ROTARY CLUB OF PORTLAND TRUST FUND

Charity number: 1032098
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

TO ASSIST OTHER CHARITABLE ORGANISATIONS BY MAKING GRANTS TO THEM.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £10,419
Total expenditure: £20,520

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:
  • General Charitable Purposes
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 28 January 1994: Standard registration
Organisation type:
Trust
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
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER HENRY BURROWS Trustee
None on record
MICHAEL READ DUTHOIT Trustee
None on record
MR GEOFF BARTER 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 £16.50k £19.11k £22.92k £29.62k £10.42k
Total expenditure £13.54k £15.19k £25.06k £25.94k £20.52k
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 25 April 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 04 July 2024 65 days late
Accounts and TAR 30 June 2023 04 July 2024 65 days late Download Open in new window
Annual return 30 June 2022 10 February 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 13 December 2021 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 17 January 2021 On Time
Accounts and TAR 30 June 2020 Not Required
Submit annual return Open in new window

Contact information

Address:
27 Fancys Close
PORTLAND
Dorset
DT5 2AJ
Phone:
01305783807