Finance Score: -1

Governance Score: 0

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Large volunteers +5

Overall GiG Score: 4

THE ROTARY CLUB OF CLITHEROE TRUST FUND

Giving service within the community.Helping students with grants to persue further education.Organising Youth opportunities.Sponsoring the disabled to attend courses.Involved in Life Education.Financial donations to Charities.Financial help with overseas developments.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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
30/06/23		£31	£28	£3	n/a	n/a	n/a	n/a	n/a	50
30/06/22		£29	£29	£0	n/a	n/a	n/a	n/a	n/a	50
30/06/21		£16	£17	£-2	n/a	n/a	n/a	n/a	n/a	54
30/06/20		£18	£17	£1	n/a	n/a	n/a	n/a	n/a	55
30/06/19		£19	£23	£-4	n/a	n/a	n/a	n/a	n/a	55
30/06/18		£21	£18	£3	£0	£0	£0	n/a	0	0
30/06/17		£15	£15	£-1	£0	£0	£0	n/a	0	0
30/06/16		£31	£40	£-9	£0	£0	£0	n/a	0	0
30/06/15		£25	£20	£5	£0	£0	£0	n/a	0	0
30/06/14		£27	£24	£3	£0	£0	£0	n/a	0	0
30/06/13		£12	£13	£-1	£0	£0	£0	n/a	0	0
30/06/12		£19	£21	£-1	£0	£0	£0	n/a	0	0
30/06/11		£19	£23	£-4	£0	£0	£0	n/a	0	0
30/06/10		£22	£21	£2	£0	£0	£0	n/a	0	0
30/06/09	*	£18	£18	£-1	£0	£0	£0	n/a	0	0
30/06/08		£18	£15	£2	£0	£0	£0	n/a	0	0
30/06/07		£16	£16	£1	£0	£0	£0	n/a	0	0
30/06/06		£13	£12	£1	£0	£0	£0	n/a	0	0
30/06/05		£34	£36	£-2	£0	£0	£0	n/a	0	0
30/06/04		£13	£12	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 47 years

www.rotarydistrict1190.org

DUGDALE@BTINTERNET.COM

01200441212

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
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 advocacy/advice/information
Provides human resources

Where it operates

Throughout England,

Who it helps

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

Who works here?

Unknown number of employees
50 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

JULIAN PETTY Appointed: 2023

KARIN MICHELLE WILSON Appointed: 2023

PETER JOHN SPENCER Appointed: 2021

DAVID BLEAZARD J.P. Appointed: 2024, Occupation: Semi Retired Training Consulta, Other trusteeship: RIBBLE VALLEY CROSSROADS CARE,

Legal constitution

Charity registered in England & Wales on 14/11/1977, number: 506904

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR09: 38 days late,

Main office

Greenbanks
Grindleton Road
Grindleton
CLITHEROE
Lancashire
BB7 4QJ

Objectives

TO APPLY BOTH THE CAPITAL AND INCOME THEREOF TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR FOR SUCH OTHER CHARITABLE PURPOSE INSTITUTION OR SOCIETY AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources