ROTARY CLUB OF HALIFAX TRUST FUND

Charity number: 1032807
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Operating within the Halifax area, the charity helps organisations and individuals less fortunate than ourselves.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £16,472
Total expenditure: £19,240

People

6 Trustee(s)

45 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
  • Education/training
  • Overseas Aid/famine Relief
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Calderdale

Governance

Registration history:
  • 08 February 1994: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CHARLES CHRISTOPHER HODGSON Chair
CROSSLEY AND PORTER ORPHAN HOME AND SCHOOL
Received: On time
John Stuart Robertshaw Trustee 27 March 2024
None on record
Bryan Leslie Harkness Trustee 05 April 2023
None on record
Wilson Simms Trustee 28 June 2017
None on record
Lucy Elizabeth Hodgson Armitage Trustee 28 June 2017
JOHN SMYTH'S SCHOOL CHARITY
Received: On time
NATHANIEL WATERHOUSE CHARITIES
Received: On time
JOHN MACKINTOSH MEMORIAL HOMES
Received: On time
WORSHIPFUL COMPANY OF INSURERS CHARITABLE TRUST
Received: On time
Kenneth Lawrence ROBERTSHAW Trustee 14 January 2014
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 £30.36k £36.52k £46.64k £20.66k £16.47k
Total expenditure £21.80k £22.19k £35.09k £43.23k £19.24k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £4.00k N/A N/A 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 27 February 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 04 April 2024 On Time
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 11 April 2023 On Time
Accounts and TAR 30 June 2022 11 April 2023 On Time Download Open in new window
Annual return 30 June 2021 25 February 2022 On Time
Accounts and TAR 30 June 2021 25 February 2022 On Time Download Open in new window
Annual return 30 June 2020 19 March 2021 On Time
Accounts and TAR 30 June 2020 19 March 2021 On Time Download Open in new window
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 JUNE 1982

Charitable objects

TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO 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:
5 EDALE GROVE
QUEENSBURY
BRADFORD
BD13 2EF
Phone:
01274410609
Email:
rotaryhalifax@gmail.com
Website:

http://www.halifaxrotary.org Open in new window