ROTARY CLUB OF BARRY & DISTRICT CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 9 June 1995
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £10,031
Latest expenditure: £7,045
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 127 Fontygary Road, Rhoose, BARRY, South Glamorgan, CF62 3DU

Website recorded by the regulator: http://www.rotary-ribi.org/clubs/homepage.php?ClubID=910 (displayed as text)

02 Activities

What the charity does

TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO SUCH OTHER CHARITABLE PURPOSE,INSTITUTION,SOCIETY OR OBJECT.

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: 5 March 2026
Total Gross Income: £10,031
Total Gross Expenditure: £7,045

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: 6 April 2025
Total Gross Income: £6,523
Total Gross Expenditure: £8,060

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: 22 June 2024
Total Gross Income: £4,304
Total Gross Expenditure: £5,373

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: 29 March 2023
Total Gross Income: £3,520
Total Gross Expenditure: £3,709

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: 11 April 2022
Total Gross Income: £2,235
Total Gross Expenditure: £4,495

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: 5 March 2026
Total Gross Income: £10,031
Total Gross Expenditure: £7,045
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: 22

05 Official extract

Charity Area Of Operation

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

Geographic Area Type: Local Authority
Geographic Area Description: Vale Of Glamorgan
Welsh Ind: Yes

06 Official extract

Charity Classification

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

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

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

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

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

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

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

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

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

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: 306
Classification Type: How
Classification Description: Provides Services

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

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

Showing 20 of 24 supplied records in this dataset.

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF BARRY & DISTRICT CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1995-06-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED OF TRUST DATED 26 MAY 1995 as amended on 08 May 2025
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: 261639
Charity Name Type: Previous name
Charity Name: ROTARY CLUB OF BARRY CHARITABLE TRUST

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

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

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures