ROTARY FOUNDATION OF THE UNITED KINGDOM
Charity overview
Activities - how the charity spends its money
The charities activates are set out in its Articles of Association. In addition it is committed to supporting the activities of the Rotary Foundation of Rotary International in the mission to advance world understanding, goodwill and peace through the improvement of health, the support of education and the alleviation of poverty.
Income and expenditure
Data for financial year ending 30 June 2024
Total income:
£3,012,940
| Donations and legacies | £2.97m | |
| Charitable activities | £0 | |
| Other trading activities | £0 | |
| Investments | £40.05k | |
| Other | £0 |
Total expenditure:
£2,969,635
| Raising funds | £129.73k | |
| Charitable activities | £2.84m | |
| Other | £0 |
£0 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
Charitable expenditure
Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.
In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.
Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.
By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.
| Raising funds and other expenditure | £129.73k | |
| Charitable expenditure | £2.84m | |
| Retained for future use | £43.31k |
People
3 Trustee(s)
11 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Overseas Aid/famine Relief
- Economic/community Development/employment
- Children/young People
- Elderly/old People
- People With Disabilities
- The General Public/mankind
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Human Resources
- Provides Services
- Provides Advocacy/advice/information
- Sponsors Or Undertakes Research
- Throughout England And Wales
- United States
Governance
- 27 February 1991: Standard registration
- 11 June 2020: Funds received from 292549 ROTARY DISTRICT 1250 CHARITY TRUST FUND
- 20 August 2021: Funds received from 1108657 THE ROTARY CLUB OF GLASTONBURY AND STREET TRUST FU...
- 23 August 2021: Funds received from 1071587 THE ROTARY CLUB OF COVENTRY BREAKFAST CHARITABLE T...
- 05 January 2022: Funds received from 1034685 ROTARY CLUB OF RAMSGATE CHARITY
- 26 January 2022: Funds received from 226996 ROTARY CLUB OF BATLEY CHARITABLE TRUST
- 12 August 2022: Funds received from 1035923 ROTARY CLUB OF SEAHOUSES AND DISTRICT CHARITABLE T...
- 23 February 2023: Funds received from 1078781 THE ROTARY CLUB OF BRENTWOOD BREAKFAST TRUST FUND
- 01 March 2023: Funds received from 1092485 THE ROTARY CLUB OF CATERHAM HARESTONE TRUST FUND
- 13 July 2023: Funds received from 1026390 THE ROTARY CLUB OF RIPLEY AND SEND TRUST FUND
- 14 July 2023: Funds received from 1038565 ROTARY CLUB OF AMBLESIDE TRUST FUND
- 14 July 2023: Funds received from 1038565 ROTARY CLUB OF AMBLESIDE TRUST FUND
- 23 August 2023: Funds received from 1192910 ROTARY ECLUB OF GREATER MANCHESTER AND CHESHIRE TR...
- 15 July 2024: Funds received from 1181718 ROTARY CLUB OF LEICESTER NOVUS TRUST FUND
- 30 July 2024: Funds received from 516725 ROTARY CLUB OF SOUTH HOLLAND TRUST FUND
- 16 May 2025: Funds received from 262517 THE ROTARY CLUB OF ISLINGTON, HIGHGATE AND MUSWELL...
- 20 May 2025: Funds received from 1113652 ROTARY CLUB OF BIGGLESWADE IVEL TRUST FUND
- RFUK (Working name)
- ROTARY FOUNDATION OF THE UNTED KINGDOM (Previous name)
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| Michael Webb | Chair | 01 July 2017 |
|
|
||||
| NICHOLAS VAUGHAN | Trustee | 01 July 2024 |
|
|
||||
| ASHLEY GRAY | Trustee | 06 January 2024 |
|
|
||||
Financial history
Financial period end date
| Income / Expenditure | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £4.26m | £2.77m | £2.86m | £3.20m | £3.01m | |
|
|
Total expenditure | £4.26m | £2.77m | £2.86m | £3.19m | £2.97m | |
|
|
Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
|
|
Income from government grants | N/A | N/A | N/A | N/A | N/A | |
|
|
Income - Donations and legacies | £4.26m | £2.77m | £2.86m | £3.19m | £2.97m | |
|
|
Income - Other trading activities | £0 | £0 | £0 | £0 | £0 | |
|
|
Income - Charitable activities | £0 | £0 | £0 | £0 | £0 | |
|
|
Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
|
|
Income - Investment | £2.62k | £132 | £480 | £6.73k | £40.05k | |
|
|
Income - Other | £0 | £0 | £0 | £0 | £0 | |
|
|
Income - Legacies | £1.31m | £157.17k | £32.76k | £743.85k | £132.98k | |
|
|
Expenditure - Charitable activities | £4.13m | £2.65m | £2.73m | £3.06m | £2.84m | |
|
|
Expenditure - Raising funds | £126.79k | £115.12k | £132.87k | £132.68k | £129.73k | |
|
|
Expenditure - Governance | £4.77k | £0 | £5.69k | £4.94k | £7.53k | |
|
|
Expenditure - Grants institution | £4.13m | £2.65m | £2.72m | £0 | £0 | |
|
|
Expenditure - Investment management | £0 | £0 | £0 | £0 | £0 | |
|
|
Expenditure - Other | £0 | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.
Long term InvestmentsInvestments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.
These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.
Defined benefit pension scheme asset or liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.
| Asset / Liability | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Own use assets | £0 | £0 | £0 | £0 | £0 | |
|
|
Long-term investments | £0 | £0 | £0 | £0 | £0 | |
|
|
Other assets | £3.61m | £1.34m | £1.29m | £1.81m | £1.65m | |
|
|
Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
|
|
Total liabilities | £3.58m | £1.31m | £1.26m | £1.78m | £1.56m |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 30 June 2024 | 28 February 2025 | On Time | |
| Accounts and TAR | 30 June 2024 | 28 February 2025 | On Time | Download Open in new window |
| Annual return | 30 June 2023 | 25 March 2024 | On Time | |
| Accounts and TAR | 30 June 2023 | 25 March 2024 | On Time | Download Open in new window |
| Annual return | 30 June 2022 | 26 January 2023 | On Time | |
| Accounts and TAR | 30 June 2022 | 26 January 2023 | On Time | Download Open in new window |
| Annual return | 30 June 2021 | 07 February 2022 | On Time | |
| Accounts and TAR | 30 June 2021 | 07 February 2022 | On Time | Download Open in new window |
| Annual return | 30 June 2020 | 04 December 2020 | On Time | |
| Accounts and TAR | 30 June 2020 | 04 December 2020 | On Time | Download Open in new window |