Finance Score: -5

Governance Score: -3

Support Score: 3

Multiple Deficits and declines: -5
No PartB

All male board: -3

Grant maker support: +3

Overall GiG Score: -5

ROTARY CLUB OF HORBURY AND OSSETT PHOENIX TRUST FUND

A Trust Fund associated with a Rotary International Club raising funds to help local individuals and organisations to achieve their ambitions and better fulfil their potential, to assist those in need or suffering hardship and to undertake charitable purposes for the public benefit both in the UK and internationally.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

The Board is completely 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 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
30/06/23	*	£18	£22	£-4	n/a	n/a	n/a	n/a	n/a
30/06/22		£12	£16	£-4	n/a	n/a	n/a	n/a	n/a
30/06/21		£4	£8	£-4	n/a	n/a	n/a	n/a	n/a
30/06/20		£26	£16	£10	n/a	n/a	n/a	n/a	n/a
30/06/19		£20	£21	£-1	n/a	n/a	n/a	n/a	n/a
30/06/18		£25	£25	£0	£0	£0	£0	n/a	0
30/06/17		£21	£24	£-3	£0	£0	£0	n/a	0
30/06/16		£25	£24	£1	£0	£0	£0	n/a	0
30/06/15		£18	£19	£-2	£0	£0	£0	n/a	0
30/06/14		£34	£28	£6	£0	£0	£0	n/a	0
30/06/13		£25	£26	£-2	£0	£0	£0	n/a	0
30/06/12		£29	£25	£4	£0	£0	£0	n/a	0
30/06/11		£11	£9	£2	£0	£0	£0	n/a	0
30/06/10		£12	£10	£1	£0	£0	£0	n/a	0
30/06/09		£10	£9	£1	£0	£0	£0	n/a	0
30/06/08		£16	£14	£1	£0	£0	£0	n/a	0
30/06/07		£18	£17	£1	£0	£0	£0	n/a	0
30/06/06		£18	£21	£-2	£0	£0	£0	n/a	0
30/06/05	*	£9	£7	£2	£0	£0	£0	n/a	0
30/06/04	*	£8	£10	£-2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 29 years

www.phoenixrotary.co.uk

trust_sec@phoenixrotary.co.uk

07785385594

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

Bradford City, Calderdale, City Of Wakefield, Kirklees, Leeds City,

Who it helps

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

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
Leeds Community Foundation - Horbury Platinum Parade
£10,939	24/03/2022	Horbury Show Committee would like to work with Edgelands Arts to engage the community in the creation of the Horbury Platinum Parade which will be presented at this year's annual Horbury Show, around ....more Horbury Show Committee would like to work with Edgelands Arts to engage the community in the creation of the Horbury Platinum Parade which will be presented at this year's annual Horbury Show, around the same time of the Queen's Platinum Jubilee on Sunday 26 June 2022.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

CHRISTOPHER JOHN FAULKNER Appointed: 2023

DR DAVID GORDON MAYNARD Appointed: 2018

MICHAEL GRAHAM PAUL ROGERS Appointed: 2018

JAMES BARRINGTON BLAKEMORE Appointed: 2021, Occupation: Solicitor

Legal constitution

Charity registered in England & Wales on 07/12/1994, number: 1042627

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 11 days late, AR05: 298 days late, AR04: 662 days late,

Main office

Chestnut House
Daw Lane
Horbury
WAKEFIELD
West Yorkshire
WF4 5DR

Objectives

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