THE ROTARY CLUB OF NEWBURY BENEVOLENT FUND
The purpose of the charity is to raise funds for the poor and needy and to provide relief by giving service in the form of help and support to the local community and to a certain extent nationally and internationally.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a deficit of £5,452 for the year, which was set against assets, resulting in unrestricted reserves of £24,003. The trustees maintain a reserves policy of a minimum balance of £3,000 to respond to urgent requests, a target which is comfortably exceeded by the current balance. The filing confirms the charity is prepared on a going concern basis with sufficient facilities to meet operating cash requirements.
What the accounts disclose
“It is the trustees’ policy to maintain a minimum reserves balance of £3,000 to enable the Club to respond at any time to requests of an urgent and immediate nature.” — page 3
Trustees
- Eileen Shirley Lloyd
- Julian Grahame Dickins
- Peter John Winchcombe
- Stuart Clive Lashford
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £29k | £35k |
| 30/06/2024 | £32k | £16k |
| 30/06/2023 | £29k | £28k |
| 30/06/2022 | £26k | £20k |
| 30/06/2021 | £22k | £19k |
Common questions
Is THE ROTARY CLUB OF NEWBURY BENEVOLENT FUND financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a deficit of £5,452 for the year, which was set against assets, resulting in unrestricted reserves of £24,003. The trustees maintain a reserves policy of a minimum balance of £3,000 to respond to urgent requests, a target which is comfortably exceeded by the current balance. The filing confirms the charity is prepared on a going concern basis with sufficient facilities to meet operating cash requirements. Its FY2025 accounts were independently examined.