ROTARY CLUB OF MORPETH TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 15 September 1993
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £13,935
Latest expenditure: £15,126
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 3 SHERWOOD PLACE, NEWCASTLE UPON TYNE, NE3 5TL

02 Activities

What the charity does

ROTARY CLUB

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: 27 April 2026
Total Gross Income: £13,935
Total Gross Expenditure: £15,126

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: 12 March 2025
Total Gross Income: £19,119
Total Gross Expenditure: £22,024

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: 18 January 2024
Total Gross Income: £14,161
Total Gross Expenditure: £14,411

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: 14 February 2023
Total Gross Income: £14,417
Total Gross Expenditure: £13,253

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: 26 January 2022
Total Gross Income: £17,669
Total Gross Expenditure: £19,474

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: 27 April 2026
Total Gross Income: £13,935
Total Gross Expenditure: £15,126
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: 40

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: 12 March 2025
Total Gross Income: £19,119
Total Gross Expenditure: £22,024
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: 35

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: 18 January 2024
Total Gross Income: £14,161
Total Gross Expenditure: £14,411
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: 28

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 14 February 2023
Total Gross Income: £14,417
Total Gross Expenditure: £13,253
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: 25

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: 26 January 2022
Total Gross Income: £17,669
Total Gross Expenditure: £19,474
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: 28

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

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

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

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF MORPETH TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-09-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 15 JUNE 1993
Charitable Objects: THE RELIEF OF THE POOR AND NEEDY OR TO SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 150422
Charity Name Type: Working name
Charity Name: AIMS AND OBJECTS FUND

10 Official extract

Charity Policy

Policy Name: Risk management

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

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures