Finance Score: -8

Governance Score: -11

Support Score: 0

Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

2 Trustees: -2
Very static board: -5
All female board: -3

No supporters identified

Overall GiG Score: -19

ROTARY CLUB OF SHOREHAM AND SOUTHWICK CHARITABLE TRUST

Our income is raised from local fundraising events and from members donations. We support local charities-the elderly locally-the young locally and local people with disabilities. We also make small donations to national charities who provide speakers at our meetings. We make donations to rotary charities.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely female
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	*	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£5	£6	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£5	£6	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£9	£6	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£8	£8	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£10	£12	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£15	£14	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£12	£13	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£12	£13	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£15	£9	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£9	£13	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£9	£7	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£10	£10	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£10	£11	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£5	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£8	£8	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£8	£9	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£10	£11	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£12	£10	£2	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 34 years

www.rotary-ribi.org

kevinboram@yahoo.co.uk

07507802274

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides human resources
Provides services

Where it operates

West Sussex,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

ALISON BORAM Appointed: 2015

VALERIE ANN TREVOR Appointed: 2016

Legal constitution

Charity registered in England & Wales on 23/11/1990, number: 1001007

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR23: 59 days late, AR22: 19 days late, AR19: 220 days late,

Main office

303 UPPER SHOREHAM ROAD
SHOREHAM-BY-SEA
BN43 5QA

Objectives

TO ASSIST THE ROTARY CLUB IN SUCH CHARITABLE OBJECTS AS THE CLUB MAY FROM TIME TO TIME DETERMINE

Defined Area of Benefit:

NOT DEFINED BUT IN PRACTICE IN SHOREHAM BY SEA AND SOUTHWICK