Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

Large volunteers +3

Overall GiG Score: -3

THE ROTARY CLUB OF PURLEY TRUST FUND

Providing service to the local community in Purley and beyond, collaborating with local and continental partner charities, not-for-profit organisations and business to enhance local facilities and cohesion and support those in need. Fundraising for local causes and for international aid substantially through the Rotary Foundation.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
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	Volun- teers
30/06/23	£10	£30	£-20	n/a	n/a	n/a	n/a	n/a	25
30/06/22	£61	£42	£19	n/a	n/a	n/a	n/a	n/a	20
30/06/21	£15	£27	£-11	n/a	n/a	n/a	n/a	n/a	20
30/06/20	£20	£16	£5	n/a	n/a	n/a	n/a	n/a	30
30/06/19	£30	£29	£1	n/a	n/a	n/a	n/a	n/a	26
30/06/18	£37	£40	£-3	£0	£0	£0	n/a	0	0
30/06/17	£37	£40	£-3	£0	£0	£0	n/a	0	0
30/06/16	£33	£27	£6	£0	£0	£0	n/a	0	0
30/06/15	£30	£23	£6	£0	£0	£0	n/a	0	0
30/06/14	£34	£36	£-2	£0	£0	£0	n/a	0	0
30/06/13	£30	£29	£1	£0	£0	£0	n/a	0	0
30/06/12	£29	£24	£4	£0	£0	£0	n/a	0	0
30/06/11	£30	£28	£2	£0	£0	£0	n/a	0	0
30/06/10	£32	£38	£-6	£0	£0	£0	n/a	0	0
30/06/09	£32	£46	£-13	£0	£0	£0	n/a	0	0
30/06/08	£34	£24	£10	£0	£0	£0	n/a	0	0
30/06/07	£37	£36	£0	£0	£0	£0	n/a	0	0
30/06/06	£32	£32	£0	£0	£0	£0	n/a	0	0
30/06/05	£28	£26	£2	£0	£0	£0	n/a	0	0
30/06/04	£27	£21	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 34 years

www.purleyrotary.com

02089160600

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Croydon, Surrey,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
25 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

CHRIS WRIGHT Appointed: 2014

CHRISTOPHER SIMON BREW Appointed: 2023

EDWARD MCGRATH Appointed: 2023

ANDREW RUSSELL PICKERING Appointed: 2022, Other trusteeship: WHITGIFTIAN BENEVOLENT SOCIETY,

Legal constitution

Charity registered in England & Wales on 13/07/1990, number: 803700

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

12 Hurnford Close
SOUTH CROYDON
CR2 0AN

Objectives

TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE INSTITUTION SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED IN GENERAL PURLEY AREA

Data Sources