THE ROTARY CLUB OF TAUNTON VALE TRUST FUND
101 General Charitable Purposes207 General Public/Mankind302 Makes grants to organisations (including schools,charities etc.)
Objects
TO OR FOR THE REWLIEF 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.
Financial health, per its FY2025 accounts
The accounts state that the charity generated an excess of income over expenditure of £5,676 for the year ended 30th June 2025. The trustees maintain a policy of holding only a small reserve balance for emergency situations. No independent audit or examination report is included in the filing.
What the accounts disclose
“It is the Trustees’ policy to aim to hold only a small reserve balance for emergency situations.” — page 1
“c) HSBC Bank plc, 17 North Street, Taunton – the Fund’s bankers.” — page 1
Policies the charity declares
- Bullying and harassment policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- ANTHONY BLACKSHAWchair
- ANDREW RICHARD JANES
- Kathryn Robinson-Burge
- William Tregillus
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £35k | £29k |
| 30/06/2024 | £33k | £31k |
| 30/06/2023 | £39k | £37k |
| 30/06/2022 | £46k | £47k |
| 30/06/2021 | £10k | £14k |
Common questions
Is THE ROTARY CLUB OF TAUNTON VALE TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated an excess of income over expenditure of £5,676 for the year ended 30th June 2025. The trustees maintain a policy of holding only a small reserve balance for emergency situations. No independent audit or examination report is included in the filing.
Charities like this
- ROTARY CLUB OF LONG EATON CHARITY TRUST FUND
- ROTARY CLUB OF WILTON TRUST FUND
- ROTARY CLUB OF THE ROYAL FOREST OF DEAN TRUST FUND
- ROTARY CLUB OF LODDON VALE TRUST FUND
- ROTARY CLUB OF SHANKLIN TRUST FUND
- ROTARY CLUB OF GLOUCESTER TRUST FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROTARY CLUB OF TAUNTON VALE TRUST FUND | £35k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF LONG EATON CHARITY TRUST FUND | £11k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF WILTON TRUST FUND | £56k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF THE ROYAL FOREST OF DEAN TRUST FUND | £80k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF LODDON VALE TRUST FUND | £40k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF SHANKLIN TRUST FUND | £37k | — | 0 | unclear | — | no doubt |