Finance Score: -6

Governance Score: -3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

All male board: -3

Large volunteers +5

Overall GiG Score: -4

THE ROTARY CLUB OF CHIPPENHAM TRUST FUND

The Relief of the Poor and Needy and such other charitable purpose as the Club shall direct

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
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
30/06/23	£31	£35	£-4	n/a	n/a	n/a	n/a	n/a	50
30/06/22	£34	£33	£1	n/a	n/a	n/a	n/a	n/a	50
30/06/21	£21	£12	£9	n/a	n/a	n/a	n/a	n/a	45
30/06/20	£25	£84	£-60	n/a	n/a	n/a	n/a	n/a	50
30/06/19	£102	£75	£26	n/a	n/a	n/a	n/a	n/a	35
30/06/18	£51	£33	£18	£0	£0	£0	n/a	0	0
30/06/17	£49	£47	£1	£0	£0	£0	n/a	0	0
30/06/16	£35	£23	£12	£0	£0	£0	n/a	0	0
30/06/15	£38	£40	£-2	£0	£0	£0	n/a	0	0
30/06/14	£29	£28	£1	£0	£0	£0	n/a	0	0
30/06/13	£32	£30	£2	£0	£0	£0	n/a	0	0
30/06/12	£34	£32	£3	£0	£0	£0	n/a	0	0
30/06/11	£23	£22	£2	£0	£0	£0	n/a	0	0
30/06/10	£19	£22	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 15 years

01249444666

Charity Commission for England and Wales

Listed activities

Amateur Sport
Animals
Disability
Education/Training
Environment/Conservation/Heritage
General 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

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Wiltshire,

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
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

MIKE STONE

KEITH RAYMOND STEWART SURRY, Other trusteeships: PROVINCIAL GRAND LODGE OF SOMERSET MARK MASTER MASONS BENEVOLENT FUND, THE PROVINCIAL GRAND LODGE OF SOMERSET BENEVOLENT FUND, CHIPPENHAM ROTARY AND INNER WHEEL TRUST LIMITED, THE SOMERSET MASONIC CHARITY,

HENRY MILES, Occupation: Land Management, Other trusteeship: CHIPPENHAM ROTARY AND INNER WHEEL TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 29/01/2009, number: 1127775

Gift Aid

NOT 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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

14 returns made; all on time

Main office

Pearson May
67-68 St. Mary Street
Chippenham
SN15 3JF

Objectives

TO APPLY THE CAPITAL AND INCOME OF THE TRUST FUND TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE ROTARY CLUB OF CHIPPENHAM SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

CHIPPENHAM

Data Sources