**1.** ## **Trustees’ Annual Report for the period** ## **2. From 1[st] July 2023 Period start date To 30[th] June 2024 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)**||||| |---|---|---|---|---| |||||| |**Full name(s)**|Sally Annette MOHAN
William Murgatroyd HUDSON
~~a~~|||| |**Position (eg Secretary,**||Team Leader Community and||Trustee| |**Chair, etc)**||Vocational. Trustee||| |||**Signature**||| |||**Full name(s)**John Hedley MOORHOUSE||| |||**Position**|Team Leader Foundation. Trustee|Team Leader Foundation. Trustee| |||**(eg**||| |||**Secretary,**||| |||**Chair, etc)**||| **Date 11 April 2025** ThE ROTARY CLUB OF AIREBOROUGH BENEVOLENT ACCOUNT Summary of Recelpts and Payments for Rotary Year l July 2023 to 30 June 2024 2023-24 2022-23 Receipts Payments Receipts minus Payments 33,373.89 32,289.44 1,084.45 31,535.20 33,971.95 2,436.75 Opening Bank Balance Closing Bank Balance 17,312.30 18,396.75 1,084.45 19.749.05 17,312.30 2,436.75 LEEDS BUILDING SOCIETY Opening Balance Plus Interest Minus transfer to Benevolent Account Closing Balance 16,376.62 158.94 158.94 16,376.62 16,376.62 8.19 8.19 16,376.62 President -rgpoA Treasurer EXAMINERS, REPORT The above Receipts and Payments summary has been prepared from the records of the Rotary Club of Aireborough and information and explanations received by us and is in agreement therewith. BEHall J Knaggs Examiners THE ROTARY CLUB OF AIREBOROUGH BENEVOLENT ACCOUNT Details of Receipts and Payment5 for Rotary Year l July 2023 to 30 June 2024 Recelpts 100 Club subscriptions 2023-24 100 Club subscriptions 2024-25 Autumn Seed Trail donations & misc Autumn Seed Trail float repayment Autumn Seed Trail Ticketsource Beer Festival advertising Beer Festival card transactions Beer Festival cash takings and float Beer Festival donations Beer Festival Mr YLSmmy burger fee Beer Festival remainder purchases Beer Festival sponsorship Brass Band Concert adverts Bra55 Band Concert donation & proceeds Brass Band Concert float repayment Brass Band Concert Ticketsource Bra55 Band Concert Yeadon Town Hall Club Christmas Card 2023 Dictionaries 4 Life Dinner 30104124 District Grant Dictionaries for Life Easter Egg Hunt cash Easter Egg Hunt float repayment Easter Egg Hunt Ticketsource Easy Fundraising Erroneous transactions Guiseley Lights proceeds Halloween Shop Window Healthy Holidays Holidays by Design prize donation Jakeathon Leeds Building Society interest Leeds Trinity donation in error Pendsey Trust afternoon tea Polio Plus donations Quiz Night items Rawdon Shopping Event Riviera Travel donation Santa Sleigh collection Unknown receipts 1,030.00 3,480.00 439.50 940.00 192.60 2,016.07 3,596.00 2,327.99 45.1)0 79.00 23.65 3,622.44 900.00 1,059.60 300.00 1,575.00 1,275.00 120.00 5.00 55.00 866.00 1,953.69 165.00 533.72 17.64 402.00 266.75 200.00 500.00 20.00 129.00 158.94 432.00 37.50 81.00 856.50 322.50 223.80 800.00 249.00 Wine Raffle Foundation Wrong account items Yeadon Christmas Fayre & float Yeadon Carnival float repayment Yeadon Carnival proceeds 605.00 302.00 544.00 250.00 376.00 Payments 100 Club prizes 100 Club licence 100 Club refund Aireborough Children Summer Fun Army Benevolent Fund donation Autumn Seed Trail float Autumn Seed Trail flyers Autumn Seed Trail Nature Reserve 50% Autumn Seed Trail prizes Autumn Seed Trail Rodley CC parking Beer Festival float Beer Festival flyers Beer Festival food etc Beer Festival gin Beer Festival Hoptimist Beer Festival ink & signs Beer Festival programmes Beer Festival Rawdon Church Brass Band Concert Frank Renton fee Brass Band Concert Hepwoorth Band Brass Band Concert float Brass Band Concert flyers Brass Band Concert misc Brass Band Concert programmes Childrens Heart Surgery Fund Chris Binns speaker Crocus Corms Dictionaries 4 Life District 1040 RYLA students Dollywood Foundation Imagination Lib Easter Egg Hunt flyers & posters Easter Eggs Easter Egg Hunt donations Easter Egg float Erroneous transactions First Aid course 1,571.00 20.00 120.00 400.00 loo.00 940.00 65.00 50.02 47.00 40.00 620.00 75.00 253.44 200.00 4,545.44 41.99 260.00 3,779.94 650.00 1,200.00 700.00 75.00 108.40 268.00 2,000.00 loo.00 350.00 1,763.20 1,050.00 304.87 172.00 85.01 81.84 580.00 311.00 133.50 Food Cost refund Foundation Annual Fund & Polio donation Forget Me Not Hospice donation Friends of Parkinson Park prizes Global Payments charges Guiseley In Bloom Guiseley Lights stall Halloween Shop Window posters & flyers Halloween Shop Window prizes Inner Wheel Shoe Boxes Jungle Aid Foundation donation Kids Santa Special Leeds Hospital Charity MND Centre Loan to General Louise Parkinson overseas trip Lunch float wrong account Mynkanya Heather Read trophy Mynkanya university bursaries Peace Scholar airport parking Pendsey Trust Physionet Foundation donation Principal Trust Childrens, Charity donation Quiz Night float Quiz Night HGC food Quiz Night Squeaker advert Respite Association donation Rodley Cricket Club Rotary Technology Tournament Royal British Legion wreath & donation Safehouse Tanzania donation Saltergate Childrens, Home Ethiopia Santa Sleigh collection Theodora Childrens, Charity Unknown payment War Memorials donation White Nights Yorkshire Blood Bikes donation Wildlife Friends Foundation donation Wix webpage Yeadon Carnival stall fee Yeadon Town Hall 605 Show Yorkits materials & prizes 5.00 350.00 250.00 50.00 117.41 90.00 30.00 67.00 60.00 120.00 200.00 133.55 500.00 500.00 200.00 50.00 25.00 1,000.00 20.00 509.73 200.00 200.00 190.00 370.00 50.00 200.00 70.00 250.00 76.00 i.000.00 1,000.00 70.00 loo.00 39.05 200.00 200.00 200.00 88.40 15.00 245.00 186.65 Totals 33,373.89 32,289.44 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/ members of** Charity Name Rotary Club of Aireborough **On accounts for the year ended** 30 June 2024 **Charity no (if any)** 507700 ## **Set out on pages** One to Four On(remember to include the page numbers of additional sheets) ## **Responsibilities and basis of report** I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** . As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent examiner's statement** I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply. **Signed:** **Date:** 11 April 2025 **Name:** B.E.HALL J.KNAGGS **IER** 1 **October 2018** **Relevant professional qualification(s) or body (if any):** **Address:** 2 DORCHESTER DRIVE ‘BEACHLEA’ LAYTON AVENUE LEEDS LEEDS LS19 6AT LS19 6QQ ## **Section B Disclosure** Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . 2 **October 2018** **IER**