THE ROTARY CLUB OF WEYMOUTH TRUST FUND

Charity Number: 1101630
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity operates as part of Weymouth Rotary Club to give grants to local & overseas causes. Often given to help organisations supporting young people but it is not prescriptive and individuals and other local groups can be helped.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £16,827
Total expenditure: £14,972

People

4 Trustee(s)

5 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
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 20 January 2004: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • 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
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rose Ann Bruce Trustee 01 July 2020
PILGRIM HOUSE TRUST
Received: 9 days late
Jeremy Richard Way Trustee 01 July 2020
PILGRIM HOUSE TRUST
Received: 9 days late
Neil Price Trustee 01 January 2016
PILGRIM HOUSE TRUST
Received: 9 days late
David Smith Trustee 01 July 2014
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 £21.93k £9.39k £6.25k £24.85k £16.83k
Total expenditure £19.18k £10.65k £5.15k £24.75k £14.97k
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 14 April 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 13 March 2025 317 days late
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 13 April 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 18 November 2022 202 days late
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 17 March 2022 321 days late
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.

DECLARATION OF TRUST DATED 2 JANUARY 2004

Charitable objects

THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES 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:
658 DORCHESTER ROAD
WEYMOUTH
DT3 5LE
Phone:
07703534208
Email:
nkprice@btinternet.com
Website:

www.weymouthrotary.uk Open in new window