Finance Score: -5

Governance Score: -6

Support Score: 8

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
All male board: -3

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

Overall GiG Score: -3

THE ROTARY CLUB OF TAUNTON CHARITY TRUST FUND

The object of the charity is to raise and distribute money for the poor and needy or for any other charitable purpose, institution, object or society as club members shall direct.

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
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
Income has been volatile and on several occasions in recent years 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		£18	£19	£-1	n/a	n/a	n/a	n/a	n/a	60
30/06/22		£29	£33	£-4	n/a	n/a	n/a	n/a	n/a	60
30/06/21		£25	£16	£9	n/a	n/a	n/a	n/a	n/a	80
30/06/20		£12	£14	£-2	n/a	n/a	n/a	n/a	n/a	80
30/06/19		£28	£27	£0	n/a	n/a	n/a	n/a	n/a	54
30/06/18		£18	£27	£-9	£0	£0	£0	n/a	0	0
30/06/17		£27	£19	£8	£0	£0	£0	n/a	0	0
30/06/16		£31	£32	£-1	£0	£0	£0	n/a	0	0
30/06/15		£20	£18	£2	£0	£0	£0	n/a	0	0
30/06/14		£19	£17	£2	£0	£0	£0	n/a	0	0
30/06/13		£24	£23	£1	£0	£0	£0	n/a	0	0
30/06/12		£37	£34	£2	£0	£0	£0	n/a	0	0
30/06/11		£31	£31	£1	£0	£0	£0	n/a	0	0
30/06/10		£17	£25	£-9	£0	£0	£0	n/a	0	0
30/06/09		£41	£45	£-4	£0	£0	£0	n/a	0	0
30/06/08		£51	£37	£14	£0	£0	£0	n/a	0	0
30/06/07	*	£28	£31	£-4	£0	£0	£0	n/a	0	0
30/06/06		£31	£23	£8	£0	£0	£0	n/a	0	0
30/06/05		£30	£27	£3	£0	£0	£0	n/a	0	0
30/06/04		£15	£17	£-3	£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.tauntonrotary.com

nott4u@tiscali.co.uk

07741200120

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
60 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

ADRIAN JOHN PRIOR-SANKEY MBE Appointed: 2021

HAROLD MCFAUL Appointed: 2022

PETER JAMES NOTT Appointed: 2017

DAVID LEWIS Appointed: 2014, Occupation: Retired, Other trusteeship: THE ABBEYFIELD TAUNTON DEFENDAMUS SOCIETY LIMITED,

Legal constitution

Charity registered in England & Wales on 03/06/1994, number: 1038293

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures

Filing Record

20 returns made; AR07: 49 days late,

Main office

17 WYNDHAM ROAD
TAUNTON
TA2 6DX

Objectives

FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources