01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 4 June 2020
- Removed
- Not supplied
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £63,009
- Latest expenditure
- £85,060
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: 1 Mowbray Garth, Boroughbridge, YORK, YO51 9NT
Website recorded by the regulator: www.knaresborough.rotary1040.org (displayed as text)
02 Activities
What the charity does
Provision of charitable donations and sponsorship and service to the community.
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
- 27 August 2025
- Date Accounts Received
- 27 August 2025
- Total Gross Income
- £63,009
- Total Gross Expenditure
- £85,060
- 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
- 13 January 2025
- Date Accounts Received
- 13 January 2025
- Total Gross Income
- £126,693
- Total Gross Expenditure
- £44,327
- 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
- 23 November 2024
- Date Accounts Received
- 23 November 2024
- Total Gross Income
- £40,254
- Total Gross Expenditure
- £76,408
- 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
- £1,588
- Total Gross Expenditure
- £23,756
- Fin Period Start Date
- 4 June 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 30 May 2022
- Date Accounts Received
- 31 May 2022
- Total Gross Income
- £1,408,683
- Total Gross Expenditure
- £31,389
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
- 27 August 2025
- Total Gross Income
- £63,009
- Total Gross Expenditure
- £85,060
- 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
- 0
- 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
- 13 January 2025
- Total Gross Income
- £126,693
- Total Gross Expenditure
- £44,327
- 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
- 17
- 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
- 23 November 2024
- Total Gross Income
- £40,254
- Total Gross Expenditure
- £76,408
- 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
- 0
- 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
- £1,588
- Total Gross Expenditure
- £23,756
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 4 June 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 30 May 2022
- Total Gross Income
- £1,408,683
- Total Gross Expenditure
- £31,389
- 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
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 4 June 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 30 May 2022
- Income Donations And Legacies
- 1281179
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 127504
- Income Other
- 0
- Income Total Income And Endowments
- 1408683
- Income Legacies
- 1281179
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £31,389
- Expenditure Other
- 0
- Expenditure Total
- 31389
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 21964
- Expenditure Governance
- 9309
- Expenditure Support Costs
- 9424
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,377,294
- Assets Total Fixed
- 1320495
- Assets Own Use
- 0
- Assets Long Term Investment
- 1320495
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £57,554
- Assets Total Liabilities
- £755
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,377,294
- Creditors One Year Total Current
- 755
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £57,554
- Funds Endowment
- 0
- Funds Unrestricted
- 1377294
- Funds Restricted
- 0
- Funds Total
- 1377294
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Yorkshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- 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
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- KNARESBOROUGH ROTARY CLUB WAUGH TRUST
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2020-06-04T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 04 Jun 2020
- Charitable Objects
- TO APPLY BOTH THE INCOME AND CAPITAL 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.
10 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Risk management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding policy and procedures