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home >> charity search >> the rotary club of sowerby bridge trust fund
Finance Score: -3
Governance Score: -11
Support Score: 8
  • Volatile income: -3
  • No PartB
  • All male board: -3
  • Latest return overdue -5
  • Multiple returns filed late: -3
  • Large volunteer base +5
  • Overall weighted support: +3
Overall GiG Score: -6 ?

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 backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

  • Why is the Board completely male?
  • Over half the Board have joined recently
    • and returns have been filed late on 3 occasions over the last 5 years

Financial issues to consider:

  • Income has been volatile recently
  • A PartB annual return has not been required and so detailed financial information is not available from the online data
Find similar charities within: miles

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

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
UN SDGs
?
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 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
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

  • DAVID SUTCLIFFE Appointed: 2024
  • MICHAEL HOLDSWORTH Appointed: 2024
  • ROBERT HENRY MACKENZIE Appointed: 2024
  • WILLIAM SMITHIES Appointed: 2024
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
16 returns made; AR22: 473 days late, 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

Charity Commission for England and Wales
360 Giving

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