RUMIC FOUNDATION TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 2 September 2003
Removed: Not supplied
Financial period: 3 September 2024 – 2 September 2025
Latest income: £4,571
Latest expenditure: £27,125
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Low Hencroft, Woodland, Broughton-in-Furness, LA20 6AG

02 Activities

What the charity does

We have continued to provide financial assistance to disadvantaged, sick, disabled children and other charities in this field. We also operate mini buses which are available to organisations who need transport for disadvantaged children. We have also held fund raising events in the area.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 3 September 2024
Fin Period End Date: 2 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 2 July 2026
Date Annual Return Received: 4 August 2026
Total Gross Income: £4,571
Total Gross Expenditure: £27,125

Fin Period Start Date: 3 September 2023
Fin Period End Date: 2 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 2 July 2025
Date Annual Return Received: 24 July 2025
Date Accounts Received: 24 July 2025
Total Gross Income: £29,986
Total Gross Expenditure: £36,689

Fin Period Start Date: 3 September 2022
Fin Period End Date: 2 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 2 July 2024
Date Annual Return Received: 21 October 2024
Total Gross Income: £10,665
Total Gross Expenditure: £14,974

Fin Period Start Date: 3 September 2021
Fin Period End Date: 2 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 2 July 2023
Date Annual Return Received: 23 August 2023
Total Gross Income: £14,205
Total Gross Expenditure: £17,862

Fin Period Start Date: 3 September 2020
Fin Period End Date: 2 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 2 July 2022
Date Annual Return Received: 7 February 2022
Total Gross Income: £3,153
Total Gross Expenditure: £25,785

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 3 September 2023
Fin Period End Date: 2 September 2024
Ar Due Date: 2 July 2025
Ar Received Date: 24 July 2025
Total Gross Income: £29,986
Total Gross Expenditure: £36,689
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 3 September 2022
Fin Period End Date: 2 September 2023
Ar Due Date: 2 July 2024
Ar Received Date: 21 October 2024
Total Gross Income: £10,665
Total Gross Expenditure: £14,974
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 3 September 2021
Fin Period End Date: 2 September 2022
Ar Due Date: 2 July 2023
Ar Received Date: 23 August 2023
Total Gross Income: £14,205
Total Gross Expenditure: £17,862
Charity Raises Funds From Public: 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: 0

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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: 104
Classification Type: What
Classification Description: Disability

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

07 Official extract

Charity Event History

Charity Name: RUMIC FOUNDATION TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-09-02T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 1 MAY 2003.
Charitable Objects: 1) TO PROMOTE FINANCIAL ASSISTANCE TO DISADVANTAGED, SICK OR DISABLED YOUNG PERSONS IN THE FURNESS, SOUTH LAKELAND AND COPELAND AREAS OF CUMBRIA TO IMPROVE THEIR HEALTH, PROVIDE FOR MEDICAL ASSISTANCE AND TO FURTHER THEIR EDUCATIONAL AND EMPLOYMENT TRAINING.2) TO PROVIDE FINANCIAL ASSISTANCE TO OTHER CHARITIES AND VOLUNTARY BODIES IN THE FURNESS, SOUTH LAKELAND AND COPELAND AREAS OF CUMBRIA WHO ASSIST DISADVANTAGED, SICK OR DISABLED YOUNG PERSONS TO IMPROVE THEIR HEALTH, PROVIDE THEM WITH MEDICAL ASSISTANCE AND TO FURTHER THEIR EDUCATION AND EMPLOYMENT TRAINING.3) TO MAKE DONATIONS TO OTHER LOCAL OR NATIONAL CHARITIES IN THE FURNESS SOUTH LAKELAND OR COPELAND AREAS OF CUMBRIA.
Area Of Benefit: THE FURNESS SOUTH LAKELAND OR COPELAND AREAS OF CUMBRIA

09 Official extract

Charity Policy

Policy Name: Risk management