Finance Score: -5

Governance Score: -3

Support Score: 7

Accounts overdue -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3
Return overdue: -3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: -1

ROTARY CLUB OF HARROGATE BRIGANTES CHARITABLE TRUST FUND

To encourage and foster the ideal of service as a basis of worthy enterprise and to use this as a means of supporting local and international charitable activities through both fund raising activities and hands-on support.

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 recently
There have been no material income shortfalls in recent years

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
Over half the Board have joined recently
Latest return is overdue

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently and was substantially in excess of 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
30/06/22	£22	£10	£12	n/a	n/a	n/a	n/a	n/a	26
30/06/21	£17	£23	£-7	n/a	n/a	n/a	n/a	n/a	27
30/06/20	£25	£27	£-1	n/a	n/a	n/a	n/a	n/a	35
30/06/19	£73	£20	£53	n/a	n/a	n/a	n/a	n/a	35
30/06/18	£43	£24	£19	£0	£0	£0	n/a	0	35
30/06/17	£51	£43	£8	£0	£0	£0	n/a	0	0
30/06/16	£40	£55	£-15	£0	£0	£0	n/a	0	0
30/06/15	£27	£23	£4	£0	£0	£0	n/a	0	0
30/06/14	£48	£57	£-9	£0	£0	£0	n/a	0	0
30/06/13	£27	£39	£-12	£0	£0	£0	n/a	0	0
30/06/12	£54	£27	£27	£0	£0	£0	n/a	0	0
30/06/11	£41	£38	£2	£0	£0	£0	n/a	0	0
30/06/10	£26	£18	£8	£0	£0	£0	n/a	0	0
30/06/09	£19	£23	£-4	£0	£0	£0	n/a	0	0
30/06/08	£17	£15	£2	£0	£0	£0	n/a	0	0
30/06/07	£12	£15	£-3	£0	£0	£0	n/a	0	0
30/06/06	£15	£11	£4	£0	£0	£0	n/a	0	0
30/06/05	£11	£16	£-4	£0	£0	£0	n/a	0	0
30/06/04	£12	£10	£2	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.rotaryharrogatebrigantes.org.uk

contact@rotaryharrogatebrigantes.org.uk

01423871364

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources
Provides services

Where it operates

North Yorkshire,

Who it helps

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

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
Youth Music - Kids Aloud 2023 - The Last Dragon
£5,930	02/07/2021	Kids Aloud 2023 - The Last Dragon

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BILL O ROURKE Appointed: 2023

DIANE STOKES Appointed: 2023

IAN BAINBRIDGE Appointed: 2016

MOYA ANN PRICHARD Appointed: 2022

Legal constitution

Charity registered in England & Wales on 24/05/1995, number: 1046738

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; all on time

Main office

44 Appleby Avenue
KNARESBOROUGH
HG5 9LZ

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