OSWESTRY BORDERLAND ROTARY CLUB CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Trust
Registered: 5 January 1994
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £26,688
Latest expenditure: £30,365
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 8 Frankton Fields, Welsh Frankton, Whittington, OSWESTRY, Shropshire, SY11 4QN

Website recorded by the regulator: https://www.borderlandrotary.org (displayed as text)

02 Activities

What the charity does

To raise funds through various activities for distribution to local, national and international worthy causes, both directly and through Rotary Foundation.

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: 14 April 2026
Date Accounts Received: 19 May 2026
Total Gross Income: £26,688
Total Gross Expenditure: £30,365

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: 7 April 2025
Total Gross Income: £21,698
Total Gross Expenditure: £17,362

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: 23 April 2024
Date Accounts Received: 23 April 2024
Total Gross Income: £32,840
Total Gross Expenditure: £38,518

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 April 2023
Total Gross Income: £5,789
Total Gross Expenditure: £5,246

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: 16 March 2022
Total Gross Income: £6,289
Total Gross Expenditure: £5,246

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: 14 April 2026
Total Gross Income: £26,688
Total Gross Expenditure: £30,365
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: 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: 7 April 2025
Total Gross Income: £21,698
Total Gross Expenditure: £17,362
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: 45

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: 23 April 2024
Total Gross Income: £32,840
Total Gross Expenditure: £38,518
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

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

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

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

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

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

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

07 Official extract

Charity Event History

Charity Name: OSWESTRY BORDERLAND ROTARY CLUB CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-01-05T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 7 JULY 1993
Charitable Objects: TO APPLY THE CAPITAL AND INCOME IN 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 Policy

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures