ROTARY CLUB OF SHANKLIN TRUST FUND

Charity number: 1025067
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General charitable purposes in England and overseas mainly through cash grants.

Income and expenditure

Data for financial year ending 30 June 2025

Total income: £33,379
Total expenditure: £30,079

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for being a trustee.

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
  • Overseas Aid/famine Relief
  • Arts/culture/heritage/science
  • Amateur Sport
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
Where the charity operates:
  • Hampshire
  • Isle Of Wight
  • France
  • Ghana
  • Sri Lanka
  • Uganda

Governance

Registration history:
  • 19 August 1993: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Conflicting interests
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GERARD JOSEPH DONOVAN FCCA Trustee 16 June 2025
SHANKLIN MEN'S SHED
Recently registered
CITIZENS ADVICE CAERPHILLY BLAENAU GWENT
Received: On time
Sara Joanne Sheath Trustee 07 December 2024
ISLE OF WIGHT MUSIC, DANCE, AND DRAMA FESTIVAL
Received: On time
Lynda Fleming Trustee 01 July 2017
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 £3.93k £2.06k £18.20k £29.44k £33.38k
Total expenditure £7.20k £7.23k £19.40k £21.58k £30.08k
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 03 October 2025 On time
Accounts and TAR 30 June 2025 03 October 2025 On time Download Open in new window
Annual return 30 June 2024 10 February 2025 On time
Accounts and TAR 30 June 2024 16 February 2025 On time Download Open in new window
Annual return 30 June 2023 15 July 2024 76 days late
Accounts and TAR 30 June 2023 Not required
Annual return 30 June 2022 16 April 2023 On time
Accounts and TAR 30 June 2022 Not required
Annual return 30 June 2021 14 April 2022 On time
Accounts and TAR 30 June 2021 Not required
Submit annual return Open in new window

Contact information

Address:
122 Green Lane
SANDOWN
Isle Of Wight
PO36 9NL
Phone:
07711002404