Finance Score: -1

Governance Score: -3

Support Score: 5

Reasonable growth: +1
Multiple Deficits: -2
No PartB

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

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 1

THE ROTARY CLUB OF FROME SELWOOD CHARITABLE TRUST FUND

FOR THE SUPPORT OF PEOPLE AND COMMUNITIES IN NEED BOTH NATIONALLY AND INTERNATIONALLY OR OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period

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
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 19 years

geoff.cardnell@gmail.com

01373301252

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
30/06/22		£65	£58	£6	n/a	n/a	n/a	n/a	n/a	19
30/06/21		£26	£20	£6	n/a	n/a	n/a	n/a	n/a	20
30/06/20		£4	£8	£-4	n/a	n/a	n/a	n/a	n/a	0
30/06/19		£28	£32	£-4	n/a	n/a	n/a	n/a	n/a	150
30/06/18		£35	£31	£4	£0	£0	£0	n/a	0	180
30/06/17		£32	£27	£5	£0	£0	£0	n/a	0	0
30/06/16		£21	£21	£-1	£0	£0	£0	n/a	0	0
30/06/15		£26	£22	£4	£0	£0	£0	n/a	0	0
30/06/14		£27	£26	£1	£0	£0	£0	n/a	0	0
30/06/13		£24	£20	£4	£0	£0	£0	n/a	0	0
30/06/12		£11	£11	£0	£0	£0	£0	n/a	0	0
30/06/11		£12	£12	£0	£0	£0	£0	n/a	0	0
30/06/10		£14	£13	£1	£0	£0	£0	n/a	0	0
30/06/09		£10	£10	£0	£0	£0	£0	n/a	0	0
30/06/08		£7	£8	£0	£0	£0	£0	n/a	0	0
30/06/07	*	£5	£6	£-1	£0	£0	£0	n/a	0	0
30/06/06		£8	£6	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
19 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
Somerset Community Foundation - Surviving Winter - small grants to help older people stay warm this winter
£5,000	29/10/2021	Surviving Winter - small grants to help older people stay warm this winter
Somerset Community Foundation - Surviving Winter 2020/21
£4,650	18/12/2020 2	Small grants to help older people stay warm in winter
Somerset Community Foundation - Surviving Winter 2018/19
£3,850	08/01/2019 3	Small grants to help older people stay warm in winter
Somerset Community Foundation - Surviving Winter 2017/18
£3,900	08/01/2018	Small grants to help older people stay warm in winter
Somerset Community Foundation - Surviving Winter 2016/17
£3,150	12/12/2016 8	Small grants to help older people stay warm in winter.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Gender Split

GLORIA JUNE BUCHAN Appointed: 2018

GUY PARKINSON

Legal constitution

Charity registered in England & Wales on 12/08/2005, number: 1110859

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries

Filing Record

17 returns made; AR07: 122 days late,

Main office

Penryn
Berkley Road
FROME
BA11 2EE

Objectives

TO OR 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. IN PRACTICE SOMERSET.

Data Sources