Finance Score: -12

Governance Score: -21

Support Score: 0

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

Submission defaults: -10
2 Trustees: -2
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -33

ROTARY CLUB OF BURY ST EDMUNDS CHARITY FUND

General charitable purposes

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
There are only 2 trustees
The Board is completely male
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
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
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
30/06/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£2	£5	£-2	n/a	n/a	n/a	n/a	n/a
30/06/18		£6	£6	£0	£0	£0	£0	n/a	0
30/06/17		£8	£16	£-8	£0	£0	£0	n/a	0
30/06/16	*	£13	£1	£12	£0	£0	£0	n/a	0
30/06/15		£1	£1	£0	£0	£0	£0	n/a	0
30/06/14	*	£1	£1	£0	£0	£0	£0	n/a	0
30/06/13		£1	£1	£0	£0	£0	£0	n/a	0
30/06/12		£1	£1	£0	£0	£0	£0	n/a	0
30/06/11		£1	£2	£-1	£0	£0	£0	n/a	0
30/06/10		£2	£1	£0	£0	£0	£0	n/a	0
30/06/09		£3	£3	£0	£0	£0	£0	n/a	0
30/06/08		£1	£1	£0	£0	£0	£0	n/a	0
30/06/07	*	£1	£1	£0	£0	£0	£0	n/a	0
30/06/06		£7	£9	£-3	£0	£0	£0	n/a	0
30/06/05		£15	£12	£3	£0	£0	£0	n/a	0
30/06/04		£1	£1	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 31 years

sjcook@waitrose.com

01284704286

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Suffolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

CHRISTOPHER MARK BARLOW Appointed: 2011, Other trusteeship: WEST SUFFOLK GROUP RIDING FOR THE DISABLED ASSOCIATION,

STEPHEN COOK Appointed: 2014, Other trusteeships: BURY ST. EDMUNDS PAST & PRESENT SOCIETY, BURY ST EDMUNDS HERITAGE TRUST,

Legal constitution

Charity registered in England & Wales on 22/09/1993, number: 1026392

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR20: 322 days late, AR19: 276 days late, AR16: 24 days late, AR14: 29 days late, AR07: 1 days late,

Main office

42 Abbots Gate
Bury St. Edmunds
IP33 2FB

Objectives

TO APPLY BOTH CAPITAL AND INCOME THEREOF OR FOR THE RELIEF OF THE POOR AND NEEDY OR TO 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:

IN PRACTICE BURY ST EDMUNDS

Data Sources