Finance Score: -2

Governance Score: -3

Support Score: 3

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3
Latest return overdue -5

Overall weighted support: +3

Overall GiG Score: -2

ROTARY CLUB OF LOUGHTON TRUST FUND

General Charitable PurposesEducation/TrainingMedical/Health/SicknessDisabilityRelief of PovertyOverseas Aid/Famine ReliefAccommodation/HousingEconomic/Community Development/Employment

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

On several occasions in recent years income has been less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/22		£9	£19	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£48	£34	£14	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£9	£10	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£10	£8	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£12	£16	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£10	£8	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£14	£13	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£10	£5	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£8	£10	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£10	£7	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£13	£13	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£5	£8	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£28	£26	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£2	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£2	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£3	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£5	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 25 years

www.loughtonrotary.org.uk

carter.contracts@btinternet.com

02085999679

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

General Community services

How it operates

Makes grants to organisations

Where it operates

Essex,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Essex Community Foundation	£23,000
DCMS	£10,000
Co-Operative Group	£1,645

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Rotary Club of Loughton
£1,645	23/10/2021	We'd like to provide a happy, stress-free process for members of the community to access basic groceries and essential items. We will not be assessing people or asking for a referral.
Essex Community Foundation - Grant to Rotary Club of Loughton Trust Fund
£15,000	11/02/2021	to support the operating costs of community hubs offering free food, clothing and home essentials to those who are vulnerable and in need in the Waltham Abbey, Loughton, Chigwell, Ongar and North Weald areas during the continuing COVID19 crisis
DCMS - Coronavirus Community Support Fund
£10,000	23/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Essex Community Foundation - Grant to Rotary Club of Loughton Trust Fund
£8,000	23/07/2020	to pay for a part time coordinator supporting the operation of community hubs offering free food, clothing and home essentials to those who are vulnerable and in need in the Waltham Abbey, Loughton and North Weald areas during the COVID19 crisis

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

GRAHAM CARTER Appointed: 2020

KALPESH KAPASIAWALA Appointed: 2017

ROSEMARY HARRISON

Legal constitution

Charity registered in England & Wales on 11/10/1999, number: 1077732

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR20: 4 days late, AR19: 41 days late,

Main office

The Cottage
Painters Road
Aldborough Hatch
IG2 7TF

Objectives

THE TRUSTEES HEREBY DECLARE THAT THE TRUSTEES SHALL HOLD AND APPLY THE TRUST FUND AND ALL OTHER MONIES WHICH MAY FROM TIME TO TIME BE RECEIVED BY THE TRUSTEES .

Defined Area of Benefit:

LOUGHTON

Data Sources

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