ROTARY CLUB OF FURNESS CHARITABLE TRUST

Registered charity 1131039 · accounts filings on the Charity Commission register

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.

Area of benefit: UNDEFINED. IN PRACTICE LOCAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · website · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Latest income
£36k
Latest spending
£34k
Registered
2009
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Fundraising cost ratio: 20.4% of fundraised income, as disclosed
“In total therefore, £33,256 was raised, before deducting running costs of £6,813 and charitable donations of £27,426.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: broadly match the charitable donations made with the income it generates in any year (held: £16k)
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Public fundraising profile: JustGiving — Rotary Club of Furness (matched by registered charity number).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
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

Semantically similar by activities and financial character, from our analysed corpus. Compare with ROTARY CLUB OF FROME CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
ROTARY CLUB OF FURNESS CHARITABLE TRUST£36k—0above20.4%no doubt
ROTARY CLUB OF FROME CHARITABLE TRUST FY2025£52k—0unclear—noted
ROTARY CLUB OF HEREFORD TRUST FUND FY2025£39k—0unclear—no doubt
ROTARY CLUB OF ROMSEY TEST TRUST FUND FY2025£100k—0below—no doubt
ROTARY CLUB OF LAUNCESTON TRUST FUND FY2025£37k—0unclear—no doubt
ROTARY CLUB OF WARWICK CHARITIES TRUST FUND FY2025£42k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.