Finance Score: -1

Governance Score: 3

Support Score: 0

Spending falling: -1
No PartB

Dynamic board: +3

Large volunteers +3

Overall GiG Score: 5

ROTARY CLUB OF BRISTOL BREAKFAST TRUST FUND

The club organises fund raising events to generate finances to support charities and participates in charitable activities.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

Established: 30 years

bristolbreakfastrotary.org.uk

bob.whittington@icloud.com

01179739277

Charity Commission for England and Wales

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		£74	£56	£18	n/a	n/a	n/a	n/a	n/a	50
30/06/22		£45	£44	£1	n/a	n/a	n/a	n/a	n/a	52
30/06/21		£41	£42	£-1	n/a	n/a	n/a	n/a	n/a	45
30/06/20		£95	£121	£-26	n/a	n/a	n/a	n/a	n/a	50
30/06/19		£83	£78	£5	n/a	n/a	n/a	n/a	n/a	60
30/06/18		£75	£80	£-5	£0	£0	£0	n/a	0	0
30/06/17		£76	£69	£7	£0	£0	£0	n/a	0	0
30/06/16		£81	£71	£10	£0	£0	£0	n/a	0	0
30/06/15		£100	£92	£8	£0	£0	£0	n/a	0	0
30/06/14		£74	£69	£5	£0	£0	£0	n/a	0	0
30/06/13		£47	£52	£-5	£0	£0	£0	n/a	0	0
30/06/12		£49	£52	£-3	£0	£0	£0	n/a	0	0
30/06/11		£63	£63	£-1	£0	£0	£0	n/a	0	0
30/06/10		£72	£76	£-4	£0	£0	£0	n/a	0	0
30/06/09		£49	£50	£-1	£0	£0	£0	n/a	0	0
30/06/08		£57	£52	£5	£0	£0	£0	n/a	0	0
30/06/07		£52	£48	£4	£0	£0	£0	n/a	0	0
30/06/06		£39	£40	£0	£0	£0	£0	n/a	0	0
30/06/05	*	£105	£86	£19	£0	£0	£0	n/a	0	0
30/06/04		£6	£27	£-21	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations
Provides human resources

Where it operates

Bristol City,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

ANTHONY ROBERT WHITTINGTON Appointed: 2021

BERND EDUARD OTTO LANGHEIM Appointed: 2023

GEOFFREY MAYELL Appointed: 2022

JOHN DAVID WHITTAKER Appointed: 2020

PAUL DOUGLAS SPAVEN Appointed: 2021, Occupation: Chartered Surveyor, Other trusteeship: MULTIPLE SCLEROSIS NATIONAL THERAPY CENTRES LIMITED,

Legal constitution

Charity registered in England & Wales on 18/03/1994, number: 1035169

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR05: 3 days late,

Main office

12A Greenway Road
BRISTOL
BS6 6SG

Objectives

TO SUCH CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources