Finance Score: -8

Governance Score: -3

Support Score: 0

Accounts overdue -5
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteers +5

Overall GiG Score: -6

ROTARY CLUB OF MEDWAY SUNLIGHT TRUST FUND

The Trustees shall hold and apply the Trust Fund and all monies received whether from donations bequests deeds of covenant or from any other source 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.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently

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
30/06/22	£14	£16	£-2	n/a	n/a	n/a	n/a	n/a	24
30/06/21	£22	£22	£0	n/a	n/a	n/a	n/a	n/a	27
30/06/20	£27	£20	£7	n/a	n/a	n/a	n/a	n/a	25
30/06/19	£22	£24	£-2	n/a	n/a	n/a	n/a	n/a	25
30/06/18	£15	£12	£3	£0	£0	£0	n/a	0	24
30/06/17	£21	£20	£2	£0	£0	£0	n/a	0	0
30/06/16	£11	£12	£-1	£0	£0	£0	n/a	0	0
30/06/15	£10	£8	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.medwaysunlightrotary.org.uk

trusttreasurer@medwaysunlightrotary.org.uk

01634374355

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Provides human resources
Provides other finance
Provides services

Where it operates

Kent, Medway,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
24 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

HABIB TEJAN Appointed: 2020, Other trusteeship: SIR EDMUND GREGORY SAMSON BURFORD ALFRED MANNERINGS KEMSLEY CHATHAM SICK POOR FUND,

JANE ELIZABETH LODER Appointed: 2014

WILLIAM LENNOX PARKINSON Appointed: 2015

DAVID JOHN TAYLOR (Chair) Appointed: 2020, Occupation: Retired, Other trusteeship: CHATHAM MARITIME TRUST,

Legal constitution

Charity registered in England & Wales on 14/04/2014, number: 1156674

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries

Filing Record

8 returns made; all on time

Recent reorganisation events:

Asset transfer in from FIBROMYALGIA SUPPORT GROUP (MEDWAY) on 23/03/2021

Main office

67 Broadview Avenue
Gillingham
ME8 9DE

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