MERCIA & MARCHES ROTARY TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 27 January 1995
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £570
Latest expenditure: £400
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 4 Aster Drive, STAFFORD, ST16 1FH

Website recorded by the regulator: https://rotary-ribi.org/clubs/homepage.php?ClubID=1759 (displayed as text)

02 Activities

What the charity does

The object of the charity is to apply both capital and income thereof to or for the relief of the poor and needy, or to or for such other charitable purpose, institution, society or object as the Mercia and Marches Rotary Trust Fund shall, in a duly constituted meeting, from time to time direct.

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: 3 September 2025
Total Gross Income: £570
Total Gross Expenditure: £400

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: 9 April 2025
Total Gross Income: £393
Total Gross Expenditure: £200

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: 25 June 2024
Total Gross Income: £404
Total Gross Expenditure: £1,200

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: 5 December 2022
Total Gross Income: £1,210
Total Gross Expenditure: £190

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: 22 November 2021
Total Gross Income: £2,443
Total Gross Expenditure: £4,616

04 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dudley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sandwell
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

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

Geographic Area Type: Local Authority
Geographic Area Description: Birmingham City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Walsall
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Wolverhampton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

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

05 Official extract

Charity Classification

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

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

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

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: 104
Classification Type: What
Classification Description: Disability

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

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

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

Classification Code: 111
Classification Type: What
Classification Description: Animals

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

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

06 Official extract

Charity Event History

Charity Name: MERCIA & MARCHES ROTARY TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1995-01-27T00:00:00

07 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 19 DECEMBER 1994 as amended on 01 Jul 2021
Charitable Objects: TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE,INSTITUTION SOCIETY OR OBJECT.
Area Of Benefit: NOT DEFINED

08 Official extract

Charity Other Names

Charity Name Id: 200049
Charity Name Type: Previous name
Charity Name: ROTARY CLUB OF WOLVERHAMPTON ST GEORGES TRUST FUND

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Volunteer management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management