THE ROTARY CLUB OF PORTISHEAD TRUST FUND

Charity Number: 1136540
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Fund raising through organised events and public collections

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £20,875
Total expenditure: £22,258

People

5 Trustee(s)

16 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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Economic/community Development/employment
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
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • North Somerset
  • South Gloucestershire

Governance

Registration history:
  • 23 June 2010: Standard registration
Organisation type:
Trust
Other names:
  • THE ROTARY CLUB OF PORTISHEAD (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media 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
Godfrey Michael Boothman Mr Trustee 08 October 2024
None on record
David Daniel Michael Grant Trustee 17 September 2024
None on record
Timothy Mason Trustee 23 February 2022
None on record
RICHARD CHARLES BONFIELD Trustee 30 November 2019
None on record
Paul Howard Darling Trustee 20 August 2019
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 £15.07k £3.44k £43.53k £29.54k £20.88k
Total expenditure £17.23k £7.09k £30.56k £25.66k £22.26k
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 19 September 2024 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 16 December 2023 On Time
Accounts and TAR 30 June 2023 16 December 2023 On Time Download Open in new window
Annual return 30 June 2022 09 September 2022 On Time
Accounts and TAR 30 June 2022 09 September 2022 On Time Download Open in new window
Annual return 30 June 2021 11 August 2021 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 18 August 2020 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 12 MAY 2010

Charitable objects

TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE ROTARY CLUB OF PORTISHEAD 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.

PORTISHEAD

Contact information

Address:
Flat 53
Estuary House
Lower Burlington Road
Portishead
BRISTOL
BS20 7BJ
Phone:
01275845891
Email:
r.c.bonfield@btinternet.com
Website:

www.portisheadrotary.org.uk Open in new window