Rotary Club of Appleby Trust Fund
Registered charity 1034860 Registered since 1994
Operates: Cumbria
Connected trustee network
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How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.
3 trustees on the board
- David Godfrey Watkinson Chair since 2019
- Alan Mcviety since 2019
- Dr Alan Green since 2022
6y median 7y
average tenure
7y
longest tenure
Trustees past 6 years
- David Godfrey Watkinson Chair since 2019
- Alan Mcviety since 2019
15.9y
average years in governance
First-time vs portfolio trustees
First-time (2)
- David Godfrey Watkinson Chair since 2019
- Dr Alan Green since 2022
Portfolio (1)
- Alan Mcviety since 2019
2
company-linked trustees
Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Education/training 3General Charitable Purposes 3The Advancement Of Health Or Saving Of Lives 2Economic/community Development/employment 1
Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Education 2Other services 2Business services 1
Gaps to watch
- Several long-serving trustees could step down together
- Small board - little cover if a trustee leaves
Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.
🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →
Health of the organisation facts side by side - the conclusion is yours
Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
incomespending£24k latest income · spending exceeded income in 2024 and 2025
Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.
Connected through a shared trustee
- Bolton Memorial Hall 1 shared trustee
- Voluntary Action Cumbria 1 shared trustee
Also active in the same field
- The Heydown Trust Similar size; both Overseas aid
- Rotary Club of the Nene Valley Trust Fund Similar size; both Overseas aid
- Lango Association Similar size; both Overseas aid
- John Foster Charitable Trust Similar size; both Overseas aid
Deterministic, from public records.
Contact
| Website | www.applebyrotary.org.uk |
| alanmcviety@gmail.com | |
| Phone | 01768361371 |
| Address | The Old Vicarage, Bolton, APPLEBY-IN-WESTMORLAND, Cumbria, CA16 6AL |
Finances
£23,985 latest income
| Year | Income | Spending |
|---|---|---|
| 2021 | £9,192 | £13,118 |
| 2022 | £31,182 | £21,541 |
| 2023 | £24,965 | £17,797 |
| 2024 | £23,547 | £37,278 |
| 2025 | £23,985 | £30,469 |
What it does
What
General Charitable PurposesEducation/trainingThe Advancement Of Health Or Saving Of LivesDisabilityThe Prevention Or Relief Of PovertyOverseas Aid/famine ReliefAmateur SportEnvironment/conservation/heritageWho
Children/young PeopleElderly/old PeoplePeople With DisabilitiesOther Charities Or Voluntary BodiesThe General Public/mankindHow
Provides Human ResourcesProvides ServicesProvides Advocacy/advice/informationOther Charitable ActivitiesCharitable objects
TO APPLY THE CAPITAL AND INCOME IN THE RELIEF OF THE POOR AND NEEDY OR TO SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT.
Governing document: TRUST DEED DATED 26 JANUARY 1994
Trustees (3)
3trustees
75median age
2aged 70+
- David Godfrey Watkinsonage band 75-79 Chair since 2019
- Alan Mcvietyage band 70-74 since 2019
- Dr Alan Green since 2022
Connected charities (2)
- Voluntary Action Cumbria 1 shared trustee
- Bolton Memorial Hall 1 shared trustee
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