COCKERMOUTH ROTARY CLUB CHARITABLE TRUST

Registered charity 233710 · accounts filings on the Charity Commission register

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.

Area of benefit: COCKERMOUTH

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

Registered contact address: Cumberland, North West, England (from the postcode on the register)

Latest income
£35k
Latest spending
£23k
Registered
1964
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Gift Aid, Donations and Grants (76% of income)
“Gift Aid, Donations and Grants 26,155.02”
Per its FY2025 accounts as filed with the Charity Commission.
Fundraising cost ratio: 33.3% of fundraised income, as disclosed
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). 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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

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).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

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

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
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

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
DORIS FIELD CHARITABLE TRUST1£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WOLVERHAMPTON ROTARY CLUB CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
COCKERMOUTH ROTARY CLUB CHARITABLE TRUST£35k—0unclear33.3%no doubt
WOLVERHAMPTON ROTARY CLUB CHARITABLE TRUST FY2025£67k—0unclear—no doubt
SALTRAM ROTARY CLUB CHARITABLE TRUST FY2025£29k—0unclear—no doubt
ROTARY CLUB OF MILTON KEYNES CHARITABLE TRUST FUND FY2025£44k—0unclear—no doubt
ROTARY CLUB OF COLCHESTER TRUST FUND FY2025£79k—0above—no doubt
BRIGHTON BEACHSIDE ROTARY CHARITABLE FUND FY2025£25k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.