THE ROTARY CLUB OF HORSHAM BENEVOLENT FUND
In accordance with Clause 1 of the Trust Deed all funds held by the trustees are applied to or for the benefit of the poor and needy living in the territorial area of Horsham, or to or for the benefit of other charitable institutions, societies or objects as the Club shall direct.
Objects
TO OR FOR THE BENEFIT OF THE POOR AND NEEDY LIVING IN THE TERRITORIAL AREA OF THE ROTARY CLUB OR TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS, SOCIETIES AND OBJECTS 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 £30,702, which is below the previous year's unrestricted total of £19,865 but represents a net increase in total unrestricted funds for the year. The trustees' report notes that the charity maintains reserves to provide flexibility for immediate donations, though no specific monetary target is defined in the policy statement.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted reserves at a level that gives the trustees flexibility to give, if they so wish, an immediate donation in reponse to a particular event and some funds are retained in a bank no-notice deposit account for this purpose.” — page 5
“During the year the charity received donations of £1779 from the Rotary Club of Horsham of which 4 trustees are Council members. At the year end there was a balance of £57 (2024: £310) due from the Rotary Club of Horsham.” — page 21
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
- 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
- Adrian Mellor
- Andrew Edwards
- CAROLINE ANNE LILIAS GOULD
- Chris Cooper
- William Harmsworth MBE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £31k | £34k |
| 30/06/2024 | £28k | £30k |
| 30/06/2023 | £11k | £26k |
| 30/06/2022 | £20k | £30k |
| 30/06/2021 | £10k | £13k |
Common questions
Is THE ROTARY CLUB OF HORSHAM BENEVOLENT FUND financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £30,702, which is below the previous year's unrestricted total of £19,865 but represents a net increase in total unrestricted funds for the year. The trustees' report notes that the charity maintains reserves to provide flexibility for immediate donations, though no specific monetary target is defined in the policy statement. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 27/02/2025 | £2k | Horsham Rotary Special Needs Funday |
| The National Lottery Community Fund | 02/12/2022 | £4k | Rotary Club of Horsham Centenary Community Funday |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE EMMANUEL KAYE FOUNDATION | 1 | £30k |
Charities like this
- ROTARY CLUB OF NORTHWICH BENEVOLENT FUND
- ROTARY CLUB OF RUGBY BENEVOLENT FUND
- ROTARY CLUB OF MAIDENHEAD TRUST FUND
- ROTARY CLUB OF HODDESDON BENEVOLENT FUND LIMITED
- ROTARY CLUB OF FURNESS CHARITABLE TRUST
- THE ROTARY CLUB OF CHISLEHURST BENEVOLENT FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROTARY CLUB OF HORSHAM BENEVOLENT FUND | £31k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF NORTHWICH BENEVOLENT FUND | £26k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF RUGBY BENEVOLENT FUND | £35k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF MAIDENHEAD TRUST FUND | £39k | — | 0 | above | — | no doubt |
| ROTARY CLUB OF HODDESDON BENEVOLENT FUND LIMITED | £32k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF FURNESS CHARITABLE TRUST | £36k | — | 0 | above | 20.4% | no doubt |