Finance Score: -5
Governance Score: -3
Support Score: 4
  • Multiple Deficits and declines: -5
  • No PartB
  • Good trustee age range: +3
  • Static board: -3
  • All female board: -3
  • Overall weighted support: +4
Overall GiG Score: -4 ?

DIAL SOUTH WORCESTERSHIRE

Dial South Worcestershire is a information and advice service for people with a disability and carers. We also operate a welfare benefit service and rural outreach service.
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

  • Why is the Board completely female?
  • The Board composition appears to be rather static

Financial issues to consider:

  • Income has been volatile and on several occasions in recent years less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23£30£47£-17n/an/an/an/an/an/a
31/03/22£49£47£2n/an/an/an/an/an/a
31/03/21£75£51£24n/an/an/an/an/an/a
31/03/20£40£41£-1n/an/an/an/an/an/a
31/03/19£27£45£-18n/an/an/an/an/an/a
31/03/18£50£51£-1n/an/an/an/an/an/a
31/03/17£44£48£-4n/an/an/an/an/an/a
31/03/16£56£55£1n/an/an/an/an/an/a
31/03/15£78£64£14n/an/an/an/an/an/a
31/03/14£82£73£9n/an/an/an/an/an/a
31/03/13£83£101£-17n/an/an/an/an/an/a
31/03/12*£104£104£0n/an/an/an/an/an/a
31/03/11£62£81£-19n/an/an/an/an/an/a
31/03/10£72£76£-4n/an/an/an/an/an/a
31/03/09£97£64£34n/an/an/an/an/an/a
31/03/08£78£70£8n/an/an/an/an/an/a
31/03/07£71£77£-6n/an/an/an/an/an/a
31/03/06£70£66£5n/an/an/an/an/an/a
31/03/05£64£66£-2n/an/an/an/an/an/a
31/03/04£75£71£4n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 24 years

www.dialsworcs.org.uk

mail@dialsworcs.org.uk

0190527790

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Disability
GiG Classification
  • Services for people with disabilities
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Worcestershire,
Who it helps
  • Elderly/Old People
  • People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£9,918
DCMS£9,918
The Clothworkers Foundation£6,600
Disability Action£5,544
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Dial Adviser Post
£9,918 12/03/2021
6
The grant will be used to fund a welfare benefits officer for a period of six months providing free confidential information advice and welfare benefit services to people with a disability and carers. The project is operating remotely to provide a ....more
Disability Action - NET Coronavirus Appeal Emergency Fund for Disabled People Organisations UK-wide
£5,544 01/11/2020
The project will fund a temporary, part time benefits advisor to assist in completing disability benefit forms
The Clothworkers Foundation - Grant to Dial South Worcestershire
£6,600 15/09/2020
refurbishment of room and purchase of equipment for a charity supporting people with disabilities in Worcestershire
DCMS - Coronavirus Community Support Fund
£9,918 26/06/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Lloyds Bank Foundation - Grant to DIAL - South Worcestershire
£14,801 11/07/2017
12
Following on from previous Enable grant this request will aim to gather more data through further delivery of their Money Management programme to learn the broad impact on the disadvantages faced by their clients.
Lloyds Bank Foundation - Grant to DIAL - South Worcestershire
£14,973 07/10/2015
12
the salaries of a Manager and a Project Co-ordinator, consultant fees, user panel expenses and office supplies
Lloyds Bank Foundation - Grant to DIAL - South Worcestershire
£25,000 29/06/2012
the salary of the Welfare Benefit Adviser
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 49-75
  • ANN MARDEN Appointed: 2012, Occupation: Not In Employment
  • DONNA SAUNDERS Appointed: 2015, Occupation: None
  • ELISE MASTERMAN Appointed: 2013, Occupation: Teacher
  • JANET BUTLER Appointed: 2014, Occupation: Retired
  • RACHAEL CHAPMAN Appointed: 2016, Occupation: Non Working
  • SUE ELLIS Appointed: 2018, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 20/03/2001, number: 1085677
  • Registered at Companies House on 30/01/2001, number: 04150056
Gift Aid
  • 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
  • Paying staff
  • 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
20 returns made; AR12: 118 days late,
Main office

54 FRIARY WALK
CROWNGATE
WORCESTER
WR1 3LE

Objectives

FOR THE PUBLIC BENEFIT, TO PROMOTE THE RELIEF OF PEOPLE WITH DISABILITIES BY THE PROVISION OF AN INFORMATION AND ADVICE SERVICE, AND TO ASSIST THOSE PEOPLE EITHER DIRECTLY OR THROUGH THEIR CARERS, RELATIVES, FRIENDS AND ADVOCATES.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE SOUTH WORCESTERSHIRE.

Data Sources

Charity Commission for England and Wales
360 Giving

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