Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

Only 4 Trustees: -1

Large volunteers +5

Overall GiG Score: 4

WINCHESTER ROTARY CHARITABLE INCORPORATED ORGANISATION

The objects of the CIO are: for the public benefit in Winchester, any other part of the United Kingdom or elsewhere in the world, to relieve the poor and needy, promote peace, improve health and literacy, and to further such other humanitarian purposes which are exclusively charitable under the laws of England and Wales as the trustees shall think fit.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 4 trustees

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

Financial Data ?

Income & Spending ?

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		£150	£149	£0	n/a	n/a	n/a	n/a	n/a	200
30/06/22		£208	£118	£89	n/a	n/a	n/a	n/a	n/a	120
30/06/21		£135	£120	£15	n/a	n/a	n/a	n/a	n/a	100
30/06/20		£120	£116	£4	n/a	n/a	n/a	n/a	n/a	65
30/06/19	*	£153	£155	£-2	n/a	n/a	n/a	n/a	n/a	65
30/06/18	*	£101	£99	£2	£0	£0	£0	n/a	0	100
30/06/17		£85	£85	£0	£0	£0	£0	n/a	0	0
30/06/16	*	£88	£89	£-1	£0	£0	£0	n/a	0	0
30/06/15		£93	£78	£15	£0	£0	£0	n/a	0	0
30/06/14		£67	£69	£-2	£0	£0	£0	n/a	0	0
30/06/13		£58	£49	£10	£0	£0	£0	n/a	0	0
30/06/12		£48	£21	£27	£0	£0	£0	n/a	0	0
30/06/11		£53	£48	£5	£0	£0	£0	n/a	0	0
30/06/10		£85	£83	£2	£0	£0	£0	n/a	0	0
30/06/09		£34	£43	£-9	£0	£0	£0	n/a	0	0
30/06/08		£40	£36	£4	£0	£0	£0	n/a	0	0
30/06/07		£31	£25	£5	£0	£0	£0	n/a	0	0
30/06/06		£27	£29	£-3	£0	£0	£0	n/a	0	0
30/06/05		£32	£26	£6	£0	£0	£0	n/a	0	0
30/06/04		£26	£30	£-4	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 2 years

https://winchester-rotary.org/

ian@cival.uk

07771716778

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance
Provides services

Where it operates

Hampshire,

Who it helps

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

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DEBORAH MACARTNEY Appointed: 2022

IAN RICHARD VALENTINE (Chair) Appointed: 2022

LESLIE JAMES HASWELL Appointed: 2022

PAUL ANTHONY RUSSELL Appointed: 2022, Other trusteeship: FRIENDS OF THE DEAN GARNIER GARDEN,

Legal constitution

Charity registered in England & Wales on 28/04/2022, number: 1198772

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR19: 215 days late, AR18: 55 days late, AR16: 72 days late,

Recent reorganisation events:

Asset transfer in from WINCHESTER ROTARY CLUB TRUST FUND on 11/06/2024

Main office

49 PENINSULA SQUARE
WINCHESTER
SO23 8GJ

Objectives

THE RELIEF OF THE POOR AND NEEDY OR FOR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE MEMBERS OF THE CIO SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Data Sources