ROTARY CLUB OF CALVERLEY CHARITABLE TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 15 March 2016
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £7,634
Latest expenditure: £10,502
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 14 SHELL LANE, CALVERLEY, PUDSEY, LS28 5NR

Website recorded by the regulator: http://www.rotary-ribi.org/clubs/homepage.php?ClubID=1530 (displayed as text)

02 Activities

What the charity does

The objects of the Rotary Club of Calverley Charitable Trust Fund are:The prevention or relief of poverty for the public benefit;The advancement of education, citizenship and community development;The relief of those in need by reason of youth, age, ill-health or disability_the objects will principally be for the public benefit in West Yorkshire but may extend worldwide according to need

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: 23 March 2026
Total Gross Income: £7,634
Total Gross Expenditure: £10,502

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: 24 October 2024
Total Gross Income: £8,049
Total Gross Expenditure: £9,794

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: 12 February 2024
Total Gross Income: £9,663
Total Gross Expenditure: £7,908

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: 28 March 2023
Total Gross Income: £12,665
Total Gross Expenditure: £7,304

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: 30 March 2022
Total Gross Income: £12,481
Total Gross Expenditure: £13,663

04 Official extract

Charity Annual Return Parta

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: 28 March 2023
Total Gross Income: £12,665
Total Gross Expenditure: £7,304
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: Yes
Count Govt Grants: £1
Income From Government Grants: £2,500
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 22

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: 30 March 2022
Total Gross Income: £12,481
Total Gross Expenditure: £13,663
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: Yes
Count Govt Grants: £1
Income From Government Grants: £2,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 16

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Bradford City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
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: Local Authority
Geographic Area Description: Leeds City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: City Of Wakefield
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

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

06 Official extract

Charity Classification

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

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

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

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

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

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

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

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

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: 306
Classification Type: How
Classification Description: Provides Services

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF CALVERLEY CHARITABLE TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2016-03-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 09/02/2016
Charitable Objects: UPON TRUST TO APPLY BOTH THE CAPITAL AND INCOME THEREOF 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

09 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Complaints handling

Policy Name: Volunteer management