ROTARY CLUB OF POOLE BAY TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 25 March 1992
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £14,253
Latest expenditure: £10,712
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Flat 5, Faversham, 50 West Cliff Road, BOURNEMOUTH, BH4 8BB

Website recorded by the regulator: www.poolebayrotary.org (displayed as text)

02 Activities

What the charity does

To apply both capital and income of the Fund to or for the relief of the poor and needy or for such other charitable purpose, institution, society or object as the Rotary Club of Poole Bay shall in duly constituted meeting from time to time direct

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 8 December 2025
Total Gross Income: £14,253
Total Gross Expenditure: £10,712

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 19 April 2025
Total Gross Income: £9,683
Total Gross Expenditure: £11,378

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 23 April 2024
Total Gross Income: £12,397
Total Gross Expenditure: £12,123

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 28 November 2022
Total Gross Income: £8,707
Total Gross Expenditure: £9,666

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 28 April 2022
Date Accounts Received: 12 May 2022
Total Gross Income: £26,215
Total Gross Expenditure: £27,579

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 8 December 2025
Total Gross Income: £14,253
Total Gross Expenditure: £10,712
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 31

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 23 April 2024
Total Gross Income: £12,397
Total Gross Expenditure: £12,123
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 28 April 2022
Total Gross Income: £26,215
Total Gross Expenditure: £27,579
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 22

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Hampshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF POOLE BAY TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1992-03-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 16 OCT 1990AS AMENDED BY RESOLUTION DATED 13 MAY 2019
Charitable Objects: THE RELIEF OF THE POOR AND NEEDY FOR 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: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 34696
Charity Name Type: Previous name
Charity Name: ROTARY CLUB OF POOLE BAY

10 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures