ROTARY CLUB OF HEREFORD TRUST FUND
To raise funds and give assistance for local and International Charitable purposes including projects run by Rotary International.
Objects
THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH CHARITABLE PURPOSES, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL DIRECT.
Financial health, per its FY2025 accounts
The accounts state that total funds increased to £11,320, up from £6,561 in the prior year, driven by a net income of £4,759. The charity maintains a stated reserves policy target of £2,000, which is comfortably exceeded by its unrestricted funds of £10,045. No material uncertainties or going concern risks are disclosed in the filing.
What the accounts disclose
“Trustees seek at all times to retain a reserve of £2000 to help meet unforeseen emergency need.” — page 4
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints 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
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Peter David William Maxwellchair
- John Edwin Taylor
- Philip Ian Witcomb
- Ruth Aileen Punshon
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £39k | £19k |
| 30/06/2024 | £18k | £25k |
| 30/06/2023 | £28k | £13k |
| 30/06/2022 | £25k | £45k |
| 30/06/2021 | £32k | £50k |
Common questions
Is ROTARY CLUB OF HEREFORD TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that total funds increased to £11,320, up from £6,561 in the prior year, driven by a net income of £4,759. The charity maintains a stated reserves policy target of £2,000, which is comfortably exceeded by its unrestricted funds of £10,045. No material uncertainties or going concern risks are disclosed in the filing. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 07/05/2020 | £10k | Emergency Food Parcels |
Charities like this
- ROTARY CLUB OF WATFORD TRUST FUND
- THE ROTARY CLUB OF BRENTWOOD TRUST FUND
- ROTARY CLUB OF RETFORD TRUST FUND
- ROTARY CLUB OF HARROGATE TRUST FUND
- ROTARY CLUB OF LAUNCESTON TRUST FUND
- ROTARY CLUB OF STROUD 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 HEREFORD TRUST FUND | £39k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF WATFORD TRUST FUND | £27k | — | 0 | unclear | — | no doubt |
| THE ROTARY CLUB OF BRENTWOOD TRUST FUND | £43k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF RETFORD TRUST FUND | £69k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF HARROGATE TRUST FUND | £27k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF LAUNCESTON TRUST FUND | £37k | — | 0 | unclear | — | no doubt |