ROTARY CLUB OF ASHBY DE LA ZOUCH CASTLE TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 25 February 2003
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £41,038
Latest expenditure: £39,551
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 3 Wragg Close, Rolleston-On-Dove, BURTON-ON-TRENT, Staffordshire, DE13 9UY

Website recorded by the regulator: www.rotary-ribi.org/clubs/page.php?PgID=285502&ClubID=1789 (displayed as text)

02 Activities

What the charity does

The charity is responsible for managing and distributing donations received from third parties and funds raised by members of the Rotary Club of Ashby De La Zouch Castle, all for charitable purposes.

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 February 2026
Date Accounts Received: 4 February 2026
Total Gross Income: £41,038
Total Gross Expenditure: £39,551

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: 16 April 2025
Date Accounts Received: 16 April 2025
Total Gross Income: £39,199
Total Gross Expenditure: £40,967

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: 18 April 2024
Date Accounts Received: 18 April 2024
Total Gross Income: £38,358
Total Gross Expenditure: £36,959

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: 23 November 2022
Date Accounts Received: 23 November 2022
Total Gross Income: £34,335
Total Gross Expenditure: £33,901

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: 27 December 2021
Date Accounts Received: 27 December 2021
Total Gross Income: £26,901
Total Gross Expenditure: £24,893

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 February 2026
Total Gross Income: £41,038
Total Gross Expenditure: £39,551
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: 60

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: 16 April 2025
Total Gross Income: £39,199
Total Gross Expenditure: £40,967
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: 60

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: 18 April 2024
Total Gross Income: £38,358
Total Gross Expenditure: £36,959
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: 50

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: 23 November 2022
Total Gross Income: £34,335
Total Gross Expenditure: £33,901
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
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: 41

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: 27 December 2021
Total Gross Income: £26,901
Total Gross Expenditure: £24,893
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £500
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 36

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF ASHBY DE LA ZOUCH CASTLE TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-02-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED OF TRUST DATED 30TH MAY 2002
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: ASHBY DE-LA-ZOUCH

09 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Volunteer management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Social media policy and procedures