ROTARY CLUB OF HENLEY-ON-THAMES BENEVOLENT FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 2 April 1969
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £12,552
Latest expenditure: £13,842
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: TAY COURT, BLOUNTS COURT ROAD, SONNING COMMON, READING, RG4 9RS

02 Activities

What the charity does

The benefit of the poor and needy living in the territorial area of the Rotary Club of Henley-On-Thames or other charitable institutions.

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: 25 January 2026
Total Gross Income: £12,552
Total Gross Expenditure: £13,842

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: £11,722
Total Gross Expenditure: £12,167

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 March 2024
Total Gross Income: £11,834
Total Gross Expenditure: £11,250

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: 25 April 2023
Total Gross Income: £10,803
Total Gross Expenditure: £11,593

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: 28 April 2022
Total Gross Income: £7,301
Total Gross Expenditure: £7,951

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: 25 January 2026
Total Gross Income: £12,552
Total Gross Expenditure: £13,842
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: 6 April 2025
Total Gross Income: £11,722
Total Gross Expenditure: £12,167
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: 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 March 2024
Total Gross Income: £11,834
Total Gross Expenditure: £11,250
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: 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: 25 April 2023
Total Gross Income: £10,803
Total Gross Expenditure: £11,593
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: 15

05 Official extract

Charity Area Of Operation

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

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

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

06 Official extract

Charity Classification

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

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

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

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF HENLEY-ON-THAMES BENEVOLENT FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1969-04-02T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED OF DECLARATION OF TRUST DATED 5TH FEBRUARY 1969
Charitable Objects: THE BENEFIT OF THE POOR AND NEEDY LIVING IN THE TERRITORIAL AREA OF THE ROTARY CLUB OF HENLEY-ON-THAMES. TO OR FOR THE BENEFIT OF OTHER SUCH CHARITABLE INSTITUTIONS, SOCIETIES AND OBJECTS AS THE COUNCIL OF THE CLUB SHALL DIRECT.
Area Of Benefit: TERRITORIAL AREA OF THE ROTARY CLUB OF HENLEY-ON-THAMES

09 Official extract

Charity Other Names

Charity Name Id: 144540
Charity Name Type: Working name
Charity Name: ROTARY CLUB OF HENLEY ON THAMES BENEVOLENT FUND

10 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Conflicting interests

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Volunteer management

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

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