ROTARY CLUB OF SOLIHULL ST ALPHEGE TRUST FUND
Charity number: 1021181
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The charity assists with funds for local good causes and charities in Solihull and the West Midlands UK. Members of the Rotary Club of Solihull St Alphege decide on which beneficiaries to support on a monthly or annual basis.
Income and expenditure
Data for financial year ending 30 June 2024
Total income: £3,493
Total expenditure: £6,839
People
5 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
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
- Environment/conservation/heritage
Who the charity helps:
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Human Resources
Where the charity operates:
- Birmingham City
- Solihull
- Warwickshire
Governance
Registration history:
- 19 May 1993: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Risk management
- Safeguarding vulnerable beneficiaries
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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| David Newman | Chair | 01 January 2019 |
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| Peter Sunderland | Trustee | 21 November 2022 |
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| Heather Cole | Trustee | 21 November 2022 |
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| Norman Leslie Kaphan | Trustee | 21 November 2022 |
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| ROBERT BLYTH | Trustee | 01 July 2014 |
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Financial history
Financial period end date
| Income / Expenditure | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
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Total gross income | £9.81k | £5.76k | £9.34k | £8.69k | £3.49k | |
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Total expenditure | £8.19k | £9.21k | £10.47k | £7.14k | £6.84k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 06 February 2025 | On Time | |
| Accounts and TAR | 30 June 2024 | Not Required | ||
| Annual return | 30 June 2023 | 02 February 2024 | On Time | |
| Accounts and TAR | 30 June 2023 | Not Required | ||
| Annual return | 30 June 2022 | 18 November 2022 | On Time | |
| Accounts and TAR | 30 June 2022 | Not Required | ||
| Annual return | 30 June 2021 | 03 March 2022 | On Time | |
| Accounts and TAR | 30 June 2021 | Not Required | ||
| Annual return | 30 June 2020 | 06 January 2021 | On Time | |
| Accounts and TAR | 30 June 2020 | Not Required |