Finance Score: -2

Governance Score: -5

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -7

WILLIAM AND FRANCES DOBIE CHARITABLE FOUNDATION

To provide financial support exclusively to charitable organisations throughout the country. There are no set criteria but we aim to assist charitable bodies that Dr and Mrs Dobie supported during their lifetime. Grants tend to be single payments and will vary in size but can be wide ranging e.g. scholarships,bursaries as well as for general purposes.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23	*	£51	£107	£-56	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£55	£80	£-25	n/a	n/a	n/a	n/a	n/a
05/04/21		£40	£78	£-37	n/a	n/a	n/a	n/a	n/a
05/04/20		£50	£75	£-25	n/a	n/a	n/a	n/a	n/a
05/04/19		£57	£74	£-18	n/a	n/a	n/a	n/a	n/a
05/04/18		£52	£31	£22	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 7 years

01618349440

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CARL THOMAS PAUL MCCOLGAN APFS Appointed: 2017

CHARLES GRAHAM GREGORY PLATTS Appointed: 2022

JONATHAN PARKIN (Chair) Appointed: 2017, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES & EMMANUEL, DIDSBURY,

Legal constitution

Charity registered in England & Wales on 27/04/2017, number: 1172795

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
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

6 returns made; AR23: 88 days late, AR22: 19 days late,

Main office

62 BRIDGE LANE
BRAMHALL
STOCKPORT
SK7 3AW

Objectives

TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE CHARITY TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE BY THE PROVISION OF GRANTS.

Data Sources