Finance Score: -1

Governance Score: 3

Support Score: 9

Spending declining: -1
Multiple Deficits and declines: -5
Future income +5
No PartB

Gender balanced board: +3

Large volunteer base +5
Overall weighted support: +4

Overall GiG Score: 11

THE ROTARY CLUB OF HORSHAM BENEVOLENT FUND

In accordance with Clause 1 of the Trust Deed all funds held by the trustees are applied to or for the benefit of the poor and needy living in the territorial area of Horsham, or to or for the benefit of other charitable institutions, societies or objects as the Club shall direct.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Spending is declining
Income has been volatile and on several occasions in recent years less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	£11	£26	£-15	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	£20	£30	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	£10	£13	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	£39	£50	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	£39	£50	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18	£31	£34	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17	£32	£41	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16	£47	£53	£-7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15	£31	£41	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14	£52	£53	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13	£32	£40	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12	£39	£41	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11	£20	£20	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10	£28	£31	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09	£12	£18	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08	£17	£38	£-20	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	£20	£49	£-29	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06	£19	£23	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	£57	£65	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	£30	£14	£16	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 61 years

www.horshamrotary.org.uk

07768155956

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

General Community services

How it operates

Makes grants to individuals
Makes grants to organisations
Other charitable activities
Provides human resources

Where it operates

West Sussex,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Sussex Community Foundation - Grant to Horsham Rotary Club
£3,000	08/03/2024 1	Funding was provided towards a family funday.
National Lottery Community Fund - Rotary Club of Horsham Centenary Community Funday
£4,000	02/12/2022	The funding will be used to hold a family fun day to bring people together and promote wellbeing with rides and stalls promoting local businesses and activities. A morning session will be held for families of people with disabilities and the event ....more The funding will be used to hold a family fun day to bring people together and promote wellbeing with rides and stalls promoting local businesses and activities. A morning session will be held for families of people with disabilities and the event will be open to the whole community in the afternoon.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANDREW EDWARDS Appointed: 2020

BRYAN THURSTON SCURFIELD Appointed: 2016

CAROLINE ANNE LILIAS GOULD Appointed: 2016

DAVE SKEA SMITH Appointed: 2016

JEAN GRAINGER Appointed: 2016

WILLIAM HARMSWORTH MBE Appointed: 2018

Legal constitution

Charity registered in England & Wales on 30/09/1963, number: 207417

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 handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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
Volunteer management

Filing Record

20 returns made; all on time

Main office

Hazel Cottage
Ewood Lane
Newdigate
DORKING
RH5 5AR

Objectives

TO OR FOR THE BENEFIT OF THE POOR AND NEEDY LIVING IN THE TERRITORIAL AREA OF THE ROTARY CLUB OR TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS, SOCIETIES AND OBJECTS AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

HORSHAM AND DISTRICT

Data Sources

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