ROTARY CLUB OF TARPORLEY TRUST FUND
General Charitable activities locally, nationally and internationally
Objects
FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus for the year ended 30 June 2025, with unrestricted funds increasing from £2,326 to £3,798. The trustees note that regular fundraising activities have returned to pre-pandemic levels, although charitable giving has been impacted by cost of living pressures. The charity distributed over £23,500 in donations during the year.
What the accounts disclose
“The Rotary Club of Tarporley Charitable Trust Fund works closely with the Rotary Club of Tarporley and District. The Trust’s objectives are closely aligned with the aims and objectives of the Rotary Club of Tarporley and District.” — page 2
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
- Paying staff
- Risk management
- 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
- Volunteer management
Trustees
- Frank Philippschair
- DAVID ROBERT GARRATT
- Graham William Spencer
- MATTHEW WILLIAM GRANT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £62k | £55k |
| 30/06/2024 | £54k | £54k |
| 30/06/2023 | £59k | £65k |
| 30/06/2022 | £24k | £22k |
| 30/06/2021 | £15k | £13k |
Common questions
Is ROTARY CLUB OF TARPORLEY TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus for the year ended 30 June 2025, with unrestricted funds increasing from £2,326 to £3,798. The trustees note that regular fundraising activities have returned to pre-pandemic levels, although charitable giving has been impacted by cost of living pressures. The charity distributed over £23,500 in donations during the year. Its FY2025 accounts were independently examined.