Finance Score: -8

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -9

ROTARY CLUB OF ALFORD AND MABLETHORPE TRUST FUND

Community service

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

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 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/22		£7	£7	£-1	n/a	n/a	n/a	n/a	n/a	0
30/06/21		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/20	*	£12	£14	£-2	n/a	n/a	n/a	n/a	n/a	28
30/06/19	*	£11	£11	£-1	n/a	n/a	n/a	n/a	n/a	27
30/06/18		£17	£18	£-1	£0	£0	£0	n/a	0	28
30/06/17		£15	£11	£4	£0	£0	£0	n/a	0	0
30/06/16		£11	£11	£0	£0	£0	£0	n/a	0	0
30/06/15		£14	£13	£1	£0	£0	£0	n/a	0	0
30/06/14		£11	£9	£2	£0	£0	£0	n/a	0	0
30/06/13		£12	£13	£-1	£0	£0	£0	n/a	0	0
30/06/12		£19	£23	£-4	£0	£0	£0	n/a	0	0
30/06/11		£13	£12	£2	£0	£0	£0	n/a	0	0
30/06/10		£19	£22	£-3	£0	£0	£0	n/a	0	0
30/06/09		£16	£17	£-1	£0	£0	£0	n/a	0	0
30/06/08		£36	£41	£-5	£0	£0	£0	n/a	0	0
30/06/07	*	£12	£6	£5	£0	£0	£0	n/a	0	0
30/06/06	*	£9	£13	£-4	£0	£0	£0	n/a	0	0
30/06/05	*	£23	£16	£7	£0	£0	£0	n/a	0	0
30/06/04		£6	£5	£1	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 33 years

https://www.amrotary.org.uk

treasurer@amrotary.org.uk

07480 663160

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
Environment/Conservation/Heritage
Overseas Aid/Famine Relief

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources

Where it operates

Lincolnshire,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

CHRISTOPHER MICHAEL DREW Appointed: 2023

JOHN CLARKE Appointed: 2023

KATHLEEN HAYES Appointed: 2019

CANON STEPHEN DOUGLAS HOLDAWAY Appointed: 2023, Occupation: Retired Minister, Other trusteeships: LINCOLNSHIRE COMMUNITY AND VOLUNTARY SERVICE, OSTCLIFFE PALMER TRUST,

Legal constitution

Charity registered in England & Wales on 22/04/1991, number: 1002607

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR20: 12 days late, AR19: 129 days late, AR07: 252 days late, AR06: 639 days late, AR05: 1004 days late,

Main office

28 Alexandra Road
MABLETHORPE
Lincolnshire
LN12 1BJ

Objectives

THE RELIEF OF THE POOR AND NEEDY OR TO SUCH OR FOR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT AS THE CLUB SHALL DIRECT

Defined Area of Benefit:

NOT DEFINED

Data Sources