Finance Score: 3
Governance Score: -13
Support Score: 8
  • Accounts filed more than 5 days late: -2 times
  • Future income +5
  • No PartB
  • Submission defaults: -10
  • Static board: -3
  • Large volunteers +5
  • Grant maker support: +3
Overall GiG Score: -2 ?

THE ROTARY CLUB OF SOWERBY BRIDGE TRUST FUND 

Fund Raising for local and international charities, together with practical hands on assistanace in those areas.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • The charity has received modest backing from a grant maker and there are significant future grants due to be received
  • There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

  • There have been multiple defaults for filing returns
  • 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
  • Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
30/06/21£43£30£13n/an/an/an/an/a50
30/06/20*£29£21£8n/an/an/an/an/a32
30/06/19£29£22£7n/an/an/an/an/a32
30/06/18*£25£27£-2£0£0£0n/a032
30/06/17£29£24£5£0£0£0n/a033
30/06/16£29£36£-6£0£0£0n/a00
30/06/15£22£31£-9£0£0£0n/a00
30/06/14£23£23£0£0£0£0n/a00
30/06/13£11£8£3£0£0£0n/a00
30/06/12£6£7£-1£0£0£0n/a00
30/06/11£13£14£-1£0£0£0n/a00
30/06/10£12£11£1£0£0£0n/a00
30/06/09£10£5£5£0£0£0n/a00
30/06/08£7£8£-2£0£0£0n/a00
30/06/07£7£7£0£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 18 years

www.sowerbybridgerotary.org

goodwinr2001@yahoo.com

07808 762 336

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Provides human resources
Where it operates
  • Calderdale, Kirklees,
Who it helps
  • The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
Community Foundation for Calderdale - Rucksacks4Homeless
£20,000 26/04/2022
Grant to Rotary Club of Sowerby Bridge
Community Foundation for Calderdale - Queens Platinum Jubilee Commemorative Plaque
£1,100 23/03/2022
Grant to Rotary Club of Sowerby Bridge
Sir George Martin Trust - Grant to Rotary Club of Sowerby Bridge
£1,000 07/07/2021
Capital costs for Adult Welfare & Relief of Poverty

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 01/11/2006, number: 1116582
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
15 returns made; AR20: 109 days late, AR18: 112 days late,
Main office

10A Hullen Edge Road
ELLAND
West Yorkshire
HX5 0QY

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:

UNDEFINED. IN PRACTICE, WEST YORKSHIRE.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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