ROTARY CLUB OF CHIPPING SODBURY TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 July 1986
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £16,611
Latest expenditure: £20,609
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 9 Leaman Close, Chipping Sodbury, BRISTOL, BS37 6HA

Website recorded by the regulator: http://www.rotary-ribi.org/clubs/homepage.php?ClubID=594 (displayed as text)

02 Activities

What the charity does

Fund raising events are held locally. They include a Classic Car Run, a Cycling Sportive & a stall at the Victorian Day. Some donations are made directly by members of the Rotary Club of Chipping Sodbury to Rotary International's own charity (the Rotary Foundation).Funds raised go partly towards grants to registered charities (local & international). Some goes to individuals who meet our aims.

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: 28 November 2025
Total Gross Income: £16,611
Total Gross Expenditure: £20,609

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: 9 April 2025
Total Gross Income: £22,629
Total Gross Expenditure: £21,624

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: 12 May 2024
Total Gross Income: £15,182
Total Gross Expenditure: £13,359

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: 30 November 2022
Total Gross Income: £13,816
Total Gross Expenditure: £17,034

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 March 2022
Total Gross Income: £10,163
Total Gross Expenditure: £11,425

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: 28 November 2025
Total Gross Income: £16,611
Total Gross Expenditure: £20,609
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: 55

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: 9 April 2025
Total Gross Income: £22,629
Total Gross Expenditure: £21,624
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: 45

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: 12 May 2024
Total Gross Income: £15,182
Total Gross Expenditure: £13,359
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: 60

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: 30 November 2022
Total Gross Income: £13,816
Total Gross Expenditure: £17,034
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: 42

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: 19 March 2022
Total Gross Income: £10,163
Total Gross Expenditure: £11,425
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: 40

05 Official extract

Charity Area Of Operation

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

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

06 Official extract

Charity Classification

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

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

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

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

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

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

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

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

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

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

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

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

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

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: 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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF CHIPPING SODBURY TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1986-07-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 9TH APRIL 1986
Charitable Objects: THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER HARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE ROTARY CLUB OF CHIPPING SODBURY SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

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

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Social media policy and procedures