1.
Trustees’ Annual Report for the period
2. From 1[st] July 2022 Period start date To 30[th] June 2023 Period end date
Charity name: The Rotary Club of Aireborough
Charity registration number: 507700
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To raise funds to support work in the local community along with national and international projects. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Providing Dictionaries to Primary School Children in our locality. Supporting individuals and other charities in the work they do locally, nationally and internationally. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees are aware of and have full regard for the guidance issued by the Charity Commission. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | We support by donations rather than grants. |
| Policy on social investment including program related investment |
Para 1.38 | Not Applicable |
| Contribution made by volunteers |
Para 1.38 | Without the work of our members volunteering to raise funds to help others the Club would not exist. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The work of the Club members in volunteering on the Healthy Holidays programme providing meals to vulnerable children on placement locally during school holidays has had a very positive step on the wellbeing of those children. We support the Dolly Parton Imagination Library in providing books to pre-school age children in vulnerable families to receive a book monthly to help with their early education. We offer financial support to other small local charities to have impact in their particular field on the quality of life of others. |
| Additional information (optional) You may choose to include further statements where relevant about: |
||
| Achievements against objectives set |
Para 1.41 | Our objective is to support, and help causes where we believe we can have a positive impact and we feel this has been achieved. |
| Performance of fundraising activities against objectives set |
Para 1.41 | Our aim is to raise funds as well as we can through the various fundraising events, we hold in our community each year and at the same time keep our profile in the community. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The balance of funds within the Club Accounts are in a positive position. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Club as no policy to hold reserves, we make donations we feel in line with our values. |
| Amount of reserves held | Para 1.22 | Account Balances as Financial Report |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The Clubs principal source of fundraising is the events we hold in our community. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | N/A |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Declaration of Trust |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The Board and then with members approval |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Rotary Club of Aireborough |
|---|---|
| Other name the charity uses | |
| Registered charity number | 507700 |
| Charity’s principal address | Rotary Club of Aireborough Horsforth Golf Club Layton Rise Layton Road Horsforth LEEDS LS18 5EX West Yorkshire |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Roger Ward | Chair/Treasurer/ Trustee |
01 July 2024 | Aireborough Rotary Board | |
| William Hudson | Trustee | Aireborough RotaryBoard | ||
| SallyMohan | Trustee | Aireborough RotaryBoard | ||
| John Moorhouse | Trustee | Aireborough RotaryBoard | ||
| Corporate trustees–names of the directors at the date the report was approved | Corporate trustees–names of the directors at the date the report was approved | Corporate trustees–names of the directors at the date the report was approved |
|---|---|---|
| Director name | n/a | |
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year n/a
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) William Murgatroyd HUDSON Full name(s) Sally Annette MOHAN Position (eg Secretary, Team Leader Community and Trustee Chair, etc) Vocational. Trustee Signature Full name(s) Position Team Leader Foundation. Trustee (eg Secretary, Chair, etc)
