ROTARY CLUB OF STRATFORD UPON AVON TRUST FUND

Registered charity 1002465 · accounts filings on the Charity Commission register

Raising money for rotary charities and good causes.

Objects

TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR OTHER CHARITABLE PURPOSES

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · website · Get email alerts

Registered contact address: Stratford-on-Avon, West Midlands, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity received £25,985 in income and paid out £20,612.35 in distributions, resulting in a surplus for the year. The trustees note that the balance of the Marathon Reserve was transferred to Unrestricted Funds as the trust is no longer financially responsible for the Marathon. The total funds held at the end of the year were £52,331.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 30/06/2023 (received 20/06/2024, 51 days after the 30/04/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Andrew Wolfe
• DUDLEY CHARLES SIMPSON
• David Dudley
• Martin Bartlett

Trustee list from the Charity Commission register (current, not historical).

Operates in: South Africa · Warwickshire

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ROTARY CLUB OF MAPPERLEY AND ARNOLD CHARITABLE TRUST.

• ROTARY CLUB OF MAPPERLEY AND ARNOLD CHARITABLE TRUST income £35k
• ROTARY CLUB OF STROUD TRUST FUND income £48k
• ROTARY CLUB OF RIPON TRUST FUND income £32k
• ROTARY CLUB OF YORK CHARITY FUND income £148k
• ROTARY CLUB OF STORRINGTON CHARITY TRUST FUND income £36k
• ROTARY CLUB OF WATFORD TRUST FUND income £27k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.