ROTARY CLUB OF THE VALE OF BELVOIR TRUST FUND
Fund Raising activity, support to both individuals and local, national and international charities and societies and support to international disasters
Latest income
£31k
Latest spending
£35k
Registered
1995
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that the Trust disbursed all income as received, resulting in a net expenditure exceeding income for the year. The document notes that adjusting entries were made to correct understated balances identified subsequent to the year end.
What the accounts disclose
Largest income source: Swimathon Gross
“Swimathon Gross 7775.95”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no reserves are held
“The Trustees have adopted a policy where no reserves are held, all income being disbursed as it is received” — page 1
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Reimbursement of expenditure directly related to grants and operations
“Related party transactions are limited to reimbursement of expenditure directly related to grants and operations specifically identified in the budget and both Trustees and members of the Rotary Club of the Vale of Belvoir are required to volunteer any conflict of interest that may occur.” — page 1
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
- Anne Elisabeth Daly
- Christopher Henley
- Jane Margaret Hart
- Maggie Falconer
- Stephen William Carson
- WALTER GORDON MARSH
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £31k | £35k |
| 30/06/2024 | £28k | £30k |
| 30/06/2023 | £32k | £25k |
| 30/06/2022 | £14k | £11k |
| 30/06/2021 | £9k | £7k |
Common questions
Is ROTARY CLUB OF THE VALE OF BELVOIR TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that the Trust disbursed all income as received, resulting in a net expenditure exceeding income for the year. The document notes that adjusting entries were made to correct understated balances identified subsequent to the year end.