Finance Score: -8

Governance Score: -4

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -12

THE ROTARY CLUB OF LOUGHBOROUGH BENEVOLENT FUND

By far our most important scource of income comes from our Santa run in December each year. Entrants can nominate their own charity & raise sponsorship for their charity. With gift aid & other surpluses we are able to add significantly to the amounts raised individually so the nominated charities get extra benefit.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely 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
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
Income has been volatile and on several occasions in recent years 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		£4	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£12	£5	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£3	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£11	£11	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£10	£10	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£16	£7	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£9	£16	£-7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16	*	£11	£9	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£4	£8	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£11	£14	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£21	£10	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£43	£39	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11	*	£39	£42	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10	*	£115	£115	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£99	£97	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08	*	£61	£62	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£42	£53	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£48	£43	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£4	£4	£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: 55 years

www.rotary-ribi.org/clubs/homepage.php?ClubID

andy.jervis@chestertonhouse.co.uk

01509610472

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Leicestershire,

Who it helps

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

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANDREW KEVIN JERVIS Appointed: 2013

DAVID ROBERT FRANK WALKER Appointed: 2023

MICHAEL FRANCIS HERBERT Appointed: 2019

RICHARD ANTONY HOWARD Appointed: 2013

ROGER THOMAS BARKER Appointed: 2019

Legal constitution

Charity registered in England & Wales on 20/03/1970, number: 500028

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 51 days late, AR21: 3 days late, AR20: 45 days late, AR16: 78 days late, AR11: 31 days late, AR10: 18 days late, AR08: 36 days late,

Main office

23 Mountfields Drive
LOUGHBOROUGH
Leicestershire
LE11 3JD

Objectives

TO OR FOR THE BENEFIT OF THE POOR AND NEEDY. FOR THE ADVANCEMENT OF EDUCATION. TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS, SOCIETIES AND OBJECTS AS THE CLUB ACTING BY IT'S COUNCIL SHALL FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED - IN PRACTICE LOUGHBOROUGH

Data Sources

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