Finance Score: -3

Governance Score: 0

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Dynamic board: +3
Mainly female board: -1

Large volunteers +5

Overall GiG Score: 2

THE ROTARY CLUB OF FURNESS PENINSULA TRUST FUND

Holding events of varying types for the purpose of raising money from the public and from members of the club and thereafter dispensing the fund for the relief of the poor and needy both locally and throughout the world.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	£10	£14	£-3	n/a	n/a	n/a	n/a	n/a	36
30/06/22	£15	£10	£4	n/a	n/a	n/a	n/a	n/a	28
30/06/21	£10	£10	£1	n/a	n/a	n/a	n/a	n/a	26
30/06/20	£5	£9	£-4	n/a	n/a	n/a	n/a	n/a	0
30/06/19	£4	£7	£-3	n/a	n/a	n/a	n/a	n/a	0
30/06/18	£22	£6	£16	£0	£0	£0	n/a	0	0
30/06/17	£15	£6	£9	£0	£0	£0	n/a	0	0
30/06/16	£18	£12	£5	£0	£0	£0	n/a	0	0
30/06/15	£14	£4	£9	£0	£0	£0	n/a	0	0
30/06/14	£11	£7	£4	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

www.furnesspeninsula.rotary1190.org

secretary@furnesspeninsula.rotary1190.org

01229820904

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General 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
Provides human resources

Where it operates

Cumbria,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
36 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANGELA CHRISTINE DYER Appointed: 2023

JANE MARGARET DANDY Appointed: 2019

JANET HELM Appointed: 2020

LYNDA LEA SHAW Appointed: 2023

PAULINE ELIZABETH GARDNER Appointed: 2022

JOHN JOSEPH MCGILL Appointed: 2017, Other trusteeship: DALTON COMMUNITY ASSOCIATION,

WILHELMINA JOHANNA ROBINSON Appointed: 2013, Occupation: Funding And New Start Management, Other trusteeships: THE ROTARY INTERNATIONAL DISTRICT 1190 TRUST FUND, BARROW FOOD BANK LIMITED,

Legal constitution

Charity registered in England & Wales on 22/04/2013, number: 1151722

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Internal charity financial controls 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
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Main office

Michaelson House Hotel
45-47 Fairfield Lane
Barrow-in-Furness
LA13 9AN

Objectives

UPON TRUST TO APPLY BOTH THE CAPITAL AND INCOME THEREOF 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.

Data Sources