Finance Score: -3

Governance Score: 6

Support Score: 11

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +6

Overall GiG Score: 14

BRISTOL DEMENTIA ACTION ALLIANCE (BDAA)

To promote and protect the physical and mental health of people living with dementia, their relatives and carers in Bristol and the surrounding area through the provision of support, education and practical advice.To raise dementia awareness amongst throughout Bristol and the surrounding area by the provision of workshops, awareness sessions and road shows.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 recently and was significantly lower than spending in the latest year

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
31/05/23	£25	£35	£-10	n/a	n/a	n/a	n/a	n/a	50
31/05/22	£45	£20	£25	n/a	n/a	n/a	n/a	n/a	50
31/05/21	£25	£18	£7	n/a	n/a	n/a	n/a	n/a	40
31/05/20	£35	£21	£14	n/a	n/a	n/a	n/a	n/a	20
31/05/19	£20	£18	£1	n/a	n/a	n/a	n/a	n/a	20
31/05/18	£13	£6	£7	£0	£0	£0	n/a	0	0
31/05/17	£6	£2	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.bdaa.org.uk

office@bdaa.org.uk

01179681002

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other specialist outpatient services

How it operates

Provides advocacy/advice/information

Where it operates

Bath And North East Somerset, Bristol City, North Somerset, Somerset, South Gloucestershire,

Who it helps

People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
50 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

Co-Operative Group	£20,709
National Lottery Community Fund	£20,000
Quartet Community Foundation	£15,000
DCMS	£9,649

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Bristol Dementia Action Alliance
£5,000	05/03/2024 5	For a General Assistant to support the charity with admin support with a key focus on the Dementia Aware Village project.
Co-Operative Group - Grant to Bristol Dementia Action Alliance
£6,693	21/10/2023	We would like to offer education, practical support and resources, including free dementia awareness sessions, to people living with dementia, their loved ones and the communities of Bristol.
National Lottery Community Fund - Bristol Dementia Action Alliance
£10,000	07/07/2023	The funding will be used towards running costs so the project can continue its vital support for people living with Dementia. This will help improve the charity's resilience and ability support staff ....more The funding will be used towards running costs so the project can continue its vital support for people living with Dementia. This will help improve the charity's resilience and ability support staff and service users.
Co-Operative Group - Grant to Bristol Dementia Action Alliance
£2,996	22/10/2022	Isolation is a big threat to people living with dementia and their loved ones. We aim to support people directly and inform the communities of Bristol about Dementia.
Co-Operative Group - Grant to Bristol Dementia Action Alliance
£2,951	23/10/2021	Our project will help promote the awareness and understanding of dementia within the communities of Bristol.
National Lottery Community Fund - Raising Dementia Awareness
£10,000	29/07/2021	The organisation will use the funding to raise awareness about dementia within the wider community and support people with dementia through their memory café workshops and activities.
Quartet Community Foundation - Grant to Bristol Dementia Action Alliance
£10,000	21/07/2021 11	Increasing fundraising and volunteer capacity that will help develop the organisation’s services and succession.
Co-Operative Group - Grant to Bristol Dementia Action Alliance (BDAA)
£3,193	24/10/2020	We would like to provide transport for people with dementia and their supporters or carers to get to events in their community.
DCMS - Coronavirus Community Support Fund
£9,649	02/10/2020	"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."
Co-Operative Group - Grant to Bristol Dementia Action Alliance
£4,876	15/11/2019	We want to attract volunteers, run events and conferences, and create literature and a website to bring the Bristol community together.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANTHONY VICTOR HALL (Chair) Appointed: 2016

CHRISTOPHER HUGH RICHMOND Appointed: 2022

CHRISTOPHER JAMES HUNT Appointed: 2018

FIONA MICHALLAT-COX Appointed: 2018

JENNIFER CLAIRE CAVE-AYLAND Appointed: 2024

Legal constitution

Charity registered in England & Wales on 01/06/2016, number: 1167404

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
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

7 returns made; all on time

Main office

8 OAKHURST ROAD
BRISTOL
BS9 3TQ

Objectives

1. TO PROMOTE AND PROTECT THE PHYSICAL AND MENTAL HEALTH OF PEOPLE LIVING WITH DEMENTIA, THEIR RELATIVES AND CARERS IN BRISTOL AND THE SURROUNDING AREA THROUGH THE PROVISION OF SUPPORT, EDUCATION AND PRACTICAL ADVICE. 2. TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC IN BRISTOL AND THE SURROUNDING AREA IN ALL AREAS RELATING TO DEMENTIA BY THE PROVISION OF WORKSHOPS, AWARENESS SESSIONS AND ROAD SHOWS DEVOTED TO DEMENTIA.

Data Sources