BritDB

CCEW Charity Commission profile

ROTARY CLUB OF CHELTENHAM BENEVOLENT FUND

Registered charity 238505 · organisation 238505

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
25 January 1965
Removed
Not supplied
Financial period
1 July 2024 – 30 June 2025
Latest income
£10,933
Latest expenditure
£12,085
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 57 Albert Road, Cheltenham, GL52 2RB

02 Activities

What the charity does

Grant making trust to assist charities and distressed persons within the preferred area of Cheltenham, Gloucestershire and its environs, international charities, Rotary international charities and Rotary Foundation.

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
14 July 2025
Total Gross Income
£10,933
Total Gross Expenditure
£12,085
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
24 October 2024
Total Gross Income
£14,144
Total Gross Expenditure
£10,326
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
21 June 2024
Total Gross Income
£19,842
Total Gross Expenditure
£26,110
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
9 February 2023
Total Gross Income
£19,001
Total Gross Expenditure
£11,592
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
16 March 2022
Total Gross Income
£8,794
Total Gross Expenditure
£11,023

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
14 July 2025
Total Gross Income
£10,933
Total Gross Expenditure
£12,085
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
20
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
24 October 2024
Total Gross Income
£14,144
Total Gross Expenditure
£10,326
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
30
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
21 June 2024
Total Gross Income
£19,842
Total Gross Expenditure
£26,110
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
25
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
9 February 2023
Total Gross Income
£19,001
Total Gross Expenditure
£11,592
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
27

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Gloucestershire
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

07 Official extract

Charity Event History

Charity Name
ROTARY CLUB OF CHELTENHAM BENEVOLENT FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1965-01-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST DATED THE 9TH OCTOBER 1964
Charitable Objects
TO OR FOR THE BENEFIT OF DISTRESSED PERSONS AND TO OR FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTIONS, SOCIETIES AND OBJECTS AS THE CLUB SHALL FROM TIME TO TIME DIRECT.
Area Of Benefit
NOT DEFINED IN PRACTICE CHELTENHAM

09 Official extract

Charity Policy

Policy Name
Financial reserves policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures