ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND

Registered charity 504107 · accounts filings on the Charity Commission register

Primarily a service organisation providing community service in the Narberth and Whitland area.We also support local organisations and individuals especially young persons,with small grants from our charitable fundraising activities.

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 · Get email alerts

Latest income
£36k
Latest spending
£32k
Registered
1975
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a net surplus of £4,535 for the year ended 30 June 2025, bringing total unrestricted funds to £13,155. The trustees confirm that the charity has adequate resources to continue in operational existence for the foreseeable future. No restricted reserves are currently held, and the policy is to maximize unrestricted funds to cover future grants and administration.

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

What the accounts disclose

Reserves policy: maximise unrestricted funds to ensure sufficient funds are available to cover grants payable, support costs and administration expenses for the foreseeable future (held: £13k)
“It is the policy of the Club to maximise unrestricted funds, which are the free reserves of the charity, to ensure sufficient funds are available to cover grants payable, support costs and administration expenses for the foreseeable future.” — page 3
Per its FY2025 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: Carmarthenshire · Ceredigion · Pembrokeshire

Income and spending

Financial year endIncomeSpending
30/06/2025£36k£32k
30/06/2024£41k£39k
30/06/2023£15k£17k
30/06/2022£28k£29k
30/06/2021£7k£8k

Common questions

Is ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a net surplus of £4,535 for the year ended 30 June 2025, bringing total unrestricted funds to £13,155. The trustees confirm that the charity has adequate resources to continue in operational existence for the foreseeable future. No restricted reserves are currently held, and the policy is to maximize unrestricted funds to cover future grants and administration. Its FY2025 accounts were independently examined.