CCEW Charity Commission profile

ROTARY CLUB OF LLANDOVERY TRUST FUND

Registered charity 1021029 · organisation 1021029

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
17 May 1993
Removed
Not supplied
Financial period
1 July 2025 – 30 June 2026
Latest income
£10,906
Latest expenditure
£14,603
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Llanfair House, Llanfair Hill, LLANDOVERY, Carmarthenshire, SA20 0YF

02 Activities

What the charity does

To assist the young and elderly in the locality, and support a number of national and international causes.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 July 2025
Fin Period End Date
30 June 2026
Ar Cycle Reference
AR26
Reporting Due Date
30 April 2027
Date Annual Return Received
21 October 2026
Total Gross Income
£10,906
Total Gross Expenditure
£14,603
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
15 October 2025
Total Gross Income
£14,548
Total Gross Expenditure
£15,084
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
16 October 2024
Total Gross Income
£11,935
Total Gross Expenditure
£13,168
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
12 January 2024
Total Gross Income
£16,401
Total Gross Expenditure
£9,741
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
23 November 2022
Total Gross Income
£5,159
Total Gross Expenditure
£3,691

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR26
Fin Period Start Date
1 July 2025
Fin Period End Date
30 June 2026
Ar Due Date
30 April 2027
Ar Received Date
21 October 2026
Total Gross Income
£10,906
Total Gross Expenditure
£14,603
Grant Making Is Main Activity
No
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
20
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
15 October 2025
Total Gross Income
£14,548
Total Gross Expenditure
£15,084
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
22
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
16 October 2024
Total Gross Income
£11,935
Total Gross Expenditure
£13,168
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
24
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
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
12 January 2024
Total Gross Income
£16,401
Total Gross Expenditure
£9,741
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
25

05 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name
ROTARY CLUB OF LLANDOVERY TRUST FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1993-05-17T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 27 APRIL 1993
Charitable Objects
THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE,INSTITUTION,SOCIETY OR OBJECT
Area Of Benefit
NOT DEFINED

09 Official extract

Charity Policy

Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Serious incident reporting policy and procedures