ROTARY CLUB OF MELTON MOWBRAY TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 4 February 1993
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £18,981
Latest expenditure: £15,093
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 15 Eperson Way, Waltham On The Wolds, MELTON MOWBRAY, Leicestershire, LE14 4DQ

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

02 Activities

What the charity does

Fundraising for the support of charitable activities and the personal involvement in those activities

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: 7 April 2026
Total Gross Income: £18,981
Total Gross Expenditure: £15,093

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: 9 April 2025
Total Gross Income: £21,201
Total Gross Expenditure: £11,043

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: 17 April 2024
Total Gross Income: £6,934
Total Gross Expenditure: £6,642

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: 29 March 2023
Total Gross Income: £9,996
Total Gross Expenditure: £11,852

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: 12 April 2022
Total Gross Income: £7,755
Total Gross Expenditure: £4,669

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: 7 April 2026
Total Gross Income: £18,981
Total Gross Expenditure: £15,093
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 9 April 2025
Total Gross Income: £21,201
Total Gross Expenditure: £11,043
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: 15

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

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

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF MELTON MOWBRAY TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-02-04T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 20 MARCH 1992
Charitable Objects: RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT AS THE CLUB SHALL FROM TIME TO TIME DECIDE
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Social media policy and procedures

Policy Name: Volunteer management

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Investing charity funds policy and procedures