Finance Score: -2

Governance Score: -8

Support Score: 0

Multiple Deficits: -2
No PartB

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

Large volunteers +3

Overall GiG Score: -7

ROTARY CLUB OF HERNE BAY CHARITABLE TRUST

To support local and international charities via rotary and good causes.

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
There are only 2 trustees
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
30/06/23		£16	£15	£2	n/a	n/a	n/a	n/a	n/a	12
30/06/22		£15	£9	£6	n/a	n/a	n/a	n/a	n/a	9
30/06/21		£35	£39	£-4	n/a	n/a	n/a	n/a	n/a	11
30/06/20		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/19		£15	£19	£-4	n/a	n/a	n/a	n/a	n/a	19
30/06/18		£13	£11	£2	£0	£0	£0	n/a	0	0
30/06/17		£12	£10	£2	£0	£0	£0	n/a	0	0
30/06/16		£10	£10	£0	£0	£0	£0	n/a	0	0
30/06/15		£9	£10	£-1	£0	£0	£0	n/a	0	0
30/06/14		£19	£11	£8	£0	£0	£0	n/a	0	0
30/06/13		£21	£19	£2	£0	£0	£0	n/a	0	0
30/06/12		£12	£11	£1	£0	£0	£0	n/a	0	0
30/06/11		£16	£11	£5	£0	£0	£0	n/a	0	0
30/06/10	*	£16	£12	£4	£0	£0	£0	n/a	0	0
30/06/09		£19	£18	£0	£0	£0	£0	n/a	0	0
30/06/08		£15	£11	£5	£0	£0	£0	n/a	0	0
30/06/07		£17	£13	£4	£0	£0	£0	n/a	0	0
30/06/06		£7	£5	£2	£0	£0	£0	n/a	0	0
30/06/05		£11	£5	£5	£0	£0	£0	n/a	0	0
30/06/04		£20	£18	£2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 29 years

alanandkristina@akroberton.co.uk

01227 761100

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 Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

Kent,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

CHRISTOPHER WILLIAM JONES Appointed: 2020

DR ROGER WHEELDON, Other trusteeship: AGE CONCERN (HERNE BAY),

Legal constitution

Charity registered in England & Wales on 12/04/1995, number: 1045688

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR10: 3 days late,

Main office

43 King Street
CANTERBURY
Kent
CT1 2AJ

Objectives

THE 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, BUT IN PRACTICE THE HERNE BAY AREA

Data Sources