WESTBOURNE ROTARY CLUB TRUST FUND CIO
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.
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.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £17,393 for the year ended 30 June 2025, resulting in a decrease in total net assets from £162,043 to £144,650. The trustees consider the financial performance satisfactory and confirm the charity continues as a going concern with minimal financial risk due to no contractual commitments. Unrestricted reserves stood at £13,840, which is above the stated policy target of keeping £3,000 in cash.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Register events
- Received assets from another charity (26/07/2022)
Trustees
- Beverley Ann Keane
- Christopher Kaye
- Fay Pretty
- Laurence Keane
- Pauline Bonanni
- SUSAN BURNETT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £46k | £63k |
| 30/06/2024 | £146k | £79k |
| 30/06/2023 | £32k | £57k |
Common questions
Is WESTBOURNE ROTARY CLUB TRUST FUND CIO financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £17,393 for the year ended 30 June 2025, resulting in a decrease in total net assets from £162,043 to £144,650. The trustees consider the financial performance satisfactory and confirm the charity continues as a going concern with minimal financial risk due to no contractual commitments. Unrestricted reserves stood at £13,840, which is above the stated policy target of keeping £3,000 in cash. Its FY2025 accounts were independently examined.