Ferndown & Parley Rotary Charitable Incorporated Organisation

Charity number: 1168075
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The relief of the poor and needy in Ferndown and Parley, any other part of the United Kingdom or elsewhere in the world, or such other charitable purpose, institution or object as the members of the CIO shall in duly constituted meeting direct.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £53,431
Total expenditure: £41,080

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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Recreation
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bournemouth
  • Dorset
  • Poole

Governance

Registration history:
  • 06 July 2016: CIO registration
  • 01 December 2019: Funds received from 1153660 ROTARY CLUB OF PARLEY CHARITY TRUST FUND
Organisation type:
CIO
Other names:
  • FERNDOWN & PARLEY ROTARY CIO (Working name)
  • FERNDOWN ROTARY CHARITABLE INCORPORATED ORGANISATION (Previous name)
  • FERNDOWN ROTARY CIO (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Susan Gaye Tolman Trustee 01 July 2025
None on record
Keith Adams Trustee 01 July 2024
None on record
Charles Edward Pellatt Trustee 01 July 2023
None on record
MARTIN BRIERLEY Trustee 01 July 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £27.64k £36.81k £25.75k £36.14k £53.43k
Total expenditure £38.31k £32.51k £28.68k £27.74k £41.08k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £2.00k £2.25k £2.40k

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 April 2025 On time
Accounts and TAR 30 June 2024 07 April 2025 On time Download Open in new window
Annual return 30 June 2023 12 January 2024 On time
Accounts and TAR 30 June 2023 12 January 2024 On time Download Open in new window
Annual return 30 June 2022 17 December 2022 On time
Accounts and TAR 30 June 2022 17 December 2022 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
Annual return 30 June 2020 10 December 2020 On time
Accounts and TAR 30 June 2020 10 December 2020 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
12 Pine Drive
St. Ives
RINGWOOD
Hampshire
BH24 2LN
Phone:
01425471335