Finance Score: -2

Governance Score: -3

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
Only 4 Trustees: -1

Large volunteers +5

Overall GiG Score: 0

THE ROTARY INTERNATIONAL DISTRICT 1190 TRUST FUND

To apply both the capital and income of the Trust to or for the relief of the poor and needy or such other charitable purposes as the District shall in duly constituted meeting from time to time direct.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are only 4 trustees
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	£117	£156	£-39	n/a	n/a	n/a	n/a	n/a	1,260
30/06/22	£102	£49	£53	n/a	n/a	n/a	n/a	n/a	1,350
30/06/21	£16	£18	£-2	n/a	n/a	n/a	n/a	n/a	1,546
30/06/20	£48	£59	£-11	n/a	n/a	n/a	n/a	n/a	1,600
30/06/19	£65	£70	£-5	n/a	n/a	n/a	n/a	n/a	6,600
30/06/18	£95	£93	£2	£0	£0	£0	n/a	0	0
30/06/17	£90	£162	£-73	£0	£0	£0	n/a	0	0
30/06/16	£316	£282	£35	£0	£0	£0	n/a	0	0
30/06/15	£163	£139	£24	£0	£0	£0	n/a	0	0
30/06/14	£101	£76	£25	£0	£0	£0	n/a	0	0
30/06/13	£67	£60	£7	£0	£0	£0	n/a	0	0
30/06/12	£53	£46	£7	£0	£0	£0	n/a	0	0
30/06/11	£49	£36	£12	£0	£0	£0	n/a	0	0
30/06/10	£15	£10	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 14 years

WELMAROBINSON@OUTLOOK.COM

07917 640025

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
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

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

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

Who works here?

Unknown number of employees
1,260 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

JOHN MCCONNELL SHARP Appointed: 2024

SAMUEL LLANDDWYN JONES Appointed: 2020

PETER ANTHONY SMITH Appointed: 2024, Other trusteeships: THE ROTARY CLUB OF KENDAL CHARITABLE TRUST, NATLAND AND OXENHOLME VILLAGE HALL, CUMBRIA COMMUNITY TRANSPORT,

WILHELMINA JOHANNA ROBINSON Appointed: 2023, Occupation: Funding And New Start Management, Other trusteeships: BARROW FOOD BANK LIMITED, THE ROTARY CLUB OF FURNESS PENINSULA TRUST FUND,

Legal constitution

Charity registered in England & Wales on 09/12/2009, number: 1133198

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

14 returns made; all on time

Main office

14 Maidenlands Crescent
DALTON-IN-FURNESS
LA15 8UD

Objectives

FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHERCHARITABLE PURPOSES AS THE DISTRICT SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS.

Data Sources