Finance Score: 0

Governance Score: -2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No volunteer policy: -2

Large volunteers +5

Overall GiG Score: 3

THE ROTARY CLUB OF BRUE VALLEY TRUST FUND

Under the banner of Rotary International in Great Britain and Ireland and Rotary International the charity raises funds for and supports domestic, local and international charities and deserving causes within the local community.

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

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Although this charity works with volunteers it does not have a Volunteer Management 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
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	£17	£20	£-2	n/a	n/a	n/a	n/a	n/a	30
30/06/22	£12	£12	£0	n/a	n/a	n/a	n/a	n/a	34
30/06/21	£10	£7	£3	n/a	n/a	n/a	n/a	n/a	30
30/06/20	£10	£10	£0	n/a	n/a	n/a	n/a	n/a	25
30/06/19	£10	£12	£-2	n/a	n/a	n/a	n/a	n/a	0
30/06/18	£7	£7	£0	£0	£0	£0	n/a	0	0
30/06/17	£9	£7	£2	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 8 years

rogerweldhen@gmail.com

01963359502

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Organisations
Provides human resources

Where it operates

Somerset,

Who it helps

Other Charities Or Voluntary Bodies

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 (4)

Current Trustees appointed

CHRIS RINGROW Appointed: 2015

ANDREW ERNEST DAVIES (Chair) Appointed: 2015

ANDREW DUNCAN MOORE Appointed: 2020, Other trusteeship: SOUTH SOMERSET COMMUNITY ACCESSIBLE TRANSPORT,

ROGER LEONARD WELDHEN Appointed: 2015, Other trusteeships: CAMELOT AREA U3A, THE MOAT GARDEN PROJECT,

Legal constitution

Charity registered in England & Wales on 10/02/2016, number: 1165514

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

7 returns made; all on time

Main office

KNOWLE HOUSE
SOUTH STREET
CASTLE CARY
BA7 7ES

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