Trustees. Annual Report for the period Period start date Day l Month 01 July Period end date Day Month 30 June Year 2024 Year 2025 From To Section A Reference and administration details Charfty name Rotary Club of Lewes BarbIn Other names charlty is known by none RegiSted charity number (rf any) 1209464 Charftyg principal address 32 Hound Rise Post¢od• BN7 1 EQ Names of th8 charlty trugtee5 who manage the ¢harfty Date5 Ir not fof wb¢)l& Trustoe name oriicfr1Sf any) Nameof lor body) •ntiti nt trusts• Ilan Lucinda Field Anthony Spencer Sandra Webb Trevor Field chalr 10 12 13 14 15 18 17 18 19 20 Names of the trustees forthe charfty, If any. (for example, any custodlan trustees) Name Dates acted if not forwhole TAR March 2012
Names and addrnsses of athilsers (Optlonal Inforniation) e of adviser Name Address Name of chief executive or names of senlor staff members (Optional infonnation) Section B Structure, overnance and mana ement Description of the charitys trusts Constiiution Type of govemlng document {eg, IrLisI dep.cl, conslrtiitlc)n) How the charlty is conslJbJted leg. triisl, cissocialion, Loinr)iJnyl Charitsble Incorporated 0JaniSation Trustee selecllon methods 14g, appuinled l?y, elocled b511 Rotary Club members Addltlonal governance Issues (Optional information) Th8 Rotary Club of Lewes BaTbican is a memberthlp clLb and part of Rotary of Great Britain and Ireland (RIBI). You may Choose to include additional infomiation, where r61evant, abouL' pollcles and procedures adopted for Ihe induction and training of trustees; the charity's organisational structure and any Yder network with which the tharity works; relation5hlp wllh any related parties: trustees. consideration of major risks and the system and procedures to manage them. Section C Objectives and activities The object of Ihe CIO is the relief of the poor and needy in Lewes, East Sussex, and the surrounding area arKI in any other part of the United lfjngdom or elsthvhere in the NNDrld. or such other charitable purpose as the members of Ihe CIO shall in duly conslitutsd meeting direct. Summary of the objects of the charity set out in Its govemlng document TAR March 2012
In 2024r25 wo dosed ts Rotary Club of LeS Bart)ican Trust updating our goveming document and converting from a trustto a CIO to b6tter reflect the objectives and oparating of the tharity. All funds held by the trust were transferred to the CIO. We have continued to hold events throuthout th8 yearto rdise funds for local, national and intemational tharities. Summary of the main actlvltles 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) Addltlonal detalls of obJectlve8 and activltl•s (Optlonal Inforniatlon) The Rotary club will agree by majoiity vote during a properfy convened Rotary meeting whith tharitias and organisations will recelve grants from the Rotary Club. The Rotsry club continues to fK)Id events and fCtionS throughout the ygar with the support of its members and friends and Pdmily. You may choose to include further statements, where relevant. about: policy on grantmaking; policy programme related investment., contrlbutlon made by volunteers. TAR March 2012
Section D Achi@vements and performance The Rotsry Club successfully re(Yganised and converted from a Trust to a CIO. Summary of the main achievements of the chaiity during tho year Durlng Ihls transitional period continued to Ix)Id events such 8S the annual quiz nitht and val5$ musi(21 perfomian8 to raise funds for local chaTities. TAR March 2012
Section E Financial review The charity continues to hold suffiaent ftjnds to meet the costs of running various events throughout the year. Brief statement of the charity's policy on reserves Details of any funds materially in deficit Furtherfinancial review details {Optional inforniation) You may choose to Include additional infomation, where relevant about the Charity's prindpal soUrS of funds {induding any fundraising)" how expenditure has supported the key objectives of the charity: Investment policy and objectsves including any ethical investrnent pollcy adopted. Section F Other optional information Section G Declaration The trustee$ doclare that they have approved the trustees, report above. Slgned on behalf of Ihg charitys tru$teBs Slgnaturels) Full namels) Posltlon (eg Secretary, Chair, etc) FIK Ln 1 14 Sp6+¢JoEIL Date TAR March 2012
CHARITY COMMISSION . FOR ENGLAND AND WALES 1201)464 Receipts and pa ments accounts CC16a For thè wiod from To Section A Receipts and payments Unrestrlct funds to the D•aw•sl Restrlcted funds Endowment funds Total funds La•¢ y•Ar to thene4r•JtÉ thèn••reite ) lh• l•It£ to thvt ll•aT•St £ A1 Recei Fundstran5f•rr•d from Rotsryclubof Lqw$ Ba1¢1 Idosodj Sub total{Gross income for AR) A2 Asset and InstMl sales. Sub tol•l Pa BAnklng Cost GrantstochllrfU•s 200 Sub total A4 Asset and Investment rchas see table Sub total 2S4 Net of re¢elpts/(payments) A6 Tfansfers between lunds Cash lunds Sast yoHr end Cash funds thls y•arend T.284 CCXX R1 o¢Munb ISSI
Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted funds fund5 to nearegtz Endowment fvnds Categorles Details nearest£ to neirest£ B1 Cash funds Cashatbsnk 7,284 Total cash fun¢ts 7384 Llnre5tr1cted funds Restrlcted funds End(Avment funds Detalls to n&estE Futhdto ¥¢tbeki Currni valu& Detslls 83 Investment agsets . z440 Fund to thlch Cufient value Detalls CobtloplloMII B4 Assets retained for the charity's own use I ni-l Fund io*thl¢h relates Am•untdu• on4 V¥Then Ilon41 Detai15 85 Liabilittes stgnpd byone ortsyo trustees on behalf of 811 the trustees Signature int Narne Date of roval uCi¥Jr)& r i&oL zi CCKX R2accounis (SS)