ROTARY CLUB OF MONMOUTH CHARITY TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 28 September 1984
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £45,769
Latest expenditure: £43,494
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 20 Levitsfield Close, MONMOUTH, Gwent, NP25 5BZ

Website recorded by the regulator: http://www.rotary-ribi.org/clubs/homepage.asp?clubid=635 (displayed as text)

02 Activities

What the charity does

Assisting Local, National and International Organisations and Individuals as part of Rotary International and Rotary International Britain and Ireland to make a difference.The Monmouth Club key activities of the Club are the Local Raft Race, Bonfire & Fireworks Night, Model Railway Exhibition and the Santa Sleigh among other 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: 7 April 2026
Date Accounts Received: 7 April 2026
Total Gross Income: £45,769
Total Gross Expenditure: £43,494

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: 8 April 2025
Date Accounts Received: 8 April 2025
Total Gross Income: £55,430
Total Gross Expenditure: £81,206

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: 31 March 2024
Date Accounts Received: 31 March 2024
Total Gross Income: £35,263
Total Gross Expenditure: £41,795

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: 31 March 2023
Date Accounts Received: 31 March 2023
Total Gross Income: £53,366
Total Gross Expenditure: £52,161

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: 6 January 2022
Date Accounts Received: 6 January 2022
Total Gross Income: £43,311
Total Gross Expenditure: £25,734

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: 7 April 2026
Total Gross Income: £45,769
Total Gross Expenditure: £43,494
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £3,450
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: 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: 8 April 2025
Total Gross Income: £55,430
Total Gross Expenditure: £81,206
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £2,200
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: 31 March 2024
Total Gross Income: £35,263
Total Gross Expenditure: £41,795
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £2,262
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: 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: 31 March 2023
Total Gross Income: £53,366
Total Gross Expenditure: £52,161
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: £2
Income From Government Grants: £2,995
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 25

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: 6 January 2022
Total Gross Income: £43,311
Total Gross Expenditure: £25,734
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: 40

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout Wales
Welsh Ind: Yes

06 Official extract

Charity Classification

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

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

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

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

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

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

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

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

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

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

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

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

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

07 Official extract

Charity Event History

Charity Name: ROTARY CLUB OF MONMOUTH CHARITY TRUST FUND
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2025-11-24T00:00:00
Reason: Does not operate
Assoc Organisation Number: 3946672
Assoc Registered Charity Number: 1069000
Assoc Charity Name: MONMOUTH YOUTH PROJECT

Charity Name: ROTARY CLUB OF MONMOUTH CHARITY TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1984-09-28T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 30TH JUNE 1984
Charitable Objects: THE RELEIF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSES, INSTITUTION, SOCIETY OR OBJECT AS THE ROTARY CLUB OF MONMOUTH SHALL IN DULY CONSTITUTED MEETINGS FROM TIME TO TIME DIRECT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures