Rotary Club of Milford Haven Trust Fund — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 14 March 1994
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £3,479
Latest expenditure: £6,394
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 67 St. Peters Road, MILFORD HAVEN, Pembrokeshire, SA73 2BP

Website recorded by the regulator: www.milfordhavenrotaryclub.co.uk (displayed as text)

02 Activities

What the charity does

Rotary Club collecting money from various events for use in local & national charitable causes and worldwide for Rotary Foundation, with a special emphasis on supporting local youth activities.

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: 17 April 2026
Total Gross Income: £3,479
Total Gross Expenditure: £6,394

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: 1 January 2025
Total Gross Income: £5,735
Total Gross Expenditure: £6,063

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: 28 April 2024
Total Gross Income: £9,530
Total Gross Expenditure: £10,105

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 March 2023
Total Gross Income: £11,510
Total Gross Expenditure: £12,943

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: 31 March 2022
Total Gross Income: £8,726
Total Gross Expenditure: £11,255

04 Official extract

Charity Annual Return Parta

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: 30 March 2023
Total Gross Income: £11,510
Total Gross Expenditure: £12,943
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: Yes
Count Govt Grants: £1
Income From Government Grants: £500
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Pembrokeshire
Welsh Ind: Yes

06 Official extract

Charity Classification

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: Rotary Club of Milford Haven Trust Fund
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-03-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 07 DECEMBER 1993 as amended on 21 Aug 2020
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 Other Names

Charity Name Id: 299220
Charity Name Type: Previous name
Charity Name: ROTARY CLUB OF MILFORD HAVEN

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Volunteer management

Policy Name: Risk management

Policy Name: Safeguarding vulnerable beneficiaries