ROTARY CLUB OF HOLMFIRTH TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 7 July 1971
Removed: Not supplied
Financial period: 1 July 2025 – 30 June 2026
Latest income: £11,908
Latest expenditure: £7,502
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 8 Longlands Bank, Thongsbridge, HOLMFIRTH, HD9 7HR

Website recorded by the regulator: www.holmfirthrotary.co.uk (displayed as text)

02 Activities

What the charity does

The object of the charity is the provision of funds to or for the relief of the poor and needy or to or for such other charitable purpose, institution society or object, as the rotary club of Holmfirth shall, in duly constituted meeting, from time to time decide.

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: 16 September 2026
Total Gross Income: £11,908
Total Gross Expenditure: £7,502

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: 28 July 2025
Total Gross Income: £8,647
Total Gross Expenditure: £6,845

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: 5 November 2024
Total Gross Income: £7,484
Total Gross Expenditure: £8,867

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
Total Gross Income: £15,172
Total Gross Expenditure: £11,615

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: 13 February 2023
Total Gross Income: £7,024
Total Gross Expenditure: £6,411

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 July 2025
Fin Period End Date: 30 June 2026
Ar Due Date: 30 April 2027
Ar Received Date: 16 September 2026
Total Gross Income: £11,908
Total Gross Expenditure: £7,502
Grant Making Is Main Activity: Yes
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: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: £15,172
Total Gross Expenditure: £11,615
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

05 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Kenya
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Africa
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Kirklees
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Ukraine
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

06 Official extract

Charity Classification

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

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 104
Classification Type: What
Classification Description: Disability

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

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

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

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF HOLMFIRTH TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1971-07-07T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 12 FEBRUARY 1971
Charitable Objects: TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.
Area Of Benefit: NOT DEFINED-IN PRACTICE HOLMFIRTH

09 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures