SURBITON ROTARY CLUB BENEVOLENT FUND
Fund Raising, organising Community Events, supporting Sport for Children, supporting Education for the young and needy, supporting the needy, locally, nationally and Internationally.
Objects
(1) FOR THE BENEFIT OF THE POOR AND NEEDY LIVING IN THE BENEFICIAL AREA OR (2) FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS SOCIETIES AND OBJECTS AS THE SAID CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.
Financial health, per its FY2026 accounts
The accounts state that the charity maintained positive bank balances across its various accounts, with a closing balance of £5,270.41 in the Benevolent Account and £3,465.25 in the Club Account. The Trustees report confirms that all funds raised are used for short-term projects and are kept in easy-to-access accounts, with a legacy fund held in fixed-term deposits to earn interest.
What the accounts disclose
“Golf Day 5969.49 13744.18 7774.69” — page 4
Policies the charity declares
- Bullying and harassment 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
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- Ian Kenneth Rose
- Jeremy John Thorn
- Lynne Dean
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2026 | £25k | £27k |
| 30/06/2025 | £31k | £36k |
| 30/06/2024 | £8k | £9k |
| 30/06/2023 | £21k | £25k |
| 30/06/2022 | £11k | £9k |
Common questions
Is SURBITON ROTARY CLUB BENEVOLENT FUND financially healthy?
Per its FY2026 accounts: The accounts state that the charity maintained positive bank balances across its various accounts, with a closing balance of £5,270.41 in the Benevolent Account and £3,465.25 in the Club Account. The Trustees report confirms that all funds raised are used for short-term projects and are kept in easy-to-access accounts, with a legacy fund held in fixed-term deposits to earn interest. Its FY2026 accounts were independently examined.