Finance Score: -5

Governance Score: 0

Support Score: 7

Multiple Deficits and declines: -5
No PartB

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

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 2

WESTBOURNE ROTARY CLUB TRUST FUND CIO

At Westbourne Rotary Club Trust Fund CIO, working as Rotary Club of Westbourne, we take our community and international service seriously, striving to give back to the area in which we work and live and also being mindful of the internationality of Rotary and our international communities too.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of gender

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

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23?		£32	£57	£-25	n/a	n/a	n/a	n/a	n/a	25
30/04/22?		£103	£139	£-36	n/a	n/a	n/a	n/a	n/a	25
30/06/21		£73	£52	£21	n/a	n/a	n/a	n/a	n/a	40
30/06/20		£36	£39	£-3	n/a	n/a	n/a	n/a	n/a	24
30/06/19		£60	£48	£12	n/a	n/a	n/a	n/a	n/a	29
30/06/18		£47	£41	£5	£0	£0	£0	n/a	0	26
30/06/17		£18	£13	£5	£0	£0	£0	n/a	0	0
30/06/16		£21	£27	£-6	£0	£0	£0	n/a	0	0
30/06/15		£17	£21	£-4	£0	£0	£0	n/a	0	0
30/06/14		£33	£28	£5	£0	£0	£0	n/a	0	0
30/06/13		£15	£18	£-3	£0	£0	£0	n/a	0	0
30/06/12		£18	£17	£2	£0	£0	£0	n/a	0	0
30/06/11		£19	£18	£1	£0	£0	£0	n/a	0	0
30/06/10		£13	£7	£6	£0	£0	£0	n/a	0	0
30/06/09		£9	£6	£3	£0	£0	£0	n/a	0	0
30/06/08		£9	£6	£3	£0	£0	£0	n/a	0	0
30/06/07	*	£7	£7	£0	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 2 years

https://www.westbournerotary.org.uk/

info@westbournerotary.org.uk

01202315749

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Makes Grants to Individuals
Other charitable activities
Provides services

Where it operates

Sri Lanka, The Gambia, Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
25 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£6,264
National Lottery Community Fund	£4,208
Dorset Community Foundation	£3,048

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Grant to Westbourne Rotary Club Trust Fund
£3,048	07/12/2021	Food parcels for BAME communities in food poverty
National Lottery Community Fund - Community Lunches Infrastructure Project
£4,208	08/09/2021	The funding will refurbish a redundant kitchen in a church for community use. This will support the development of lunch clubs for older people and the development of the 'Unity International ....more The funding will refurbish a redundant kitchen in a church for community use. This will support the development of lunch clubs for older people and the development of the 'Unity International Lunches' which aim to promote integration.
DCMS - Coronavirus Community Support Fund
£6,264	25/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CHRISTOPHER KAYE Appointed: 2023

DAVID TILLING Appointed: 2022

GREG SINGLETON Appointed: 2022

LYNNE ABAD Appointed: 2022

PAULINE BONANNI Appointed: 2022

SUSAN BURNETT Appointed: 2022

Legal constitution

Charity registered in England & Wales on 03/02/2022, number: 1197774

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR07: 238 days late,

Recent reorganisation events:

Asset transfer in from ROTARY CLUB OF WESTBOURNE TRUST FUND on 26/07/2022

Main office

282 MALMESBURY PARK ROAD
BOURNEMOUTH
282 Malmesbury Park Road
BH8 8PR

Objectives

THE OBJECTS OF THE CIO ARE: THE RELIEF OF THE POOR AND NEEDY IN THE BOURNEMOUTH BCP AREA ANY OTHER PART OF THE UNITED KINGDOM OR ELSEWHERE IN THE WORLD, OR SUCH OTHER CHARITABLE PURPOSE AS THE MEMBERS OF THE CIO SHALL IN DULY CONSTITUTED MEETING DIRECT.

Data Sources