Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 9

THE ROTARY CLUB OF COVENTRY CHARITY FUND

The charity supports the worldwide charitable activities of the Rotary movement, raising funds for worthy causes and providing assistance to the needy in the local community.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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

Established: 46 years

www.coventryrotary.org

rosalind.thomas@talktalk.net

07549886538

Charity Commission for England and Wales

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		£21	£18	£3	n/a	n/a	n/a	n/a	n/a	35
30/06/22		£19	£26	£-8	n/a	n/a	n/a	n/a	n/a	40
30/06/21		£19	£30	£-11	n/a	n/a	n/a	n/a	n/a	34
30/06/20		£19	£10	£9	n/a	n/a	n/a	n/a	n/a	35
30/06/19		£31	£13	£18	n/a	n/a	n/a	n/a	n/a	45
30/06/18		£20	£25	£-5	£0	£0	£0	n/a	0	0
30/06/17		£32	£24	£8	£0	£0	£0	n/a	0	0
30/06/16		£17	£26	£-8	£0	£0	£0	n/a	0	0
30/06/15		£26	£24	£3	£0	£0	£0	n/a	0	0
30/06/14		£26	£20	£7	£0	£0	£0	n/a	0	0
30/06/13		£15	£19	£-4	£0	£0	£0	n/a	0	0
30/06/12		£27	£20	£7	£0	£0	£0	n/a	0	0
30/06/11		£21	£27	£-6	£0	£0	£0	n/a	0	0
30/06/10		£16	£19	£-3	£0	£0	£0	n/a	0	0
30/06/09		£25	£21	£5	£0	£0	£0	n/a	0	0
30/06/08		£22	£27	£-5	£0	£0	£0	n/a	0	0
30/06/07		£17	£34	£-17	£0	£0	£0	n/a	0	0
30/06/06	*	£20	£17	£4	£0	£0	£0	n/a	0	0
30/06/05	*	£36	£23	£13	£0	£0	£0	n/a	0	0
30/06/04		£22	£20	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

Coventry City, Solihull, Warwickshire,

Who it helps

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

Who works here?

Unknown number of employees
35 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALLAN JONES Appointed: 2023

DAVID EDWIN KERSHAW CBE JP Appointed: 2022

KEITH CHAPMAN Appointed: 2020

PRUDENCE PORRETTA Appointed: 2023

ROBERT EDWARD HALL MBE Appointed: 2023, Other trusteeships: ST GEORGE'S LODGE NO 3818 CHARITY AND ALMONERS FUNDS, COVENTRY BUILDING EMPLOYERS' CHARITY, LIFE PATH TRUST LIMITED, MOAT HOUSE COMMUNITY TRUST,

ROMA HAWTHORNE Appointed: 2021, Occupation: Retired

Legal constitution

Charity registered in England & Wales on 25/05/1978, number: 507577

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR06: 3 days late, AR05: 4 days late,

Main office

7 CHAPEL DRIVE
BALSALL COMMON
COVENTRY
CV7 7EQ

Objectives

FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTION, SOCIETIES AND OBJECTS AS THE COUNCIL OF THE CLUB SHALL FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources