THE ROTARY CLUB OF HEREFORD ELGAR TRUST FUND

Charity Number: 1202819
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Rotary Club of Hereford Elgar Rotary is part of Rotary International. As such, we operate within RI governance arrangements, whilst being an independent UK charity registered with the UK Charities commission. We raise funds to support those most in need locally, nationally and internationally. We also support End Polio Now and Rotary Foundation.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £21,091
Total expenditure: £14,656

People

6 Trustee(s)

23 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
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England
  • Cambodia
  • India
  • Pakistan
  • Rwanda
  • Ukraine

Governance

Registration history:
  • 24 April 2023: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Paul Morris Chair 08 June 2022
HEREFORD MUNICIPAL CHARITIES
Received: On time
THE MILLAR CHARITY FUND
Received: On time
Samantha Banks Trustee 21 August 2024
None on record
Rhianon Robinson Trustee 08 June 2024
HEREFORD MUNICIPAL CHARITIES
Received: On time
THE MILLAR CHARITY FUND
Received: On time
THE TUDOR CAMPION FUND
Received: On time
Nicholas Tecza Trustee 08 June 2022
None on record
Sandra Montague Trustee 08 June 2022
None on record
Luke Conod Trustee 08 June 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2024
Total gross income £21.09k
Total expenditure £14.66k
Income from government contracts N/A
Income from government grants 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 02 December 2024 On Time
Accounts and TAR 30 June 2024 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 19 APR 2023

Charitable objects

UPON TRUST TO APPLY BOTH THE CAPITAL AND INCOME THEREOF TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Contact information

Address:
LOWER BURLTON
BURGHILL
HEREFORD
HR4 7RD
Phone:
01432769434
Email:
hello@herefordelgarrotary.co.uk
Website:

www.herefordelgarrotary.org.uk Open in new window