ROTARY CLUB OF BOURNEMOUTH CHARITIES FUND
The provision of support in the relief of the sick and lonely and the old people resident within the territorial limits of the Rotary Club of Bournemouth and for any other charitable object the selection of the recipients or charitable object to be in the discretion of the members of the Rotary Club of Bournemouth represented in duly constituted Club Council.
Objects
TO PROVIDE COMFORTS EITHER IN CASH OR KIND FOR THE RELIEF OF NEEDY AGED POOR OR SICK PERSONS RESIDING WITHIN THE PRESENT TERRITORIAL BOUNDARIES OF THE COUNTY BOROUGH OF BOURNEMOUTH AND SUCH PARTS OF THE SURROUNDING DISTRICT AS ARE OR MAY HEREAFTER BE INCLUDED IN THE MEMBERSHIP AREA OF THE CLUB. (FOR FURTHER DETAILS SEE DEED)
Financial health, per its FY2025 accounts
The accounts state that net assets increased significantly to £174,793 due to two legacies received late in the financial year. The charity reported a surplus of £166,989 for the year ended 30 June 2025, with total income of £175,239 against expenditure of £8,250. Per the trustees' report, there were no administration expenses as costs were met by individual Rotarians.
What the accounts disclose
“Other Donations £0 £170,012” — page 3
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
Trustees
- ANTHONY CHARLES ROBERTS
- Amanda Jane Bampton
- Marjorie Marshall
- Talbot Sean Massey
- Virginia Ann George-Beck
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £175k | £8k |
| 30/06/2024 | £5k | £9k |
| 30/06/2023 | £5k | £3k |
| 30/06/2022 | £5k | £4k |
| 30/06/2021 | £6k | £6k |
Common questions
Is ROTARY CLUB OF BOURNEMOUTH CHARITIES FUND financially healthy?
Per its FY2025 accounts: The accounts state that net assets increased significantly to £174,793 due to two legacies received late in the financial year. The charity reported a surplus of £166,989 for the year ended 30 June 2025, with total income of £175,239 against expenditure of £8,250. Per the trustees' report, there were no administration expenses as costs were met by individual Rotarians.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE FOOTBALL FOUNDATION | 1 | £1.6m |
Charities like this
- AFC BOURNEMOUTH COMMUNITY SPORTS TRUST
- PAROCHIAL CHURCH COUNCIL OF ST JOHN WITH ST MICHAEL BOURNEMOUTH
- ROTARY CLUB OF STURMINSTER NEWTON TRUST FUND
- ROTARY CLUB OF YORK CHARITY FUND
- BOURNE AND DISTRICT ROUND TABLE CHARITABLE TRUST
- INCORPORATED BOURNEMOUTH FREE CHURCH COUNCIL
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ROTARY CLUB OF BOURNEMOUTH CHARITIES FUND | £175k | — | 0 | unclear | — | no doubt |
| AFC BOURNEMOUTH COMMUNITY SPORTS TRUST | £1.7m | — | — | unclear | — | no doubt |
| PAROCHIAL CHURCH COUNCIL OF ST JOHN WITH ST MICHAEL BOURNEMOUTH | £167k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF STURMINSTER NEWTON TRUST FUND | £148k | — | 0 | unclear | — | no doubt |
| ROTARY CLUB OF YORK CHARITY FUND | £148k | — | 0 | unclear | — | no doubt |
| BOURNE AND DISTRICT ROUND TABLE CHARITABLE TRUST | £166k | — | 0 | unclear | — | no doubt |