Finance Score: -7

Governance Score: -3

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3
Return overdue: -3

Large volunteers +3

Overall GiG Score: -7

ROTARY CLUB OF ALTON TRUST FUND

General fundraising for local and overseas charities. Supporting local community.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

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
Over half the Board have joined recently
Latest return is overdue

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

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	£16	£0	n/a	n/a	n/a	n/a	n/a	16
30/06/21		£17	£16	£1	n/a	n/a	n/a	n/a	n/a	25
30/06/20		£18	£14	£4	n/a	n/a	n/a	n/a	n/a	18
30/06/19		£10	£21	£-11	n/a	n/a	n/a	n/a	n/a	18
30/06/18	*	£9	£9	£0	£0	£0	£0	n/a	0	0
30/06/17		£9	£10	£-1	£0	£0	£0	n/a	0	0
30/06/16		£11	£11	£-1	£0	£0	£0	n/a	0	0
30/06/15		£12	£21	£-8	£0	£0	£0	n/a	0	0
30/06/14		£16	£12	£4	£0	£0	£0	n/a	0	0
30/06/13		£9	£11	£-2	£0	£0	£0	n/a	0	0
30/06/12		£12	£14	£-1	£0	£0	£0	n/a	0	0
30/06/11		£13	£14	£-1	£0	£0	£0	n/a	0	0
30/06/10		£27	£16	£12	£0	£0	£0	n/a	0	0
30/06/09		£11	£15	£-4	£0	£0	£0	n/a	0	0
30/06/08		£17	£17	£0	£0	£0	£0	n/a	0	0
30/06/07		£19	£12	£6	£0	£0	£0	n/a	0	0
30/06/06		£11	£13	£-2	£0	£0	£0	n/a	0	0
30/06/05		£17	£17	£0	£0	£0	£0	n/a	0	0
30/06/04		£10	£10	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 31 years

http://altonrotaryclub.uk

rcalton.treasurer@gmail.com

01420487936

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Organisations
Other charitable activities
Provides human resources

Where it operates

Hampshire,

Who it helps

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

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

LAWRENCE TRISTRAM Appointed: 2022

LISA LORRAINE HILLAN Appointed: 2024, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE RESURRECTION, ALTON, ABF CHARITABLE TRUST, ALTON AND DISTRICT COMMUNITY RELIEF FOUNDATION,

MICHAEL JOHN SANDERS Appointed: 2022

ROSEMARY ARROWSMITH-OLIVER Appointed: 2024

Legal constitution

Charity registered in England & Wales on 20/10/1993, number: 1027453

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR22: 79 days late, AR18: 183 days late,

Main office

49 Roxburghe Close
Whitehill
BORDON
Hampshire
GU35 9QZ

Objectives

THE BENEFIT 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