women’s Refuge on an ongoing basis.

• CenterPoint – we continue our support to CenterPoint, a local charity for homeless young people (ages 16-25). We donated a quantity of Christmas presents to their clients.

• Tea Parties – our annual Xmas Tea Party had 78 guests who thoroughly enjoyed themselves. They started with mulled wine then had sandwiches, cakes, and tea. All this was provided by Stainborough Rotarians and friends.

• Coffee mornings were organised in Cawthorne, Penistone and Hoylandswaine, we are grateful to all who supported and approximately £3,500 was raised for the Brain Tumour Research charity.

• Santa’s Sleigh – this year, Santa’s new sleigh was put to good use, with Santa and companions visiting Hoylandswaine, Penistone, Silkstone, Barnsley town centre, Athersley & New Lodge.

• KidzOut – Stainborough Rotary organised the annual KidsOut in July when 3 adults and their 8 children from disadvantaged backgrounds had a day out to Cannon Hall Farm. The families had a great time.

Page 3 of 6

Stainborough Rotary CIO – Trustees’ Annual Report 2023-24

International

• Ghana – through Ghana Outlook (a UK registered charity) we provided funding for a farming project in Nimbare and Kucheni in the Western Region of Ghana which empowered 20 women in the community whose households are faced with chronic food insecurity, to establish a women’s small animal rearing programme.

• Ghana – we facilitated a small loan grants scheme in Ghana, with a £1,000 grant from our Rotary District. We worked with Accra Airport Rotary Club who helped to set up 20 small business, all the money has been paid back and a second tranche is now being set up from the initial payment.

• Rotary Shoebox Scheme – With the support of Barnsley Rotary Club we were proud to be able to dispatch over 60 shoeboxes filled with gifts for distribution to Eastern European countries.

• Disaster Relief – We once again responded to appeals for help following international conflict and disasters. In September 2023 we organised a Barnsley Town Centre collection in support of ShelterBox and the Morocco Earthquake which raised £750. In May 2024 we also provided £600 in support of a further appeal by ShelterBox in support of the conflict in Gaza.

• Jamie’s Legacy – was set up to support a children’s charity in the povertystricken slums of Uganda. Education is the only hope for a child to work their way out of the slums but sadly so many families are just trying to survive and unable to pay school fees. Jamie’s Legacy already sponsors over 60 children providing them with life changing opportunities. Stainborough donated £250 to support this work.

• Rotary Club Partnerships - during the year we have contributed to other Rotary Club International projects including:

• Butterfly Children’s Palliative Care Home, South Africa – we donated £250 to Kings Hill Kent Rotary Club in support of their work with the Butterfly Children’s Hospice.

• Parralang Elementary School, Philippines – provided school supplies, inc. pens, paper, crayons, etc via the Rotary Club of Barnsley

Young People

• RYLA – we sponsored two young people to attend the Rotary Youth Leadership Award 5-day programme

• Barnsley Youth Choir – provides outstanding choral training to over 650 young people aged 0-24 years old. The Ladies lunch held in September 2023 raised £1,625 for the Choir this year.

Page 4 of 6

Stainborough Rotary CIO – Trustees’ Annual Report 2023-24

Environment

• Crocus Bulb Planting – Stainborough Rotary has planted daffodil, purple crocus and other bulbs over the years in numerous community locations within the Barnsley area. The idea being to improve the environment for the whole community. There has been a lot of very positive feedback from the public on this. In 2023 we planted a crocus heart at Penny Pie Park, at a local church and crocus pots for Barnsley Homeless and BIADS.

• Recycling - we recycle numerous items including: clothing, bedding, toys, toiletries and luggage, which locally benefits:

• Women’s Refuge

• Barnsley Foodbank Partnership and Worsborough Food Pantry

• o Centrepoint

• Barnsley Homeless and other organisations

• In addition, we recycle:

• aluminium cans for scrap value;

• ring pulls, which are given to The Purple Community Fund, that uses them to make handbags;

• jewellery, etc.

• plastic bottle tops

• aids and adaptations for people with disabilities; and

• items donated by members, rather than thrown away, are sold, wherever possible at Tabletop sales.

