Finance Score: -7

Governance Score: -1

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -8

THE ROTARY CLUB OF SHERBORNE MEMORIAL FUND

Money invested in M&G Charifund Units and funds available to young people

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years

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
30/06/22		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£2	£0	£2	n/a	n/a	n/a	n/a	n/a
30/06/20		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£2	£1	£1	n/a	n/a	n/a	n/a	n/a
30/06/18		£2	£1	£1	£0	£0	£0	n/a	0
30/06/17		£2	£2	£-1	£0	£0	£0	n/a	0
30/06/16		£1	£2	£0	£0	£0	£0	n/a	0
30/06/15		£4	£4	£0	£0	£0	£0	n/a	0
30/06/14		£1	£1	£0	£0	£0	£0	n/a	0
30/06/13		£1	£1	£0	£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		£1	£0	£1	£0	£0	£0	n/a	0
30/06/09		£2	£3	£-1	£0	£0	£0	n/a	0
30/06/08	*	£1	£1	£0	£0	£0	£0	n/a	0
30/06/07	*	£1	£1	£0	£0	£0	£0	n/a	0
30/06/06		£1	£1	£0	£0	£0	£0	n/a	0
30/06/05	*	£1	£0	£0	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 35 years

sherbornerotaryclub.org.uk

IANDODDS@LANHAM-FRANCIS.CO.UK

01935814881

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Individuals

Where it operates

Dorset,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

PAUL FRANCIS AUSTIN (Chair)

ROBERT TWIGGINS Appointed: 2017

IAN DISHINGTON DODDS Appointed: 2017, Other trusteeships: FIVEWAYS SCHOOL TRUST, ROTARY CLUB OF SHERBORNE CASTLES FUNDRAISERS LIMITED, SHERBORNE AREA YOUTH & COMMUNITY CENTRE,

SUSAN ELVEN THOMAS-PETER Appointed: 2021, Other trusteeships: SHERBORNE U3A, SHERBORNE AREA YOUTH & COMMUNITY CENTRE,

Legal constitution

Charity registered in England & Wales on 14/02/1989, number: 800858

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

18 returns made; AR21: 132 days late, AR19: 325 days late, AR11: 232 days late, AR08: 110 days late, AR07: 78 days late, AR05: 78 days late,

Main office

Lanham & Francis
77a Cheap Street
SHERBORNE
DT9 3BA

Objectives

TO ADVANCE EDUCATION OF PERSONS BETWEEN AGES OF 16 AND 28 YEARS OF AGE RESIDING OR WORKING IN THE TERRITORIAL AREA OF THE ROTARY CLUB OF SHERBORNE AS DEFINED BY ROTARY INTERNATIONAL OF GREAT BRITAIN AND IRELAND BY MEANS OF TRAINING EXPERIENCE, ADVENTURE TRAINING OR FURTHER STUDIES OR PROVISION OF EQUIPMENT THEREFORE OR TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS, SOCIETY AND OBJECTS AS THE SHERBORNE ROTARY CLUB SHALL FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

SEE OBJECTS

Data Sources