Finance Score: 0

Governance Score: -6

Support Score: 8

No PartB

No volunteer policy: -2
Only 4 Trustees: -1
All male board: -3

Large volunteers +5
Grant maker support: +3

Overall GiG Score: 2

THE ROTARY CLUB OF HEBDEN BRIDGE TRUST FUND

Income to be applied to or for the relief of the poor and needy and to or for such other charitable purpose, society, individual or object as the club may from time to time decide.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker recently
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
There are only 4 trustees
The Board is completely male

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
30/06/23	£72	£54	£18	n/a	n/a	n/a	n/a	n/a	60
30/06/22	£19	£14	£4	n/a	n/a	n/a	n/a	n/a	80
30/06/21	£9	£17	£-7	n/a	n/a	n/a	n/a	n/a	0
30/06/20	£46	£42	£4	n/a	n/a	n/a	n/a	n/a	80
30/06/19	£56	£51	£5	n/a	n/a	n/a	n/a	n/a	80
30/06/18	£54	£52	£3	£0	£0	£0	n/a	0	0
30/06/17	£53	£54	£-2	£0	£0	£0	n/a	0	0
30/06/16	£97	£94	£3	£0	£0	£0	n/a	0	0
30/06/15	£45	£53	£-8	£0	£0	£0	n/a	0	0
30/06/14	£45	£42	£3	£0	£0	£0	n/a	0	0
30/06/13	£48	£32	£16	£0	£0	£0	n/a	0	0
30/06/12	£24	£23	£0	£0	£0	£0	n/a	0	0
30/06/11	£29	£24	£5	£0	£0	£0	n/a	0	0
30/06/10	£27	£29	£-2	£0	£0	£0	n/a	0	0
30/06/09	£25	£23	£1	£0	£0	£0	n/a	0	0
30/06/08	£33	£23	£10	£0	£0	£0	n/a	0	0
30/06/07	£28	£27	£1	£0	£0	£0	n/a	0	0
30/06/06	£15	£14	£1	£0	£0	£0	n/a	0	0
30/06/05	£10	£11	£-1	£0	£0	£0	n/a	0	0
30/06/04	£9	£5	£4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 41 years

http://hebdenbridgerotary.org.uk

rotaryclubofhebdenbridge@gmail.com

07789220448

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources
Provides services

Where it operates

Calderdale, Kirklees,

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 works here?

Unknown number of employees
60 volunteers

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
Community Foundation for Calderdale - Aid to those affected by Burlees House Fire
£23,700	20/09/2022	Grant to Rotary Club of Hebden Bridge

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DAVID CLEGG Appointed: 2024

DERRICK WILLIAM PALMER Appointed: 2021

IAN GETHIN LINDSAY Appointed: 2024

KEITH ALAN RAWNSLEY Appointed: 2015

Legal constitution

Charity registered in England & Wales on 19/05/1983, number: 513898

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
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
Investing charity funds policy and procedures
Investment
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

5 Longwood Close
HALIFAX
West Yorkshire
HX3 0JZ

Objectives

INCOME TO BE APPLIED TO OR FOR THE RELIEF OF THE POOR AND NEEDY AND TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources