Finance Score: -2

Governance Score: -3

Support Score: 0

Multiple Deficits: -2
No PartB

All male board: -3

Large volunteers +3

Overall GiG Score: -2

ROTARY INTERNATIONAL DISTRICT 1040 CHARITABLE TRUST

The relief of the poor and needy anywhere in the world. Current activities are focused on helping1. the community of Ukerewe, an island near Mwanza, Tanzania.2. people suffering from Motor Neurone Disease;3. victims of the earthquakes in Nepal.4. Ukraine

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

The Board is completely male
Over half the Board have joined recently

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

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		£15	£50	£-34	n/a	n/a	n/a	n/a	n/a	10
30/06/22		£156	£117	£38	n/a	n/a	n/a	n/a	n/a	2,350
30/06/21		£5	£11	£-6	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£2	£8	£-6	n/a	n/a	n/a	n/a	n/a	0
30/06/19		£1	£0	£1	n/a	n/a	n/a	n/a	n/a	0
30/06/18	*	£5	£3	£3	£0	£0	£0	n/a	0	0
30/06/17		£5	£8	£-4	£0	£0	£0	n/a	0	0
30/06/16		£7	£20	£-12	£0	£0	£0	n/a	0	0
30/06/15		£17	£22	£-6	£0	£0	£0	n/a	0	0
30/06/14		£53	£53	£0	£0	£0	£0	n/a	0	0
30/06/13		£24	£28	£-4	£0	£0	£0	n/a	0	0
30/06/12		£23	£10	£13	£0	£0	£0	n/a	0	0
30/06/11		£53	£31	£22	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years

www.rotary-ribi.org/districts

d.robinson436@btinternet.com

01347838006

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bradford City, Calderdale, City Of Wakefield, City Of York, Kirklees, Leeds City, Lincolnshire, Nepal, North Yorkshire, Slovakia, Sri Lanka, Tanzania, Ukraine,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

DAVID ARTHUR ROBINSON Appointed: 2022

STEPHEN JAMES ELLIS Appointed: 2022

MALCOLM TAGG Appointed: 2022, Occupation: Managing Director, Other trusteeship: BRIDGEWOOD TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 08/12/2010, number: 1139278

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

13 returns made; AR18: 119 days late,

Main office

Maidens Folly
Youlton
Tollerton
YORK
YO61 1QL

Objectives

UPON TRUST TO APPLY BOTH THE CAPITAL AND INCOME THEREOF TOOR 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