01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 18 April 1975
- Removed
- Not supplied
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £36,447
- Latest expenditure
- £31,912
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Hill Crest, Coxhill, NARBERTH, Dyfed, SA67 8EH
02 Activities
What the charity does
Primarily a service organisation providing community service in the Narberth and Whitland area.We also support local organisations and individuals especially young persons,with small grants from our charitable fundraising activities.
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
- 18 December 2025
- Date Accounts Received
- 18 December 2025
- Total Gross Income
- £36,447
- Total Gross Expenditure
- £31,912
- 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
- 7 November 2024
- Date Accounts Received
- 7 November 2024
- Total Gross Income
- £41,083
- Total Gross Expenditure
- £39,085
- 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 December 2023
- Total Gross Income
- £14,567
- Total Gross Expenditure
- £16,640
- 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
- 1 February 2023
- Date Accounts Received
- 1 February 2023
- Total Gross Income
- £28,074
- Total Gross Expenditure
- £29,298
- 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
- 15 February 2022
- Total Gross Income
- £7,492
- Total Gross Expenditure
- £8,381
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
- 18 December 2025
- Total Gross Income
- £36,447
- Total Gross Expenditure
- £31,912
- 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
- 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
- 7 November 2024
- Total Gross Income
- £41,083
- Total Gross Expenditure
- £39,085
- 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
- 24
- 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 December 2023
- Total Gross Income
- £14,567
- Total Gross Expenditure
- £16,640
- 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
- 23
- 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
- 1 February 2023
- Total Gross Income
- £28,074
- Total Gross Expenditure
- £29,298
- 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
- 20
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Ceredigion
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Carmarthenshire
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Pembrokeshire
- Welsh Ind
- Yes
06 Official extract
Charity Classification
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 106
- Classification Type
- What
- Classification Description
- Overseas Aid/famine Relief
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 116
- Classification Type
- What
- Classification Description
- Recreation
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
07 Official extract
Charity Event History
- Charity Name
- ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND
- Charity Event Order
- 2
- Event Type
- Removed
- Date Of Event
- 2012-01-09T00:00:00
- Reason
- Does not operate
- Charity Name
- ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND
- Charity Event Order
- 3
- Event Type
- Re-registered
- Date Of Event
- 2012-02-08T00:00:00
- Charity Name
- ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1975-04-18T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 10 MARCH 1975
- Charitable Objects
- TO APPLY BOTH THE CAPITAL AND INCOME THEREOF 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
- DYFED
09 Official extract
Charity Policy
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Risk management
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures