WESSEX ROTARY CIO

Charity number: 1183094
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 30 June 2025

Total income: £83,487
Total expenditure: £91,903

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Disability
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England
  • 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 Territory
  • British Virgin Islands
  • Brunei
  • Bulgaria
  • Burkina Faso
  • Burma
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Cape Verde
  • Cayman Islands
  • Central African Republic
  • Ceuta
  • Chad
  • Chile
  • China
  • Christmas Island
  • Cocos (KEELING) ISLANDS
  • Colombia
  • Comoros
  • Congo
  • Congo (Democratic Republic)
  • Cook Islands
  • Costa Rica
  • Croatia
  • Cuba
  • Cyprus
  • Czech Republic
  • Denmark
  • Dhekelia
  • Djibouti
  • Dominica
  • Dominican Republic
  • Dubai
  • Easter Island
  • East Timor
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Eswatini
  • Ethiopia
  • Falkland Islands
  • Faroe Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • French Southern Territories
  • Fujairah
  • Gabon
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guam
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-bissau
  • Guyana
  • Haiti
  • Heard Island And Mcdonald Islands
  • Honduras
  • Hong Kong
  • Howland Island
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran
  • Iraq
  • Ireland
  • Isle Of Man
  • Israel
  • Italy
  • Ivory Coast
  • Jamaica
  • Japan
  • Jarvis Island
  • Jersey
  • Johnston Atoll
  • Jordan
  • Kazakhstan
  • Kenya
  • Kingman Reef
  • Kiribati
  • Kosovo
  • Kuwait
  • Kyrgyzstan
  • Laos
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macau
  • Macedonia
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Marshall Islands
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Melilla
  • Mexico
  • Micronesia
  • Midway Islands
  • Moldova
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Namibia
  • Nauru
  • Navassa Island
  • Nepal
  • Netherlands
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Northern Ireland
  • Northern Mariana Islands
  • North Korea
  • Norway
  • Occupied Palestinian Territories
  • Oman
  • Pakistan
  • Palau
  • Palmyra Atoll
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn, Henderson, Ducie And Oeno Islands
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Ras Al-khaimah
  • Réunion
  • Romania
  • Russia
  • Rwanda
  • Saba
  • Saint Barthélemy
  • Saint Helena
  • Saint-Martin
  • Saint Pierre And Miquelon
  • Saint Vincent
  • Samoa
  • San Marino
  • São Tomé And Principe
  • Saudi Arabia
  • Scotland
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Sint Eustatius
  • Sint Maarten
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia And South Sandwich Islands
  • South Korea
  • South Sudan
  • Spain
  • Sri Lanka
  • St Kitts And Nevis
  • St Lucia
  • Sudan
  • Suriname
  • Svalbard And Jan Mayen
  • Sweden
  • Switzerland
  • Syria
  • Taiwan
  • Tajikistan
  • Tanzania
  • Thailand
  • The Bahamas
  • The Gambia
  • Togo
  • Tokelau
  • Tonga
  • Trinidad And Tobago
  • Tristan Da Cunha
  • Tunisia
  • Turkey
  • Turkmenistan
  • Turks And Caicos Islands
  • Tuvalu
  • Uganda
  • Ukraine
  • Umm Al-quwain
  • United Arab Emirates
  • United States
  • United States Virgin Islands
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Vatican City
  • Venezuela
  • Vietnam
  • Wake Island
  • Wallis And Futuna
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe

Governance

Registration history:
  • 24 April 2019: CIO registration
  • 14 December 2019: Funds received from 1064463 ROTARY INTERNATIONAL DISTRICT 1110 CHARITY FUND
Organisation type:
CIO
Other names:
  • WESSEX ROTARY CHARITABLE INCORPORATED ORGANISATION (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds 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
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Valeria Evered Trustee 02 November 2023
None on record
Robin Gilles Gonard Trustee 01 July 2023
None on record
Deborah Sharon Dunford Trustee 01 July 2023
WAREHAM RELIEF IN NEED AND SICKNESS CHARITY
Received: On time
WAREHAM DISABLED CLUB
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 30/06/2021 30/06/2022 30/06/2023 30/06/2024 30/06/2025
Total gross income £66.60k £151.01k £168.85k £108.34k £83.49k
Total expenditure £67.98k £143.28k £127.35k £134.48k £91.90k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2025 15 December 2025 On time
Accounts and TAR 30 June 2025 15 December 2025 On time
Annual return 30 June 2024 14 April 2025 On time
Accounts and TAR 30 June 2024 14 April 2025 On time Download Open in new window
Annual return 30 June 2023 08 December 2023 On time
Accounts and TAR 30 June 2023 08 December 2023 On time Download Open in new window
Annual return 30 June 2022 13 February 2023 On time
Accounts and TAR 30 June 2022 13 February 2023 On time Download Open in new window
Annual return 30 June 2021 07 December 2021 On time
Accounts and TAR 30 June 2021 07 December 2021 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
148 Northmoor Way
WAREHAM
Dorset
BH20 4EU
Phone:
07801377445
Email:
No information available