Finance Score: -8

Governance Score: -4

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
No PartB

No volunteer policy: -2
No conflicts policy: -1
Mainly male board: -1

Large volunteers +5

Overall GiG Score: -7

ROTARY CLUB OF WENSLEYDALE TRUST FUND

Providing physical and financial support to the local community, to youth activities, to other worthwhile causes locally, nationally and internationally and to disaster relief both nationally and worldwide.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

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 predominantly 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
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years

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
30/06/22	*	£15	£14	£1	n/a	n/a	n/a	n/a	n/a	30
30/06/21		£6	£6	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£13	£11	£1	n/a	n/a	n/a	n/a	n/a	70
30/06/19	*	£13	£14	£-1	n/a	n/a	n/a	n/a	n/a	60
30/06/18	*	£16	£15	£1	£0	£0	£0	n/a	0	30
30/06/17		£13	£12	£1	£0	£0	£0	n/a	0	0
30/06/16	*	£11	£16	£-5	£0	£0	£0	n/a	0	0
30/06/15		£19	£17	£2	£0	£0	£0	n/a	0	0
30/06/14	*	£13	£15	£-2	£0	£0	£0	n/a	0	0
30/06/13	*	£12	£10	£2	£0	£0	£0	n/a	0	0
30/06/12	*	£15	£15	£0	£0	£0	£0	n/a	0	0
30/06/11	*	£14	£15	£-1	£0	£0	£0	n/a	0	0
30/06/10		£20	£16	£4	£0	£0	£0	n/a	0	0
30/06/09		£9	£12	£-3	£0	£0	£0	n/a	0	0
30/06/08		£13	£9	£5	£0	£0	£0	n/a	0	0
30/06/07		£6	£9	£-3	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.wensleydale.rotary1040.org

david.spashett@btinternet.com

01969622583

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Overseas Aid/Famine Relief
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

North Yorkshire,

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
30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DAVID SPASHETT Appointed: 2018

DR CHRISTOPHER WHEATLEY Appointed: 2024

PATRICIA RAY WILKINSON Appointed: 2024

BARRIE WHITFIELD Appointed: 2017, Other trusteeship: MARRICK PRIORY TRUST LTD,

MR P OLIVER, Other trusteeship: REDMIRE VILLAGE HALL,

Legal constitution

Charity registered in England & Wales on 02/05/1995, number: 1046181

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries

Filing Record

16 returns made; AR22: 11 days late, AR19: 315 days late, AR18: 13 days late, AR16: 16 days late, AR14: 202 days late, AR13: 82 days late, AR12: 114 days late, AR11: 85 days late,

Main office

Woodside House
Woodside
LEYBURN
North Yorkshire
DL8 5DX

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