Finance Score: 2

Governance Score: -4

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1
Multiple returns filed late: -3

No supporters identified

Overall GiG Score: -2

ROTARY CLUB OF CROOK TRUST FUND

To apply the capital and income in the relief of the poor and needy or to such other charitable purpose institution society or object.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Over half the Board have joined recently
Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	*	£12	£11	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£10	£10	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15	*	£2	£5	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£9	£5	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£3	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£6	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£2	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£4	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06	*	£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	*	£5	£9	£-4	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 31 years

neilcarr2015@gmail.com

01388764161

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Other charitable activities

Where it operates

Durham,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

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
County Durham Community Foundation - Warm Space in Crook
£1,000	12/12/2022	To provide a Warm Space in Crook.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

DONALD THOMAS TAYLOR FCA

JOHN TAYLOR Appointed: 2022

MARIALUISA MASSAGLI-GALLAGHER Appointed: 2023

NEIL CARR Appointed: 2023

Legal constitution

Charity registered in England & Wales on 20/04/1994, number: 1036727

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Volunteer management

Filing Record

20 returns made; AR23: 52 days late, AR22: 36 days late, AR20: 17 days late, AR15: 28 days late, AR07: 0 days late, AR06: 365 days late, AR05: 1093 days late, AR04: 88 days late,

Main office

3 Wordsworth Court
CROOK
DL15 9TP

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

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