THE ROTARY CLUB OF TAMWORTH TRUST FUND

Charity number: 1060262
Charity reporting is up to date (4 days late)

Charity overview

Activities - how the charity spends its money

The fund provides advice, practical and financial assistance to local, national and international organisations. It aims to assist in times of catastrophe and is involved in help to new voluntary organisations, providing assistance to those in need. Funds are raised by voluntary efforts of the members of the rotary club of Tamworth and other voluntary organisations.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £28,907
Total expenditure: £28,669

People

4 Trustee(s)

7 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
  • The Prevention Or Relief Of Poverty
  • 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
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Staffordshire
  • Warwickshire

Governance

Registration history:
  • 21 January 1997: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
lisa marie pegg Trustee 09 February 2019
None on record
Steve Turner Trustee 03 July 2017
None on record
Michelle Rowberry Trustee 03 July 2017
None on record
GRAHAM BARLOW Trustee 03 July 1976
RAWLET TRUST
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £48.56k £26.44k £36.99k £39.40k £28.91k
Total expenditure £55.58k £25.44k £34.21k £40.72k £28.67k
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 05 November 2024 On time
Accounts and TAR 30 June 2024 04 May 2025 4 days late Download Open in new window
Annual return 30 June 2023 05 November 2024 189 days late
Accounts and TAR 30 June 2023 05 November 2024 189 days late Download Open in new window
Annual return 30 June 2022 08 June 2023 39 days late
Accounts and TAR 30 June 2022 08 June 2023 39 days late Download Open in new window
Annual return 30 June 2021 29 March 2022 On time
Accounts and TAR 30 June 2021 29 March 2022 On time Download Open in new window
Annual return 30 June 2020 04 March 2021 On time
Accounts and TAR 30 June 2020 04 March 2021 On time 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 2 DECEMBER 1996

Charitable objects

TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO SUCH OTHER CHARITABLE PURPOSE ,INSTITUTION,SOCIETY OR OBJECT

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
48 Hawksworth
TAMWORTH
B77 2HH
Phone:
07538640579
Email:
pegg1983@hotmail.com
Website:

tamworthrotary.club