Finance Score: -2

Governance Score: 0

Support Score: 0

Deficit latest year: -2
No PartB

Dynamic board: +3
All male board: -3

Large volunteers +5

Overall GiG Score: 3

BOURNEMOUTH NORTH ROTARY BENEVOLENT FUND CHARITABLE INCORPORATED ORGANISATION

The relief of the poor, sick and needy in Bournemouth, Christchurch and Poole and any other part of the United Kingdom or elsewhere in the world, or for such other charitable purposes as the members may decide.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
30/06/23	£17	£26	£-8
30/06/22	£20	£30	£-10
30/06/21	£0	£0	£0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

rotarybournemouthnorth.co.uk

peter_avis@yahoo.com

01202531192

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Bournemouth,

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 (6)

Current Trustees appointed

Gender Split

DAVID ANDREW NORTH Appointed: 2023

JOHN OWEN SLADE Appointed: 2020

JOHN RICHARD SPURGEON Appointed: 2023

MATTHEW JOHN MOORE (Chair) Appointed: 2022, Occupation: Solicitor

PERRY JOHN ELLIS Appointed: 2020

STEPHEN JOHN SMALL Appointed: 2023

Legal constitution

Charity registered in England & Wales on 17/08/2020, number: 1190882

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

3 returns made; all on time

Main office

8 St. Lukes Road
BOURNEMOUTH
BH3 7LT

Objectives

THE RELIEF OF THE POOR, SICK AND NEEDY IN BOURNEMOUTH, CHRISTCHURCH, POOLE AND ANY OTHER PART OF THE UNITED KINGDOM OR ELSEWHERE IN THE WORLD OR FOR SUCH OTHER CHARITABLE PURPOSES AS THE MEMBERS OF THE CIO SHALL IN DULY CONSTITUTED MEETING DIRECT.

Data Sources

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