THE ROTARY CLUB OF YEO VALE TRUST FUND

Charity number: 297516
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We are a group of people who have worked or are working at senior level in various organisations and businesses. We raise money for local and overseas charity work, some of which is linked to the international Rotary Foundation. We also provide practical help to children, through schools and vulnerable people.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £15,457
Total expenditure: £15,378

People

3 Trustee(s)

30 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

What the charity does:
  • General Charitable Purposes
  • 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
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 14 October 1987: Standard registration
Organisation type:
Trust
Other names:
  • ROTARY CLUB OF YEO VALE CHARITY ACCOUNT (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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
PHILIP JOHN SCRANCHER Chair 10 March 2014
None on record
Mark Wilfred Gooch Trustee 07 January 2019
None on record
PETER JOHN PRAGER Trustee 10 March 2014
HAMDON YOUTH GROUP
Received: On time

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 £8.85k £9.20k £19.98k £18.43k £15.46k
Total expenditure £11.48k £7.17k £19.01k £19.01k £15.38k
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 20 November 2024 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 07 February 2024 On Time
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 01 October 2022 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 14 November 2021 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 14 January 2021 On Time
Accounts and TAR 30 June 2020 Not Required
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 15TH JUNE 1987

Charitable objects

RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Orchard Lea
Sutton Montis
Yeovil
BA22 7HE
Phone:
01963220181
Email:
phil.scrancher@yeovale-rotary.org.uk
Website:

www.yeovale.rotary.org.uk Open in new window