ROTARY CLUB OF RUGBY BENEVOLENT FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 3 June 1971
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £34,659
Latest expenditure: £25,593
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Robin Hill House, Church Walk, Bilton, Warwickshire, Rugby

Website recorded by the regulator: http://www.rugbyrotary.org.uk (displayed as text)

02 Activities

What the charity does

Fund-raising and service projects in order to provide assistance to local, national and international charitable causes.

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: 7 December 2025
Date Accounts Received: 7 December 2025
Total Gross Income: £34,659
Total Gross Expenditure: £25,593

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: 11 December 2024
Date Accounts Received: 11 December 2024
Total Gross Income: £31,926
Total Gross Expenditure: £27,563

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: 30 April 2024
Date Accounts Received: 30 April 2024
Total Gross Income: £33,036
Total Gross Expenditure: £35,160

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: 11 May 2023
Date Accounts Received: 11 May 2023
Total Gross Income: £34,181
Total Gross Expenditure: £33,047

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: 28 December 2021
Date Accounts Received: 28 December 2021
Total Gross Income: £41,515
Total Gross Expenditure: £34,600

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: 7 December 2025
Total Gross Income: £34,659
Total Gross Expenditure: £25,593
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: 50

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: 11 December 2024
Total Gross Income: £31,926
Total Gross Expenditure: £27,563
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: 50

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: 30 April 2024
Total Gross Income: £33,036
Total Gross Expenditure: £35,160
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: 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: 11 May 2023
Total Gross Income: £34,181
Total Gross Expenditure: £33,047
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: 55

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: 28 December 2021
Total Gross Income: £41,515
Total Gross Expenditure: £34,600
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: 60

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

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

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF RUGBY BENEVOLENT FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1971-06-03T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 4TH JUNE 1970 as amended on 02 Feb 2024
Charitable Objects: TO OR FOR THE BENEFIT OF THE POOR AND NEEDY, OR TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS, SOCIETIES AND OBJECTS AS THE CLUB DIRECT.
Area Of Benefit: NOT DEFINED IN PRACTICE RUGBY

09 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures