Finance Score: -2

Governance Score: -13

Support Score: 8

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Future income +5
No PartB

Submission defaults: -10
Static board: -3

Large volunteers +5
Grant maker support: +3

Overall GiG Score: -7

THE ROTARY CLUB OF SOWERBY BRIDGE TRUST FUND

Fund Raising for local and international charities, together with practical hands on assistanace in those areas.

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 several prominent grant makers recently and there are significant future grants due to be received
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
The Board composition appears to be rather static

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 and returns have been filed late on 2 occasions over the last 5 years

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
30/06/21		£43	£30	£13	n/a	n/a	n/a	n/a	n/a	50
30/06/20	*	£29	£21	£8	n/a	n/a	n/a	n/a	n/a	32
30/06/19		£29	£22	£7	n/a	n/a	n/a	n/a	n/a	32
30/06/18	*	£25	£27	£-2	£0	£0	£0	n/a	0	32
30/06/17		£29	£24	£5	£0	£0	£0	n/a	0	33
30/06/16		£29	£36	£-6	£0	£0	£0	n/a	0	0
30/06/15		£22	£31	£-9	£0	£0	£0	n/a	0	0
30/06/14		£23	£23	£0	£0	£0	£0	n/a	0	0
30/06/13		£11	£8	£3	£0	£0	£0	n/a	0	0
30/06/12		£6	£7	£-1	£0	£0	£0	n/a	0	0
30/06/11		£13	£14	£-1	£0	£0	£0	n/a	0	0
30/06/10		£12	£11	£1	£0	£0	£0	n/a	0	0
30/06/09		£10	£5	£5	£0	£0	£0	n/a	0	0
30/06/08		£7	£8	£-2	£0	£0	£0	n/a	0	0
30/06/07		£7	£7	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 18 years

www.sowerbybridgerotary.org

goodwinr2001@yahoo.com

07808 762 336

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

Calderdale, Kirklees,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
50 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
Community Foundation for Calderdale - Rucksacks4Homeless
£20,000	26/04/2022	Grant to Rotary Club of Sowerby Bridge
Community Foundation for Calderdale - Queens Platinum Jubilee Commemorative Plaque
£1,100	23/03/2022	Grant to Rotary Club of Sowerby Bridge
Sir George Martin Trust - Grant to Rotary Club of Sowerby Bridge
£1,000	07/07/2021	Capital costs for Adult Welfare & Relief of Poverty

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

HAZEL BRINDLE Appointed: 2016

JEFF FISHER Appointed: 2014

JOHN SPENCER (Chair) Appointed: 2018

KEN FORSYTH Appointed: 2018

Legal constitution

Charity registered in England & Wales on 01/11/2006, number: 1116582

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; AR20: 109 days late, AR18: 112 days late,

Main office

10A Hullen Edge Road
ELLAND
West Yorkshire
HX5 0QY

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:

UNDEFINED. IN PRACTICE, WEST YORKSHIRE.

Data Sources