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ROTARY CLUB OF BIRMINGHAM ENDOWMENT TRUST

Registered charity 279500 · accounts filings on the Charity Commission register

An endowment trust established by The Rotary Club of Birmingham under a trust deed dated 29 November 1979 to generate income in order to assist charities and other good causes.

Causes: General Charitable Purposes · Get email alerts

Latest income
£35k
Latest spending
£52k
Registered
1980
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that the trust's net assets increased to £1,170,054 from £1,057,141 in the previous year, driven by investment gains. The trustees report that the trust has adequate resources to continue in operational existence for the foreseeable future, confirming a going concern basis.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: no reserve policy (held: £1.2m)
“The operating expenses of the Trust are not significant, and therefore, no reserve policy to cover these is needed.” — page 4
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Bangladesh · Birmingham City · Coventry City · Dudley · Sandwell · Solihull · Walsall · Warwickshire · Wolverhampton

Income and spending

Financial year endIncomeSpending
05/04/2026£35k£52k
05/04/2025£40k£37k
05/04/2024£36k£30k
05/04/2023£35k£41k
05/04/2022£33k£44k

Common questions

Is ROTARY CLUB OF BIRMINGHAM ENDOWMENT TRUST financially healthy?

Per its FY2026 accounts: The accounts state that the trust's net assets increased to £1,170,054 from £1,057,141 in the previous year, driven by investment gains. The trustees report that the trust has adequate resources to continue in operational existence for the foreseeable future, confirming a going concern basis. Its FY2026 accounts were independently examined.