THE ROTARY CLUB OF KENDAL CHARITABLE TRUST

Registered charity 233184 · accounts filings on the Charity Commission register · also known as THE ROTARY CLUB OF KENDAL

To provide funds for the relief of poverty and distress to individuals or organisations approved by the Council of the Rotary Club of Kendal and to provide funds for the advancement of education.

Objects

A) THE RELIEF OF PEVERTY AND DISTRESS EITHER BY DIRECT PAYMENTS TO INDIVIDUALS IN NECESSITOUS CIRCUMSTANCES OR BY CONTRIBUTIONS TO APPROVED CHARITABLE ORGANISATIONS OR FUNDS ALREADY EXISTING FOR THIS PURPOSES AS MAY BE APPROVED BY THE TRUSTEES AND B) THE ADVANCEMENT OF EDUCATION.

Area of benefit: NOT DEFINED

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 · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted reserves of £31,842.16 at the end of the financial year, resulting in a surplus of £6,314.63. The trustees consider reserves of no more than £7,500 necessary to cover possible failures of fundraising events, meaning actual reserves are significantly above this stated policy target. The filing notes there are no major risks or incidents requiring report to the Charity Commission.

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

What the accounts disclose

Discloses 4 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.

• Bullying and harassment policy and procedures
• 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

Trustees · trustee networks

• Canon Martin Philip Jayne
• Paul Thomas Harkness
• Roger John Downing · trustee of 2 other charities
• Timothy Michael Keegan · trustee of 1 other charity

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

Operates in: Cumbria

Income and spending

Common questions