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home >> charity search >> grateful society
Finance Score: -4
Governance Score: 3
Support Score: 2
  • Reasonable growth: +1
  • Volatile income & significant deficit in latest year: -5
  • No PartB
  • Dynamic board: +3
  • Overall weighted support: +2
Overall GiG Score: 1 ?

GRATEFUL SOCIETY

Prime purpose of Society is the relief of financial hardship, sickness and ill health amongst elderly people in Bristol, Bath and North East Somerset, North Somerset and South Gloucestershire and also the advancement of health, the relief of poverty and the advancement of education in this area
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker recently
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • Income has been volatile recently and was significantly lower than spending in the latest year
  • A PartB annual return has not been required and so detailed financial information is not available from the online data
Find similar charities within: miles

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
31/12/23£110£139£-29n/an/an/an/an/an/a
31/12/22£128£108£19n/an/an/an/an/an/a
31/12/21£119£110£10n/an/an/an/an/an/a
31/12/20£151£138£13n/an/an/an/an/an/a
31/12/19£113£88£25n/an/an/an/an/an/a
31/12/18£192£92£100n/an/an/an/an/an/a
31/12/17£82£132£-51n/an/an/an/an/an/a
31/12/16*£160£131£29n/an/an/an/an/an/a
31/12/15£138£86£52n/an/an/an/an/an/a
31/12/14£118£156£-38n/an/an/an/an/an/a
31/12/13£141£91£50n/an/an/an/an/an/a
31/12/12£87£98£-10n/an/an/an/an/an/a
31/12/11£106£86£20n/an/an/an/an/an/a
31/12/10£86£68£17n/an/an/an/an/an/a
31/12/09£87£79£8n/an/an/an/an/an/a
31/12/08£109£332£-222n/an/an/an/an/an/a
31/12/07£138£125£13n/an/an/an/an/an/a
31/12/06£94£74£20n/an/an/an/an/an/a
31/12/05£68£75£-7n/an/an/an/an/an/a
31/12/04£95£99£-5n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 63 years

gratefulsociety.org

robert.drewett@wbd-uk.com

01179896682

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Provides financial or material assistance
How it operates
  • Provides other finance
Where it operates
  • Bath And North East Somerset, Bristol City, North Somerset, South Gloucestershire,
Who it helps
  • Elderly/Old People

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 Grateful Society
£500 09/11/2023
As directed by the donors towards the society's work supporting elderly people within the city and surrounding area.
Quartet Community Foundation - Grant to Grateful Society
£1,500 23/10/2023
As directed by the donors towards the society's annual President's appeal (Simon Beswick).
Quartet Community Foundation - Grant to Grateful Society
£1,000 15/06/2023
As directed by the donors towards the society's work supporting elderly people within the city and surrounding area.
Quartet Community Foundation - Grant to Grateful Society
£3,500 20/10/2022
As directed by the donors towards the society's annual appeal
Quartet Community Foundation - Grant to Grateful Society
£1,000 12/11/2021
As directed by the donor towards the work of the organisation
Quartet Community Foundation - Grant to Grateful Society
£500 11/11/2021
As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Grateful Society
£500 27/10/2021
As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Grateful Society
£6,000 15/11/2018
As directed by the donor towards support for older people.
Quartet Community Foundation - Grant to Grateful Society
£3,000 20/07/2018
As requested by the donor towards support for older people.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

  • CHRISTOPHER JOHN LEON MOORSOM Appointed: 2021
  • CHRISTOPHER JOHN LADKIN Appointed: 2023
  • KIRSTY LOUISE SWAN Appointed: 2024
  • NICHOLAS GORDON KNIBB HUTCHEN Appointed: 2021 Occupation: Stockbroker
  • ROBERT NICHOLAS FOORD DREWETT Appointed: 2014
Robert is a Partner in Womble Bond Dickinson Solicitors and specialises in property law. He is also Trustee of a number of diverse charities, including the Royal Bath & West of England Society (of which he is Chairman), Innovation for Agriculture, the Royal Agricultural Society of the Commonwealth, and the Langford Trust for Animal Health and....more
  • ROGER ALAN HARPER Appointed: 2024
  • SIMON ANDREW BESWICK Appointed: 2022
  • SUSAN PATRICIA DARWALL SMITH (Chair) Appointed: 2020
Legal constitution
  • Charity registered in England & Wales on 24/01/1962, number: 202349
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Financial reserves policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
Filing Record
20 returns made; AR16: 13 days late,
Main office

WOMBLE BOND DICKINSON (UK) LLP
3 TEMPLE QUAY
TEMPLE BACK EAST
BRISTOL
BS1 6DZ

Objectives

(1) THE RELIEF OF FINANCIAL HARDSHIP, SICKNESS AND ILL HEALTH (INCLUDING PHYSICAL AND MENTAL ILL HEALTH) AMONGST ELDERLY PEOPLE IN THE AREA OF BENEFIT.(2) THE ADVANCEMENT OF HEALTH, THE RELIEF OF POVERTY, AND THE ADVANCEMENT OF EDUCATION IN THE AREA OF BENEFIT AS THE TRUSTEES SEE FIT.

Defined Area of Benefit:

BRISTOL, BATH AND NORTH EAST SOMERSET, NORTH SOMERSET, AND SOUTH GLOUCESTERSHIRE

Data Sources

Charity Commission for England and Wales
360 Giving

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