Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 9

ROTARY CLUB OF WROXHAM BURE VALLEY CHARITABLE TRUST FUND

Sponsored challenges, street collections and entertainment events

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

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
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		£19	£16	£3	n/a	n/a	n/a	n/a	n/a	30
30/06/22		£19	£38	£-19	n/a	n/a	n/a	n/a	n/a	0
30/06/21		£27	£8	£20	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£9	£19	£-10	n/a	n/a	n/a	n/a	n/a	0
30/06/19		£17	£16	£1	n/a	n/a	n/a	n/a	n/a	0
30/06/18		£23	£23	£0	£0	£0	£0	n/a	0	0
30/06/17		£25	£20	£5	£0	£0	£0	n/a	0	0
30/06/16		£14	£13	£1	£0	£0	£0	n/a	0	0
30/06/15		£16	£17	£-1	£0	£0	£0	n/a	0	0
30/06/14		£11	£10	£1	£0	£0	£0	n/a	0	0
30/06/13		£22	£26	£-3	£0	£0	£0	n/a	0	0
30/06/12		£7	£13	£-6	£0	£0	£0	n/a	0	0
30/06/11	*	£26	£15	£11	£0	£0	£0	n/a	0	0
30/06/10		£23	£21	£1	£0	£0	£0	n/a	0	0
30/06/09		£8	£5	£2	£0	£0	£0	n/a	0	0
30/06/08		£9	£7	£3	£0	£0	£0	n/a	0	0
30/06/07		£24	£24	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 18 years

http://www.wroxhamrotary.org.uk/

01603777106

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
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
Provides other finance

Where it operates

Norfolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
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 (5)

Current Trustees appointed

Gender Split

Age Range of Trustees:

KELVIN DORE Appointed: 2023

MARY ELISABETH COOK Appointed: 2019

ROBIN JOHN BAINES Appointed: 2022, Other trusteeship: Thornage Hall Independent Living,

CHRISTOPHER MAW Appointed: 2023, Occupation: Chartered Accountant, Other trusteeships: JOHN INNES CENTRE, THE DARTINGTON HALL TRUST, THE FORUM TRUST LIMITED,

DIANE FLORENCE HARBER Appointed: 2021, Occupation: Director, Other trusteeship: THE NANCY OLDFIELD TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 26/06/2006, number: 1114851

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; AR11: 0 days late,

Main office

Wroxham Barns Ltd
Tunstead Road
Hoveton
NORWICH
NR12 8QU

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. IN PRACTICE NORFOLK

Data Sources