WESTBOURNE ROTARY CLUB TRUST FUND CIO

Charity Number: 1197774
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £145,894
Total expenditure: £78,545

People

5 Trustee(s)

25 Volunteer(s)

Employees with total benefits over £60,000

No information available

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

What the charity does:
  • General Charitable Purposes
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • Throughout England
  • Sri Lanka
  • The Gambia

Governance

Registration history:
  • 03 February 2022: CIO registration
  • 26 July 2022: Funds received from 1111184 ROTARY CLUB OF WESTBOURNE TRUST FUND
Organisation type:
CIO
Other names:
  • ROTARY CLUB OF WESTBOURNE (Working name)
  • WESTBOURNE ROTARY CLUB (Previous name)
  • WESTBOURNE ROTARY CLUB CIO (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Trustee expenses policy and procedures
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gordon Francis Lewis Trustee 30 January 2025
None on record
Christopher Kaye Trustee 01 July 2023
None on record
SUSAN BURNETT Trustee 02 February 2022
None on record
Lynne Abad Trustee 02 February 2022
None on record
Pauline Bonanni Trustee 02 February 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2023 30/06/2024
Total gross income £31.97k £145.89k
Total expenditure £57.27k £78.55k
Income from government contracts N/A N/A
Income from government grants 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 2024 05 December 2024 On Time
Accounts and TAR 30 June 2024 05 December 2024 On Time Download Open in new window
Annual return 30 June 2023 07 November 2023 On Time
Accounts and TAR 30 June 2023 07 November 2023 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - ASSOCIATION Registered 03 Feb 2022 as amended on 01 Jul 2024

Charitable objects

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.

Contact information

Address:
282 MALMESBURY PARK ROAD
BOURNEMOUTH
282 Malmesbury Park Road
BH8 8PR
Phone:
01202315749
Email:
info@westbournerotary.org.uk
Website:

https://www.westbournerotary.org.uk/ Open in new window