DARTMOUTH ROTARY CLUB TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 8 February 2019
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £18,576
Latest expenditure: £23,233
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Dartmouth Rotary Club, The George and Dragon, Mayors Avenue, Dartmouth, Devon, TQ6 9NG

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

02 Activities

What the charity does

Upon trust to apply both the capital and income thereof to or for the relief of the poor and needy or for such other charitable purposes as the club in duly constituted meeting shall from time to time direct.

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: 14 November 2025
Total Gross Income: £18,576
Total Gross Expenditure: £23,233

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: 21 March 2025
Date Accounts Received: 21 March 2025
Total Gross Income: £49,828
Total Gross Expenditure: £46,957

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: 28 November 2023
Date Accounts Received: 28 November 2023
Total Gross Income: £55,626
Total Gross Expenditure: £61,288

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: 17 November 2022
Date Accounts Received: 17 November 2022
Total Gross Income: £29,082
Total Gross Expenditure: £26,767

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: 24 November 2021
Total Gross Income: £7,016
Total Gross Expenditure: £5,944

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: 14 November 2025
Total Gross Income: £18,576
Total Gross Expenditure: £23,233
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: 30

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: 21 March 2025
Total Gross Income: £49,828
Total Gross Expenditure: £46,957
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: 30

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: 28 November 2023
Total Gross Income: £55,626
Total Gross Expenditure: £61,288
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: 28

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: 17 November 2022
Total Gross Income: £29,082
Total Gross Expenditure: £26,767
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: 35

05 Official extract

Charity Area Of Operation

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

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

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

06 Official extract

Charity Classification

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

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

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

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

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

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

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

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

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

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

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

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

07 Official extract

Charity Event History

Charity Name: DARTMOUTH ROTARY CLUB TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2019-02-08T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 06 DEC 2018
Charitable Objects: UPON TRUST TO APPLY BOTH THE CAPITAL AND INCOME THEREOF TOOR 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: Safeguarding vulnerable beneficiaries

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Volunteer management

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Investment