ROTARY CLUB OF BRADGATE TRUST FUND
We are a member of Rotary in Great Britain and Ireland. We raise funds for local charities by organising events and through donations as well as providing volunteers for practical assistance. We also sometimes contribute to national and international charities. We organise and assist with local community projects.
Objects
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 the Trust reported a deficit of £8,645 for the year, reducing its total reserves from £21,089 to £12,444. The Trustees consider this level of reserves adequate to continue charitable activities, noting there are no significant ongoing financial commitments. The financial statements were subject to an independent examination rather than a full audit.
What the accounts disclose
“The Trustees recognise that they should retain sufficient reserves to safeguard the Trust's operation for the foreseeable future.” — page 4
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- 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 conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- Dr Lelsey Elva Trivettchair
- NICOLA JANE LITTLE
- Roy Cafferty
- Susan Pontefract
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £33k | £42k |
| 30/06/2024 | £32k | £28k |
| 30/06/2023 | £18k | £18k |
| 30/06/2022 | £14k | £10k |
| 30/06/2021 | £11k | £10k |
Common questions
Is ROTARY CLUB OF BRADGATE TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that the Trust reported a deficit of £8,645 for the year, reducing its total reserves from £21,089 to £12,444. The Trustees consider this level of reserves adequate to continue charitable activities, noting there are no significant ongoing financial commitments. The financial statements were subject to an independent examination rather than a full audit. Its FY2025 accounts were independently examined.
Charities like this
- ROTARY CLUB OF BRAMHALL AND WOODFORD CHARITIES TRUST FUND
- ROTARY CLUB OF CONGLETON - TRUST FUND
- THE ROTARY CLUB OF BRENTWOOD TRUST FUND
- ROTARY CLUB OF ASHTEAD TRUST FUND
- ROTARY CLUB OF MARLOW BENEVOLENT TRUST FUND
- ROTARY CLUB OF BIDEFORD BRIDGE 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 BRADGATE TRUST FUND | £33k | — | 0 | above | — | no doubt |
| ROTARY CLUB OF BRAMHALL AND WOODFORD CHARITIES TRUST FUND | £60k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF CONGLETON - TRUST FUND | £81k | — | 0 | unclear | — | no doubt |
| THE ROTARY CLUB OF BRENTWOOD TRUST FUND | £43k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF ASHTEAD TRUST FUND | £54k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF MARLOW BENEVOLENT TRUST FUND | £50k | — | 0 | unclear | 43.7% | no doubt |