THE ROTARY CLUB OF KENDAL CHARITABLE TRUST
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.
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.
What the accounts disclose
“Donations & Grants 13 185 15”
“With no administrative expenses, it is considered necessary for the Trust to hold reserves of no more than £7,500 to cover possible failure of fundraising events.” — page 1
Trustees
- Canon Martin Philip Jayne
- Paul Thomas Harkness
- Roger John Downing
- Timothy Michael Keegan
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £33k | £27k |
| 30/06/2024 | £42k | £44k |
| 30/06/2023 | £44k | £40k |
| 30/06/2022 | £46k | £46k |
| 30/06/2021 | £33k | £15k |
Common questions
Is THE ROTARY CLUB OF KENDAL CHARITABLE TRUST financially healthy?
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.