Finance Score: 2

Governance Score: -3

Support Score: 6

Strong growth: +2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
All male board: -3

Large volunteers +3
Gov Income
Overall weighted support: +3

Overall GiG Score: 5

ROTARY CLUB OF THE NORTH COTSWOLDS TRUST FUND

Serving local, national and international communities

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
There has been strong growth in spending over the last 5 years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is completely male
Over half the Board have joined recently

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		£136	£137	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£64	£57	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£18	£15	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£25	£26	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£25	£26	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£24	£22	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£26	£27	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£25	£32	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£20	£19	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£22	£20	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£21	£24	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£22	£29	£-7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£37	£29	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£25	£31	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£16	£16	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£16	£16	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£23	£23	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£21	£7	£15	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£32	£9	£22	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 31 years

www.NorthCotswoldsRotary.org.uk

ncrtres@gmail.com

07941961249

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives

GiG Classification

Social clubs and similar

How it operates

Makes grants to individuals
Makes grants to organisations
Provides human resources

Where it operates

Gloucestershire, Malawi, Nepal, Vanuatu,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DAVID GOODWIN Appointed: 2015

JOHN ROBERT FENNELL Appointed: 2023

KEVAN TAYLOR Appointed: 2022, Occupation: Finance Director

PETER BOXALL Appointed: 2021

STEPHEN GRAHAM SMITH Appointed: 2023

Legal constitution

Charity registered in England & Wales on 23/02/1994, number: 1033739

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Risk management

Filing Record

20 returns made; AR07: 164 days late,

Recent reorganisation events:

Asset transfer in from NORTH COTSWOLDS DISABLED CLUB on 11/03/2022

Main office

Pear Tree House
Copse Hill Road
Lower Slaughter
CHELTENHAM
Gloucestershire
GL54 2HY

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

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children