ROTARY CLUB OF YORK CHARITY FUND
The raising and use of funds to support worthy charitable causes, locally, nationally and internationally in furtherance of the objects of Rotary.
Objects
TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY, OR TO SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves decreased by £2,125 to £39,848 at the end of the year, with a stated policy to distribute the General Fund closing balance in the following year. The charity reported total income of £147,527 and total expenditure of £149,652, resulting in a net movement in fund of (£2,125). Trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“It is the Club's policy to distribute the closing balance in the General Fund in the following year.” — page 4
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Volunteers: 70
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Volunteers: 69
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Volunteers: 65
- Grant-making is its main activity
Funders the charity credits
- Woodland Trust
- Nestlé
Trustees
- Michael Hay
- NIGEL EVERARD
- Paul Harvey
- Tom Jackson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £148k | £150k |
| 30/06/2024 | £139k | £132k |
| 30/06/2023 | £133k | £131k |
| 30/06/2022 | £123k | £122k |
| 30/06/2021 | £70k | £72k |
Common questions
Is ROTARY CLUB OF YORK CHARITY FUND financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves decreased by £2,125 to £39,848 at the end of the year, with a stated policy to distribute the General Fund closing balance in the following year. The charity reported total income of £147,527 and total expenditure of £149,652, resulting in a net movement in fund of (£2,125). Trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Charities like this
- THE ROTARY CLUB OF WARRINGTON CHARITY FUND
- ROTARY CLUB OF COLCHESTER TRUST FUND
- ROTARY CLUB OF RUGBY BENEVOLENT FUND
- ROTARY CLUB OF CHRISTCHURCH CHARITIES FUND
- ROTARY CLUB OF RAMSBOTTOM TRUST FUND
- ROTARY CLUB OF NEWTON ABBOT TRUST FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ROTARY CLUB OF YORK CHARITY FUND | £148k | — | 0 | unclear | — | no doubt |
| THE ROTARY CLUB OF WARRINGTON CHARITY FUND | £8k | — | 0 | above | — | no doubt |
| ROTARY CLUB OF COLCHESTER TRUST FUND | £79k | — | 0 | above | — | no doubt |
| ROTARY CLUB OF RUGBY BENEVOLENT FUND | £35k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF CHRISTCHURCH CHARITIES FUND | £36k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF RAMSBOTTOM TRUST FUND | £26k | — | — | unclear | — | no doubt |