Finance Score: -5

Governance Score: 5

Support Score: 5

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 5

RELATE DORSET AND SOUTH WILTSHIRE LIMITED

The Charity provides a range of services to promote and support relationships. These services include counselling for couples, individuals,families, children and young people. Psychosexual Therapy, Lifeskills training and development and mediation.These services are offered in various locations throughout Dorset and South Wiltshire.

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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive benefits from the charity
Over half the Board have joined recently

Financial issues to consider:

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

Established: 24 years

www.relatedorset.org.uk

enquiries@relatedorset.org.uk

01305268690

Charity Commission for England and Wales

Tweets

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		£240	£355	£-116	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£297	£336	£-40	n/a	n/a	n/a	n/a	n/a	7
31/03/21		£237	£296	£-59	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£360	£330	£30	n/a	n/a	n/a	n/a	n/a	2
31/03/19		£333	£301	£32	n/a	n/a	n/a	n/a	n/a	1
31/03/18		£570	£530	£40	£0	£623	£595	13.5	10	0
31/03/17		£629	£553	£75	£0	£586	£567	12.3	10	0
31/03/16		£500	£455	£44	£0	£0	£0	n/a	0	0
31/03/15		£499	£447	£52	£0	£0	£0	n/a	0	0
31/03/14		£499	£458	£41	£0	£0	£0	n/a	0	0
31/03/13		£341	£320	£21	£0	£0	£0	n/a	0	0
31/03/12		£338	£335	£3	£0	£0	£0	n/a	0	0
31/03/11		£372	£374	£-2	£0	£0	£0	n/a	0	0
31/03/10		£182	£187	£-6	£0	£0	£0	n/a	0	0
31/03/09	*	£169	£196	£-27	£0	£0	£0	n/a	0	0
31/03/08	*	£128	£164	£-36	£0	£0	£0	n/a	0	0
31/03/07		£136	£109	£27	£0	£0	£0	n/a	0	0
31/03/06	*	£120	£95	£25	£0	£0	£0	n/a	0	0
31/03/05		£246	£87	£158	£0	£0	£0	n/a	0	0
31/03/04	*	£183	£60	£123	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Dorset, Somerset, Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
2 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

BBC Children in Need	£34,483
National Lottery Community Fund	£19,932
Wiltshire Community Foundation	£7,154
Dorset Community Foundation	£4,000
Somerset Community Foundation	£3,000

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Domestic Abuse Awareness Programme
£4,000	23/09/2022	Domestic Abuse Awareness Programme for refugees in the Dorset Council area
Wiltshire Community Foundation - Grant to Relate Dorset and South Wiltshire
£3,814	03/03/2022	Relate Dorset and South-Wilts supports people to manage healthy relationships. Funding will help cover the cost of providing counselling to children and young people unable to meet the cost themselves
National Lottery Community Fund - Parenting Apart Programme Delivery
£9,932	25/06/2021	The funding will be used to train facilitators to deliver the 'Parenting Apart Programme' which supports parents and children going through parental conflict separation or divorce.
BBC Children in Need - Grant to RELATE DORSET AND SOUTH WILTSHIRE LIMITED
£5,000	17/06/2020 6	COVID19 - This grant will fund technological support for staff and the remote delivery of counselling sessions for 66 children and young people with wellbeing issues who are isolated at home due to ....more COVID19 - This grant will fund technological support for staff and the remote delivery of counselling sessions for 66 children and young people with wellbeing issues who are isolated at home due to Covid-19, and support them to have increased confidence.
Somerset Community Foundation - COVID19 Counselling for those experiencing domestic abuse
£3,000	26/05/2020 1	Grant to Relate Dorset and South Wiltshire
National Lottery Community Fund - Relate Covid 19 Counselling in Dorset Wiltshire and Somerset
£10,000	07/05/2020 7	The project will provide telephone and online counselling sessions to people struggling with their mental health and relationships due to Covid-19 and lockdown. This will reduce feelings of isolation ....more The project will provide telephone and online counselling sessions to people struggling with their mental health and relationships due to Covid-19 and lockdown. This will reduce feelings of isolation and improve wellbeing.
Wiltshire Community Foundation - Grant to Relate Dorset and South Wiltshire
£3,340	20/04/2020	The grant will go towards the cost of purchase 3 new laptops and additional call charges to provide remote counselling
BBC Children in Need - Grant to RELATE DORSET AND SOUTH WILTSHIRE LIMITED
£29,483	19/11/2019 36	This project will support children and young people with wellbeing issues through the provisions of counselling sessions. The project will increase self-esteem, improve communication skills and ....more This project will support children and young people with wellbeing issues through the provisions of counselling sessions. The project will increase self-esteem, improve communication skills and improve coping skills.
Lloyds Bank Foundation - Grant to Relate Dorset and South Wiltshire
£15,000	13/02/2019 12	To fund a Choose 2 Change Programme Manager to ensure effective set up with robust systems and procedures, partnership working and learning from other perpetrator programmes.
National Lottery Community Fund - Choose 2 Change
£197,840	27/11/2018 60	The project which has developed a broad range of services will deliver family and young people's counselling, work with armed forces personnel and supervise child contact sessions
National Lottery Community Fund - Refurbishing the toilet at Inspirations
£10,000	13/09/2017 12	The funding will be used to refurbish the toilet facilities in a community building. The project aims to bring the facilities up to a higher standard and improve access for disabled users.
National Lottery Community Fund - Family Counselling Training
£10,000	23/09/2015 11	Family Counselling Training

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 41-73

ANDREW RICHARDS Appointed: 2023, Occupation: Senior Manager

DIANA FAIRHURST Appointed: 2020, Occupation: Company Secretary

KAREN DELAFIELD Appointed: 2023, Occupation: Retired

MARGARET MARY BAKER (Chair) Appointed: 2018, Occupation: Solicitor

SUSAN ELIZABETH IBBITSON Appointed: 2024, Occupation: Family Court Advisor

Legal constitution

Charitable company registered in England & Wales on 28/02/2000, number: 1079585
Registered at Companies House on 05/05/1998, number: 03557614

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR09: 17 days late, AR08: 2 days late, AR06: 1 days late, AR04: 24 days late,

Main office

RELATE DORSET
UNIT 2
POUNDBURY BUSINESS CENTRE
MIDDLE FARM WAY
POUNDBURY DORCHESTER
DT1 3WA

Objectives

A) TO EDUCATE THE PUBLIC CONCERNING THE INSTITUTION OF MARRIAGE WITH PARTICULAR REFERENCE TO EMOTIONAL, PHYSICAL AND SEXUAL RELATIONSHIPS AND WITH A VIEW TO DEVELOPING PERSONAL RESPONSIBILITIES AND ENRICHING FAMILY LIFE.B) TO PROMOTE RESEARCH INTO ALL ASPECTS OF MARRIED LIFE AND TO PUBLISH THE RESULT OF ALL SUCH RESEARCH.C) TO SAFEGUARD AND PROTECT THE GOOD HEALTH BOTH MENTAL AND PHYSICAL OF ADULTS AND CHILDREN AND TO PREVENT POVERTY, HARDSHIP AND DISTRESS CAUSED BY THE BREAK-UP OF THE MARRIAGE.

Defined Area of Benefit:

DORSET AND SOUTH WILTSHIRE

Data Sources