Finance Score: -7

Governance Score: -6

Support Score: 0

Accounts filed more than 5 days late: -2 times
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
All male board: -3

Large volunteers +3

Overall GiG Score: -10

THE ROTARY CLUB OF ANDOVER BENEVOLENT FUND

TO PROVIDE COMFORTS EITHER IN CASH OR KIND FOR THE RELIEF OF THE AGED POOR AND OTHER DESERVING PERSONS RESIDING WITHIN THE BOROUGH OF ANDOVER AND THE SURROUNDING DISTRICT IN THE MEMBERSHIP AREA OF THE CLUB AND TO MAKE CONTRIBUTIONS TO AND TOWARDS THE GENERAL PURPOSES OF SUCH CHARITABLE INSTITUTIONS IN THE UNITED KINGDOM OR ELSEWHERE IN SUCH MANNER AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently and was significantly lower than spending in the latest year

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	£22	£-5	n/a	n/a	n/a	n/a	n/a	15
30/06/22	*	£31	£25	£6	n/a	n/a	n/a	n/a	n/a	15
30/06/21		£14	£10	£4	n/a	n/a	n/a	n/a	n/a	0
30/06/20	*	£20	£20	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/19		£26	£24	£2	n/a	n/a	n/a	n/a	n/a	0
30/06/18	*	£25	£18	£6	£0	£0	£0	n/a	0	0
30/06/17		£11	£11	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.rotaryclubofandover.org.uk

dwmoulton@yahoo.com

01425291889

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides other finance
Provides services

Where it operates

Throughout England,

Who it helps

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

Who works here?

Unknown number of employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 72-77

IAN CARPENTER Appointed: 2020, Occupation: Retired

MICHAEL PEACOCK Appointed: 2020, Occupation: Retired

REV PETER HOWSON Appointed: 2017, Occupation: Retired, Other trusteeship: ALDERSHOT METHODIST MILITARY TRUST,

CECIL ROSE Appointed: 2018, Occupation: Retired, Other trusteeship: ANTON U3A,

DAVID MOULTON Appointed: 2017, Occupation: Chatered Accountant, Other trusteeship: UNITY (SOUTHERN) LTD,

Legal constitution

Charitable company registered in England & Wales on 13/09/2016, number: 1169164
Registered at Companies House on 12/05/2016, number: 10176021

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; AR22: 11 days late, AR20: 40 days late, AR18: 42 days late,

Main office

San Juan
The Chase
RINGWOOD
Hampshire
BH24 2AN

Objectives

TO PROVIDE COMFORTS EITHER IN CASH OR KIND FOR THE RELIEF OF THE AGED POOR AND OTHER NECESSITOUS AND DESERVING PERSONS RESIDING WITHIN THE BOROUGH OF ANDOVER AND SUCH PARTS OF THE SURROUNDING DISTRICT AS ARE INCLUDED IN THE MEMBERSHIP AREA OF THE CLUB AND TO MAKE CONTRIBUTIONS TO AND TOWARDS THE GENERAL PURPOSES OF SUCH CHARITABLE INSTITUTIONS IN THE UNIED KINGDOM OR ELSEWHERE IN SUCH SHARES AND IN SUCH MANNER AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Data Sources