ROTARY CLUB OF WITNEY TRUST FUND

Charity number: 1028759
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General Charitable Purposes The objects of the charity are to apply both the capital and income thereof to or for the relief of the poor and needy or to or for such other charitable purpose institution or society or object as the club shall direct at a duly constituted meeting.

Income and expenditure

Data for financial year ending 30 June 2025

Total income: £20,830
Total expenditure: £27,846

Total income includes £2,000 from 1 government grant(s)

People

3 Trustee(s)

40 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:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 23 November 1993: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Engaging external speakers at charity events policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
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
Grace Mathews Trustee 01 July 2022
FORCES SUPPORT LIMITED
Received: On time
Theresa Dora Rees Trustee 01 July 2022
None on record
Keith Crawford Trustee 30 June 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2021 30/06/2022 30/06/2023 30/06/2024 30/06/2025
Total gross income £28.91k £23.21k £25.00k £34.62k £20.83k
Total expenditure £28.54k £25.43k £22.48k £29.88k £27.85k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £2.00k N/A N/A £2.40k £2.00k

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 2025 26 November 2025 On time
Accounts and TAR 30 June 2025 Not required
Annual return 30 June 2024 24 October 2024 On time
Accounts and TAR 30 June 2024 24 October 2024 On time
Annual return 30 June 2023 18 October 2023 On time
Accounts and TAR 30 June 2023 Not required
Annual return 30 June 2022 05 November 2022 On time
Accounts and TAR 30 June 2022 Not required
Annual return 30 June 2021 20 November 2021 On time
Accounts and TAR 30 June 2021 20 November 2021 On time
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.

TRUST DEED DATED 25 JANUARY 1971

Charitable objects

FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT

Area of benefit

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

NOT DEFINED

Contact information

Address:
10 The Crofts
WITNEY
OX28 4AD
Phone:
01993708287
Email:
trustfund@witneyrotary.org
Website:

www.witneyrotary.org Open in new window