THE ROTARY CLUB OF SOWERBY BRIDGE TRUST FUND
Charity number: 1116582
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Fund Raising for local and international charities, together with practical hands on assistanace in those areas.
Income and expenditure
Data for financial year ending 30 June 2024
Total income: £11,975
Total expenditure: £12,845
Total income includes £500 from 1 government grant(s)
People
4 Trustee(s)
10 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Human Resources
Where the charity operates:
- Calderdale
- Kirklees
Governance
Registration history:
- 01 November 2006: Standard registration
Organisation type:
Trust
Other names:
- ROTARY CLUB OF SOWERBY BRIDGE (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media 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 | ||||
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| William Smithies | Trustee | 01 August 2024 |
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| Michael Holdsworth | Trustee | 01 August 2024 |
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| David Sutcliffe | Trustee | 01 August 2024 |
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| ROBERT HENRY MACKENZIE | Trustee | 24 June 2024 |
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Financial history
Financial period end date
| Income / Expenditure | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
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Total gross income | £29.19k | £43.25k | £21.06k | £22.85k | £11.98k | |
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Total expenditure | £20.99k | £30.15k | £21.75k | £23.91k | £12.85k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | £500 | £3.09k | £5.00k | N/A | £500 |
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 | 30 April 2025 | On time | |
| Accounts and TAR | 30 June 2024 | Not required | ||
| Annual return | 30 June 2023 | 07 February 2025 | 283 days late | |
| Accounts and TAR | 30 June 2023 | Not required | ||
| Annual return | 30 June 2022 | 15 August 2024 | 473 days late | |
| Accounts and TAR | 30 June 2022 | Not required | ||
| Annual return | 30 June 2021 | 07 December 2021 | On time | |
| Accounts and TAR | 30 June 2021 | 07 December 2021 | On time | Download Open in new window |
| Annual return | 30 June 2020 | 17 August 2021 | 109 days late | |
| Accounts and TAR | 30 June 2020 | 17 August 2021 | 109 days late | Download Open in new window |