ROTARY CLUB OF WILTON TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 17 September 1993
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £56,388
Latest expenditure: £51,687
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 39 Oakley Road, Wilton, SALISBURY, SP2 0FA

Website recorded by the regulator: www.wiltonrotary.club (displayed as text)

02 Activities

What the charity does

GENERAL FUND RAISING ACTIVITIES FOR THE BENEFIT OF DESIGNATED ROTARY CHARITIES AND LOCAL CHARITIES

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: 21 April 2026
Date Accounts Received: 21 April 2026
Total Gross Income: £56,388
Total Gross Expenditure: £51,687

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: 10 April 2025
Date Accounts Received: 10 April 2025
Total Gross Income: £74,600
Total Gross Expenditure: £65,492

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: 15 April 2024
Date Accounts Received: 15 April 2024
Total Gross Income: £33,188
Total Gross Expenditure: £24,795

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: 30 December 2022
Total Gross Income: £7,888
Total Gross Expenditure: £13,032

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: 23 March 2022
Total Gross Income: £13,692
Total Gross Expenditure: £9,618

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: 21 April 2026
Total Gross Income: £56,388
Total Gross Expenditure: £51,687
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: 65

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: 10 April 2025
Total Gross Income: £74,600
Total Gross Expenditure: £65,492
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: 65

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: 15 April 2024
Total Gross Income: £33,188
Total Gross Expenditure: £24,795
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: 55

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: 23 March 2022
Total Gross Income: £13,692
Total Gross Expenditure: £9,618
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: 50

05 Official extract

Charity Area Of Operation

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF WILTON TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-09-17T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 2 AUGUST 1993
Charitable Objects: TO APPLY THE CAPITAL AND INCOME FOR 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 Other Names

Charity Name Id: 152829
Charity Name Type: Working name
Charity Name: ROTARY CLUB OF WILTON CHARITY TRUST FUND

10 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries