Finance Score: 2

Governance Score: -5

Support Score: 6

Strong growth: +2
No PartB

No volunteer policy: -2
All male board: -3

Large volunteers +3
Gov Income
Grant maker support: +3

Overall GiG Score: 3

THE ROTARY CLUB OF KENDAL CHARITABLE TRUST

To provide funds for the relief of poverty and distress to individuals or organisations approved by the Council of the Rotary Club of Kendal and to provide funds for the advancement of education.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
There has been strong growth in spending over the last 5 years
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
The Board is completely male

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£44	£40	£3	n/a	n/a	n/a	n/a	n/a	20
30/06/22		£46	£46	£0	n/a	n/a	n/a	n/a	n/a	36
30/06/21		£33	£15	£19	n/a	n/a	n/a	n/a	n/a	30
30/06/20		£17	£15	£1	n/a	n/a	n/a	n/a	n/a	39
30/06/19	*	£15	£17	£-3	n/a	n/a	n/a	n/a	n/a	42
30/06/18		£15	£15	£0	£0	£0	£0	n/a	0	0
30/06/17		£35	£24	£11	£0	£0	£0	n/a	0	0
30/06/16		£80	£77	£3	£0	£0	£0	n/a	0	0
30/06/15		£32	£27	£4	£0	£0	£0	n/a	0	0
30/06/14		£22	£24	£-2	£0	£0	£0	n/a	0	0
30/06/13		£26	£26	£1	£0	£0	£0	n/a	0	0
30/06/12		£27	£27	£-1	£0	£0	£0	n/a	0	0
30/06/11		£27	£25	£1	£0	£0	£0	n/a	0	0
30/06/10		£20	£18	£2	£0	£0	£0	n/a	0	0
30/06/09		£15	£13	£1	£0	£0	£0	n/a	0	0
30/06/08		£16	£21	£-5	£0	£0	£0	n/a	0	0
30/06/07		£7	£10	£-2	£0	£0	£0	n/a	0	0
30/06/06		£20	£19	£1	£0	£0	£0	n/a	0	0
30/06/05		£41	£42	£-1	£0	£0	£0	n/a	0	0
30/06/04		£13	£11	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

www.kendalrotaryclub.org

martjay@mac.com

01539560942

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Other education services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Cumbria,

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
20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ALLEN CHARLES CROSSLEY Appointed: 2022, Other trusteeship: DOROTHY GREENHOW KNOWN AS THE KENDAL FUND,

CANON MARTIN PHILIP JAYNE Appointed: 2021, Occupation: Retired

PETER ANTHONY SMITH Appointed: 2021, Other trusteeships: NATLAND AND OXENHOLME VILLAGE HALL, THE ROTARY INTERNATIONAL DISTRICT 1190 TRUST FUND, CUMBRIA COMMUNITY TRANSPORT,

TIMOTHY MICHAEL KEEGAN Appointed: 2023, Other trusteeship: 1ST KENDAL SCOUT GROUP,

Legal constitution

Charity registered in England & Wales on 27/02/1964, number: 233184

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 42 days late,

Main office

12 Long Meadow Lane
Natland
KENDAL
Cumbria
LA9 7QZ

Objectives

A) THE RELIEF OF PEVERTY AND DISTRESS EITHER BY DIRECT PAYMENTS TO INDIVIDUALS IN NECESSITOUS CIRCUMSTANCES OR BY CONTRIBUTIONS TO APPROVED CHARITABLE ORGANISATIONS OR FUNDS ALREADY EXISTING FOR THIS PURPOSES AS MAY BE APPROVED BY THE TRUSTEES AND B) THE ADVANCEMENT OF EDUCATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources