Finance Score: -1

Governance Score: -2

Support Score: 0

Spending declining: -1
No PartB

No conflicts policy: -1
Mainly male board: -1

No supporters identified

Overall GiG Score: -3

THE ROTARY CLUB OF WESTBURY CHARITABLE TRUST FUND

Fund raising for good causes UK and International as a Rotary Club

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly 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
Spending is declining

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

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 20 years

01380830554

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
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

Social clubs and similar

How it operates

Makes grants to individuals
Makes grants to organisations
Provides human resources

Where it operates

Wiltshire,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

DAVID JOHN PERKINS Appointed: 2017

DAVID PIKE

JAMES EDWIN HEATH

MERVYN EDWARD ELI HARRIS Appointed: 2018, Occupation: Veterinary Surgeon-Retired

SUSAN JANET EZRA Appointed: 2017

Legal constitution

Charity registered in England & Wales on 26/05/2004, number: 1103943

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR16: 25 days late, AR08: 115 days late,

Main office

27 MANOR FIELDS
BRATTON
WESTBURY
BA13 4ST

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources

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