CARLISLE ROTARY CLUB CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 30 September 1993
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £7,766
Latest expenditure: £9,092
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 39 SARK CLOSE, CARLISLE, CA3 0DY

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

02 Activities

What the charity does

The relief of poverty and distress either by direct payments to individuals in necessitous circumstances or by contributions to approved charitable organisations or funds already existing for this purpose as approved by the Trustees.The advancement of education by contributions to such educational organisations or funds for the advancement of educational facilities as approved by the Trustees.

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: 13 August 2025
Total Gross Income: £7,766
Total Gross Expenditure: £9,092

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: 28 October 2024
Total Gross Income: £13,122
Total Gross Expenditure: £13,084

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: 1 March 2024
Total Gross Income: £17,154
Total Gross Expenditure: £18,304

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: 5 February 2023
Total Gross Income: £17,448
Total Gross Expenditure: £14,428

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: 22 February 2022
Total Gross Income: £7,858
Total Gross Expenditure: £7,995

04 Official extract

Charity Annual Return Parta

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: 28 October 2024
Total Gross Income: £13,122
Total Gross Expenditure: £13,084
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £1,000
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: 23

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: 1 March 2024
Total Gross Income: £17,154
Total Gross Expenditure: £18,304
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £1,000
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: 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: 5 February 2023
Total Gross Income: £17,448
Total Gross Expenditure: £14,428
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: Cumbria
Welsh Ind: No

06 Official extract

Charity Classification

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: 110
Classification Type: What
Classification Description: Amateur Sport

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: CARLISLE ROTARY CLUB CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-09-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 28 NOVEMBER 1956
Charitable Objects: 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 Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management