ROTARY CLUB OF WRINGTON VALE TRUST FUND

Charity number: 802181
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Through the Rotary Club funds are raised by fund raising and social events. Those funds, in certain circumstances can be "multplied" via the Rotary Matching Grants at District, National and International level to fund larger project, particularly to assist in poorer countries. In addition assistance can be offered in practical waysby Rotarians employing their business skills to help others.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £21,767
Total expenditure: £16,352

People

6 Trustee(s)

23 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

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • North Somerset
  • Somerset
  • South Gloucestershire

Governance

Registration history:
  • 30 October 1989: 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
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • 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
  • Trustee expenses 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Angus John Digby Murray Trustee 01 July 2024
None on record
Roger james Burrows Trustee 17 May 2023
None on record
Paul Raymond Jenkins Trustee 30 June 2021
Shiva Charity UK
Received: On time
John Alvis Trustee 01 June 2020
FARMLINK EDUCATION LIMITED
Received: On time
Francis Gerard Drogo Montagu Trustee 01 June 2020
None on record
Anthony John Poole 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 £30.25k £21.81k £11.36k £19.90k £21.77k
Total expenditure £31.88k £18.17k £12.38k £20.07k £16.35k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A 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 13 March 2025 On time
Accounts and TAR 30 June 2024 Not required
Annual return 30 June 2023 14 February 2024 On time
Accounts and TAR 30 June 2023 Not required
Annual return 30 June 2022 04 January 2023 On time
Accounts and TAR 30 June 2022 Not required
Annual return 30 June 2021 04 January 2022 On time
Accounts and TAR 30 June 2021 Not required
Annual return 30 June 2020 25 November 2020 On time
Accounts and TAR 30 June 2020 25 November 2020 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.

DECLARATION OF TRUST DATED 26TH JULY 1989

Charitable objects

FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH CHARITABLE PURPOSE INSTITUTION SOCIETY 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:
Churchill Court
Church Lane
Churchill
WINSCOMBE
Avon
BS25 5QW
Phone:
07968700032
Email:
wvrctreasurer@gmail.com
Website:

www.wringtonvalerotary.org.uk Open in new window