Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

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

Large volunteers +5

Overall GiG Score: 5

ROTARY CLUB OF HARROGATE TRUST FUND

Through fund-raising activities and service the Rotary Club of Harrogate provides support for local groups and individuals in need, and also, via Rotary International, for international health and welfare projects.

Analysis by Giving is Great

Positives:

This charity has been very 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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£30	£22	£7	n/a	n/a	n/a	n/a	n/a	35
30/06/21		£12	£18	£-6	n/a	n/a	n/a	n/a	n/a	31
30/06/20		£16	£17	£-1	n/a	n/a	n/a	n/a	n/a	34
30/06/19		£20	£17	£3	n/a	n/a	n/a	n/a	n/a	35
30/06/18		£22	£19	£4	£0	£0	£0	n/a	0	33
30/06/17		£15	£22	£-7	£0	£0	£0	n/a	0	0
30/06/16		£15	£18	£-3	£0	£0	£0	n/a	0	0
30/06/15		£15	£18	£-3	£0	£0	£0	n/a	0	0
30/06/14		£27	£23	£4	£0	£0	£0	n/a	0	0
30/06/13		£15	£17	£-2	£0	£0	£0	n/a	0	0
30/06/12		£13	£16	£-3	£0	£0	£0	n/a	0	0
30/06/11		£19	£18	£2	£0	£0	£0	n/a	0	0
30/06/10		£30	£25	£5	£0	£0	£0	n/a	0	0
30/06/09		£19	£18	£1	£0	£0	£0	n/a	0	0
30/06/08		£19	£14	£5	£0	£0	£0	n/a	0	0
30/06/07	*	£13	£15	£-1	£0	£0	£0	n/a	0	0
30/06/06		£14	£16	£-2	£0	£0	£0	n/a	0	0
30/06/05		£38	£35	£3	£0	£0	£0	n/a	0	0
30/06/04		£14	£13	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 30 years

www.harrogate.rotary1040.org

07738565926

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
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

North Yorkshire,

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
35 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

ANN PERCIVAL Appointed: 2018

ERIC MITCHELL Appointed: 2021, Other trusteeship: VISION SUPPORT HARROGATE DISTRICT,

MERVYN JOHN DARBY Appointed: 2022, Other trusteeship: NIDD ALMSHOUSES,

SUSAN CAWTHRAY Appointed: 2023, Other trusteeship: HOLBECK TOGETHER,

Legal constitution

Charity registered in England & Wales on 10/01/1994, number: 1031293

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR07: 43 days late,

Main office

Alpine
The Paddocks
Follifoot
HARROGATE
North Yorkshire
HG3 1EA

Objectives

TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources