Finance Score: -5

Governance Score: 0

Support Score: 7

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Dynamic board: +3
Mainly male board: -1

Large volunteer base +5
Overall weighted support: +2

Overall GiG Score: 2

ROTARY CLUB OF LOUGHBOROUGH BEACON TRUST FUND

The fund exists for the relief of the poor and needy or for any other charitable purpose institution society or object as the club may determine.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

Income has been volatile and on several occasions in recent years 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	*	£17	£25	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£40	£28	£12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£19	£20	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£19	£28	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£34	£24	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£25	£20	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£25	£17	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£23	£16	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£24	£24	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£18	£20	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£17	£12	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£14	£13	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£19	£25	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£18	£11	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£9	£11	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£12	£8	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£19	£8	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£26	£9	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£8	£10	£-2	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

beaconrotary.org

rogerwwilliams@msn.com

01509815523

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Provides financial or material assistance

How it operates

Other charitable activities
Provides human resources
Provides other finance
Provides services

Where it operates

Leicestershire,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Loughborough Rotary Club - Home Starter Box
£5,112	23/10/2021	We provide boxes of new household equipment to help people who are being rehomed when they have nothing. This includes families or individuals who are homeless, escaping abuse or leaving care.
Henry Smith Charity - Grant to Rotary Club of Loughborough Beacon
£8,500	08/12/2020 24	towards two years' running costs of the 'Home Starter Box project' for vulnerable people who have recently been rehomed in Loughborough, Leicestershire.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

DAVID BRIAN SYKES (Chair) Appointed: 2022

HUGH MICHAEL PEARSON Appointed: 2023

JOHN OLIVER CARLISLE Appointed: 2023

LAWRENCE ARTHUR LEGER Appointed: 2023

NEIL ROWBOTHAM Appointed: 2019

ROGER WARD WILLIAMS Appointed: 2023

ROSEMARY ANN ADAMS Appointed: 2023

Legal constitution

Charity registered in England & Wales on 15/11/1989, number: 702239

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 55 days late,

Main office

68 King Street
Seagrave
LOUGHBOROUGH
Leicestershire
LE12 7LY

Objectives

THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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