01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 20 January 1999
- Removed
- Not supplied
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £18,885
- Latest expenditure
- £10,190
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 8 MILLANDS CLOSE, NEWTON, SWANSEA, SA3 4SE
Website recorded by the regulator: www.mumbles.rotary1150.org (displayed as text)
02 Activities
What the charity does
OUR CLUB IS A MEMBER OF THE INTERNATIONAL ROTARY MOVEMENT, AND CONSEQUENTLY FOLLOWS THE GENERAL PRINCIPLES OF THAT MOVEMENT, WHICH INCLUDE RAISING MONEY TO DISTRIBUTE TO LOCAL AND INTERNATIONAL CHARITIES AND SERVING THE GENERAL PUBLIC WITHIN THE TERMS OF "SERVICE BEFORE SELF"
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
- 24 March 2026
- Total Gross Income
- £18,885
- Total Gross Expenditure
- £10,190
- 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
- 30 January 2025
- Total Gross Income
- £3,527
- Total Gross Expenditure
- £3,450
- 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
- 14 February 2024
- Total Gross Income
- £2,030
- Total Gross Expenditure
- £1,905
- 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
- 24 January 2023
- Total Gross Income
- £600
- Total Gross Expenditure
- £1,563
- 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
- 14 January 2022
- Total Gross Income
- £2,510
- Total Gross Expenditure
- £6,453
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
- 24 March 2026
- Total Gross Income
- £18,885
- Total Gross Expenditure
- £10,190
- 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
- 25
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- City Of Swansea
- Welsh Ind
- Yes
06 Official extract
Charity Classification
- 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
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
07 Official extract
Charity Event History
- Charity Name
- ROTARY CLUB OF MUMBLES TRUST FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1999-01-20T00:00:00
- Charity Name
- ROTARY CLUB OF MUMBLES TRUST FUND
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2025-10-23T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 503669
- Assoc Registered Charity Number
- 503669
- Assoc Charity Name
- THE ROTARY CLUB OF SWANSEA TRUST FUND
08 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 9TH DECEMBER 1998
- Charitable Objects
- THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DECIDE.
- Area Of Benefit
- NOT DEFINED. IN PRACTICE IN SWANSEA.
09 Official extract
Charity Policy
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures