Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

THE ROTARY CLUB OF BARNSTAPLE BENEVOLENT FUND

ROTARY CLUB SUPPORTING CHARITIES

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
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
30/06/22		£9	£13	£-4	n/a	n/a	n/a	n/a	n/a	0
30/06/21	*	£6	£17	£-11	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£28	£12	£16	n/a	n/a	n/a	n/a	n/a	25
30/06/19		£32	£27	£5	n/a	n/a	n/a	n/a	n/a	34
30/06/18		£35	£41	£-6	£0	£0	£0	n/a	0	25
30/06/17		£36	£38	£-2	£0	£0	£0	n/a	0	0
30/06/16		£33	£32	£0	£0	£0	£0	n/a	0	0
30/06/15		£38	£48	£-9	£0	£0	£0	n/a	0	0
30/06/14		£43	£50	£-6	£0	£0	£0	n/a	0	0
30/06/13		£42	£29	£13	£0	£0	£0	n/a	0	0
30/06/12	*	£37	£37	£0	£0	£0	£0	n/a	0	0
30/06/11		£61	£48	£13	£0	£0	£0	n/a	0	0
30/06/10		£46	£55	£-9	£0	£0	£0	n/a	0	0
30/06/09		£17	£11	£7	£0	£0	£0	n/a	0	0
30/06/08	*	£21	£23	£-1	£0	£0	£0	n/a	0	0
30/06/07	*	£20	£15	£6	£0	£0	£0	n/a	0	0
30/06/06		£11	£21	£-10	£0	£0	£0	n/a	0	0
30/06/05	*	£32	£26	£6	£0	£0	£0	n/a	0	0
30/06/04	*	£10	£8	£3	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 53 years

www.barnstaple.rotary1175.org

brianross002@aol.com

01237 477021

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

BRIAN CHARLES ROSS Appointed: 2019

ROSALEEN DAY Appointed: 2021

PAUL BANNERMAN PETRIDES Appointed: 2019, Other trusteeship: EXMOOR CALVERT TRUST,

Legal constitution

Charity registered in England & Wales on 06/01/1971, number: 261967

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR21: 21 days late, AR12: 8 days late, AR08: 57 days late, AR07: 23 days late, AR05: 43 days late, AR04: 11 days late,

Main office

2 Woodland Park
Northam
Bideford
EX39 2RP

Objectives

TO OR FOR THE BENEFIT OF THE POOR AND NEEDY OR TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS, SOCIETIES OF OBJECTS AS THE ROTARY CLUB OF BARNSTAPLE SHALL FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources