ROTARY CLUB OF RETFORD TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 16 November 1994
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £69,242
Latest expenditure: £63,277
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Cherry Holt, Eastfield, North Wheatley, Retford, Notts, DN22 9BX

Website recorded by the regulator: https://rotaryclubofretford.co.uk (displayed as text)

02 Activities

What the charity does

Rotary is a Service organisation which encourages and fosters High ethical standards in business and profession, serves the local society and promotes community life. In adition it seeks to advance international understanding, goodwill and peace through its fellowship. It has the resources to respond to specific emergencies involving mankind issues.

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: 21 April 2026
Date Accounts Received: 21 April 2026
Total Gross Income: £69,242
Total Gross Expenditure: £63,277

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: 18 April 2025
Date Accounts Received: 18 April 2025
Total Gross Income: £68,167
Total Gross Expenditure: £66,704

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: 16 April 2024
Date Accounts Received: 16 April 2024
Total Gross Income: £69,373
Total Gross Expenditure: £72,009

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: 25 March 2023
Date Accounts Received: 25 March 2023
Total Gross Income: £38,285
Total Gross Expenditure: £29,311

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: 23 March 2022
Date Accounts Received: 23 March 2022
Total Gross Income: £46,126
Total Gross Expenditure: £50,032

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: 21 April 2026
Total Gross Income: £69,242
Total Gross Expenditure: £63,277
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: 60

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: 18 April 2025
Total Gross Income: £68,167
Total Gross Expenditure: £66,704
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £6
Income From Government Grants: £650
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: 52

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: 16 April 2024
Total Gross Income: £69,373
Total Gross Expenditure: £72,009
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: 66

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: 25 March 2023
Total Gross Income: £38,285
Total Gross Expenditure: £29,311
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: Yes
Count Govt Grants: £2
Income From Government Grants: £600
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 67

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: 23 March 2022
Total Gross Income: £46,126
Total Gross Expenditure: £50,032
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: 67

05 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Nepal
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

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

Geographic Area Type: Country
Geographic Area Description: Sierra Leone
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Africa
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Romania
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Vanuatu
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Oceania
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: India
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: South Africa
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Africa
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

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

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

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

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

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF RETFORD TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-11-16T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 30TH JUNE 1994
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: 171764
Charity Name Type: Working name
Charity Name: ROTARY CLUB OF RETFORD - CHARITY ACCOUNT

10 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Volunteer management

Policy Name: Investment

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

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

Policy Name: Social media policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures