Rotary Club of Ulverston Trust Fund

Analysis

Rotary Club of Ulverston Trust Fund is a registered charity in England and Wales, based in Cumbria. It was registered in September 1971, 55 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and the prevention or relief of poverty, which this site groups under health and saving lives. It says it makes grants to individuals, makes grants to organisations and provides human resources.

In the financial year ending June 2025, Rotary Club of Ulverston Trust Fund reported income of £15k and spending of £15k, spending 103% of its income. Across the 5 years on record, from June 2021 to June 2025, income grew from £12k to £15k (+26%), an average of +5.9% a year. The sharpest change came in the year to June 2022, when income rose by 99%. Over the whole period it spent 95% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Rotary Club of Ulverston Trust Fund sits at the 33rd percentile: it is larger than about 33% of them. Against every charity in England and Wales with reported income it ranks in the 39th percentile. Charities of a similar size with the same main cause include Newton Ferrers and Noss Mayo Community Hall (£15k), Village Hall (£15k) and The Youth Counselling Project (£15k).

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.