Finance Score: -4

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

Large volunteers +3

Overall GiG Score: -1

ROTARY CLUB OF BODMIN TRUST FUND

Provision of assistance to the young and elderly in the area covered by Bodmin Rotary Club through grants and donations and also contributions to the Rotary Foundation Charity.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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		£17	£20	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£19	£15	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£8	£12	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£16	£21	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£25	£24	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£22	£19	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£23	£25	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£18	£19	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£18	£24	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£22	£22	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11	*	£20	£18	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£18	£22	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£17	£15	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08	*	£13	£12	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£12	£11	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06	*	£12	£5	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	*	£83	£83	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	*	£21	£21	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 30 years

polrode99@gmail.com

01208850203

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
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
Provides human resources

Where it operates

Cornwall,

Who it helps

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

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

CAROLYN SCREECH Appointed: 2024

DAVID EDWARDS Appointed: 2024

DAVID ROYSTON JENKINS Appointed: 2024

PETER ROBINSON Appointed: 2024

Legal constitution

Charity registered in England & Wales on 06/05/1994, number: 1037346

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR21: 1 days late, AR20: 16 days late, AR19: 53 days late, AR11: 2 days late, AR08: 8 days late, AR07: 233 days late, AR06: 31 days late, AR05: 7 days late, AR04: 9 days late,

Main office

Polrode Mill Cottage
St. Tudy
BODMIN
Cornwall
PL30 3NS

Objectives

FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECTS AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT

Defined Area of Benefit:

NOT DEFINED

Data Sources

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