Finance Score: -5

Governance Score: 1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 1

THE ROTARY CLUB OF SALISBURY CHARITABLE FUND

Fundraising for local charitable use.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
The Board has little diversity in terms of age

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		£17	£19	£-2	n/a	n/a	n/a	n/a	n/a	30
30/06/22		£20	£27	£-8	n/a	n/a	n/a	n/a	n/a	24
30/06/21		£2	£9	£-7	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£38	£15	£23	n/a	n/a	n/a	n/a	n/a	10
30/06/19		£45	£32	£13	n/a	n/a	n/a	n/a	n/a	30
30/06/18		£12	£14	£-2	£0	£0	£0	n/a	0	0
30/06/17	*	£27	£28	£-1	£0	£0	£0	n/a	0	0
30/06/16		£49	£26	£23	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 9 years

www.salisburyrotary.org.uk

salisburyrotary@gmail.com

01722 333666

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides human resources

Where it operates

Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 73-82

MICHAEL JOHN BELL Appointed: 2023, Occupation: Retired

ALAN CORKILL Appointed: 2015, Other trusteeships: SALISBURY CITY ALMSHOUSE AND WELFARE CHARITIES, CHARITY OF WILLIAM BOTLEY, SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY,

JANICE MEYRICK Appointed: 2018, Occupation: Retired

NIGEL BROOKES Appointed: 2018, Occupation: Retired

PAULINE ANN OLIVER Appointed: 2020, Occupation: Retired

PETER JOHN FENTON MITCHELL Appointed: 2023, Occupation: Retired, Other trusteeship: STUDIO THEATRE,

Legal constitution

Charitable company registered in England & Wales on 09/09/2015, number: 1163490
Registered at Companies House on 27/08/2015, number: 09751230

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

8 returns made; AR17: 21 days late,

Main office

Milford Hall Hotel
Castle Street
Salisbury
Wiltshir

Objectives

THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Data Sources