Finance Score: 2

Governance Score: -6

Support Score: 8

Strong growth: +2
No PartB

No volunteer policy: -2
No conflicts policy: -1
All male board: -3

Large volunteers +5
Overall weighted support: +3

Overall GiG Score: 4

ROTARY CLUB OF USK - CHARITY ACCOUNT

By means of local fund-raising events, the charity provides grants to individuals and local, national and international charities as well as providing support to local organisations.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers

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
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

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	£22	£24	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	£16	£8	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	£3	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	£6	£5	£1	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	£6	£7	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17	£6	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16	£5	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14	£5	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13	£4	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11	£4	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09	£4	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08	£4	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	£7	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	£8	£8	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 30 years

uskrotary.sec@btinternet.com

07732252504

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Monmouthshire,

Who it helps

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

Who supports 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 Heritage Fund - Grant to Rotary Club of Usk
£28,800	11/02/2021	#COED Usk Rotary Arboretum

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ANTHONY ERNEST JOHN WATKINS Appointed: 2018

DAVID WALTER ORAM

GEOFFREY CHARLES WILLIAMS Appointed: 2018

Legal constitution

Charity registered in England & Wales on 20/12/1994, number: 1042957

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding policy and procedures

Filing Record

20 returns made; all on time

Main office

492 CAERLEON ROAD
NEWPORT
NP19 7NL

Objectives

FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING DIRECT.

Defined Area of Benefit:

NOT DEFINED