Finance Score: -6

Governance Score: -4

Support Score: 0

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

No conflicts policy: -1
2 Trustees: -2
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -10

THE ROTARY CLUB OF WELSHPOOL TRUST FUND

Our charity wishes to continue a wide remit as possible as indicated in A14 - It does not wish to offer a closer definition which may result in a restriction. Being a charity associated with a Rotary Club there is encouragement from Rotary International to consider particular projects/causes which the Rotary International president wishes to support in his/her presidential year.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees
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
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

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
30/06/23	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
30/06/22	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
30/06/21	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
30/06/20	£0	£2	£-2	n/a	n/a	n/a	n/a	n/a
30/06/19	£3	£5	£-2	n/a	n/a	n/a	n/a	n/a
30/06/18	£6	£7	£-1	£0	£0	£0	n/a	0
30/06/17	£7	£6	£1	£0	£0	£0	n/a	0
30/06/16	£6	£7	£-1	£0	£0	£0	n/a	0
30/06/15	£7	£7	£0	£0	£0	£0	n/a	0
30/06/14	£6	£8	£-2	£0	£0	£0	n/a	0
30/06/13	£5	£4	£2	£0	£0	£0	n/a	0
30/06/12	£4	£6	£-2	£0	£0	£0	n/a	0
30/06/11	£7	£6	£1	£0	£0	£0	n/a	0
30/06/10	£10	£10	£0	£0	£0	£0	n/a	0
30/06/09	£7	£4	£3	£0	£0	£0	n/a	0
30/06/08	£14	£14	£0	£0	£0	£0	n/a	0
30/06/07	£10	£9	£1	£0	£0	£0	n/a	0
30/06/06	£6	£5	£1	£0	£0	£0	n/a	0
30/06/05	£12	£13	£-1	£0	£0	£0	n/a	0
30/06/04	£7	£6	£1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.welshpool.rotary1180.org

roger.rc.brooks@btinternet.com

01938580459

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Social clubs and similar

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

Powys, Shropshire,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

CLLR WENDY CHRISTINE BEAVEN Appointed: 2019, Other trusteeships: THE MONTGOMERY WELFARE FUND, THE EDUCATIONAL FOUNDATION OF JOHN EDWARDS AND LORD HERBERT, POWYS ASSOCIATION OF VOLUNTARY ORGANISATIONS CYMDEITHAS MUDIADAU GWIRFODDOL POWYS, MONTGOMERY INSTITUTE,

WILLIAM KEVIN ROWELL REV Appointed: 2019, Other trusteeship: CHIRBURY UNITED CHARITIES,

Legal constitution

Charity registered in England & Wales on 12/06/1995, number: 1047171

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; all on time

Main office

3 LEIGHTON PARK
LEIGHTON
WELSHPOOL
SY21 8LW

Objectives

TO APPLY BOTH THE CAPITAL AND INCOME THEREOF TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources