Finance Score: -5

Governance Score: -3

Support Score: 8

Multiple Deficits and declines: -5
No PartB

All male board: -3

Large volunteers +5
Grant maker support: +3

Overall GiG Score: 0

ROTARY CLUB OF TIVERTON FOUNDATION TRUST FUND

FUNDS RAISED FROM STREET COLLECTIONS AND OTHER FUND RAISING FUNCTIONS

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

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
Income has been volatile and on several occasions in recent years less than spending

Established: 28 years

rctiverton1175@gmail.com

kevin@halberton.org

01884259896

Charity Commission for England and Wales

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
30/06/22	£20	£23	£-3	n/a	n/a	n/a	n/a	n/a	50
30/06/21	£18	£28	£-10	n/a	n/a	n/a	n/a	n/a	33
30/06/20	£45	£38	£7	n/a	n/a	n/a	n/a	n/a	34
30/06/19	£43	£30	£14	n/a	n/a	n/a	n/a	n/a	38
30/06/18	£24	£29	£-4	£0	£0	£0	n/a	0	45
30/06/17	£26	£24	£2	£0	£0	£0	n/a	0	0
30/06/16	£19	£15	£4	£0	£0	£0	n/a	0	0
30/06/15	£14	£19	£-5	£0	£0	£0	n/a	0	0
30/06/14	£17	£16	£1	£0	£0	£0	n/a	0	0
30/06/13	£26	£23	£3	£0	£0	£0	n/a	0	0
30/06/12	£14	£12	£1	£0	£0	£0	n/a	0	0
30/06/11	£26	£30	£-5	£0	£0	£0	n/a	0	0
30/06/10	£29	£29	£0	£0	£0	£0	n/a	0	0
30/06/09	£28	£31	£-3	£0	£0	£0	n/a	0	0
30/06/08	£27	£22	£4	£0	£0	£0	n/a	0	0
30/06/07	£19	£14	£6	£0	£0	£0	n/a	0	0
30/06/06	£14	£18	£-4	£0	£0	£0	n/a	0	0
30/06/05	£30	£27	£3	£0	£0	£0	n/a	0	0
30/06/04	£15	£20	£-5	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
50 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Devon Community Foundation - Ready Steady Read with Rotary
£13,125	31/10/2019 11	supporting primary school children through the Ready Steady Read with Rotary project to improve literacy skills
National Lottery Community Fund - Wishing Well refurbishment
£4,510	27/06/2019 12	The funding will be used to refurbish the wishing well of the rotary club. The project aims to restore the well and seating area to be a usable social area for the local community.
Devon Community Foundation - Ready Steady Read with Rotary
£13,750	24/07/2018 10	for a literacy project for schools in Tiverton, one to one support helping children to reach the requiring reading level for their age or above, raising their confidence and achievement levels overall
Devon Community Foundation - Literacy Project
£10,000	24/11/2016 11	for a literacy project for schools in Tiverton, one to one support helping children to reach the requiring reading level for their age or above, raising their confidence and achievement levels overall

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DAVID JOHN MITCHELL Appointed: 2017

FRANK ROSAMOND

JOHN SMITH Appointed: 2023

KEVIN ALPHONSUS FINAN Appointed: 2022, Other trusteeship: WAR MEMORIAL LIBRARY - TIVERTON,

Legal constitution

Charity registered in England & Wales on 25/01/1996, number: 1052252

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

25 Old Road
TIVERTON
Devon
EX16 4HJ

Objectives

TO APPLY THE 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