Rotary Club of Southampton Solent Trust Fund — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 6 September 2017
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £65,999
Latest expenditure: £50,970
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Lowerford, Kingsmead, Wickham, FAREHAM, Hampshire, PO17 5AU

Website recorded by the regulator: www.solentrotary.org.uk (displayed as text)

02 Activities

What the charity does

To make grants to charities.

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: 29 April 2026
Date Accounts Received: 29 April 2026
Total Gross Income: £65,999
Total Gross Expenditure: £50,970

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: 29 April 2025
Date Accounts Received: 29 April 2025
Total Gross Income: £73,023
Total Gross Expenditure: £41,394

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: 18 June 2024
Date Accounts Received: 18 June 2024
Total Gross Income: £57,923
Total Gross Expenditure: £58,659

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 April 2023
Date Accounts Received: 28 April 2023
Total Gross Income: £47,146
Total Gross Expenditure: £50,584

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: 26 April 2022
Date Accounts Received: 26 April 2022
Total Gross Income: £57,232
Total Gross Expenditure: £40,868

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: 29 April 2026
Total Gross Income: £65,999
Total Gross Expenditure: £50,970
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: 20

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: 29 April 2025
Total Gross Income: £73,023
Total Gross Expenditure: £41,394
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: 25

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: 18 June 2024
Total Gross Income: £57,923
Total Gross Expenditure: £58,659
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: 40

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 April 2023
Total Gross Income: £47,146
Total Gross Expenditure: £50,584
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: 50

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: 26 April 2022
Total Gross Income: £57,232
Total Gross Expenditure: £40,868
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: 20

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

07 Official extract

Charity Event History

Charity Name: Rotary Club of Southampton Solent Trust Fund
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-09-06T00:00:00

Charity Name: Rotary Club of Southampton Solent Trust Fund
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2024-02-28T00:00:00
Assoc Organisation Number: 1031481
Assoc Registered Charity Number: 1031481
Assoc Charity Name: ROTARY CLUB OF SOUTHAMPTON WEST TRUST FUND

Charity Name: Rotary Club of Southampton Solent Trust Fund
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2023-07-17T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 202824
Assoc Registered Charity Number: 202824
Assoc Charity Name: ROTARY CLUB OF SOUTHAMPTON TRUST FUND

Charity Name: Rotary Club of Southampton Solent Trust Fund
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2023-07-11T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 202036
Assoc Registered Charity Number: 202036
Assoc Charity Name: SOUTHAMPTON ELDERLY CITIZENS TRUST

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 06 Sep 2017 as amended on 07 Nov 2022
Charitable Objects: FOR THE PUBLIC BENEFIT TO UNDERTAKE AND PROMOTE SUCH CHARITABLE PURPOSES AS THE COUNCIL OF THE ROTARY CLUB OF SOUTHAMPTON SHALL FROM TIME TO TIME RECOMMEND.

09 Official extract

Charity Other Names

Charity Name Id: 591742
Charity Name Type: Previous name
Charity Name: ROTARY CLUB OF SOUTHAMPTON TRUST FUND

Charity Name Id: 670415
Charity Name Type: Working name
Charity Name: Southampton Solent Rotary

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Engaging external speakers at charity events 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: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management