BRIT VALLEY ROTARY CLUB TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 30 July 1998
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £6,527
Latest expenditure: £7,602
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 158 South Street, BRIDPORT, Dorset, DT6 3NP

Website recorded by the regulator: www.britvalleyrotary.com (displayed as text)

02 Activities

What the charity does

General fund raising associated with Rotary activities

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: 12 February 2026
Total Gross Income: £6,527
Total Gross Expenditure: £7,602

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: 26 February 2025
Total Gross Income: £8,950
Total Gross Expenditure: £10,300

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: 1 February 2024
Total Gross Income: £7,697
Total Gross Expenditure: £8,987

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: 14 March 2023
Total Gross Income: £13,875
Total Gross Expenditure: £11,179

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: 30 November 2021
Total Gross Income: £12,345
Total Gross Expenditure: £12,423

04 Official extract

Charity Annual Return Parta

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: 14 March 2023
Total Gross Income: £13,875
Total Gross Expenditure: £11,179
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: 10

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: 30 November 2021
Total Gross Income: £12,345
Total Gross Expenditure: £12,423
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: 25

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

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

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

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

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

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

Classification Code: 111
Classification Type: What
Classification Description: Animals

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

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

07 Official extract

Charity Event History

Charity Name: BRIT VALLEY ROTARY CLUB TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1998-07-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 24 JUNE 1998.
Charitable Objects: FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 406904
Charity Name Type: Previous name
Charity Name: BRIT VALLEY ROTARY CLUB

10 Official extract

Charity Policy

Policy Name: Risk management