Finance Score: -2

Governance Score: -5

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
All male board: -3

Large volunteers +3

Overall GiG Score: -4

ROTARY CLUB OF MALTON AND NORTON TRUST FUND

General charitable purposes under the umbrella of Rotary International of Britain & Ireland.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
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
On several occasions in recent years income has been less than spending

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		£22	£21	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£23	£27	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£20	£16	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£8	£20	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£36	£18	£18	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£25	£33	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£19	£15	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£15	£14	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£28	£23	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£24	£23	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£19	£15	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£14	£4	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10	*	£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£5	£2	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£7	£10	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£5	£3	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 31 years

mandnrotarysec@gmail.com

07791455314

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Sponsors or undertakes research

Where it operates

North Yorkshire,

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

ANTHONY S KINGSTON Appointed: 2012

ALAN GEOFFREY LONSDALE Appointed: 2023

PAUL PRICHARD Appointed: 2019

Legal constitution

Charity registered in England & Wales on 09/09/1993, number: 1025766

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
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

Filing Record

20 returns made; AR22: 22 days late, AR10: 28 days late, AR09: 10 days late, AR04: 9 days late,

Main office

6 Meadow Drive
MALTON
North Yorkshire
YO17 7PH

Objectives

TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT

Defined Area of Benefit:

NOT DEFINED

Data Sources

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