Finance Score: -3

Governance Score: -3

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteer base +5

Overall GiG Score: -1

ROTARY CLUB OF COLCHESTER TRUST FUND

Standard Charitable activities

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been 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		£42	£47	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£39	£46	£-7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£30	£45	£-15	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£45	£60	£-15	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£111	£103	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£40	£63	£-24	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£113	£104	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16	*	£42	£43	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15	*	£116	£69	£46	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£26	£32	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13	*	£33	£34	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£33	£37	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11	*	£27	£42	£-15	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10	*	£26	£45	£-20	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£30	£10	£20	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£26	£30	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£33	£31	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06	*	£30	£35	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£52	£53	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£107	£27	£80	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: 47 years

www.rotary-ribi.org/Clubs/homepage.php?ClubID

peter.rutlandrtn@gmail.com

07540225031

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Overseas Aid/Famine Relief
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides human resources

Where it operates

Essex,

Who it helps

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

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

FIONA JANE BODMER Appointed: 2020

JOHN MICHAEL ENFIELD

LEONARD ARTHUR EDWARD NIEUWENHUIS Appointed: 2022

PETER ANTHONY RUTLAND Appointed: 2024

Legal constitution

Charity registered in England & Wales on 27/04/1978, number: 275463

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR21: 11 days late, AR16: 30 days late, AR15: 56 days late, AR13: 23 days late, AR11: 80 days late, AR10: 96 days late, AR06: 3 days late,

Main office

48 Sapphire Crescent
COLCHESTER
CO4 6EH

Objectives

THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

COLCHESTER

Data Sources

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