ROTARY CLUB OF NORTHWICH BENEVOLENT FUND
Support to needy individuals and and charitable organisations within our defined area of operations
Objects
TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO SUCH CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £26,700 at the end of the period, which is £4,500 higher than the previous year. The trustees' policy is to retain approximately 12 months of income as reserves, a target of £15,000, meaning current reserves exceed this stated policy minimum.
What the accounts disclose
“The charity has a trust fund invested with the CCLA”
“Our policy is that we would normally retain about 12 month’s income as reserves”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- 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
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- BERNARD PAUL KEOGH
- Charles Rupert Adams
- JAMES FULLARTON SLOANE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £26k | £22k |
| 30/06/2024 | £19k | £28k |
| 30/06/2023 | £31k | £30k |
| 30/06/2022 | £26k | £16k |
| 30/06/2021 | £21k | £22k |
Common questions
Is ROTARY CLUB OF NORTHWICH BENEVOLENT FUND financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £26,700 at the end of the period, which is £4,500 higher than the previous year. The trustees' policy is to retain approximately 12 months of income as reserves, a target of £15,000, meaning current reserves exceed this stated policy minimum.
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- ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND
- ROTARY CLUB OF CHESTFIELD TRUST FUND
- ROTARY CLUB OF NEWTON ABBOT TRUST FUND
- ROTARY CLUB OF RAMSBOTTOM 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 NORTHWICH BENEVOLENT FUND | £26k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF RUGBY BENEVOLENT FUND | £35k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF WOKING BENEVOLENT FUND | £29k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF NARBERTH AND WHITLAND TRUST FUND | £36k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF CHESTFIELD TRUST FUND | £91k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF NEWTON ABBOT TRUST FUND | £48k | — | 0 | unclear | — | no doubt |