Finance Score: -1

Governance Score: 1

Support Score: 0

Volatile income
spending growth: -1
No PartB

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 3

AMBLESIDE KIRKSTONE ROTARY CIO

Personal service to worthy causes and fund raising activities including concerts, quiz evenings, fun evenings, street collections and car parking duties at local events

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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	£15	£0	n/a	n/a	n/a	n/a	n/a	14
30/06/22?		£28	£27	£1	n/a	n/a	n/a	n/a	n/a	15
30/06/19		£16	£16	£0	n/a	n/a	n/a	n/a	n/a	20
30/06/18		£17	£18	£-1	£0	£0	£0	n/a	0	30
30/06/17		£35	£36	£-2	£0	£0	£0	n/a	0	0
30/06/16		£39	£33	£6	£0	£0	£0	n/a	0	0
30/06/15		£26	£28	£-2	£0	£0	£0	n/a	0	0
30/06/14		£13	£27	£-13	£0	£0	£0	n/a	0	0
30/06/13		£22	£7	£15	£0	£0	£0	n/a	0	0
30/06/12		£8	£6	£1	£0	£0	£0	n/a	0	0
30/06/11		£35	£35	£0	£0	£0	£0	n/a	0	0
30/06/10		£19	£16	£3	£0	£0	£0	n/a	0	0
30/06/09		£21	£14	£7	£0	£0	£0	n/a	0	0
30/06/08		£12	£11	£1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 3 years

https://www.rotary-ribi.org/clubs/homepage.ph

judyfry7@gmail.com

01539433767

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Organisations
Provides services

Where it operates

Cumbria,

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 (3)

Current Trustees appointed

Gender Split

COLIN THOMSON Appointed: 2023

ROGER PEAK Appointed: 2021

JUDITH FRY Appointed: 2021

Legal constitution

Charity registered in England & Wales on 13/07/2021, number: 1195145

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

14 returns made; AR23: 53 days late,

Recent reorganisation events:

Asset transfer in from THE ROTARY CLUB OF AMBLESIDE-KIRKSTONE on 06/02/2023

Main office

Judith Fry
Secretary DRUMLIN
BIRCH ROAD
AMBLESIDE

Objectives

THE RELIEF OF THE POOR AND NEEDY IN AMBLESIDE, WINDERMERE, THE COUNTY OF CUMBRIA, ANY OTHER PART OF THE UNITED KINGDOM OR ELSEWHERE IN THE WORLD, OR SUCH OTHER CHARITABLE PURPOSE AS THE MEMBERS OF THE CIO SHALL IN DULY CONSTITUTED MEETING DIRECT.

Data Sources