Finance Score: 0
Governance Score: 1
Support Score: 0
  • No PartB
  • Only 3 Trustees: -2
  • Gender balanced board: +3
  • Large volunteers +5
Overall GiG Score: 6 ?

WESSEX ROTARY CIO

The objects of the CIO are: for the public benefit in Wessex, any other part of the United Kingdom or elsewhere in the world, to relieve the poor and needy and to further such other purposes which are exclusively charitable under the laws of England and Wales as the trustees shall think fit, in particular but not exclusively by working with the members of the Rotary Clubs in the Rotary Internation
Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

  • There are only 3 trustees
  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income Spending Surplus/
Deficit
Volun-
teers
30/06/23£169£127£41
30/06/22£151£143£8
30/06/21£67£68£-1
30/06/20£114£78£36
Highest pay bracket: less than £60,000
Established: 5 years
Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other welfare services
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Provides other finance
  • Provides services
Where it operates
  • Abu Dhabi, Afghanistan, Ajman, Akrotiri, Aland Islands, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antarctica, Antigua And Barbuda, Argentina, Armenia, Aruba, Ascension, Australia, Austria, Azerbaijan, Bahrain, Baker Island, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bonaire, Bosnia And Herzegovina, Botswana, Bouvet Island, Brazil, British Antarctic Territory, British Indian Ocean ....more
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

  • DEBORAH SHARON DUNFORD Appointed: 2023
  • ROBIN GILLES GONARD Appointed: 2023
  • VALERIA EVERED Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 24/04/2019, number: 1183094
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
4 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from ROTARY INTERNATIONAL DISTRICT 1110 CHARITY FUND on 14/12/2019
Main office

148 Northmoor Way
WAREHAM
Dorset
BH20 4EU

Objectives

FOR THE PUBLIC BENEFIT IN WESSEX, ANY OTHER PART OF THE UNITED KINGDOM OR ELSEWHERE IN THE WORLD, TO RELIEVE THE POOR AND NEEDY AND TO FURTHER SUCH OTHER PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SHALL THINK FIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY WORKING WITH THE MEMBERS OF THE ROTARY CLUBS IN THE ROTARY INTERNATIONAL DISTRICT 1110 (DISTRICT) THROUGH CONFERENCES AND SIMILAR.

Data Sources

Charity Commission for England and Wales

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