ROTARY CLUB OF ROYAL LEAMINGTON SPA TRUST FUND

Charity Number: 512835
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General Charitable Purposes

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £19,382
Total expenditure: £18,587

People

3 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Other Charitable Activities
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 29 June 1982: Standard registration
Organisation type:
Other
Other names:
  • LEAMINGTON SPA ROTARY CLUB (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Barry Frith Trustee 03 March 2014
None on record
I D SQUIRE Trustee
None on record
MICHAEL FRANCIS COKER Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £14.96k £7.30k £16.86k £19.45k £19.38k
Total expenditure £25.89k £6.24k £15.31k £27.57k £18.59k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £2.20k N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2024 15 January 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 21 February 2024 On Time
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 14 February 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 01 March 2022 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 23 February 2021 On Time
Accounts and TAR 30 June 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 1 MARCH 1977

Charitable objects

FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PUPROSES INSTITUTION SOCITY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
17 Cubbington Road
Leamington Spa
CV32 7AA
Phone:
01926732168
Email:
No information available
Website:

www.sparotary.org.uk Open in new window