Finance Score: -6

Governance Score: -8

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Static board: -3
All male board: -3

Large volunteer base +3

Overall GiG Score: -11

ROTARY CLUB OF KESWICK TRUST FUND

Organises fund raising activities and events in support of the charitable objectives of Rotary International and of the Rotary Club of Keswick

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Why is the Board completely male?
The Board composition appears to be rather static

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	*	£17	£21	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£20	£15	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£29	£34	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£27	£30	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£52	£60	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£53	£41	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£64	£121	£-57	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£271	£207	£65	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£37	£34	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£46	£49	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£40	£43	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£47	£51	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£47	£46	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£213	£204	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£38	£40	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£21	£20	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£35	£33	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£29	£33	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£51	£43	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	*	£56	£23	£33	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 30 years

www.keswickrotary.org.uk/

appeal@keswickrotary.org.uk

01697475405

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Social clubs and similar

How it operates

Makes grants to individuals
Makes grants to organisations

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 supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CHRISTOPHER MARK HUDSON Appointed: 2018

DAVID QUAINTON Appointed: 2018

JOHN BOWLBY Appointed: 2019

Legal constitution

Charity registered in England & Wales on 01/09/1994, number: 1040508

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR23: 38 days late, AR19: 4 days late, AR07: 100 days late, AR04: 81 days late,

Main office

Garner House
Ivegill
CARLISLE
CA4 0PA

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

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