ROTARY CLUB OF ROMSEY TEST TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 1 December 1993
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £100,147
Latest expenditure: £100,124
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 24 The Thicket, ROMSEY, Hampshire, SO51 5SZ

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

02 Activities

What the charity does

The charity works to provide humanitarian help and assistance both locally and internationally to alleviate suffering, and to help the needy. Members provide voluntary service and organise fund raising in order to achieve these objectives

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: 1 February 2026
Date Accounts Received: 1 February 2026
Total Gross Income: £100,147
Total Gross Expenditure: £100,124

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: 23 February 2025
Date Accounts Received: 23 February 2025
Total Gross Income: £111,485
Total Gross Expenditure: £128,512

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: 13 February 2024
Date Accounts Received: 13 February 2024
Total Gross Income: £108,529
Total Gross Expenditure: £96,152

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: 17 November 2022
Date Accounts Received: 17 November 2022
Total Gross Income: £59,215
Total Gross Expenditure: £61,040

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: 6 August 2021
Date Accounts Received: 6 August 2021
Total Gross Income: £45,374
Total Gross Expenditure: £51,693

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: 1 February 2026
Total Gross Income: £100,147
Total Gross Expenditure: £100,124
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £1,833
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: 50

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: 23 February 2025
Total Gross Income: £111,485
Total Gross Expenditure: £128,512
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: 50

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: 13 February 2024
Total Gross Income: £108,529
Total Gross Expenditure: £96,152
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £400
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: 50

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: 17 November 2022
Total Gross Income: £59,215
Total Gross Expenditure: £61,040
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

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: 6 August 2021
Total Gross Income: £45,374
Total Gross Expenditure: £51,693
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: 60

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

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

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

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

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF ROMSEY TEST TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-12-01T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 19TH OCTOBER 1993AS AMENDED BY DEED DATED 08 JUN 2016 as amended on 29 Jan 2019 as amended on 12 Feb 2026
Charitable Objects: The object of the charity is to advance such charitable purposes (?the purposes?) as the Trustees and members see fit from time to time, for the public benefit in Romsey, any other part of the United Kingdom or elsewhere in the world, by making donations, grants and awards to individuals and organisations, both monetary and in kind (e.g. labour and/or expertise), and organising and supporting fund raising and service provision events.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

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

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures