BritDB

CCEW Charity Commission profile

ROTARY CLUB OF HORBURY AND OSSETT PHOENIX TRUST FUND

Registered charity 1042627 · organisation 1042627

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received Late
Charity type
Other
Registered
7 December 1994
Removed
Not supplied
Financial period
1 July 2024 – 30 June 2025
Latest income
£12,179
Latest expenditure
£13,316
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Chestnut House, Daw Lane, Horbury, WAKEFIELD, West Yorkshire, WF4 5DR

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

02 Activities

What the charity does

A Trust Fund associated with a Rotary International Club raising funds to help local individuals and organisations to achieve their ambitions and better fulfil their potential, to assist those in need or suffering hardship and to undertake charitable purposes for the public benefit both in the UK and internationally.

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
2 May 2026
Total Gross Income
£12,179
Total Gross Expenditure
£13,316
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 May 2025
Total Gross Income
£17,818
Total Gross Expenditure
£12,834
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
11 May 2024
Total Gross Income
£18,221
Total Gross Expenditure
£21,762
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
27 March 2023
Total Gross Income
£11,667
Total Gross Expenditure
£15,624
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
18 March 2022
Total Gross Income
£3,988
Total Gross Expenditure
£7,546

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
2 May 2026
Total Gross Income
£12,179
Total Gross Expenditure
£13,316
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
24
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
17 May 2025
Total Gross Income
£17,818
Total Gross Expenditure
£12,834
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
18
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
11 May 2024
Total Gross Income
£18,221
Total Gross Expenditure
£21,762
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
0
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
27 March 2023
Total Gross Income
£11,667
Total Gross Expenditure
£15,624
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
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Kirklees
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Calderdale
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bradford City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Leeds City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
City Of Wakefield
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
102
Classification Type
What
Classification Description
Education/training
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
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name
ROTARY CLUB OF HORBURY AND OSSETT PHOENIX TRUST FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1994-12-07T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST DATED 10 SEPTEMBER 1993
Charitable Objects
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
Internal risk management policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Social media policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures