Finance Score: -2
Governance Score: -1
Support Score: 0
  • Deficit latest year: -2
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Dynamic board: +3
  • Mainly male board: -1
  • Large volunteers +3
Overall GiG Score: 0 ?

WINCHCOMBE ROTARY TRUST FUND CHARITABLE INCORPORATED ORGANISATION 

We are a local Rotary Club who raise funds to provide charitable grants to Charities and Needy causes with links to Rotary Charities or the Winchcombe locality
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The Board appears to be dynamic in terms of composition

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
  • The Board is predominantly 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
  • Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income Spending Surplus/
Deficit
Volun-
teers
30/06/23£27,931£31,090£-3,15930
30/06/22£38,358£17,051£21,30732
30/06/21£12,540£8,113£4,42725
30/06/20£14,438£2,366£12,07230
Highest pay bracket: less than £60,000
Established: 5 years

winchcomberotaryclub.com

winchcomberotaryclub@gmail.com

01242603285

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Other welfare services
How it operates
  • Makes Grants to Organisations
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 15/08/2019, number: 1184913
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
Filing Record
4 returns made; all on time
Main office

3 Tudor Close
Winchcombe
CHELTENHAM
Gloucestershire
GL54 5GD

Objectives

THE OBJECTS OF THE CIO ARE: THE RELIEF OF THE POOR AND NEEDY IN THE WINCHCOMBE AREA, ANY OTHER PART OF THE UNITED KINGDOM OR ELSEWHERE IN THE WORLD, OR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION OR OBJECT AS THE MEMBERS OF THE CIO SHALL IN DULY CONSTITUTED MEETING DIRECT.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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