ROTARY CLUB OF MONMOUTH CHARITY TRUST FUND

Charity Number: 515576
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Assisting Local, National and International Organisations and Individuals as part of Rotary International and Rotary International Britain and Ireland to make a difference. The Monmouth Club key activities of the Club are the Local Raft Race, Bonfire & Fireworks Night, Model Railway Exhibition and the Santa Sleigh among other activities.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £55,430
Total expenditure: £81,206

Total income includes £2,200 from 1 government grant(s)

People

5 Trustee(s)

25 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
  • Amateur Sport
  • 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 Advocacy/advice/information
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 28 September 1984: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Forbes Trustee 24 January 2024
None on record
Roger Finn Trustee 24 January 2024
None on record
Terry Ing Trustee 01 July 2022
None on record
DEBRA ANN LAKE Trustee 01 July 2021
BUCKHOLT VILLAGE HALL
Received: On time
Dr Robert Handley Trustee 30 June 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 £38.66k £43.31k £53.37k £35.26k £55.43k
Total expenditure £40.86k £25.73k £52.16k £41.80k £81.21k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £3.09k N/A £3.00k £2.26k £2.20k

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 08 April 2025 On Time
Accounts and TAR 30 June 2024 08 April 2025 On Time Download Open in new window
Annual return 30 June 2023 31 March 2024 On Time
Accounts and TAR 30 June 2023 31 March 2024 On Time Download Open in new window
Annual return 30 June 2022 31 March 2023 On Time
Accounts and TAR 30 June 2022 31 March 2023 On Time Download Open in new window
Annual return 30 June 2021 06 January 2022 On Time
Accounts and TAR 30 June 2021 06 January 2022 On Time Download Open in new window
Annual return 30 June 2020 16 January 2021 On Time
Accounts and TAR 30 June 2020 16 January 2021 On Time Download Open in new window
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 30TH JUNE 1984

Charitable objects

THE RELEIF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSES, INSTITUTION, SOCIETY OR OBJECT AS THE ROTARY CLUB OF MONMOUTH SHALL IN DULY 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:
20 Levitsfield Close
MONMOUTH
Gwent
NP25 5BZ
Phone:
079848003327
Email:
rotarymonmouth@gmail.com
Website:

http://www.rotary-ribi.org/clubs/homepage.asp?clubid=635 Open in new window