COCKERMOUTH ROTARY CLUB CHARITABLE TRUST
The advancement of education etc.for the benefit of the people of Cockermouth and surrounding area.To help people in any Country who are in need.
Objects
A)THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, HARDSHI, DISTRESS AND SICKNESS BY DIRECT PAYMENTS TO INDIVIDUALS OR SUCH APPROVED CHARITABLE ORGANISATIONS. B)TO PROMOTE THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT WITHOUT DISTINCTION OF SEX OR POLITICAL OR RELIGIOUS OR OTHER OPINIONS. C)TO RELIEVE PERSONS OF ANY COUNTRY WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS AS A RESULT OF LOCAL, NATIONAL OR INTERNATIONAL DISASTER OR BY REASON OF THEIR SOCIAL AND ECONOMIC CIRCUMSTANCES.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net income of £11,276.16 for the year, with unrestricted funds increasing to £22,981.93. The trustees report that sufficient funds are retained to meet ongoing requirements, and the independent examiner confirmed no material matters were identified during the examination.
What the accounts disclose
“Gift Aid, Donations and Grants 26,155.02”
“During the year the Trust received gross income of £34,623 of which £8,216 was from various fundraising activities organised by the members of the Rotary Club of Cockermouth.” — page 3
Policies the charity declares
- Bullying and harassment policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Volunteers: 35
Self-declared on the annual return for the financial year ending 30/06/2024
- Volunteers: 35
Self-declared on the annual return for the financial year ending 30/06/2023
- Volunteers: 35
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 30/06/2023 (received 19/09/2024, 142 days after the 30/04/2024 due date); year ending 30/06/2022 (received 25/09/2023, 148 days after the 30/04/2023 due date); year ending 30/06/2021 (received 29/06/2022, 60 days after the 30/04/2022 due date).
Trustees
- Paul Bruce Philip Lack
- Rachel Jane Esposito
- Rev WENDY ELIZABETH SANDERS
- Ronald Ernest Salmon
- Valerie Ayre
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £35k | £23k |
| 30/06/2024 | £17k | £25k |
| 30/06/2023 | £17k | £14k |
| 30/06/2022 | £6k | £15k |
| 30/06/2021 | £7k | £6k |
Common questions
Is COCKERMOUTH ROTARY CLUB CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net income of £11,276.16 for the year, with unrestricted funds increasing to £22,981.93. The trustees report that sufficient funds are retained to meet ongoing requirements, and the independent examiner confirmed no material matters were identified during the examination. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DORIS FIELD CHARITABLE TRUST | 1 | £2k |
Charities like this
- WOLVERHAMPTON ROTARY CLUB CHARITABLE TRUST
- SALTRAM ROTARY CLUB CHARITABLE TRUST
- ROTARY CLUB OF MILTON KEYNES CHARITABLE TRUST FUND
- ROTARY CLUB OF COLCHESTER TRUST FUND
- BRIGHTON BEACHSIDE ROTARY CHARITABLE FUND
- SEAFORD ROTARY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| COCKERMOUTH ROTARY CLUB CHARITABLE TRUST | £35k | — | 0 | unclear | 33.3% | no doubt |
| WOLVERHAMPTON ROTARY CLUB CHARITABLE TRUST | £67k | — | 0 | unclear | — | no doubt |
| SALTRAM ROTARY CLUB CHARITABLE TRUST | £29k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF MILTON KEYNES CHARITABLE TRUST FUND | £44k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF COLCHESTER TRUST FUND | £79k | — | 0 | above | — | no doubt |
| BRIGHTON BEACHSIDE ROTARY CHARITABLE FUND | £25k | — | 0 | unclear | — | no doubt |