ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND

Charity Number: 504107
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Primarily a service organisation providing community service in the Narberth and Whitland area.We also support local organisations and individuals especially young persons,with small grants from our charitable fundraising activities.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £41,083
Total expenditure: £39,085

People

3 Trustee(s)

24 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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Recreation
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:
  • Carmarthenshire
  • Ceredigion
  • Pembrokeshire

Governance

Registration history:
  • 18 April 1975: Standard registration
  • 09 January 2012: Removed (Does not operate)
  • 08 February 2012: Re-registered
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Paul Crawford Trustee 17 June 2024
None on record
Charles James Clewett Trustee 05 February 2024
NARBERTH & DISTRICT COMMUNITY & SPORTS ASSOCIATION
Received: On time
Elaine Bradbury Trustee 01 July 2018
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 £17.54k £7.49k £28.07k £14.57k £41.08k
Total expenditure £22.24k £8.38k £29.30k £16.64k £39.09k
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 07 November 2024 On Time
Accounts and TAR 30 June 2024 07 November 2024 On Time Download Open in new window
Annual return 30 June 2023 30 December 2023 On Time
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 01 February 2023 On Time
Accounts and TAR 30 June 2022 01 February 2023 On Time Download Open in new window
Annual return 30 June 2021 15 February 2022 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 19 February 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 10 MARCH 1975

Charitable objects

TO APPLY BOTH THE CAPITAL AND INCOME THEREOF TO OR FOR THE 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.

DYFED

Contact information

Address:
Hill Crest
Coxhill
NARBERTH
Dyfed
SA67 8EH
Phone:
07788 422282
Email:
suepridmore50@gmail.com
Website:

No information available