Finance Score: -2

Governance Score: 9

Support Score: 1

Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +1

Overall GiG Score: 8

DORSET COMMUNITY FOUNDATION

THE FOUNDATION WORKS WITH INDIVIDUALS, COMPANIES AND OTHER ORGANISATIONS TO ASSIST IN DELIVERING THEIR CHARITABLE AIMS, AND DEVELOP LONGER-TERM STRATEGIC PHILANTHROPY PROGRAMMES. THIS WORK ENABLES THE FOUNDATION TO DISTRIBUTE GRANT FUNDING TO DORSET BASED COMMUNITY GROUPS AND CHARITIES THAT PROVIDE SERVICES AND SUPPORT TO PEOPLE AND COMMUNITIES WITHIN BOURNEMOUTH, POOLE AND ACROSS DORSET.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates much of its income. Its latest spending amounts to 25.9% of total funds
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 and gender and dynamic in terms of composition

Financial issues to consider:

Income was lower than spending in the latest year

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		£1,125	£1,324	£-200	£0	£5,117	£137	1.2	5	1
31/03/22		£923	£1,032	£-108	£0	£4,813	£66	0.8	4	2
31/03/21		£1,682	£1,755	£-73	£0	£3,268	£48	0.3	4	35
31/03/20		£634	£684	£-50	£0	£2,717	£1	0	4	35
31/03/19		£764	£555	£209	£0	£2,930	£23	0.5	5	35
31/03/18		£840	£598	£242	£0	£2,577	£50	1	5	0
31/03/17		£482	£360	£122	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£971	£548	£423	£0	£1,973	£38	0.8	5	0
31/03/15		£551	£460	£90	£4	£1,604	£38	1	4	0
31/03/14		£743	£791	£-47	£4	£1,433	£49	0.8	5	0
31/03/13		£686	£591	£95	£4	£1,461	£53	1.1	5	0
31/03/12	*	£405	£427	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£1,242	£748	£494	£5	£1,277	£114	1.8	4	0
31/03/10		£898	£837	£61	£3	£778	£125	1.8	4	0
31/03/09		£959	£604	£355	£14	£667	£117	2.3	3	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 1.2 months
Net Current Assets/Spending: 19 months
Quick Ratio: 39.9

Asset Split ?

Balance Sheet History

Established: 17 years

www.dorsetcommunityfoundation.org

Philanthropy@dorsetcf.org

01202670815

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides other finance

Where it operates

Bournemouth, Dorset, Poole,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Dorset Community Foundation
£1,427	18/05/2023	Regional proportion of Bristol & West ‘97 Endowment Fund
Quartet Community Foundation - Grant to Dorset Community Foundation
£1,558	29/04/2022	Regional proportion of Bristol & West ‘97 Endowment Fund
Wates Foundation - Director support - NWF 2021
£7,000	14/10/2021	To support the function of the ‘Foundation Director’. The role has sole responsibility for the generation of new income into the charity and as such is fundamental to its growth and sustainability.
Quartet Community Foundation - Grant to Dorset Community Foundation
£1,934	26/05/2021	Regional proportion of Bristol & West ‘97 Endowment Fund

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 45-77

DEBORAH SUZANNE APPLEBY Appointed: 2020, Occupation: Accountant

JEN RICHARDSON Appointed: 2023, Occupation: Accountant

LEE HARDY Appointed: 2022, Occupation: Consultant

LOUISE HAZEL COULTON Appointed: 2020, Occupation: Compliance Officer

MARTHA SEARLE Appointed: 2023, Occupation: Community Development

NICK LEE Appointed: 2022, Occupation: Operations Support Manager And Debt Adviser

REBECCA STALKER Appointed: 2022, Occupation: Training And Engagement Officer

SAM EVERARD Appointed: 2022, Occupation: Ceo

SIMON JOHN YOUNG Appointed: 2018, Occupation: Retired

TERRY STANDING Appointed: 2020, Occupation: Consultancy In Strategic Management And Emergency

TOM NICHOLAS FLOOD Appointed: 2020, Occupation: Retired

WILLIAM ANSELL Appointed: 2017, Occupation: Investment Manager

Legal constitution

Charitable company registered in England & Wales on 27/12/2007, number: 1122113
Registered at Companies House on 04/04/2006, number: 05768612

Gift Aid

Registered with HMRC for Gift Aid

Event History

15/08/2011 - Asset transfer in from THE COMMUNITY FOUNDATION FOR BOURNEMOUTH DORSET AND POOLE
03/11/2014 - Asset transfer in from THE MARRAS PRIZE
07/11/2014 - Asset transfer in from FISHER PRIZE FUND
07/11/2014 - Asset transfer in from COLFOX ENDOWMENT
07/11/2014 - Asset transfer in from JOHN LETTIS SHORT SCHOLARSHIP FUND
07/11/2014 - Asset transfer in from BRIDPORT EDUCATION FOUNDATION
07/11/2014 - Asset transfer in from MARY COFFIN SCHOLARSHIP FUND
25/06/2015 - Asset transfer in from THE SARAH JANE (HUNT) MAY'S DOMESTIC STUDIES AND HOUSECRAFT AWARD FOUNDATION
05/05/2016 - Asset transfer in from THE E D CHARITABLE TRUST
16/02/2017 - Asset transfer in from TOBY'S - SHAFTESBURY YOUNG PEOPLE'S PROJECT
12/04/2021 - Asset transfer in from DAVID ALFORD COLLINS CHARITABLE TRUST

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
Investment
Paying staff
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
Volunteer management

Filing Record

15 returns made; AR12: 1 days late,

Main office

DORSET COMMUNITY FOUNDATION
The Spire
High Street
POOLE
BH15 1DF

Objectives

3. THE OBJECTS FOR WHICH THE CHARITY ARE ESTABLISHED ARE:3.1 THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE BOROUGH OF BOURNEMOUTH COUNTY OF DORSET AND BOROUGH OF POOLE AND ITS IMMEDIATE NEIGHBOURHOOD AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS;3.2 OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY INCLUDING THOSE IN THE AREA OF BENEFIT..

Defined Area of Benefit:

THE BOROUGH OF BOURNEMOUTH, COUNTY OF DORSET, AND BOROUGH OF POOLE AND ITS IMMEDIATE NEIGHBOURHOOD, AND IN THE UNITED KINGDOM AND ELSEWHERE.

Data Sources

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