Finance Score: -2

Governance Score: -5

Support Score: 0

Deficit latest year: -2
No PartB

No volunteer policy: -2
All female board: -3

Large volunteers +5

Overall GiG Score: -2

ROTARY CLUB OF CHURCH AND OSWALDTWISTLE TRUST FUND

We hold various fund raising events throughout the year to enable us to assist local, national and international charities and organisations either directly or through the international organisation known as Rotary International.

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
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
The Board is completely female

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 was significantly lower than spending in the latest year

Established: 24 years

www.candorotary.org.uk

b.dawson9@sky.com

01706417759

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	£21	£28	£-8	n/a	n/a	n/a	n/a	n/a	30
30/06/22	£25	£22	£4	n/a	n/a	n/a	n/a	n/a	30
30/06/21	£15	£17	£-1	n/a	n/a	n/a	n/a	n/a	36
30/06/20	£19	£20	£-1	n/a	n/a	n/a	n/a	n/a	36
30/06/19	£20	£18	£2	n/a	n/a	n/a	n/a	n/a	34
30/06/18	£33	£42	£-8	£0	£0	£0	n/a	0	0
30/06/17	£38	£25	£14	£0	£0	£0	n/a	0	0
30/06/16	£33	£38	£-5	£0	£0	£0	n/a	0	0
30/06/15	£21	£25	£-4	£0	£0	£0	n/a	0	0
30/06/14	£32	£21	£11	£0	£0	£0	n/a	0	0
30/06/13	£15	£12	£4	£0	£0	£0	n/a	0	0
30/06/12	£15	£13	£2	£0	£0	£0	n/a	0	0
30/06/11	£24	£23	£1	£0	£0	£0	n/a	0	0
30/06/10	£17	£15	£2	£0	£0	£0	n/a	0	0
30/06/09	£18	£18	£0	£0	£0	£0	n/a	0	0
30/06/08	£24	£30	£-6	£0	£0	£0	n/a	0	0
30/06/07	£25	£22	£3	£0	£0	£0	n/a	0	0
30/06/06	£33	£30	£3	£0	£0	£0	n/a	0	0
30/06/05	£22	£22	£0	£0	£0	£0	n/a	0	0
30/06/04	£20	£19	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Other charitable activities
Provides other finance
Provides services

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
30 volunteers

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
National Lottery Community Fund - The Friendship Cafe
£2,500	01/04/2022	The funding will be used to run a meeting-place for older people especially those with caring responsibilities. The project aims to reduce loneliness and to provide a mutual support system for the ....more The funding will be used to run a meeting-place for older people especially those with caring responsibilities. The project aims to reduce loneliness and to provide a mutual support system for the participants.
Community Foundation for Surrey - Surrey Law Centre Legal Advice Clinics
£2,890	15/03/2017 11	Venue hire, administration and staff costs for operating free legal advice clinics across Surrey for the most vulnerable of people.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

BARBARA BRYAN Appointed: 2023, Other trusteeship: WHITWORTH HISTORICAL SOCIETY,

DAWN TAYLOR (Chair) Appointed: 2021, Other trusteeship: THE OSWALDTWISTLE SICK POOR FUND,

SALLY HOPE Appointed: 2021

Legal constitution

Charity registered in England & Wales on 02/03/2000, number: 1079664

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

1 The Greens
Whitworth
ROCHDALE
Lancashire
OL12 8AQ

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources