THE ROTARY CLUB OF TAUNTON VALE TRUST FUND

Registered charity 1005550 · accounts filings on the Charity Commission register

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.

Area of benefit: IN PRACTICE TAUNTON, SOMERSET

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 · website · Get email alerts

Registered contact address: Somerset, South West, England (from the postcode on the register)

Latest income
£35k
Latest spending
£29k
Registered
1991
Accounts read
FY2025

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.

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

What the accounts disclose

Reserves policy: a small reserve balance for emergency situations
“It is the Trustees’ policy to aim to hold only a small reserve balance for emergency situations.” — page 1
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Related party: HSBC Bank plc is the Fund's banker. No specific transaction amount or fee is disclosed as a related-party payment.
“c) HSBC Bank plc, 17 North Street, Taunton – the Fund’s bankers.” — page 1
Per its FY2025 accounts as filed with the Charity Commission.

Discloses 4 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.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

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

Operates in: Somerset

Income and spending

Financial year endIncomeSpending
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

Semantically similar by activities and financial character, from our analysed corpus. Compare with ROTARY CLUB OF LONG EATON CHARITY TRUST FUND.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROTARY CLUB OF TAUNTON VALE TRUST FUND£35k—0unclear—no doubt
ROTARY CLUB OF LONG EATON CHARITY TRUST FUND FY2025£11k—0unclear—no doubt
ROTARY CLUB OF WILTON TRUST FUND FY2025£56k—0unclear—no doubt
ROTARY CLUB OF THE ROYAL FOREST OF DEAN TRUST FUND FY2025£80k—0unclear—no doubt
ROTARY CLUB OF LODDON VALE TRUST FUND FY2025£40k—0unclear—no doubt
ROTARY CLUB OF SHANKLIN TRUST FUND FY2026£37k—0unclear—no doubt

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