Finance Score: -6

Governance Score: -7

Support Score: 0

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

No conflicts policy: -1
Static board: -3
All male board: -3

No supporters identified

Overall GiG Score: -13

ROTARY CLUB OF ELLESMERE PORT TRUST FUND

General charitable activities and donations in the local community and International support.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
The Board composition appears to be rather static

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
30/06/23	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
30/06/22	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
30/06/21	£2	£4	£-2	n/a	n/a	n/a	n/a	n/a
30/06/20	£8	£10	£-1	n/a	n/a	n/a	n/a	n/a
30/06/19	£8	£6	£2	n/a	n/a	n/a	n/a	n/a
30/06/18	£18	£18	£1	£0	£0	£0	n/a	0
30/06/17	£12	£11	£1	£0	£0	£0	n/a	0
30/06/16	£14	£18	£-3	£0	£0	£0	n/a	0
30/06/15	£12	£12	£0	£0	£0	£0	n/a	0
30/06/14	£6	£6	£0	£0	£0	£0	n/a	0
30/06/13	£2	£1	£1	£0	£0	£0	n/a	0
30/06/12	£1	£1	£0	£0	£0	£0	n/a	0
30/06/11	£1	£2	£-1	£0	£0	£0	n/a	0
30/06/10	£0	£0	£0	£0	£0	£0	n/a	0
30/06/09	£3	£3	£0	£0	£0	£0	n/a	0
30/06/08	£0	£1	£-1	£0	£0	£0	n/a	0
30/06/07	£1	£1	£0	£0	£0	£0	n/a	0
30/06/06	£1	£2	£-1	£0	£0	£0	n/a	0
30/06/05	£2	£1	£1	£0	£0	£0	n/a	0
30/06/04	£3	£0	£2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 42 years

john_sue44@hotmail.co.uk

07703199132

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
General Charitable Purposes
Other 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
Other charitable activities
Provides human resources
Provides services

Where it operates

Cheshire East, Cheshire West & Chester, Wirral,

Who it helps

Children/Young People
Elderly/Old People
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

DAVID WALTON GREAVES Appointed: 2015

STEVEN WILLIAM MORRIS Appointed: 2015

JOHN ALLEN CHURCH Appointed: 2017, Other trusteeship: SAVE THE FAMILY LTD,

Legal constitution

Charity registered in England & Wales on 19/11/1981, number: 511394

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; all on time

Main office

8 Peerswood Court
Little Neston
NESTON
CH64 0US

Objectives

FOR THE RELIEF OF POOR AND NEEDY OR TO OR FOR 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:

NOT DEFINED

Data Sources