ROTARY CLUB OF WIMBORNE TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 14 March 1983
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £21,089
Latest expenditure: £16,917
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 25 Spindle Close, BROADSTONE, Dorset, BH18 9WJ

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

02 Activities

What the charity does

To help individuals & organisations, both within the United Kingdom and worldwide in accordance with rotary international ideals.

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: 4 March 2026
Total Gross Income: £21,089
Total Gross Expenditure: £16,917

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: 29 March 2025
Total Gross Income: £18,075
Total Gross Expenditure: £17,531

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: 19 February 2024
Total Gross Income: £11,632
Total Gross Expenditure: £18,674

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: 15 March 2023
Total Gross Income: £17,797
Total Gross Expenditure: £18,043

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: 24 November 2021
Total Gross Income: £12,397
Total Gross Expenditure: £13,622

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: 4 March 2026
Total Gross Income: £21,089
Total Gross Expenditure: £16,917
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: 24

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: 29 March 2025
Total Gross Income: £18,075
Total Gross Expenditure: £17,531
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: 26

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: 19 February 2024
Total Gross Income: £11,632
Total Gross Expenditure: £18,674
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: 26

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: 15 March 2023
Total Gross Income: £17,797
Total Gross Expenditure: £18,043
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: 36

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 24 November 2021
Total Gross Income: £12,397
Total Gross Expenditure: £13,622
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: 34

05 Official extract

Charity Area Of Operation

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

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

06 Official extract

Charity Classification

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

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

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

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

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

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

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

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

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

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

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

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

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

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

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF WIMBORNE TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1983-03-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 23RD SEPTEMBER 1982 AND AMENDED 10 JUNE 2004.
Charitable Objects: THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSES, INSTITUTIONS, SOCIETY OR OBJECT AS THE ROTARY CLUB OF WIMBORNE SHALL IN A DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management