ROTARY CLUB OF POOLE BAY TRUST FUND

Charity number: 1009997
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To apply both capital and income of the Fund to or for the relief of the poor and needy or for such other charitable purpose, institution, society or object as the Rotary Club of Poole Bay shall in duly constituted meeting from time to time direct

Income and expenditure

Data for financial year ending 30 June 2025

Total income: £14,253
Total expenditure: £10,712

People

4 Trustee(s)

31 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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Amateur Sport
  • Economic/community Development/employment
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 Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Dorset
  • Hampshire

Governance

Registration history:
  • 25 March 1992: Standard registration
Organisation type:
Trust
Other names:
  • ROTARY CLUB OF POOLE BAY (Previous name)
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
  • Investing charity funds 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
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ian Whitehead Trustee 17 January 2023
POOLE ROTARY CLUB CHARITABLE TRUST
Received: On time
Stuart Dean Trustee 17 January 2023
None on record
David Wood Trustee 17 January 2023
None on record
Charles Stewart Greaves Trustee 01 July 2019
POOLE ROTARY CLUB CHARITABLE TRUST
Received: On time
PAROCHIAL CHURCH COUNCIL OF CHRIST CHURCH WESTBOURNE
Received: On time

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 £26.22k £8.71k £12.40k £9.68k £14.25k
Total expenditure £27.58k £9.67k £12.12k £11.38k £10.71k
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 2025 08 December 2025 On time
Accounts and TAR 30 June 2025 Not required
Annual return 30 June 2024 19 April 2025 On time
Accounts and TAR 30 June 2024 Not required
Annual return 30 June 2023 23 April 2024 On time
Accounts and TAR 30 June 2023 Not required
Annual return 30 June 2022 28 November 2022 On time
Accounts and TAR 30 June 2022 Not required
Annual return 30 June 2021 28 April 2022 On time
Accounts and TAR 30 June 2021 12 May 2022 12 days late 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.

TRUST DEED DATED 16 OCT 1990 AS AMENDED BY RESOLUTION DATED 13 MAY 2019

Charitable objects

THE RELIEF OF THE POOR AND NEEDY FOR TO OR FOR SUCH OTHER 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:
Flat 5
Faversham
50 West Cliff Road
BOURNEMOUTH
BH4 8BB
Phone:
01202 762048
Email:
stewart.greaves@hotmail.co.uk
Website:

www.poolebayrotary.org Open in new window