Finance Score: -2

Governance Score: -5

Support Score: 8

Multiple Deficits: -2
No PartB

No volunteer policy: -2
All male board: -3

Large volunteers +5
Gov Income
Grant maker support: +3

Overall GiG Score: 1

ROTARY CLUB OF PENZANCE TRUST FUND

Rotary Club - see area of operatioon

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is completely male

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
30/06/23	£29	£27	£2	n/a	n/a	n/a	n/a	n/a	30
30/06/22	£17	£22	£-5	n/a	n/a	n/a	n/a	n/a	30
30/06/21	£32	£16	£15	n/a	n/a	n/a	n/a	n/a	27
30/06/20	£21	£23	£-1	n/a	n/a	n/a	n/a	n/a	30
30/06/19	£16	£22	£-5	n/a	n/a	n/a	n/a	n/a	25
30/06/18	£22	£23	£-1	£0	£0	£0	n/a	0	0
30/06/17	£21	£21	£1	£0	£0	£0	n/a	0	0
30/06/16	£19	£21	£-2	£0	£0	£0	n/a	0	0
30/06/15	£22	£14	£8	£0	£0	£0	n/a	0	0
30/06/14	£16	£16	£1	£0	£0	£0	n/a	0	0
30/06/13	£17	£17	£0	£0	£0	£0	n/a	0	0
30/06/12	£17	£15	£2	£0	£0	£0	n/a	0	0
30/06/11	£14	£15	£-1	£0	£0	£0	n/a	0	0
30/06/10	£22	£23	£0	£0	£0	£0	n/a	0	0
30/06/09	£21	£20	£0	£0	£0	£0	n/a	0	0
30/06/08	£19	£17	£2	£0	£0	£0	n/a	0	0
30/06/07	£19	£17	£3	£0	£0	£0	n/a	0	0
30/06/06	£9	£10	£-1	£0	£0	£0	n/a	0	0
30/06/05	£18	£16	£2	£0	£0	£0	n/a	0	0
30/06/04	£13	£12	£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

www.penzancerotary.org.uk

lizted@talktalk.net

01736351817

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources
Provides services

Where it operates

Cornwall,

Who it helps

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

Who works here?

Unknown number of employees
30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DESMOND HARRY HOSKEN Appointed: 2014

EDWIN JAMES ROCKEY

JOHN LEWIS LAIRD UNDERHILL Appointed: 2022, Other trusteeship: THE ROTARY SHOP OF PENZANCE,

JONATHAN CHARLES TREHANE SYMONS Appointed: 2014, Other trusteeships: THE FRIENDS OF PENLEE HOUSE GALLERY AND MUSEUM, FOUNDATION KNOWN AS DANIEL'S SCHOOL IN THE PARISH OF MADRON, THE FRIENDS OF PENLEE HOUSE GALLERY AND MUSEUM,

Legal constitution

Charity registered in England & Wales on 29/10/1993, number: 1027839

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from SIR WILLIAM MATTHEWS PENSION FUND on 16/12/2022

Main office

4 Higher Lidden Road
Penzance
TR18 4NZ

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources