Finance Score: 0

Governance Score: 2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 2

ROTARY INTERNATIONAL DISTRICT 1200 TRUST FUND

The Trust collects contributions from Clubs within the District and distributes these with any funds already held to the relevant organisations.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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
30/06/23		£53	£89	£-36	n/a	n/a	n/a	n/a	n/a
30/06/22		£188	£147	£41	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£0	£6	£-6	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£0	£3	£-3	n/a	n/a	n/a	n/a	n/a
30/06/19		£0	£2	£-2	n/a	n/a	n/a	n/a	n/a
30/06/18		£0	£1	£-1	£0	£0	£0	n/a	0
30/06/17		£1	£6	£-5	£0	£0	£0	n/a	0
30/06/16		£6	£28	£-22	£0	£0	£0	n/a	0
30/06/15		£14	£72	£-58	£0	£0	£0	n/a	0
30/06/14		£133	£24	£110	£0	£0	£0	n/a	0
30/06/13		£7	£7	£0	£0	£0	£0	n/a	0
30/06/12		£12	£12	£0	£0	£0	£0	n/a	0
30/06/11		£10	£13	£-4	£0	£0	£0	n/a	0
30/06/10		£37	£34	£3	£0	£0	£0	n/a	0
30/06/09		£37	£34	£3	£0	£0	£0	n/a	0
30/06/08	*	£35	£33	£2	£0	£0	£0	n/a	0
30/06/07		£37	£41	£-4	£0	£0	£0	n/a	0
30/06/06		£56	£56	£0	£0	£0	£0	n/a	0
30/06/05		£45	£42	£3	£0	£0	£0	n/a	0
30/06/04		£31	£42	£-11	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

www.rotary1200.org.uk

peter@write2mills.net

01225 461026

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
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

Where it operates

Bath And North East Somerset, Dorset, North Somerset, Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

PENELOPE UNDERWOOD Appointed: 2014

STUART MARTIN GILBERT (Chair) Appointed: 2023

STAN JONES Appointed: 2014

STEPHEN RICHARD MOORSE Appointed: 2017

PETER FRANCIS MILLS Appointed: 2023, Other trusteeship: ROTARY CLUB OF BATHAVON TRUST FUND,

RICHARD JAMES BRIND Appointed: 2023, Other trusteeship: DORCHESTER YOUTH & COMMUNITY CENTRE,

Legal constitution

Charity registered in England & Wales on 06/11/1989, number: 802254

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

08/09/2022 - Asset transfer in from ROTARY CLUB OF MELKSHAM TRUST FUND
17/02/2023 - Asset transfer in from ROTARY CLUB OF MELKSHAM TRUST FUND

Policies in force

Complaints handling
Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR21: 3 days late, AR20: 3 days late, AR08: 129 days late,

Recent reorganisation events:

Asset transfer in from ROTARY CLUB OF MELKSHAM TRUST FUND on 08/09/2022
Asset transfer in from ROTARY CLUB OF MELKSHAM TRUST FUND on 17/02/2023

Main office

Flat 1
Belvedere House
Granville Road
BATH
BA1 9BB

Objectives

FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE DISTRICT SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources