Finance Score: -3

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
No PartB

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

Large volunteers +5

Overall GiG Score: 2

SWINDON OLD TOWN ROTARY CLUB TRUST FUND

The object of the Club is to encourage and foster the ideal of service as a basic and worthy enterprise,

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent 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

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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	*	£17	£3	£15	n/a	n/a	n/a	n/a	n/a	30
30/06/22		£16	£14	£2	n/a	n/a	n/a	n/a	n/a	40
30/06/21	*	£4	£2	£2	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£5	£2	£3	n/a	n/a	n/a	n/a	n/a	0
30/06/19		£38	£39	£0	n/a	n/a	n/a	n/a	n/a	20
30/06/18		£22	£25	£-2	£0	£0	£0	n/a	0	0
30/06/17		£23	£21	£2	£0	£0	£0	n/a	0	0
30/06/16		£40	£37	£3	£0	£0	£0	n/a	0	0
30/06/15		£44	£38	£6	£0	£0	£0	n/a	0	0
30/06/14		£31	£37	£-6	£0	£0	£0	n/a	0	0
30/06/13		£40	£41	£0	£0	£0	£0	n/a	0	0
30/06/12		£35	£13	£22	£0	£0	£0	n/a	0	0
30/06/11		£38	£39	£-2	£0	£0	£0	n/a	0	0
30/06/10		£41	£15	£26	£0	£0	£0	n/a	0	0
30/06/09		£32	£12	£20	£0	£0	£0	n/a	0	0
30/06/08		£32	£36	£-5	£0	£0	£0	n/a	0	0
30/06/07	*	£31	£30	£1	£0	£0	£0	n/a	0	0
30/06/06	*	£34	£19	£14	£0	£0	£0	n/a	0	0
30/06/05		£25	£20	£5	£0	£0	£0	n/a	0	0
30/06/04		£17	£11	£6	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

swindonoldtownrotary.org.uk

dicmatcoate1@outlook.com

01793495206

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
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

Swindon,

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 (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

GARY WALKER Appointed: 2021

JUNAB ALI Appointed: 2021, Occupation: Company Director, Other trusteeships: THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON, HAZRATH SHAJALAL CENTRAL MOSQUE SWINDON,

MELODIE BEEVERS Appointed: 2020

PAMELA JACKSON Appointed: 2023

RAY NORMAN Appointed: 2023

REV MARK BARRETT Appointed: 2022

RICHARD MALORY MATTICK (Chair), Other trusteeship: SWINDON INTER-ACTIVE ARTS SERVICE,

RICHARD MATTICK Appointed: 2023

Legal constitution

Charity registered in England & Wales on 18/12/2003, number: 1101291

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Engaging external speakers at charity events policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Social media policy and procedures

Filing Record

20 returns made; AR23: 59 days late, AR21: 62 days late, AR07: 16 days late, AR06: 3 days late,

Main office

223 Marlborough Road
SWINDON
SN3 1NN

Objectives

TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WORLDWIIDE

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Data Sources