Finance Score: -5

Governance Score: 1

Support Score: 7

Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly male board: -1

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 3

ROTARY CLUB OF HALIFAX TRUST FUND

Operating within the Halifax area, the charity helps organisations and individuals less fortunate than ourselves.

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 a grant maker
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
Income has been volatile recently and was significantly lower than spending in the latest year

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	£21	£43	£-23	n/a	n/a	n/a	n/a	n/a	45
30/06/22	£47	£35	£12	n/a	n/a	n/a	n/a	n/a	48
30/06/21	£37	£22	£14	n/a	n/a	n/a	n/a	n/a	75
30/06/20	£30	£22	£9	n/a	n/a	n/a	n/a	n/a	70
30/06/19	£31	£32	£0	n/a	n/a	n/a	n/a	n/a	65
30/06/18	£32	£41	£-9	£0	£0	£0	n/a	0	0
30/06/17	£29	£28	£1	£0	£0	£0	n/a	0	0
30/06/16	£37	£37	£0	£0	£0	£0	n/a	0	0
30/06/15	£44	£34	£10	£0	£0	£0	n/a	0	0
30/06/14	£31	£34	£-4	£0	£0	£0	n/a	0	0
30/06/13	£21	£13	£9	£0	£0	£0	n/a	0	0
30/06/12	£23	£21	£1	£0	£0	£0	n/a	0	0
30/06/11	£20	£22	£-2	£0	£0	£0	n/a	0	0
30/06/10	£21	£19	£2	£0	£0	£0	n/a	0	0
30/06/09	£23	£21	£2	£0	£0	£0	n/a	0	0
30/06/08	£24	£24	£0	£0	£0	£0	n/a	0	0
30/06/07	£22	£26	£-4	£0	£0	£0	n/a	0	0
30/06/06	£21	£23	£-2	£0	£0	£0	n/a	0	0
30/06/05	£32	£27	£5	£0	£0	£0	n/a	0	0
30/06/04	£18	£14	£4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 30 years

http://www.halifaxrotary.org

rotaryhalifax@gmail.com

01274410609

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Community services

How it operates

Other charitable activities

Where it operates

Calderdale,

Who it helps

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

Who works here?

Unknown number of employees
45 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
Community Foundation for Calderdale - Centenary viewing platform at Beacon Hill
£10,000	19/01/2022	Grant to The Rotary Club of Halifax

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BRYAN LESLIE HARKNESS Appointed: 2023

JOHN STUART ROBERTSHAW Appointed: 2024

KENNETH LAWRENCE ROBERTSHAW Appointed: 2021

WILSON SIMMS Appointed: 2017

CHARLES CHRISTOPHER HODGSON (Chair), Other trusteeship: CROSSLEY AND PORTER ORPHAN HOME AND SCHOOL,

LUCY ELIZABETH HODGSON ARMITAGE Appointed: 2017, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, NATHANIEL WATERHOUSE CHARITIES, JOHN SMYTH'S SCHOOL CHARITY,

Legal constitution

Charity registered in England & Wales on 08/02/1994, number: 1032807

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; all on time

Main office

5 EDALE GROVE
QUEENSBURY
BRADFORD
BD13 2EF

Objectives

TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources