CCEW Charity Commission profile

ROTARY CLUB OF SOMER VALLEY TRUST FUND

Registered charity 1095477 · organisation 3992210

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
20 January 2003
Removed
Not supplied
Financial period
1 July 2025 – 30 June 2026
Latest income
£7,053
Latest expenditure
£5,457
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 8 Ludwells Orchard, Paulton, BRISTOL, BS39 7XW

Website recorded by the regulator: www.somer-rotary.org.uk (displayed as text)

02 Activities

What the charity does

Glastonbury Stewarding, Wessex Beer Festival, Cycle Challenge & various others.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 July 2025
Fin Period End Date
30 June 2026
Ar Cycle Reference
AR26
Reporting Due Date
30 April 2027
Date Annual Return Received
7 August 2026
Total Gross Income
£7,053
Total Gross Expenditure
£5,457
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 July 2025
Total Gross Income
£6,994
Total Gross Expenditure
£7,498
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
19 August 2024
Total Gross Income
£5,397
Total Gross Expenditure
£5,488
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
26 June 2024
Total Gross Income
£5,596
Total Gross Expenditure
£4,954
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 February 2023
Total Gross Income
£1,893
Total Gross Expenditure
£3,097

04 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bath And North East Somerset
Welsh Ind
No

05 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
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
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

06 Official extract

Charity Event History

Charity Name
ROTARY CLUB OF SOMER VALLEY TRUST FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2003-01-20T00:00:00

07 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 12 NOVEMBER 2002 AND SUPPLEMENTAL DEED 24 APRIL 2007.
Charitable Objects
TO OR 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.IN PRACTICE BATH AND NORTH EAST SOMERSET

08 Official extract

Charity Other Names

Charity Name Id
413318
Charity Name Type
Previous name
Charity Name
THE ROTARY CLUB OF SOMER VALLEY

09 Official extract

Charity Policy

Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints handling
Policy Name
Volunteer management
Policy Name
Risk management
Policy Name
Conflicting interests