THE SWANAGE AND PURBECK ROTARY CHARITABLE INCORPORATED ORGANISATION

Registered charity 1188946 · accounts filings on the Charity Commission register

The Charity raises funds to assist with the advancement of education, relief of poverty and other purposes beneficial to the community.

Objects

THE RELIEF OF THE POOR AND NEEDY IN SWANAGE OR ON THE ISLE OF PURBECK OR IN 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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · website · Get email alerts

Registered contact address: Dorset, South West, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that cash at bank was £13,786.86, comprising £2,258.86 in reserves and £3,051.25 in designated funds. The trustees identify the main financial risk as the cancellation of events, which would reduce fundraising opportunities. No material deficits or going concern issues are reported.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• 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
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public profiles (found on the charity’s own website): facebook

Register events

• Received assets from another charity (17/02/2021) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Christopher Nelson Le Fevre · trustee of 1 other charity
• Linda Winter
• Margaret Hardy
• Mary Pike
• Stephen Henry James Parsons

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ROTARY CLUB OF PANGBOURNE CHARITABLE TRUST.

• ROTARY CLUB OF PANGBOURNE CHARITABLE TRUST income £63k
• THE ROTARY CLUB OF BANBURY TRUST FUND income £55k
• SEAFORD ROTARY CHARITABLE TRUST income £60k
• THE ROTARY CLUB OF WARRINGTON CHARITY FUND income £8k
• ROTARY CLUB OF SETTLE CHARITABLE TRUST income £27k
• BRIGHTON BEACHSIDE ROTARY CHARITABLE FUND income £25k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.