KNARESBOROUGH ROTARY CLUB WAUGH TRUST
Provision of charitable donations and sponsorship and service to the community.
Objects
TO APPLY BOTH THE INCOME AND CAPITAL THEREOF TO OR FOR THE RELIEF OF THE POOR AND NEEDY OR TO OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £1,305,534, derived primarily from investment income of £63,009. The trustees report that the charity is financially stable with no material uncertainties regarding its future operations. Expenditure on charitable activities totaled £85,060, funded by investment returns and existing reserves.
What the accounts disclose
“Minimal funds are held – a call is made on investments ‘as and when’”
Policies the charity declares
- Complaints handling
- Conflicting interests
- 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
- Trustee conflicts of interest policy and procedures
Structured financials (annual return, FY ending 30/06/2021)
Trustees
- Deborah Anne Wilson
- Helen Theresa Westmancoat
- Peter Ankcorn
- Stephanie Jayne Blevins
- Susan Cottingham
- William George Taylor
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £63k | £85k |
| 30/06/2024 | £127k | £44k |
| 30/06/2023 | £40k | £76k |
| 30/06/2022 | £2k | £24k |
| 30/06/2021 | £1.4m | £31k |
Common questions
Is KNARESBOROUGH ROTARY CLUB WAUGH TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £1,305,534, derived primarily from investment income of £63,009. The trustees report that the charity is financially stable with no material uncertainties regarding its future operations. Expenditure on charitable activities totaled £85,060, funded by investment returns and existing reserves. Its FY2025 accounts were independently examined.