Finance Score: -2

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Deficit latest year: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 3

ROTARY CLUB OF MIDDLESBROUGH CLEVELAND TRUST FUND

Organises fund raising events for charitable purposes

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years, despite a decline more recently

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

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
Income was lower than spending in the latest year

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		£15	£14	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£9	£2	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£22	£21	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£13	£10	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£10	£9	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£7	£3	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£7	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£5	£17	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£8	£17	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£26	£5	£21	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£3	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£8	£8	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£6	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£8	£8	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£8	£9	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£6	£7	£-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: 30 years

www.rotary.org

sue.mines@sky.com

01642570790

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Hartlepool, Middlesbrough, Redcar And Cleveland, Stockton-on-tees,

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

ALAN HALL Appointed: 2016

NIGEL JACKSON

SUZANNE MINES Appointed: 2016

Legal constitution

Charity registered in England & Wales on 27/02/1995, number: 1044537

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 28 days late, AR19: 322 days late,

Main office

5 Reeth Road
Stockton-on-Tees
TS18 5HB

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources

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