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 BarbI￿n
Other names charlty is known by
none
RegiSte￿d 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 0￿JaniSation
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 Y￿der
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 Le￿S 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 f￿CtionS 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 perfomian￿8 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
soUr￿S 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*$ Ba￿1¢1￿ Idosodj
Sub total{Gross income for
AR)
A2 Asset and In*stM￿l 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
Curr*ni 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)