Date 31 July 2024
Page I I'IIE ROI'ARI, CLUB OF AIRI,:IJOROIIGII IJEN'EI'()LLN I. fiiND AC.'C'.UIIN'I' Receipts And PA!'mcnt$ SiininiAry Accniint )eAr ending 30th .lune 2023 202 2022 RCiptS PaynntS 31535.20 33971.95 37275.05 33852.20 2436.75 3422.85 Excess Payments over Receipts Due from General Account Opening Bank Balance Closing Bank Balance 387.00 16713.20 19749.05 19749.05 X 17312.30 X Both these figures include £1725 due to our Beer Fcstival Partners and paid to them after 3016123 Rotary Club of Aireborough Leeds Building Society Opening Balancc 16376.62 16376.62 Int¢r¢st Received 8.19 8.19 Transfcrred to Benevolent Fund 8.19 8.19 Closing Balance 16376.62 Presi ent as rer Examiner's Report Th¢ alx>ve Receipts and Payments Account has been prcparcd from the books and records of The Rotary Club of Aireborough and the infomtIOn and explanations received by us and is in agreement therewith. B A Oldam BEHall ExamSneri
Pag¢ 2 TIIE RO"I'ARY CLUIJ 01,. AIRLIII)11()IIGII BEIYLI'OI.I,'N'I" I,-UIYI) AC.'LOIIIY I. Rcceipts And PAJ'iiicnl$ for the vcAr cndin% 3nth ,liine 2023 Recei 8642.57 1789.29 4705.00 242.44 385.00 82.00 469.25 102.00 427.00 90.00 471.80 475.00 5.00 239.48 331.10 130.00 570.00 8.19 33.38 56.00 706.00 mentg AireboTDugh Becr Festival I)onations Aireborough l 00 Club Income froni Autumn Seed Trail Halloween Donations Hallowccn Map Salcs HMRC RepaJinent of Gift Aid Jakeathon Rotary Foundation Rawdon Jubilee Event Yeadon Carnival Income Refund of l RYLA Place from District 1040 Sun Station Leeds Incomc from Yeadon Town Hall Xmas Market Income from Guis¢l¢y Lights Switch On Income from Rawdon Shopping Event Rotary District 1040 Foundation Grant Leeds Building Society Annual tnterest Gross Interest from Bank Income from Key Game Xmas Paty 2022 Rotary Quiz Night Repayment of floats from General Account to Benevolent Account Em)rs of transactions between General and Benevol¢nt Account for year 2021122 Errors of Transactions between Accounts for y¢ar 2022123 (paid to Benevolent Account) Donation to Easter Egg Hunt Ticket Source Ltd Sales Easter Egg Hunt Income from Easter Egg Hunt TAcket Salcs from Brass Band Concert Brass Band Con¢ert Advcrts 80.00 387.00 315.00 50.00 867.73 1647.02 3288.95 900.00 Incom¢ from Coronation Event Hooker Duck Sally Mohan Garden Sales Rotary Club ofBradford West Charity Donation for Yorkits 159.(JU 5.00 50.00 27710.20
Pagc 3 Recei ments 27710.20 Income from Guiseley Lights Rotary Club ofRoundhay District 1040 Grant for Ukraine Disaster Response Grant from District 1040 Rotary Club of Roundhay District 1040 Grant for Ukraine Transfers from General Account Floats repaid 20.00 550.00 900.00 350.00 265.00 1740.00 31535.20 Donations Committe¢s - Community and Service - Education and Youth - International - Foundation 100 Club Prizes Paents not allocated 5786.00 21951.71 1229.00 1948.72 810.00 1957.25 289.27 33971.95
IIOI"ARY CLUIJ OF AIIII,'IIOIIOIIGII Pagc 4 YeAr endin%.lune 2023 PAiments for Comniittee5 C'ommiinit nd Scri'ice I"hL I1)IlN,0()d I'iiunJ.3lii)ii UK Autuiiin Sccd Trail Leallels Dictionari¢$ 4 Life The ROYAI British 810n Badge Wrcaih Rawdon Parochial Church Council Profit %hare from Aircborough Bccr Fcstival 202J Income froin Aircborough Bccr F¢51ival 2023 Yeadon Carnival Stall Yeadon Town Hall Christmas Stall Oghal Zhumakia Ukrninian Refugee School Uniforni Graham Davie8- Schwl Clothes and Shocs for Ukrainian daughter of Anna Minnibaicva Jamie White Sponsorship for South Korea World Scout Jamboree Janet Appleton Bags for Children's Outing Brdss Band Concert 2022 Yulia ZArubinska Trdnslation and Languag¢ Courses Autumn Seed Trail Soft Drinks Breast Cancer Now Appcal Lee Pearce Halloween Shop Wtndow Competition Janet Ke Variou5 Events Expenses Lisa Scarlett 1st Prize Halloween Competition Lee Pearce Flyers for Quiz Night Graham Davies I S Ix)ttles of wine for Bottle Stall Guiseley Lights, Switch On SJK Private Hire for Students from Bradford Peace Fellows Guiseley L4ghts Hire of Stall Graham Davies 10 x 30 Smhes Vouchers for Horsforth Ukrainian Refugee Familie5, Children District 1040 Grant Rotary Club of Eshow8 South Africa Support for Teacher in School l)iinAtiong 309.22 55.00 1732.80 27.50 Physop Guiselcy in Bloom Ixcds Cily Council Aireborough Children's Centre Aireborough Camera Club Aqua Box l)akislan Fl(K)d Appeal Snaps Friends of Hungerhill W(K)ds Guiselcy Community Foundalion Kangaroo Kids Project Lccds Hospilal Charity Rob Burrows, MND Ccntre Select Unifornis Ltd 20 x Chef Skull Caps for Autism Plu5 Leeds City Council Aireborough Childrens, Centre Support for Toy Library Rufford Park Primary School Christmas Dinner Family Scheme The Principlc Trust Young Live5 Versus Cancer Rotary Technology Tournament Friends of Hall P4rk Horsforth Community Cenlre Garden Aqua Box for Turkeyl Syria Emergency Appeal Wild Life Vets International Speaker Presentation Zimbabwe Educational Trust Secret Gardens (Rawdon CIC) 250.(K) 90.00 500.00 50.00 2251.91 5968.73 167.78 42.28 250.(K) 500.00 50.00 119,50 200.00 63.00 200.00 85.00 2334.59 700.00 48.00 160.00 1154.00 192.00 25.00 167.34 30.00 25.00 500.00 200.(X) 300.00 200.00 200.00 54.25 70.00 30.00 250.00 300.00 500.00 849.33 100.(xJ l(K).00 200.00 15816.23
Page 5 Year en(ling June 202J Donations Payments for Committees Communit nd Seri'itc Leeds City Coiincil Aniiunl Fee Ganibling Aet 2005 Siiiall Socicty LLittcry Lccds City Council Aireborough Cliildren's for T,0 Fainily Counsclling Courses (NB includes £570 from District 1040 Grant) President John Kitching Sweets for Ukrainian Children Baildon Motors Ltd Coach Hire for Ukrainian Trip lo Gullivers World Guiseley Lights CIC Hire of Stall Pitch Janet Appleton 50 PE bags for Toy Library Jan Morley 24 Bottles of Wine for Ycadon Carnival Sally Mohan Gulliverfs Kingdom Visit - 32 tickets + 4 free tickets Errors in Transactions between Accounts for year 2022123 - transfer to General Account Easter Egg Hunt 2023 Cash for Floats Quiz Night 2023 Food Costs Quiz Night Sundries 15816.23 20.00 1140.00 30.00 590.00 30.00 85.00 73.04 448.00 315.00 1338.60 1470.00 500.00 95.84 21951.71 Education and Youth 2 Places on RYLA Course 2023 Equipment for RYLA Representative 2023 1050.00 179.00 1229.00 International Pendsey Trust Purvi Nagdives Birthday Gifts Pendsey Trust Annual Sponsorship Roger Ward Micro Loans Charitable Trtt to Rotary Club Kosice Ukraine Appeal Janet Ke Fabric for Hygiene Kits Sanitary Kits Yulia Zarubinska English I£ssons for Ukrainian Families (£250) from District 1040 and £50 from Club York Kits Miss Beth Gettin8s Sponsorship to Kosovo Summer Academy 33.75 67.24 4(K).00 249.38 500.00 142.50 88.(M) 300.00 67.85 100.00 1948,72
Pmge 6 Year endin% June 2023 Payn*nts for Committees Foundation From Raffles (Wine To Annual Fund RFUK Donation from Key Game Outstanding from Club Xmas Card (2022) RFUK Website Template Renewal 300.00 100.00 220.00 140.00 50.00 810.00 Membershi Aireborough 100 Club Draw Prizes July 2022 to 301612023 1957.25
CHARITY COMMISSIO FOR ENGLAND AND WALE Independent examinef S report on the accounts mornber5 of Rotary Club of Aireborough 30 June 2023 Charty no 507700 S•t out on p•Je5 ro Si I repKJrt to thè tr19¢8 vxamination d tt aoUnts ofthe Otove llhe Tr) f thè yèar en( 30 10612023. RMFA)nslblllllo5 basls of report the charity tre$ dthè TrLrt y(KJ are resWItI& for the ralion clthè lThts in a¢£orthnce vitth thè rtyurements Lrf e c1we8 2011 ftr Ptt). I reF¢rft in Te8Fd rf my examinab'on rfthè T8 attJnts led iyjt und8r sedj.on 145 of the ¥J11 A£1 and in carrying my exam1nabc, I ha4efol¢Md the apF(at4e 'red]"Ol wen brf tho Clmrty CcKnrTrn8ion urthr 8•on 145(5llbl ofthe Ad. I hav8 Mleted my •xanYnaion l o)nfirm that no matsria mattgrg havè to ryry attents'on Icthei than that (BdrAed belv"I In conn&'on Kith th• 8xaminatsM m• eaw to bEJieve at in. ary nlatsrial res • xcounl.ng r¢oyd% nL kertin (xord8ncwth 8ecion 130dthokt¢x • th8 nts ¢$) not a¢o)rdhth ts 8nI roo)rth lnd0pd•nt I hwt no I>)n¢ and hav• Acrc48 no (ther matter8 in n order to enat4• a underntanth'rvJ of thè to te roached. LL Relevant pr•S$l0nti1 quaiifKati(>nls) ow IY¢ll Addms: L¢1 CWlFlete rflhe ex8YwMner nee(bto w11t Matte of cr)ncem Isee Ccn In¢Jep8rthft 8xwTrn8b" cl charrty aLx¢JJrkn." drec*ons aThl ¢¥ar}. Gfve hert brref detai ( any ltsms that the examiner wlshos to disclw.
IER Octob•r 2018