Finance Score: 2

Governance Score: -8

Support Score: 0

Strong growth: +2
No PartB

No volunteer policy: -2
Static board: -3
All male board: -3

Large volunteers +3

Overall GiG Score: -3

THE ROTARY CLUB OF KING'S LYNN PRIORY BENEVOLENT FUND

Raising funds for charitable purposes

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is completely male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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	*	£33	£35	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22?		£35	£30	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£4	£7	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£17	£16	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£14	£11	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£1	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£2	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£0	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£0	£1	£0	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: 51 years

https://www.rotary-ribi.org/clubs/homepage.ph

geraldpepper@pepperstock.com

01485570755

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Acts as an umbrella or resource body
Makes grants to organisations

Where it operates

Cambridgeshire, Norfolk, Suffolk,

Who it helps

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

ANTHONY JOHN WILLIAMS Appointed: 1995

GERALD IVAN PEPPER Appointed: 2018

RICHARD ALAN HIGH BA. MA. Appointed: 2015

Legal constitution

Charity registered in England & Wales on 25/10/1973, number: 266277

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 31 days late,

Main office

The Forge
Heacham Road
Sedgeford
HUNSTANTON
Norfolk
PE36 5LU

Objectives

TO APPLY BOTH THE CAPITAL AND INCOME OF THE BENEVOLENT FUND TO OR FOR THE BENEFIT OF THE POOR AND NEEDY LIVING IN THE TERRITORIAL AREA OF THE ROTARY CLUB OF KING'S LYNN PRIORY AS DEFINED AND DELINEATED ON THE PLAN THEREOF AT ROTARY HEADQUARTERS IN LONDON OR TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS SOCIETIES AND OBJECTS AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

TERRITORIAL AREA OF THE ROTARY CLUB.

Data Sources

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