Finance Score: -1
Governance Score: -2
Support Score: 6
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • No PartB
  • No volunteer policy: -2
  • Dynamic board: +3
  • All male board: -3
  • Large volunteers +5
  • Grant maker support: +1
Overall GiG Score: 3 ?

ROTARY CLUB OF BRAMPTON AND LONGTOWN TRUST FUND 

Charity funds are raised by the Rotary Club of Brampton and Longtown through a variety of small fund raising activities undertaken in the club's main operating area of north Cumbria. Funds raised are applied in the relief of the poor and needy in Cumbria, or to such other charitable purpose, institution, society or object as the Rotary Club of Brampton and Longtown shall approve.
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 has been reasonable growth in spending over the last 3 years relative to the previous period
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • The Board is completely male
  • Over half the Board have joined recently

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£18£21£-3n/an/an/an/an/a21
30/06/22£13£10£4n/an/an/an/an/a23
30/06/21£7£20£-13n/an/an/an/an/a0
30/06/20£23£13£10n/an/an/an/an/a22
30/06/19£10£9£1n/an/an/an/an/a28
30/06/18£13£10£3£0£0£0n/a00
30/06/17£21£19£2£0£0£0n/a00
30/06/16£35£33£3£0£0£0n/a00
30/06/15£10£12£-3£0£0£0n/a00
30/06/14£11£9£2£0£0£0n/a00
30/06/13£3£6£-3£0£0£0n/a00
30/06/12£12£8£4£0£0£0n/a00
30/06/11£8£7£1£0£0£0n/a00
30/06/10£6£7£-1£0£0£0n/a00
30/06/09£7£11£-4£0£0£0n/a00
30/06/08£11£10£1£0£0£0n/a00
30/06/07£10£11£0£0£0£0n/a00
30/06/06*£8£8£0£0£0£0n/a00
30/06/05*£13£11£2£0£0£0n/a00
30/06/04*£11£10£1£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 30 years

peter.sedgwick0458@gmail.com

07528710636

Charity Commission for England and Wales
UN SDGs
?
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
  • Grant-making foundations
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Cumbria,
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
  • 21 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
Cumbria Community Foundation - Cumbria Dementia Action Alliances - Virtual Dementia Tour
£5,000 21/01/2020
Cumbria Dementia Action Alliances - Virtual Dementia Tour

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 27/06/1994, number: 1039015
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR06: 31 days late, AR05: 114 days late, AR04: 73 days late,
Main office

14 Jocks Hill
BRAMPTON
Cumbria
CA8 1UT

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

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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