Finance Score: 0
Governance Score: -3
Support Score: 4
  • Strong growth: +2
  • Multiple Deficits: -2
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • 2 Trustees: -2
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +1
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 modest backing from a grant maker
  • There has been strong growth in spending over the last 5 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
  • Why are there only 2 trustees?

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • 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*£57£63£-5n/an/an/an/an/an/a
30/06/22£65£58£6n/an/an/an/an/an/a
30/06/21£26£20£6n/an/an/an/an/an/a
30/06/20£4£8£-4n/an/an/an/an/an/a
30/06/19£28£32£-4n/an/an/an/an/an/a
30/06/18£35£31£4n/an/an/an/an/an/a
30/06/17£32£27£5n/an/an/an/an/an/a
30/06/16£21£21£-1n/an/an/an/an/an/a
30/06/15£26£22£4n/an/an/an/an/an/a
30/06/14£27£26£1n/an/an/an/an/an/a
30/06/13£24£20£4n/an/an/an/an/an/a
30/06/12£11£11£0n/an/an/an/an/an/a
30/06/11£12£12£0n/an/an/an/an/an/a
30/06/10£14£13£1n/an/an/an/an/an/a
30/06/09£10£10£0n/an/an/an/an/an/a
30/06/08£7£8£0n/an/an/an/an/an/a
30/06/07*£5£6£-1n/an/an/an/an/an/a
30/06/06£8£6£2n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 19 years

geoff.cardnell@gmail.com

01373301252

Charity Commission for England and Wales
UN SDGs
?
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
GiG Classification
  • Social clubs and similar
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 supports them? ?

Donations from Grant Makers ?

We have details on the following 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
18 returns made; AR23: 170 days late, 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

Charity Commission for England and Wales
360 Giving

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