Finance Score: -1
Governance Score: -4
Support Score: 0
  • Volatile income
  • spending growth: -1
  • No PartB
  • No conflicts policy: -1
  • All male board: -3
  • No supporters identified
Overall GiG Score: -5 ?

ROTARY CLUB OF CITY OF LIVERPOOL TRUST FUND 

Supporting local charities
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • 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

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile recently but spending has been maintained

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£7£6£1n/an/an/an/an/a0
30/06/22£9£7£2n/an/an/an/an/a0
30/06/21£3£4£-1n/an/an/an/an/a0
30/06/20£10£6£3n/an/an/an/an/a0
30/06/19£7£6£1n/an/an/an/an/a0
30/06/18£6£4£2£0£0£0n/a00
30/06/17£3£8£-5£0£0£0n/a00
30/06/16£8£7£2£0£0£0n/a00
30/06/15£7£6£0£0£0£0n/a00
30/06/14£7£2£5£0£0£0n/a00
30/06/13£0£1£0£0£0£0n/a00
30/06/12£0£1£-1£0£0£0n/a00
30/06/11£0£1£0£0£0£0n/a00
30/06/10£1£2£0£0£0£0n/a00
30/06/09£1£1£0£0£0£0n/a00
30/06/08£1£2£-1£0£0£0n/a00
30/06/07£1£1£0£0£0£0n/a00
30/06/06£1£1£0£0£0£0n/a00
30/06/05*£6£6£0£0£0£0n/a00
30/06/04*£1£1£0£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 47 years

www.cityofliverpool.org

john.elliott@cityofliverpool.org

01512361494

Charity Commission for England and Wales
UN SDGs
?
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 Organisations
Where it operates
  • Knowsley, Liverpool City, Sefton, St Helens, Wirral,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 07/04/1977, number: 506158
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Risk management
  • Volunteer management
Filing Record
20 returns made; AR05: 355 days late, AR04: 79 days late,
Main office

BWM Chartered Accountants Ltd
Tempest
12 Tithebarn Street
LIVERPOOL
L2 2DT

Objectives

TO OR FOR THE RELEIF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSES INSTITUTIONS SOCIETY OR OBJECT AS THE ROTARY CLUB OF LIVERPOOL SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great