Fundraising

• Ladies Lunch – September 2023, attended by 175 ladies, was held at the Holiday Inn, Dodworth in aid of Barnsley Youth Choir and LimbBo Foundation. The total amount raised was £3,250.00.

• Worsbrough Beer Festival 2023 – September 2023, the Worsbrough Miners Welfare Hall hosted our second beer festival which raised a profit of £3,312.61. This money was shared between the Barnsley Hospice and Worsbrough Food Pantry.

• On Yer Bike –May 2024, Stainborough Rotary and EyUp (Southwest Yorkshire Partnership NHS Foundation Trust charity) organised another cycle event called “On Yer Bike!” The bike ride was in support of local mental health services. The route was between Kendray hospital (Barnsley) and Fieldhead Hospital (Wakefield), starting at Barnsley. Users of the service also took part which was great for their Mental Health. The event raised approx. £1200.00.

• Car Boot and Tabletop Sales – All year round, two of our members, Joyce & David get up at 4am on Sunday mornings to attend a car boot sale to raise funds for charity. If they’re not at a car boot sale they will inevitably be in a community hall somewhere in Barnsley, selling all items collected at a tabletop sale. They have already raised well over a £1,000 for our charity account this year.

• Talent Auction - Each year we hold a talent auction which this year raised £1,360.00.

• Call my Bluff Wine Tasting - This raised £1,147.05 for international projects.

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Stainborough Rotary CIO – Trustees’ Annual Report 2023-24

• Coffee mornings and afternoon teas – We held a number of coffee mornings and afternoon tea parties throughout the year and were able to raise £2,285.00

• The Yorkshire Car Club (Lock Park) – We supported the parking for all cars visiting and we were able to raise £940.00 for our local charities.

• We use several different ways to raise money, including Santa’s Sleigh collection at Tesco’s in Penistone, Easy Fundraising on the Internet, Riviera Tours Ltd, and applying for District Grants which need to be match funded.

Financial Overview

Stainborough Rotary CIO’s accounts for 2023-24, the trustees’ declaration, the report of the independent auditor, and the notes to those accounts are all in the document titled “Stainborough Rotary CIO Accounts 2023-24”.

Page 6 of 6

Accounts of Stainborourgh Rotary CIO As at 30[th] June 2024

Registered Charity Number 1203761

Page 1 of 8

Stainborough Rotary CIO

Statement of Trustees Responsibilities 27th June 2023 - 30th June 2024

The trustees are required to prepare the financial statements which give sufficient detail to enable an appreciation of the transactions of the Charity during the financial year.

The trustees are responsible for keeping accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charities (Accounts and Reports)

They are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the trustees on 1[st] November 2024

and signed on their behalf by Sarah Whittle

Page 2 of 8

Independen¢ report to the trustees of Rotary Club of Stalttborough CIO I report to the tnJstees on my review of the accounts of Rotary Cl￿b of StaittlK>rnugh CIO (the Charity) for the period from June 27th 2023 to 30th June 2024. Responslbllltlts and basls ofreport As the tnjstees of the Charity, you are responsible for the preparation of the accounts In accordance with the requirements of the Charitie5 Act 20111'the Art). Under the 8uidance of section 145 of the 2011 Act I can confirm that the Charity has made tumover of less than £25.oc￿ in the year ended 30th June 2024 and does not require an independent examinatbon under the terTns ol that act. I can also confirm that my work, based on instruction from the twstees, has been a limrted review of the income and expenditure of the charity dufing the financial period and not a full in(ierendent examination a5 defined under section 145 of the 2011 ACL On the basis of the work I have carried out. I can confirm that no matters have come to my attention which would give me cause to believe that in any material respec( accounting records were not kept by the Charity as required by Section 130 of the Act., I have no contem5. and have coffle across other matters in connection with the review, to which attention should be drawn in this report in order to enable a proper understandin8 of accounts to be reached. Si8ned.. Name.. Ka￿n Eamshaw FCA Top Fam Stocksmoor Road Mid*y WF44JQ 01112124 Page3of8

Stainborough Rotary CIO

Statement of Financial Activities 27th June 2023 - 30th June 2024

Incoming resources Incoming resources from generated funds: Donations Note 2 Funds raised Notes 3/4 Grants received Other Income Funds transferred from General Total incoming resources Resources expended Bank charges Donations made Note 5 Expenditure on fundraising events Note 4 Administrative costs Other Expenditure Total resources expended Net Movement in funds Reconciliation of funds Total Opening Funds transferred from Stainborough Rotary Club Total Funds carried forward	Unrestricted Funds £ 2995.37 209.19 551.25 157.05 3912.86 90.22 5413.25 45.20 5548.67 -1635.81 4990.93 3355.12	Restricted Funds £ 2556.13 17469.24 1000.00 21025.37 14220.90 4265.82 100.00 18586.72 2438.65 700.40 3139.05	Total Funds £ 5551.50 17678.43 1000.00 551.25 157.05
			24938.23
			90.22 19634.15 4265.82 0.00 145.20
			24135.39
			802.84 5691.33
			6494.17

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Stainborough Rotary CIO Balance Sheet as at 30th June 2024

Current Assets Cash at bank and in hand Total Current Assets Net Assets The funds of the charity: Unrestricted Income Funds Restricted Income Funds Total charity funds	3355.12 3355.12 3355.12 3355.12 3355.12	3139.05 3139.05 3139.05 3139.05 3139.05	6494.17
			6494.17
			6494.17
			3355.12 3139.05
			6494.17

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Stainborough Rotary CIO

Statement of Financial Activities 27th June 2023 - 30th June 2024 Notes to the Financial Statements

Note 1 General Information and basis of accounting

The financial statements are prepared on the basis of Receipts and Payments. Restricted funds are grants received, donations and funds raised for a particular purpose.

Note 2 Donations received F Carter Miscellaneous N Goodlad Riviera Tours Ltd Santa's Sleigh Collection The Yorkshire Car Club (Locke Park) D Housley H Smith I Whittle J & D Pickett J Potts K Bennett Miscellaneous Morocco/Shelter Box Collection Note 3 Unrestricted Funds raised Car Boot/Sale of Goods	Unrestricted Funds £ 1300.00 12.00 418.00 647.60 177.77 440.00 2995.37 £ 209.19 209.19	Restricted Funds £ 87.00 540.00 175.00 516.00 31.00 264.00 20.00 52.00 106.00 765.13
		2556.13

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Note 4 Restricted Funds raised and expenditure on fundraising

Afternoon Tea Income Beer Festival Income Beetle Drive Coffee Morning Hats Evening Hoylandswaine Tea Party Ladies Lunch 2023 Ladies Lunch 2024 Notelets Shells Table Top/Sale of Goods Wine Tasting	Fundraising Income £ 1344.76 4518.81 100.00 430.00 65.00 667.00 5875.00 2072.00 668.00 122.00 70.00 1536.67 17469.24	Expenditure on fundraising £ 45.00 1206.20 2625.00 389.62 4265.82	Net Fundraising Income £ 1299.76 3312.61 100.00 430.00 65.00 667.00 3250.00 2072.00 668.00 122.00 70.00 1147.05
			13203.42

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Note 5 Donations made

5 Donations made
Barnsley Hospice Barnsley Youth Choir Brain Tumour Research Butterfly Project Cancer Survivor Choir Community Fridge at the Cabin Denby Dale Lions EyUp Bike Ride Foundation Foundation End Polio Now Ghana Outlook Gurkha Welfare Trust Jamie's Legacy Kidz out Other Expenditure My Body IMB Operation Smile Penistone Arts Week Penistone Food Buddies Phillipines Project Primary School Challenge Shelter Box Survivors Singers The Limbbo Foundation Worsborough Food Bank Wortley Church	Unrestricted Funds £ 177.50 250.00 100.00 200.00 5.00 23.50 2000.00 350.00 225.00 450.00 50.00 30.00 200.00 99.86 100.00 625.00 510.00 17.39 5413.25	Restricted Funds £ 2680.00 1625.00 3269.76 250.00 25.00 265.00 688.00 1239.73 275.00 60.00 560.67 50.00 765.13 490.00 1625.00 332.61 20.00 14220.90	Total £ 2680.00 1625.00 3447.26 250.00 100.00 200.00 250.00 30.00 288.50 688.00 3239.73 350.00 500.00 60.00 560.67 450.00 100.00 30.00 200.00 99.86 100.00 1390.13 1000.00 1625.00 350.00 20.00
			19634.15

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