Finance Score: 9

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Good reserves management: +3
Fundraising costs low: +3

Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 18

SPA (PEGGY DODD) BATH

The provision of Day respite care for carers of those suffering from Alzheimers, dementia, memory loss and for the sufferers themselves.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 gender

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	Volun- teers
31/03/23	£811	£755	£56	£0	£1,824	£436	6.9	14	15
31/03/22	£669	£596	£73	£0	£1,772	£395	7.9	14	20
31/03/21	£612	£485	£126	£0	£1,592	£222	5.5	12	20
31/03/20	£548	£540	£8	£0	£1,451	£223	5	12	15
31/03/19	£526	£513	£12	£1	£1,324	£229	5.4	22	20
31/03/18	£514	£500	£14	£1	£1,311	£239	5.7	24	0
31/03/17	£502	£426	£75	£1	£1,299	£324	9.1	19	0
31/03/16	£486	£409	£77	£0	£0	£0	n/a	0	0
31/03/15	£389	£377	£12	£0	£0	£0	n/a	0	0
31/03/14	£463	£325	£138	£0	£0	£0	n/a	0	0
31/03/13	£292	£296	£-4	£0	£0	£0	n/a	0	0
31/03/12	£300	£295	£5	£0	£0	£0	n/a	0	0
31/03/11	£348	£280	£69	£0	£0	£0	n/a	0	0
31/03/10	£417	£269	£148	£0	£0	£0	n/a	0	0
31/03/09	£271	£272	£-1	£0	£0	£0	n/a	0	0
31/03/08	£219	£250	£-31	£0	£0	£0	n/a	0	0
31/03/07	£336	£232	£104	£0	£0	£0	n/a	0	0
31/03/06	£195	£193	£2	£0	£0	£0	n/a	0	0
31/03/05	£205	£183	£21	£0	£0	£0	n/a	0	0
31/03/04	£163	£151	£12	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 24%
Reserves/Spending: 6.9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6.4

Asset Split ?

Established: 28 years

www.peggy-dodd-centre.org.uk

day.centre@peggydodd.org

01225835520

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other specialist outpatient services

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Bath And North East Somerset, Wiltshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

14 employees
15 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Wolfson Foundation	£40,000
Garfield Weston Foundation	£20,000
Quartet Community Foundation	£8,500
DCMS	£6,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Peggy Dodd Centre
£1,305	23/10/2021	We would like to continue landscaping our garden and purchase more outdoor furniture so that the local community can enjoy the outlook, relax and be healthy.
Quartet Community Foundation - A new open plan day room
£8,500	17/08/2021 6	To expand and develop services for people with complex dementia.
Wolfson Foundation - Grant to S.P.A (Peggy Dodd) Bath
£40,000	10/06/2021	Creation of a day room to support people with dementia and Alzheimer’s
Garfield Weston Foundation - Main Grants award
£10,000	12/02/2021	New open plan Day Room
DCMS - Coronavirus Community Support Fund
£6,000	15/07/2020	"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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Garfield Weston Foundation - Main Grants award
£10,000	15/10/2019	New kitchen

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-77

DR FIONA HARRISON Appointed: 2021

ALAN JOHN HODGES Appointed: 2012, Occupation: Retired

DAVID PATRICK HILL Appointed: 1997, Occupation: Probate Manager, Other trusteeship: THE WILLIAMSON HOME FUND,

LINDA SUSAN DAWS Appointed: 2006, Occupation: Radiographer

MARGARET KLESTADT Appointed: 2013, Occupation: Retired Teacher

GILLIAN GARLINGTON Appointed: 2017, Occupation: Civil Servant

TIMOTHY JOHN DEWES Appointed: 2017, Occupation: Teacher, Other trusteeship: BRIDGE CARE LIMITED,

Legal constitution

Charitable company registered in England & Wales on 26/09/1996, number: 1058294
Registered at Companies House on 17/09/1996, number: 03250972

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Peggy Dodds Day Care Centre
Brierley House
Summer Lane
Combe Down
BATH
BA2 5JX

Objectives

TO PROMOTE CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE DISTRICT OF BATH AND IN PARTICULAR THE RELIEF OF ELDERLY MENTALLY INFIRM PERSONS AND/OR OF RESPONSIBLE RELATIVES OR OTHER CARERS FOR ELDERLY MENTALLY INFIRM PERSONS BY THE PROVISION OF SUPPORTING SERVICES IN THE ADVANCEMENT OF THE SAME.

Defined Area of Benefit:

DISTRICT OF BATH

Data Sources