Finance Score: -10

Governance Score: -4

Support Score: 8

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

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

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

Overall GiG Score: -6

ROTARY CLUB OF SUDBURY TRUST FUND

CHARITY FUND RAISING WITHIN THE GUIDELINES OF THE INTERNATIONAL ROTARY ORGANISATION

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:

This charity does not have a Conflict of Interests policy
The Board is completely male
Over half the Board have joined recently

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
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	Volun- teers
30/06/22		£15	£15	£1	n/a	n/a	n/a	n/a	n/a	20
30/06/21		£7	£10	£-3	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£19	£15	£4	n/a	n/a	n/a	n/a	n/a	50
30/06/19		£22	£25	£-4	n/a	n/a	n/a	n/a	n/a	100
30/06/18		£21	£15	£6	£0	£0	£0	n/a	0	100
30/06/17		£14	£15	£-2	£0	£0	£0	n/a	0	0
30/06/16		£12	£12	£0	£0	£0	£0	n/a	0	0
30/06/15		£16	£16	£0	£0	£0	£0	n/a	0	0
30/06/14		£21	£21	£0	£0	£0	£0	n/a	0	0
30/06/13		£13	£12	£1	£0	£0	£0	n/a	0	0
30/06/12		£15	£15	£0	£0	£0	£0	n/a	0	0
30/06/11		£24	£22	£2	£0	£0	£0	n/a	0	0
30/06/10		£33	£55	£-22	£0	£0	£0	n/a	0	0
30/06/09		£5	£6	£-1	£0	£0	£0	n/a	0	0
30/06/08		£8	£5	£3	£0	£0	£0	n/a	0	0
30/06/07	*	£9	£11	£-2	£0	£0	£0	n/a	0	0
30/06/06	*	£9	£9	£0	£0	£0	£0	n/a	0	0
30/06/05	*	£8	£8	£0	£0	£0	£0	n/a	0	0
30/06/04	*	£24	£20	£4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

www.sudburyrotary.com

information@sudburyrotary.com

01787 376149

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

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

Essex, Suffolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
20 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 JOHN LOWE Appointed: 2018

DR DAVID SWETTENHAM TAYLOR Appointed: 2023

MICHAEL ROBERT KILLORAN Appointed: 2023

ROGER GREEN Appointed: 2022, Other trusteeships: THE FRIENDS OF ST PETER'S SUDBURY, THE SUFFOLK ORGANISTS ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 16/01/2001, number: 1084547

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Volunteer management

Filing Record

19 returns made; AR07: 257 days late, AR06: 414 days late, AR05: 57 days late, AR04: 86 days late,

Main office

2 Salters Hall
Stour Street
SUDBURY
Suffolk
CO10 2AX

Objectives

TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources