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The Rotary Club Of Bath Trust Fund

The objects of the trust are to apply both the capital & income thereof to or for the relief of the poor & needy or to or for other charitable purpose institution society or object as the Club shall in duly constituted meeting from time to time direct.Activities of Trust Fund during this period have been receipt of monies & the disbursement thereof as detailed in accounts.

Activities & Mission

The objects of the trust are to apply both the capital & income thereof to or for the relief of the poor & needy or to or for other charitable purpose institution society or object as the Club shall in duly constituted meeting from time to time direct.Activities of Trust Fund during this period have been receipt of monies & the disbursement thereof as detailed in accounts.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£135,488
Latest Expenditure
£75,184

Financial Efficiency

Overall Efficiency 55.5%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 55.5%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£135,488
£75,1840 / 38
2024
£183,925
£115,1290 / 45
2023
£194,107
£146,5320 / 50
2022
£43,951
£39,2740 / 50
2021
£62,807
£70,3910 / 52

Staff column shows: Employees / Volunteers

Frequently asked questions about The Rotary Club Of Bath Trust Fund

What does The Rotary Club Of Bath Trust Fund do?

The objects of the trust are to apply both the capital & income thereof to or for the relief of the poor & needy or to or for other charitable purpose institution society or object as the Club shall in duly constituted meeting from time to time direct.Activities of Trust Fund during this period have been receipt of monies & the disbursement thereof as detailed in accounts.

How much income did The Rotary Club Of Bath Trust Fund report in 2025?

The Rotary Club Of Bath Trust Fund reported total income of £135k and reported expenditure of £75k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Rotary Club Of Bath Trust Fund registered as a charity?

The Rotary Club Of Bath Trust Fund was registered with the Charity Commission for England and Wales on 24 June 1974 as charity number 267664. It has been registered for 52 years.

Who runs The Rotary Club Of Bath Trust Fund?

The Rotary Club Of Bath Trust Fund is governed by a board of 4 trustees. The chair of trustees is Justin Lawrence Draeger. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Rotary Club Of Bath Trust Fund operate?

The Rotary Club Of Bath Trust Fund operates across 2 areas: Bath And North East Somerset and Somerset.

Is The Rotary Club Of Bath Trust Fund a registered charity?

Yes — The Rotary Club Of Bath Trust Fund is a registered charity in England and Wales, charity number 267664.

Details

Address
Lansdown Golf Club
Lansdown
BATH
BA1 9BT
Registration Date
24 June 1974
Status
Registered

Registry Information

Organisation Number
267664
Charity Number
267664

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Other notable Associations charities

Major UK charities in the same primary sector, drawn from the curated priority cohort.

Trustees

Justin Lawrence Draeger Chair
Andreea Alice Henderson
Martin Grixoni
Roger George Williams

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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