Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
All male board: -3

Large volunteers +5

Overall GiG Score: -1

ROTARY CLUB OF LOOE VALLEY TRUST FUND

Fund Raising running Annual Wild Swim, Fishing Competion,Bag Packing, ShelterBox Displays,Big Breakfast,Rotary Youth Leadership Award. Mock Interview with Schools, Parkinson's Hub All in the District of Looe, Cornwall.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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
30/06/22		£10	£9	£1	n/a	n/a	n/a	n/a	n/a	16
30/06/21		£3	£7	£-4	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£11	£8	£3	n/a	n/a	n/a	n/a	n/a	12
30/06/19		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/18	*	£7	£7	£-1	£0	£0	£0	n/a	0	0
30/06/17		£6	£4	£1	£0	£0	£0	n/a	0	0
30/06/16		£7	£11	£-4	£0	£0	£0	n/a	0	0
30/06/15		£15	£10	£5	£0	£0	£0	n/a	0	0
30/06/14	*	£21	£21	£0	£0	£0	£0	n/a	0	0
30/06/13		£7	£7	£1	£0	£0	£0	n/a	0	0
30/06/12	*	£6	£6	£-1	£0	£0	£0	n/a	0	0
30/06/11		£10	£9	£0	£0	£0	£0	n/a	0	0
30/06/10		£16	£16	£0	£0	£0	£0	n/a	0	0
30/06/09		£9	£9	£0	£0	£0	£0	n/a	0	0
30/06/08	*	£8	£10	£-2	£0	£0	£0	n/a	0	0
30/06/07		£10	£9	£1	£0	£0	£0	n/a	0	0
30/06/06		£9	£9	£0	£0	£0	£0	n/a	0	0
30/06/05		£18	£18	£0	£0	£0	£0	n/a	0	0
30/06/04		£5	£4	£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

https://www.facebook.com/LooeValleyRC/

looevalleyrotary@gmail.com

01503264496

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Other charitable activities
Provides human resources

Where it operates

Cornwall, Devon,

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
16 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

ROBERT KENNETH HENLY Appointed: 2011

HUGH JOHN PENDRAY, Other trusteeship: DARTINGTON CATTLE BREEDING TRUST,

PHILIP EVANS, Other trusteeship: FOX AND CREWDSON'S CHARITY,

PAUL VYVYAN ROACH Appointed: 2019, Other trusteeships: STUDENTS AND REFUGEES TOGETHER (START), BOUNDLESS TRUST,

Legal constitution

Charity registered in England & Wales on 23/02/1994, number: 1033634

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Volunteer management

Filing Record

19 returns made; AR18: 208 days late, AR14: 91 days late, AR12: 111 days late, AR08: 139 days late,

Main office

CADUSCOTT
DOBWALLS
LISKEARD
PL14 4NG

Objectives

RELIEF 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