THE ROTARY CLUB OF WEM AND DISTRICT TRUST FUND

Charity Number: 512314
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the Charity is to apply both the capital and interest thereof to the Trust Fund (from monies donated or through fundraising)to or for the relief of the poor and needy both locally and worldwide or to such other charitable purpose, institution or society or object as the Club shall in duly constituted meetings from time to time direct

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £18,393
Total expenditure: £14,704

Total income includes £500 from 1 government grant(s)

People

3 Trustee(s)

45 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity has one or more 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
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Shropshire

Governance

Registration history:
  • 05 March 1982: Standard registration
Organisation type:
Trust
Other names:
  • WEM ROTARY CHARITY A/C (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
Paul Thornhill Trustee 01 July 2024
None on record
Callum James William McCarthy Trustee 01 July 2023
None on record
Rhian Greaves Trustee 01 July 2023
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 £8.11k £7.69k £7.69k £12.19k £18.39k
Total expenditure £2.76k £4.58k £4.58k £12.59k £14.70k
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 £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 23 April 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 23 July 2024 84 days late
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 09 February 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 30 March 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
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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 18 MAY 1981

Charitable objects

TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT AS THE ROTARY CLUB OF WEM AND DISTRICT SHALL IN SULY CONSTITUTED MEETINGS 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:
26 Aston Road
Wem
SHREWSBURY
SY4 5BA
Phone:
07947453261
Email:
rhian@rgreaves.co.uk
Website:

No information available