ROTARY CLUB OF LOUGHBOROUGH BEACON TRUST FUND

Charity number: 702239
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The fund exists for the relief of the poor and needy or for any other charitable purpose institution society or object as the club may determine.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £36,440
Total expenditure: £31,811

People

8 Trustee(s)

40 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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Provides Other Finance
  • Provides Human Resources
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • Leicestershire

Governance

Registration history:
  • 15 November 1989: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Garner Roberts Chair 06 November 2024
None on record
Ian Robert Sharpe Trustee 06 November 2024
None on record
Simon Leese Trustee 06 November 2024
THE CHESTERTON HOUSE FOUNDATION
Received: On time
LOUGHBOROUGH SCHOOLS FOUNDATION
Received: On time
WOODHOUSE COMMUNITY HALL TRUST
Received: On time
Rosemary Ann Adams Trustee 13 July 2023
None on record
John Oliver Carlisle Trustee 12 July 2023
None on record
Hugh Michael Pearson Trustee 12 July 2023
None on record
Roger Ward Williams Trustee 12 July 2023
None on record
Neil Rowbotham Trustee 01 September 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 £18.86k £18.59k £39.87k £16.51k £36.44k
Total expenditure £28.41k £20.49k £28.17k £25.20k £31.81k
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 22 November 2024 On Time
Accounts and TAR 30 June 2024 22 November 2024 On Time Download Open in new window
Annual return 30 June 2023 24 June 2024 55 days late
Accounts and TAR 30 June 2023 15 June 2024 46 days late Download Open in new window
Annual return 30 June 2022 18 April 2023 On Time
Accounts and TAR 30 June 2022 18 April 2023 On Time Download Open in new window
Annual return 30 June 2021 01 April 2022 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 08 April 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.

DECLARATION OF TRUST DATED 13 JUNE 1989

Charitable objects

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

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
c/o Longcliffe Golf Club
Snells Nook Lane
Nanpantan
LOUGHBOROUGH
Leicestershire
LE11 3YA
Phone:
01509815523
Email:
treasurer@beaconrotary.org
Website:

https://www.facebook.com/LoughboroughBeaconRotary Open in new window