THE ROTARY CLUB OF HOLT AND DISTRICT TRUST FUND
Charity number: 1038711
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
member of rotary international
Income and expenditure
Data for financial year ending 30 June 2024
Total income: £11,261
Total expenditure: £10,760
People
5 Trustee(s)
20 Volunteer(s)
Employees with total benefits over £60,000
No information availableOne or more of the employees were formerly trustees
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
- Overseas Aid/famine Relief
Who the charity helps:
- Children/young People
- Elderly/old People
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Other Charitable Activities
Where the charity operates:
- Norfolk
Governance
Registration history:
- 20 June 1994: Standard registration
Organisation type:
Other
Other names:
- ROTARY CLUB OF HOLT (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints policy and procedures
- 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
- 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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| PAUL FREDERICK BROWN | Trustee | 27 February 2025 |
|
|
||||
| John Alan Gilby | Trustee | 27 February 2025 |
|
|
||||
| SUSAN MARY TEE | Trustee | 01 June 2020 |
|
|||||
| ANDREW ANTHONY PEARCEY | Trustee | 01 June 2020 |
|
|
||||
| GREG COOPER | Trustee | 01 July 2016 |
|
|
||||
Financial history
Financial period end date
| Income / Expenditure | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £4.62k | £2.73k | £8.09k | £21.53k | £11.26k | |
|
|
Total expenditure | £5.59k | £1.66k | £7.37k | £12.07k | £10.76k | |
|
|
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 | 08 December 2024 | On Time | |
| Accounts and TAR | 30 June 2024 | Not Required | ||
| Annual return | 30 June 2023 | 27 February 2024 | On Time | |
| Accounts and TAR | 30 June 2023 | Not Required | ||
| Annual return | 30 June 2022 | 21 March 2023 | On Time | |
| Accounts and TAR | 30 June 2022 | Not Required | ||
| Annual return | 30 June 2021 | 05 April 2022 | On Time | |
| Accounts and TAR | 30 June 2021 | Not Required | ||
| Annual return | 30 June 2020 | 17 November 2020 | On Time | |
| Accounts and TAR | 30 June 2020 | Not Required |