Finance Score: -2

Governance Score: -7

Support Score: 0

Multiple Deficits: -2
No PartB

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

Large volunteers +5

Overall GiG Score: -4

ROTARY CLUB OF LICHFIELD ST CHAD TRUST FUND

Donations given to local & overseas charities

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
The Board composition appears to be rather static

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		£40	£22	£19	n/a	n/a	n/a	n/a	n/a	35
30/06/22		£39	£20	£19	n/a	n/a	n/a	n/a	n/a	35
30/06/21		£3	£13	£-10	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£13	£20	£-7	n/a	n/a	n/a	n/a	n/a	25
30/06/19		£34	£16	£17	n/a	n/a	n/a	n/a	n/a	21
30/06/18	*	£30	£26	£4	£0	£0	£0	n/a	0	0
30/06/17		£21	£12	£9	£0	£0	£0	n/a	0	0
30/06/16		£18	£28	£-10	£0	£0	£0	n/a	0	0
30/06/15		£14	£14	£-1	£0	£0	£0	n/a	0	0
30/06/14		£13	£12	£1	£0	£0	£0	n/a	0	0
30/06/13		£10	£10	£-1	£0	£0	£0	n/a	0	0
30/06/12		£15	£5	£10	£0	£0	£0	n/a	0	0
30/06/11		£12	£8	£4	£0	£0	£0	n/a	0	0
30/06/10		£16	£10	£6	£0	£0	£0	n/a	0	0
30/06/09		£13	£7	£6	£0	£0	£0	n/a	0	0
30/06/08		£12	£6	£6	£0	£0	£0	n/a	0	0
30/06/07	*	£18	£9	£9	£0	£0	£0	n/a	0	0
30/06/06		£28	£26	£2	£0	£0	£0	n/a	0	0
30/06/05		£18	£17	£1	£0	£0	£0	n/a	0	0
30/06/04		£16	£18	£-2	£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.1060.org.uk/lichfield-st-chad

philburnell@gmail.com

07885137005

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
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

Makes Grants to Organisations
Provides services

Where it operates

Birmingham City, Derbyshire, Solihull, Staffordshire, Walsall, Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

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

ANDREW BRIAN SIMS Appointed: 2018

KEITH A EAGLAND Appointed: 2014

PHILIP NICHOLAS BURNELL Appointed: 2015

DAVID CROSS Appointed: 2018, Other trusteeship: LICHFIELD WATERWORKS TRUST,

Legal constitution

Charity registered in England & Wales on 16/08/1994, number: 1040183

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 120 days late, AR07: 131 days late,

Main office

2 Hill Crest Drive
LICHFIELD
WS13 7AX

Objectives

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

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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