Finance Score: -1
Governance Score: -9
Support Score: 0
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Static board: -3
  • All male board: -3
  • Large volunteers +3
Overall GiG Score: -7 ?

THE HAMBLE VALLEY ROTARY CLUB TRUST FUND 

To provide funds for the relief of the poor and needy both at home and abroad and to further international understanding and goodwill.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • This charity does not have a Conflict of Interests policy
  • The Board is completely male
  • The Board composition appears to be rather 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
  • On several occasions in recent years income has been 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£16£24£-8n/an/an/an/an/a20
30/06/21£30£9£20n/an/an/an/an/a20
30/06/20£14£7£7n/an/an/an/an/a20
30/06/19*£9£12£-3n/an/an/an/an/a0
30/06/18£11£10£2£0£0£0n/a020
30/06/17£13£14£-1£0£0£0n/a00
30/06/16£12£9£3£0£0£0n/a00
30/06/15£14£18£-4£0£0£0n/a00
30/06/14£12£13£-1£0£0£0n/a00
30/06/13£11£16£-5£0£0£0n/a00
30/06/12£16£12£5£0£0£0n/a00
30/06/11£20£17£3£0£0£0n/a00
30/06/10£27£28£-1£0£0£0n/a00
30/06/09£14£15£-1£0£0£0n/a00
30/06/08£28£22£7£0£0£0n/a00
30/06/07£10£9£2£0£0£0n/a00
30/06/06£11£14£-4£0£0£0n/a00
30/06/05£28£28£-1£0£0£0n/a00
30/06/04£21£22£-2£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 32 years

www.hamblevalleyrotary.co.uk

a.h.osbaldestin@ntlworld.com

01489605289

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • General Charitable Purposes
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Hampshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 26/03/1992, number: 1010037
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
19 returns made; AR19: 291 days late,
Main office

2 Breton Close
Whiteley
Fareham
PO15 7EW

Objectives

RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE,INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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