Finance Score: -1

Governance Score: -3

Support Score: 0

Spending falling: -1
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -4

THE ROTARY CLUB OF NORTH BOURNEMOUTH BENEVOLENT FUND

Apply capital and income for the benefit of the poor and needy or to or for such other charitable purpose, institution, society or object as the club shall in duly constituted meeting from time to time direct.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£19	£30	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£20	£32	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£31	£29	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£41	£46	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£33	£43	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£40	£49	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£40	£63	£-24	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£46	£62	£-16	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£37	£41	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12	*	£33	£43	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£34	£49	£-15	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10	*	£26	£43	£-18	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09	*	£29	£34	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08	*	£30	£57	£-27	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£29	£73	£-44	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£30	£40	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	*	£25	£37	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	*	£20	£23	£-3	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 52 years

www.rotarybournemouthnorth.co.uk

peter_avis@yahoo.com

01202531192

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

General Community services

How it operates

Makes grants to individuals
Makes grants to organisations
Provides human resources

Where it operates

Bournemouth, Dorset,

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

JOHN OWEN SLADE Appointed: 2018

PERRY JAMES ELLIS Appointed: 2020

PETER REGINALD AVIS Appointed: 2018

ROGER STEWART DEAS Appointed: 2018

Legal constitution

Charity registered in England & Wales on 23/06/1972, number: 264151

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR21: 37 days late, AR12: 182 days late, AR10: 320 days late, AR09: 627 days late, AR08: 158 days late, AR07: 180 days late, AR05: 177 days late, AR04: 30 days late,

Main office

8 St. Lukes Road
BOURNEMOUTH
BH3 7LT

Objectives

TO OR FOR THE BENEFIT OF THE POOR AND NEEDY OR TO OR FOR THE BENEFIT OF SUCH OTHER CHARITABLE INSTITUTIONS SOCIETIES AND OBJECTS AS THE CLUB SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED - NORMALLY LOCAL

Data Sources

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