Finance Score: 0

Governance Score: -9

Support Score: 0

No PartB

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

Large volunteers +5

Overall GiG Score: -4

ROTARY CLUB OF MIDDLESBROUGH ERIMUS TRUST FUND

Charity Fundraising Activities

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
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
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

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	£30	£29	£1	n/a	n/a	n/a	n/a	n/a	30
30/06/22	£22	£22	£0	n/a	n/a	n/a	n/a	n/a	35
30/06/21	£18	£11	£7	n/a	n/a	n/a	n/a	n/a	35
30/06/20	£21	£25	£-3	n/a	n/a	n/a	n/a	n/a	37
30/06/19	£24	£22	£2	n/a	n/a	n/a	n/a	n/a	32
30/06/18	£20	£18	£2	£0	£0	£0	n/a	0	0
30/06/17	£21	£22	£-1	£0	£0	£0	n/a	0	0
30/06/16	£30	£86	£-56	£0	£0	£0	n/a	0	0
30/06/15	£70	£13	£57	£0	£0	£0	n/a	0	0
30/06/14	£6	£7	£-1	£0	£0	£0	n/a	0	0
30/06/13	£11	£14	£-3	£0	£0	£0	n/a	0	0
30/06/12	£13	£11	£2	£0	£0	£0	n/a	0	0
30/06/11	£12	£18	£-6	£0	£0	£0	n/a	0	0
30/06/10	£25	£16	£8	£0	£0	£0	n/a	0	0
30/06/09	£17	£16	£2	£0	£0	£0	n/a	0	0
30/06/08	£15	£11	£4	£0	£0	£0	n/a	0	0
30/06/07	£20	£17	£3	£0	£0	£0	n/a	0	0
30/06/06	£19	£29	£-10	£0	£0	£0	n/a	0	0
30/06/05	£50	£37	£13	£0	£0	£0	n/a	0	0
30/06/04	£24	£13	£12	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

erimusrotary.org

ryan.nicholas@yahoo.co.uk

01642329348

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides human resources

Where it operates

Hartlepool, Middlesbrough, Redcar And Cleveland, Stockton-on-tees,

Who it helps

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

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 (2)

Gender Split

ERIC JOHNSON

EDMUND BREWIS LEVIE, Other trusteeship: FERRUM LODGE NUMBER 1848 BENEVOLENT FUND,

Legal constitution

Charity registered in England & Wales on 04/04/1996, number: 1054338

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; all on time

Main office

4 Ingleby Road
Great Broughton
MIDDLESBROUGH
Cleveland
TS9 7ER

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