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home >> charity search >> rotary club of hereford trust fund
Finance Score: -5
Governance Score: -3
Support Score: 6
  • Multiple Deficits and declines: -5
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Large volunteer base +5
  • Overall weighted support: +1
Overall GiG Score: -2 ?

ROTARY CLUB OF HEREFORD TRUST FUND

To raise funds and give assistance for local and International Charitable purposes including projects run by Rotary International.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • The charity has received modest backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • This charity does not have a Conflict of Interests policy
  • 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
Find similar charities within: miles

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*£28£13£15n/an/an/an/an/an/a
30/06/22£25£45£-20n/an/an/an/an/an/a
30/06/21£32£50£-18n/an/an/an/an/an/a
30/06/20£99£67£32n/an/an/an/an/an/a
30/06/19£48£37£11n/an/an/an/an/an/a
30/06/18£19£18£1n/an/an/an/an/an/a
30/06/17£24£31£-7n/an/an/an/an/an/a
30/06/16£36£30£7n/an/an/an/an/an/a
30/06/15£24£26£-3n/an/an/an/an/an/a
30/06/14£32£25£7n/an/an/an/an/an/a
30/06/13£19£20£-1n/an/an/an/an/an/a
30/06/12£28£27£1n/an/an/an/an/an/a
30/06/11£27£35£-7n/an/an/an/an/an/a
30/06/10£34£25£9n/an/an/an/an/an/a
30/06/09£15£16£-1n/an/an/an/an/an/a
30/06/08£19£17£2n/an/an/an/an/an/a
30/06/07£14£16£-1n/an/an/an/an/an/a
30/06/06£18£16£2n/an/an/an/an/an/a
30/06/05£14£18£-4n/an/an/an/an/an/a
30/06/04£23£19£5n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 31 years

http://www.rotary-ribi.org/clubs/homepage.php

philwitcomb@me.com

07775934645

Charity Commission for England and Wales
UN SDGs
?
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
  • Social clubs and similar
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides human resources
Where it operates
  • Herefordshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

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
National Lottery Community Fund - Emergency Food Parcels
£10,000 07/05/2020
0
The funding will be used to distribute food parcels. The project aims to support local people through the COVID-19 pandemic.
Herefordshire Community Foundation - Grant to City of HEreford Rotary Club
£1,000 04/05/2020
food parcels for families

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

  • JOHN EDWIN TAYLOR Appointed: 2022
  • PETER DAVID WILLIAM MAXWELL (Chair) Appointed: 2022
  • PHILIP IAN WITCOMB Appointed: 2022
  • RUTH AILEEN PUNSHON Appointed: 2022
Legal constitution
  • Charity registered in England & Wales on 23/08/1993, number: 1025302
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Safeguarding vulnerable beneficiaries
Filing Record
20 returns made; AR23: 41 days late,
Main office

Unit 10
Webton Business Park
Kingstone
HEREFORD
HR2 9NF

Objectives

THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH CHARITABLE PURPOSES, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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