Finance Score: -5

Governance Score: -3

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Static board: -3
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: -5

WALLINGFORD & DIDCOT ROTARY CHARITABLE FOUNDATION CIO

The relief of the poor and needy in the Wallingford & Didcot District, or elsewhere in the world, or such other charitable purpose, institution or object as the Trustees may from time to time direct

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
30/06/23		£12,876	£17,506	£-4,630	11
30/06/22	*	£48,223	£52,758	£-4,535	11
30/06/21		£20,005	£21,135	£-1,130	11
30/06/20		£72,567	£55,359	£17,208	12

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

wddrotary.wordpress.com

rotary@campbellandco.co.uk

01235797388

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Makes Grants to Organisations
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
11 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

DULCIE STELLA FISHER Appointed: 2019

DENISE ANN MACDONALD Appointed: 2019

COLIN DAVID CAMPBELL (Chair) Appointed: 2019, Other trusteeships: HOME START SOUTHERN OXFORDSHIRE, HOME-START SOUTHERN OXFORDSHIRE,

Legal constitution

Charity registered in England & Wales on 05/03/2019, number: 1182337

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Social media policy and procedures

Filing Record

4 returns made; AR22: 30 days late,

Main office

Springside
Manor Road
WANTAGE
OX12 8NE

Objectives

THE RELIEF OF THE POOR AND NEEDY IN THE WALLINGFORD & DIDCOT DISTRICT, OR ELSEWHERE IN THE WORLD, OR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION OR OBJECT AS THE TRUSTEES MAY FROM TIME TO TIME DIRECT.

Data Sources