Finance Score: 5
Governance Score: 3
Support Score: 9
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Overall weighted support: +9
Overall GiG Score: 17 ?

ROTUNDA LTD

Rotunda offers an alternative education provision for key stage 4. Adult education. Enabling services volunteer programme. Free Counselling service and peer support. Ofsted registered nursery "Good" and catering facilities.Serviced office space and luxury garden venue for hire
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Fundraising costs are low relative to funds raised
  • 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 age

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end

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
30/08/23£952£964£-12£65£2,812£1,83222.8303
30/08/22£1,196£1,182£14£17£2,589£1,61516.4324
30/08/21£979£886£93£4£1,766£7199.72,6453
30/08/20£830£753£77£2£1,673£5598.92026
30/08/19£637£643£-7£45£1,597£4047.52226
30/08/18£604£652£-49£53£1,603£3596.6200
30/08/17*£547£584£-38£48£1,652£3346.9190
31/08/16£546£562£-16£12£1,690£2996.4190
31/08/15£526£571£-45£7£1,705£2224.7190
31/08/14£688£413£276£13£1,751£2768130
31/08/13£1,357£397£960£25£1,475£2938.9120
31/08/12£640£384£255£22£515£34210.7130
31/08/11£388£364£25n/an/an/an/an/an/a
31/08/10£329£353£-23n/an/an/an/an/an/a
31/08/09£324£241£83n/an/an/an/an/an/a
31/08/08£199£170£28n/an/an/an/an/an/a
31/08/07£164£158£6n/an/an/an/an/an/a
31/08/06£154£163£-9n/an/an/an/an/an/a
31/08/05?£122£136£-14n/an/an/an/an/an/a
30/06/04£223£154£69n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 7.4%
Fundraising Costs/Total Spending: 6.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 65%
Reserves/Spending: 22.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6.2
Asset Split ?
Balance Sheet History
Established: 37 years

www.therotunda.org.uk

information@therotunda.org.uk

01512072176

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Outpatient support services
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Liverpool City,
Who it helps
  • Children/Young People
  • 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.

Major supporters in last 5 years
National Lottery Community Fund£295,323
Garfield Weston Foundation£20,000
Power to Change£18,000
John Moores Foundation£17,500
Specific Donations
Amount When
Months
To be used for
John Moores Foundation - Grant to Rotunda Ltd
£17,500 01/02/2024
Towards the salaries of the Learning Revolution Project Co-ordinator and the Counselling Coordinator
Garfield Weston Foundation - Main Grants award
£20,000 13/10/2023
Rotunda Core Running Costs
Power to Change - ROTUNDA LTD. (RCF)
£10,000 12/12/2022
Grant to ROTUNDA LTD. (RCF)
Power to Change - Rotunda Ltd (PU)
£8,000 28/11/2022
Grant to Rotunda Ltd (PU)
National Lottery Community Fund - Rotunda
£200,940 04/03/2022
Rotunda an education-based charity in North Liverpool will use the funding to refurbish their base of operations. The project aims to improve accessibility and allow for more learners to be accommodated within the group’s premises.
CAF - Grant to Rotunda
£7,000 22/06/2020
3
Grant to Rotunda to support the organisation through COVID19
National Lottery Community Fund - Rotunda CV19
£94,383 15/05/2020
6
The organisation aims to support people from the local community through educational programmes and counselling. Many of the group’s services have either been suspended or adapted as a result of COVID – 19. Funding will go towards staff and ....more
John Moores Foundation - Grant to Rotunda Ltd
£6,240 31/05/2019
Towards running costs and volunteer expenses for the counselling service
Power to Change - Rotunda Ltd
£40,000 28/02/2019
12
Grant to Rotunda Ltd
National Lottery Community Fund - Rotunda R.E.A.C.H
£10,000 21/02/2019
12
The project aims to address loneliness and social exclusion within the local community. Funding will be used to run a social and cultural club for the community, which will offer a range of activities as well as trips to local places of interest.
Power to Change - Rotunda Ltd
£10,000 18/12/2018
Grant to Rotunda Ltd
National Lottery Community Fund - Rotunda, Liverpool. Organisational development. (Development Grant)
£49,676 01/11/2018
18
This group deliver education, training, skills and enterprise support to people in Kirkdale who are socially isolated or at risk of being. With this funding they will further develop their provision to include legal support for local people looking ....more
National Lottery Community Fund - Rotunda Festival 1992 - 25 years on – ‘CREATE YOUR SPACE’
£9,997 02/08/2017
12
The group will work with young people to run a landscaping project as a commemorative celebration.
Power to Change - Rotunda Ltd
£72,759 31/05/2017
36
Grant to Rotunda Ltd
Lloyds Bank Foundation - Grant to Rotunda
£11,578 15/03/2017
12
To pilot a project to demonstrate how a local community organisation can produce better services and outcomes to those with offender records and those who are long term unemployed
Henry Smith Charity - Grant to Rotunda Limited
£90,000 17/09/2015
36
towards three years' continuation funding of the salary of the Development Manager at a community arts organisation in Liverpool
Tudor Trust - Grant to Rotunda
£35,000 20/08/2015
12
over one year as continuation funding towards the Chief Executive's salary at this community learning centre in North Liverpool
National Lottery Community Fund - Sound of the Streets
£10,000 15/09/2011
12
This charity based in Liverpool will use funding to work with young people to create a theatre piece to explore culture and diversity. This will provide a platform for young people to integrate and reduce racial tensions in the area.
Lloyds Bank Foundation - Grant to Rotunda
£25,000 30/06/2011
the salary of the Finance Manager and Company Secretary
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 47-79
  • KEITH HOUSLEY Appointed: 2020, Occupation: Solicitor
  • PHILIP CASHEN (Chair) Appointed: 2008, Occupation: Student
  • PAUL DAVID MUSA Appointed: 2021, Occupation: Retired
  • PAULA MCCABE Appointed: 2016, Occupation: Accountant
  • PHILIP DAVID CORFIELD Appointed: 2015, Occupation: Finance Director
  • RICHARD MEEGAN Appointed: 2016, Occupation: Honorary Research Fellow
  • VICTORIA JAYNE COWLEY Appointed: 2019, Occupation: Research Information Officer
  • WILLIAM CONNOLLY Appointed: 2019, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 17/07/1987, number: 518951
  • Registered at Companies House on 28/08/1986, number: 02050597
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 08/27/2020, current status: Small charity
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • 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
  • Volunteer management
Filing Record
20 returns made; AR17: 52 days late,
Main office

Rotunda Ltd
Rotunda Centre
109 Great Mersey Street
LIVERPOOL
L5 2PL

Objectives

THE OBJECTS OF THE ASSOCIATION ARE TO ADVANCE EDUCATION THROUGH THE DEVELOPMENT OF USEFUL KNOWLEDGE AND SKILLS PARTICULAR OF ADULTS RESIDENT IN THE NORTH INNER CITY OF LIVERPOOL ESPECIALLY OF SUCH ADULTS WHO HAVE SUFFERED DISADVANTAGE. TO CARRY ON FOR THE BENEFIT OF THE PUBLIC ANY OTHER EXCLUSIVELY CHARITABLE PURPOSE WHICH MAY CONVENIENTLY OR ADVANTAGEOUSLY BE CARRIED IN CONJUNCTION WITH THE EDUCATIONAL OBJECTIVES

Defined Area of Benefit:

NORTH INNER CITY AREA OF LIVERPOOL

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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