ROTARY CLUB OF HELSTON-LIZARD TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 28 January 1994
Removed: Not supplied
Financial period: 1 July 2025 – 30 June 2026
Latest income: £17,831
Latest expenditure: £18,292
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Glanneth Farm, Prospidnick, HELSTON, Cornwall, TR13 0RY

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

02 Activities

What the charity does

General fundraising through organising and arranging specific events such as a Golf day, Beer Festival, Comedy Events, Christmas Grotto, Dance in a Barn etc.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2025
Fin Period End Date: 30 June 2026
Ar Cycle Reference: AR26
Reporting Due Date: 30 April 2027
Date Annual Return Received: 5 August 2026
Total Gross Income: £17,831
Total Gross Expenditure: £18,292

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: 11 August 2025
Total Gross Income: £11,535
Total Gross Expenditure: £14,659

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: 17 December 2024
Total Gross Income: £14,739
Total Gross Expenditure: £7,896

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: 10 October 2023
Total Gross Income: £16,279
Total Gross Expenditure: £20,204

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: 1 August 2022
Total Gross Income: £18,199
Total Gross Expenditure: £16,568

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 July 2025
Fin Period End Date: 30 June 2026
Ar Due Date: 30 April 2027
Ar Received Date: 5 August 2026
Total Gross Income: £17,831
Total Gross Expenditure: £18,292
Grant Making Is Main Activity: Yes
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: 36

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 11 August 2025
Total Gross Income: £11,535
Total Gross Expenditure: £14,659
Grant Making Is Main Activity: No
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: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 17 December 2024
Total Gross Income: £14,739
Total Gross Expenditure: £7,896
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: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 10 October 2023
Total Gross Income: £16,279
Total Gross Expenditure: £20,204
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: 36

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
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: 1 August 2022
Total Gross Income: £18,199
Total Gross Expenditure: £16,568
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
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: 33

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

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

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

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: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF HELSTON-LIZARD TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-01-28T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 15TH DECEMBER 1993
Charitable Objects: RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management