## **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
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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 R￿CiptS Payn￿ntS 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 infom￿tIOn 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 Pa￿ents 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)Il￿N,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 Sm￿hes 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 Trt￿t 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 tr￿19¢8 vxamination d tt* a￿oUnts ofthe Otove llhe Tr￿) f￿ thè yèar en(￿ 30 10612023. RMFA)nslblllllo5 basls of report the charity tr￿e$ dthè TrLrt y(KJ are resWI￿tI& for the ralion clthè ￿lThts in a¢£orthnce vitth thè rtyurements Lrf e c1w￿e8￿￿ 2011 ftr* Ptt). I reF¢rft in Te8F*d rf my examinab'on rfthè T￿￿8 att￿Jnts ￿led iyjt und8r sedj.on 145 of the ¥J11 A£1 and in carrying my exam1nabc￿, I ha4efol¢M*d the apF*(at4e ￿'red]"Ol￿ wen brf tho Clmrty CcKnrTrn8ion urthr 8•*on 145(5llbl ofthe Ad. I hav8 ￿M￿leted 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 *(xord8nc*wth 8ec*ion 130dthokt¢x • th8 ￿nts ¢$) not a¢o)rd*hth ts 8￿nI￿￿ roo)rth lnd0p￿d•nt I hwt no I>)n¢￿ and hav• Acrc48 no (ther matter8 in n order to enat4• a underntanth'rvJ of thè to te roached. LL Relevant pr￿•S$l0nti1 quaiifKati(>nls) ow I￿Y¢ll Addms: L¢1 CWlFlete rflhe ex8YwMner nee(bto w11￿t Matte￿ of cr)ncem Isee Ccn In¢Jep8rthft 8xwTrn8b"￿ cl charrty aLx¢JJrkn." drec*ons aThl ¢¥a￿r￿}. Gfve hert brref detai￿ ( any ltsms that the examiner wlshos to disclw. IER Octob•r 2018