Finance Score: 0
Governance Score: -4
Support Score: 0
  • Strong growth: +2
  • Multiple Deficits: -2
  • No PartB
  • Only 4 Trustees: -1
  • All male board: -3
  • Large volunteers +3
Overall GiG Score: -1 ?

ROTARY CLUB OF TARPORLEY TRUST FUND

General Charitable activities locally, nationally and internationally
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

  • 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
  • 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£59£65£-5n/an/an/an/an/an/a
30/06/22£24£22£2n/an/an/an/an/an/a
30/06/21£15£13£1n/an/an/an/an/an/a
30/06/20£18£25£-7n/an/an/an/an/an/a
30/06/19£20£24£-4n/an/an/an/an/an/a
30/06/18£22£18£4n/an/an/an/an/an/a
30/06/17£15£12£3n/an/an/an/an/an/a
30/06/16£16£15£1n/an/an/an/an/an/a
30/06/15£14£13£1n/an/an/an/an/an/a
30/06/14£12£10£2n/an/an/an/an/an/a
30/06/13£6£10£-3n/an/an/an/an/an/a
30/06/12£7£9£-1n/an/an/an/an/an/a
30/06/11£9£7£1n/an/an/an/an/an/a
30/06/10£10£23£-13n/an/an/an/an/an/a
30/06/09£33£11£22n/an/an/an/an/an/a
30/06/08£12£11£0n/an/an/an/an/an/a
30/06/07£13£13£0n/an/an/an/an/an/a
30/06/06£8£6£2n/an/an/an/an/an/a
30/06/05£9£10£-1n/an/an/an/an/an/a
30/06/04£9£10£-1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 31 years

www.tarporleyrotary.org.uk

treasurer@tarporleyrotary.org.uk

01829863449

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • General Charitable Purposes
  • Overseas Aid/Famine Relief
GiG Classification
  • Social clubs and similar
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
Where it operates
  • Cheshire East, Cheshire West & Chester,
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? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

  • ANTHONY MICHAEL JENNER Appointed: 2024
  • DAVID MAXWELL KENDRICK (Chair) Appointed: 2021
  • MATTHEW WILLIAM GRANT Appointed: 2021
  • MICHAEL RODNEY WALKER Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 12/02/1994, number: 1032689
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Main office

South Lodge
Tiverton
Tarporley
Cheshire
CW6 9NA

Objectives

FOR 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

Charity Commission for England and Wales

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