Finance Score: 0
Governance Score: -6
Support Score: 8
  • No PartB
  • No volunteer policy: -2
  • Only 4 Trustees: -1
  • All male board: -3
  • Large volunteer base +5
  • Overall weighted 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

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • Why are there only 4 trustees?
  • Why is the Board 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/06/23£72£54£18n/an/an/an/an/an/a
30/06/22£19£14£4n/an/an/an/an/an/a
30/06/21£9£17£-7n/an/an/an/an/an/a
30/06/20£46£42£4n/an/an/an/an/an/a
30/06/19£56£51£5n/an/an/an/an/an/a
30/06/18£54£52£3n/an/an/an/an/an/a
30/06/17£53£54£-2n/an/an/an/an/an/a
30/06/16£97£94£3n/an/an/an/an/an/a
30/06/15£45£53£-8n/an/an/an/an/an/a
30/06/14£45£42£3n/an/an/an/an/an/a
30/06/13£48£32£16n/an/an/an/an/an/a
30/06/12£24£23£0n/an/an/an/an/an/a
30/06/11£29£24£5n/an/an/an/an/an/a
30/06/10£27£29£-2n/an/an/an/an/an/a
30/06/09£25£23£1n/an/an/an/an/an/a
30/06/08£33£23£10n/an/an/an/an/an/a
30/06/07£28£27£1n/an/an/an/an/an/a
30/06/06£15£14£1n/an/an/an/an/an/a
30/06/05£10£11£-1n/an/an/an/an/an/a
30/06/04£9£5£4n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 42 years

http://hebdenbridgerotary.org.uk

rotaryclubofhebdenbridge@gmail.com

07789220448

Charity Commission for England and Wales
UN SDGs
?
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 supports them? ?

Donations from Grant Makers ?

We have details on the following 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

Charity Commission for England and Wales
360 Giving

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