Finance Score: 0

Governance Score: 3

Support Score: 6

No PartB

Gender balanced board: +3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 9

ROTARY CLUB OF STOKESLEY TRUST FUND

Provide supporting activities in the local community, raise money for charitable causes, support individuals on educational and training activities.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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
30/06/23	£29	£19	£10	n/a	n/a	n/a	n/a	n/a	75
30/06/22	£26	£15	£11	n/a	n/a	n/a	n/a	n/a	19
30/06/21	£6	£5	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/20	£20	£25	£-5	n/a	n/a	n/a	n/a	n/a	20
30/06/19	£29	£28	£1	n/a	n/a	n/a	n/a	n/a	20
30/06/18	£20	£20	£1	£0	£0	£0	n/a	0	0
30/06/17	£14	£13	£1	£0	£0	£0	n/a	0	0
30/06/16	£12	£15	£-3	£0	£0	£0	n/a	0	0
30/06/15	£28	£22	£5	£0	£0	£0	n/a	0	0
30/06/14	£18	£22	£-4	£0	£0	£0	n/a	0	0
30/06/13	£16	£13	£3	£0	£0	£0	n/a	0	0
30/06/12	£12	£7	£4	£0	£0	£0	n/a	0	0
25/06/11	£8	£8	£0	£0	£0	£0	n/a	0	0
30/06/10	£9	£12	£-3	£0	£0	£0	n/a	0	0
30/06/09	£8	£7	£2	£0	£0	£0	n/a	0	0
30/06/08	£8	£6	£1	£0	£0	£0	n/a	0	0
30/06/07	£5	£8	£-3	£0	£0	£0	n/a	0	0
30/06/06	£10	£7	£3	£0	£0	£0	n/a	0	0
30/06/05	£4	£7	£-3	£0	£0	£0	n/a	0	0
30/06/04	£6	£7	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 30 years

www.stokesleyrotary.org

stokesleyrc@gmail.com

01642700462

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

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides human resources

Where it operates

Durham, Middlesbrough, North Yorkshire, Redcar And Cleveland, Stockton-on-tees,

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
75 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Rotary Club of Stokesley
£12,481	19/11/2018	We want to offer Rotary Youth Leadership Award places (residential training) to more of our local youngsters at no cost to the participants.
Co-Operative Group - Grant to Stokesley Rotary Club
£5,245	29/11/2017	We want to hire a fishing venue and equipment, provide transport, hire a professional chef and buy food.
Co-Operative Group - Grant to Rotary Club of Stokesley Trust Fund
£4,504	04/08/2017	Provide funding for the training of young people who have to prepare food for a disabled person, for whom they are the registered carer.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

JUDY KITCHING MBE Appointed: 2018

MARK PERRY GRAHAM Appointed: 2019

DR ELIZABETH WALMSLEY Appointed: 2019, Other trusteeships: SWAINBY VILLAGE HALL, WOODSMITH FOUNDATION LIMITED,

PETER CHANDLER Appointed: 2018, Other trusteeship: 'THE GLOBE' COMMUNITY LIBRARY,

WILLIAM HEAVISIDE (Chair) Appointed: 2022, Other trusteeship: THE PRESTON EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 02/02/1994, number: 1032456

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Baytree Cottage
Shepherd Hill
Swainby
NORTHALLERTON
North Yorkshire
DL6 3DL

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources