LUDLOW ROTARY CLUB CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 4 January 1967
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £33,150
Latest expenditure: £31,535
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 31 Broad Street, LUDLOW, Shropshire, SY8 1NJ

Website recorded by the regulator: www.ludlowrotaryclub.org.uk (displayed as text)

02 Activities

What the charity does

General Charitable Donations for relief of poverty and distress and advancement of education by contributions to individuals, groups, and such charities already existing for this purpose.

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: 29 April 2026
Date Accounts Received: 29 April 2026
Total Gross Income: £33,150
Total Gross Expenditure: £31,535

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: 14 April 2025
Date Accounts Received: 14 April 2025
Total Gross Income: £38,994
Total Gross Expenditure: £32,371

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 April 2024
Date Accounts Received: 11 April 2024
Total Gross Income: £38,366
Total Gross Expenditure: £38,198

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: 10 May 2023
Total Gross Income: £16,305
Total Gross Expenditure: £12,406

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: 19 November 2021
Total Gross Income: £6,784
Total Gross Expenditure: £4,860

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: 29 April 2026
Total Gross Income: £33,150
Total Gross Expenditure: £31,535
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: 15

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: 14 April 2025
Total Gross Income: £38,994
Total Gross Expenditure: £32,371
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: 120

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 April 2024
Total Gross Income: £38,366
Total Gross Expenditure: £38,198
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: 140

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: 10 May 2023
Total Gross Income: £16,305
Total Gross Expenditure: £12,406
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: Herefordshire
Welsh Ind: No

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

06 Official extract

Charity Classification

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

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

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

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

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

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

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

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

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

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

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

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

07 Official extract

Charity Event History

Charity Name: LUDLOW ROTARY CLUB CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1967-01-04T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 29 NOVEMBER 1966.
Charitable Objects: A. THE RELIEF OF POVERTY AND DISTRESS BY DIRECT PAYMENTS TO INDIVIDUALS IN NECESSITOUS CIRCUMSTANCES OR BY CONTRIBUTIONS TO SUCH CHARITABLE ORGANISATIONS OR FUNDS ALREADY EXISTING FOR THIS PURPOSE. B. THE ADVANCEMENT OF EDUCATION BY CONTRIBUTION TO SUCH EDUCATIONAL ORGANISATIONS OR FUNDS ESTABLISHED FOR CHARITABLE PURPOSES.
Area Of Benefit: NOT DEFINED - NORMALLY LOCAL

09 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Volunteer management

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures