THE ROTARY CLUB OF BATH TRUST FUND
The objects of the trust are to apply both the capital & income thereof to or for the relief of the poor & needy or to or for other charitable purpose institution society or object as the Club shall in duly constituted meeting from time to time direct.Activities of Trust Fund during this period have been receipt of monies & the disbursement thereof as detailed in accounts.
Financial health, per its FY2023 accounts
The accounts state that the Trust remains in a healthy state with an appropriate reserve position and contingency planning. The charity operates with a policy designed to ensure the conservation of capital and maintenance of sufficient funds to continue service provision in the event that donations and fundraising fall. The filing confirms that no material matters came to the examiner's attention regarding the preparation of the accounts.
What the accounts disclose
Trustees
- Justin Lawrence Draegerchair
- Andreea Alice Henderson
- Martin Grixoni
- Roger George Williams
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £135k | £75k |
| 30/06/2024 | £184k | £115k |
| 30/06/2023 | £194k | £147k |
| 30/06/2022 | £44k | £39k |
| 30/06/2021 | £63k | £70k |
Common questions
Is THE ROTARY CLUB OF BATH TRUST FUND financially healthy?
Per its FY2023 accounts: The accounts state that the Trust remains in a healthy state with an appropriate reserve position and contingency planning. The charity operates with a policy designed to ensure the conservation of capital and maintenance of sufficient funds to continue service provision in the event that donations and fundraising fall. The filing confirms that no material matters came to the examiner's attention regarding the preparation of the accounts. Its FY2023 accounts were independently examined.
Charities like this
- ROTARY CLUB OF YORK CHARITY FUND
- ROTARY CLUB OF ROMSEY TEST TRUST FUND
- THE JEANNINE VASSILIOU CHARITABLE TRUST
- BERKHAMSTED ROTARY TRUST FUND CIO
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROTARY CLUB OF BATH TRUST FUND | £135k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF YORK CHARITY FUND | £148k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF ROMSEY TEST TRUST FUND | £100k | — | 0 | below | — | no doubt |
| THE JEANNINE VASSILIOU CHARITABLE TRUST | £115k | — | 0 | unclear | — | no doubt |
| BERKHAMSTED ROTARY TRUST FUND CIO | £137k | — | 0 | unclear | — | no doubt |
| BRAMPTON CHARITABLE TRUST | £101k | — | 0 | unclear | — | no doubt |