Finance Score: -10

Governance Score: -4

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Volatile income: -3
No PartB

No conflicts policy: -1
Static board: -3

No supporters identified

Overall GiG Score: -14

THE ROTARY CLUB OF STAMFORD BURGHLEY TRUST FUND

The charity gives financial assistance in the areas of General Charitable Purposes, Education and Training, Medical Needs, Disability, Art and Culture, Sport and Recreation, Environment and Conservation and Economic and Community Development. It focuses on needs local to the Stamford area, but also supports International Disaster Funds and a variety of Rotary sponsored global initiatives.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income has been volatile recently

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		£7	£7	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/21	*	£10	£13	£-3	n/a	n/a	n/a	n/a	n/a	20
30/06/20		£20	£21	£-1	n/a	n/a	n/a	n/a	n/a	24
30/06/19	*	£22	£17	£5	n/a	n/a	n/a	n/a	n/a	26
30/06/18		£20	£21	£-1	£0	£0	£0	n/a	0	34
30/06/17		£10	£10	£0	£0	£0	£0	n/a	0	0
30/06/16		£5	£5	£0	£0	£0	£0	n/a	0	0
30/06/15		£8	£9	£0	£0	£0	£0	n/a	0	0
30/06/14		£12	£11	£1	£0	£0	£0	n/a	0	0
30/06/13		£13	£12	£1	£0	£0	£0	n/a	0	0
30/06/12		£10	£10	£0	£0	£0	£0	n/a	0	0
30/06/11		£9	£17	£-8	£0	£0	£0	n/a	0	0
30/06/10		£11	£6	£5	£0	£0	£0	n/a	0	0
30/06/09		£5	£5	£-1	£0	£0	£0	n/a	0	0
30/06/08		£10	£9	£1	£0	£0	£0	n/a	0	0
30/06/07		£5	£6	£-1	£0	£0	£0	n/a	0	0
30/06/06		£6	£5	£1	£0	£0	£0	n/a	0	0
30/06/05		£14	£10	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 19 years

roger@nealconsultancy.com

07789994414

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
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
Provides human resources
Provides services

Where it operates

Cambridgeshire, Leicestershire, Lincolnshire, Northamptonshire, Rutland,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

DR T PALMER Appointed: 2017

CHARLES ROGER NEAL Appointed: 2017

CLIVE ADKIN Appointed: 2013, Other trusteeship: AGE UK CAMBRIDGESHIRE AND PETERBOROUGH,

MR J W SUTCLIFFE Appointed: 2017, Other trusteeships: HOSPITAL OF WILLIAM BROWNE, MERCHANT, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ALL SAINTS WITH ST JOHN THE BAPTIST STAMFORD,

Legal constitution

Charity registered in England & Wales on 30/11/2004, number: 1107053

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR21: 30 days late, AR19: 14 days late,

Main office

39 Casterton Road
STAMFORD
PE9 2UA

Objectives

FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSE

Defined Area of Benefit:

STAMFORD

Data Sources