Finance Score: -5
Governance Score: -3
Support Score: 4
  • Multiple Deficits and declines: -5
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Large volunteers +3
  • Grant maker support: +1
Overall GiG Score: -4 ?

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 successful in attracting volunteers relative to its size
  • A significant proportion of recent income was derived from major grant makers including the Government

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:

  • 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
30/06/22£25£45£-20n/an/an/an/an/a34
30/06/21£32£50£-18n/an/an/an/an/a35
30/06/20£99£67£32n/an/an/an/an/a40
30/06/19£48£37£11n/an/an/an/an/a40
30/06/18£19£18£1£0£0£0n/a030
30/06/17£24£31£-7£0£0£0n/a00
30/06/16£36£30£7£0£0£0n/a00
30/06/15£24£26£-3£0£0£0n/a00
30/06/14£32£25£7£0£0£0n/a00
30/06/13£19£20£-1£0£0£0n/a00
30/06/12£28£27£1£0£0£0n/a00
30/06/11£27£35£-7£0£0£0n/a00
30/06/10£34£25£9£0£0£0n/a00
30/06/09£15£16£-1£0£0£0n/a00
30/06/08£19£17£2£0£0£0n/a00
30/06/07£14£16£-1£0£0£0n/a00
30/06/06£18£16£2£0£0£0n/a00
30/06/05£14£18£-4£0£0£0n/a00
30/06/04£23£19£5£0£0£0n/a00

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 works here?
  • Unknown number of employees
  • 34 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant 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

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
19 returns made; all on time
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
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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