ROTARY CLUB OF FURNESS CHARITABLE TRUST
To administer the charitable monies donated to the Rotary Club of Furness for the relief of the poor, and needy, in their widest sense, primarily throughout Cumbria, but also throughout the world.The trust carries out these objectives through a number of community based activities designed to raise awareness of needs,whilst at the same time raising funds to be donated to those needy causes.
Objects
THE TRUSTEES HEREBY DECLARE THAT THE TRUSTEES SHALL HOLD AND APPLY THE TRUST FUND AND ALL OTHER MONIES WHICH MAY FROM TIME TO TIME BE RECEIVED BY THE TRUSTEES (WHETHER SUCH MONIES SHALL ARISE FROM DONATIONS BEQUESTS DEEDS OF COVENANT OR FROM ANY OTHER SOURCE) AND ALSO THE INVESTMENTS FOR THE TIME BEING REPRESENTING THE SAME (ALL OF WHICH ARE HEREINAFTER INCLUDED IN THE EXPRESSION "THE TRUST FUND") UPON TRUST TO APPLY BOTH THE CAPITAL AND INCOME THEREOF TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR SUCH OTHER CHARITABLE PURPOSES AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £15,843, which the trustees consider sufficient as their policy is to broadly match charitable donations with income generated in any year rather than holding large balances. The charity reported a net incoming resource of £2,017 for the year, resulting in an increase in fund balances from £13,826 to £15,843. No material uncertainties or going concern issues were identified by the independent examiner.
What the accounts disclose
“In total therefore, £33,256 was raised, before deducting running costs of £6,813 and charitable donations of £27,426.” — page 4
“It is the policy of the Trust to broadly match the charitable donations made with the income it generates in any year. As a result it does not aim to keep large balances on a long term basis.” — page 4
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Volunteer management
Trustees
- David Salt
- GEOFFREY MICHAEL JAMES
- Graham Postlethwaite
- MARTIN DAVID MCLEAVY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £36k | £34k |
| 30/06/2024 | £31k | £32k |
| 30/06/2023 | £34k | £35k |
| 30/06/2022 | £36k | £26k |
| 30/06/2021 | £12k | £15k |
Common questions
Is ROTARY CLUB OF FURNESS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £15,843, which the trustees consider sufficient as their policy is to broadly match charitable donations with income generated in any year rather than holding large balances. The charity reported a net incoming resource of £2,017 for the year, resulting in an increase in fund balances from £13,826 to £15,843. No material uncertainties or going concern issues were identified by the independent examiner. Its FY2025 accounts were independently examined.
Charities like this
- ROTARY CLUB OF FROME CHARITABLE TRUST
- ROTARY CLUB OF HEREFORD TRUST FUND
- ROTARY CLUB OF ROMSEY TEST TRUST FUND
- ROTARY CLUB OF LAUNCESTON TRUST FUND
- ROTARY CLUB OF WARWICK CHARITIES TRUST FUND
- ROTARY CLUB OF FARNHAM WEYSIDE 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 FURNESS CHARITABLE TRUST | £36k | — | 0 | above | 20.4% | no doubt |
| ROTARY CLUB OF FROME CHARITABLE TRUST | £52k | — | 0 | unclear | — | noted |
| ROTARY CLUB OF HEREFORD TRUST FUND | £39k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF ROMSEY TEST TRUST FUND | £100k | — | 0 | below | — | no doubt |
| ROTARY CLUB OF LAUNCESTON TRUST FUND | £37k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF WARWICK CHARITIES TRUST FUND | £42k | — | 0 | unclear | — | no doubt |