Finance Score: -3

Governance Score: -6

Support Score: 8

Spending falling: -1
Multiple Deficits: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
All male board: -3

Large volunteers +5
Gov Income
Grant maker support: +3

Overall GiG Score: -1

ROTARY CLUB OF NEWTOWN TRUST FUND

We are based in Newtown, Powys Mid Wales. We arrange fund raising events to support charities/good causes both locally and world-wide

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants

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 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
Spending has fallen significantly over the last 5 years relative to the previous period
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		£15	£12	£3	n/a	n/a	n/a	n/a	n/a	30
30/06/22		£9	£8	£2	n/a	n/a	n/a	n/a	n/a	0
30/06/21		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	0
30/06/20	*	£16	£18	£-2	n/a	n/a	n/a	n/a	n/a	25
30/06/19	*	£20	£23	£-3	n/a	n/a	n/a	n/a	n/a	21
30/06/18		£19	£18	£0	£0	£0	£0	n/a	0	0
30/06/17		£13	£15	£-2	£0	£0	£0	n/a	0	0
30/06/16		£18	£12	£6	£0	£0	£0	n/a	0	0
30/06/15		£18	£17	£1	£0	£0	£0	n/a	0	0
30/06/14		£11	£11	£0	£0	£0	£0	n/a	0	0
30/06/13		£7	£9	£-1	£0	£0	£0	n/a	0	0
30/06/12		£10	£4	£5	£0	£0	£0	n/a	0	0
30/06/11		£4	£3	£0	£0	£0	£0	n/a	0	0
30/06/10		£9	£11	£-2	£0	£0	£0	n/a	0	0
30/06/09		£8	£6	£1	£0	£0	£0	n/a	0	0
30/06/08		£4	£5	£-1	£0	£0	£0	n/a	0	0
30/06/07		£2	£4	£-2	£0	£0	£0	n/a	0	0
30/06/06		£30	£26	£4	£0	£0	£0	n/a	0	0
30/06/05		£5	£6	£-1	£0	£0	£0	n/a	0	0
30/06/04		£3	£1	£2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

treasurer@newtown.rotary1180.org

01686650430

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
Other charitable activities

Where it operates

Powys,

Who it helps

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 (4)

Current Trustees appointed

Gender Split

DAVID EVANS (Chair) Appointed: 2020

WILLIAM JOHN CULLEN Appointed: 2022

JAMES EDWARD CHRISTOPHER TOMLEY Appointed: 2020, Other trusteeship: NEWTOWN TEXTILE MUSEUM,

NEIL KENRICK GRANT Appointed: 2022, Other trusteeship: MONTGOMERY AREA SCOUT COUNCIL,

Legal constitution

Charity registered in England & Wales on 15/09/1995, number: 1049225

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR20: 6 days late, AR19: 2 days late,

Main office

Cwm Cochen
Bettws Cedewain
NEWTOWN
Powys
SY16 3LQ

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 MAY FROM TIME TO TIME DIRECT

Defined Area of Benefit:

NOT DEFINED

Data Sources