Finance Score: 0

Governance Score: 5

Support Score: 2

No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 7

THE JUBILEE INSTITUTE, ROTHBURY

The charity provides a place of recreation, social interaction and education for all the inhabitants within a 10 mile radius of Rothbury and in other parts of Upper Coquetdale.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23	*	£45	£47	£-2	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£31	£36	£-5	n/a	n/a	n/a	n/a	n/a	20
31/03/21		£20	£19	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£30	£30	£1	n/a	n/a	n/a	n/a	n/a	25
31/03/19		£30	£28	£2	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£31	£34	£-3	£0	£0	£0	n/a	0	0
31/03/17		£33	£31	£2	£0	£0	£0	n/a	0	0
31/03/16		£27	£57	£-30	£0	£0	£0	n/a	0	0
31/03/15		£27	£56	£-29	£0	£0	£0	n/a	0	0
31/03/14		£34	£46	£-12	£0	£0	£0	n/a	0	0
31/03/13		£35	£52	£-17	£0	£0	£0	n/a	0	0
31/03/12		£40	£47	£-7	£0	£0	£0	n/a	0	0
31/03/11		£35	£50	£-15	£0	£0	£0	n/a	0	0
31/03/10		£26	£48	£-22	£0	£0	£0	n/a	0	0
31/03/09		£38	£51	£-14	£0	£0	£0	n/a	0	0
31/03/08		£35	£48	£-12	£0	£0	£0	n/a	0	0
31/03/07		£46	£55	£-9	£0	£0	£0	n/a	0	0
31/03/06		£145	£41	£104	£0	£0	£0	n/a	0	0
31/03/05		£50	£31	£20	£0	£0	£0	n/a	0	0
31/03/04	*	£176	£26	£149	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

https://northumberlandvillagehalls.org.uk/rot

RothburyJubileeHall@outlook.com

01669 621861

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
Religious Activities

GiG Classification

Social clubs and similar

How it operates

Provides buildings/facilities/open space

Where it operates

Northumberland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

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
Co-Operative Group - Grant to The Jubilee Hall, Rothbury
£2,794	23/10/2021	We aim to replace our current opaque entrance door with a modern, transparent glass entrance to improve accessibility for elderly, children and disabled and to aid social distancing on entry/exit.
Community Foundation serving Tyne & Wear and Northumberland - A grant to Jubilee Institute
£4,000	01/04/2021	The replacement of windows in the club room
Co-Operative Group - Grant to The Jubilee Institute Rothbury
£3,797	19/11/2018	We want to turn a dilapidated small room into an attractive meeting room. Funds would pay for furniture and repairs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

PAT MOLONEY (Chair) Appointed: 2011

ALFRED BOGYOR Appointed: 2021

ANDREW JAMES BAUGH Appointed: 2022

BOB MILLS Appointed: 2022

CHRISTINE ABBS Appointed: 2017

PAUL CRAMMAN Appointed: 2021

SHONA WALKER Appointed: 2021

Legal constitution

Charity registered in England & Wales on 17/10/1963, number: 227913

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints 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
Social media policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 78 days late, AR04: 1 days late,

Main office

Jubilee Institute
Rothbury
MORPETH
NE65 7SD

Objectives

(1) THE OBJECT OF THE CHARITY IS THE PROVISION AND MAINTENANCE OF THE JUBILEE INSTITUTE, ROTHBURY FOR USE BY THE INHABITANTS OF THE AREA OF BENEFIT WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, INCLUDING USE FOR:(A) MEETINGS, LECTURES AND CLASSES; AND(B) OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS

Defined Area of Benefit:

THE VILLAGE OF ROTHBURY, THE SURROUNDING AREA WITHIN A 10 MILE RADIUS AND UPPER COQUETDALE.

Data Sources