Finance Score: 0

Governance Score: -2

Support Score: 5

Liabilities <10%: +3
Fundraising costs high: -3

No volunteer policy: -2
Static board: -3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 3

PETE'S DRAGONS

Pete's Dragons provide immediate and specialist bereavement support across the county of Devon for all of those affected by suicide, whether it is an individual or a whole family, with no age limitation.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board composition appears to be rather static

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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	£566	£542	£24	£134	£462	£458	10.1	14	15
31/03/22	£700	£474	£226	£0	£418	£414	10.5	13	13
31/03/21	£436	£357	£79	n/a	n/a	n/a	n/a	n/a	10

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Financial Ratios

Fundraising Costs/Relevant Income: 34.4%
Fundraising Costs/Total Spending: 24.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 10.1 months
Net Current Assets/Spending: 10 months
Quick Ratio: 23

Asset Split ?

Established: 4 years

www.petesdragons.org.uk

hq@petesdragons.org.uk

01395277780

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Other individual and family services

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Devon,

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?

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

DCMS	£27,050
Devon Community Foundation	£17,988
National Lottery Community Fund	£9,500

Specific Donations

Amount	When Months	To be used for
Devon Community Foundation - Grant to Pete's Dragons
£5,000	28/03/2023	Design and delivery of Supporting the Supporters training programme.
National Lottery Community Fund - Additional Therapeutic Interventions in Postvention
£9,500	18/06/2021	The organisation will use the funding to develop the skills of their staff who provide support for people impacted by suicide and in crisis allowing them to provide additional support to those who ....more The organisation will use the funding to develop the skills of their staff who provide support for people impacted by suicide and in crisis allowing them to provide additional support to those who use their services.
DCMS - Coronavirus Community Support Fund
£27,050	05/08/2020	"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."
Devon Community Foundation - COVID19 Enabling Online Support Throughout CV-19
£9,124	04/06/2020 2	Grant to Pete's Dragons
Devon Community Foundation - COVID19 Additional Support
£3,864	31/03/2020 2	Grant to Pete's Dragons

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DAVID BRIAN PARTLOW Appointed: 2019

GRAHAM ROWLAND Appointed: 2017

KAYLEIGH JANE HODGE Appointed: 2015

LESLEY ANNE ROWLAND Appointed: 2017

PHILIP HILL Appointed: 2019

Legal constitution

Charity registered in England & Wales on 15/01/2020, number: 1187394

Gift Aid

NOT 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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

3 returns made; all on time

Recent reorganisation events:

Asset transfer in from PETE'S DRAGONS on 11/01/2022

Main office

102 Exeter Road
EXMOUTH
EX8 1QA

Objectives

THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT AND ARE AS FOLLOWS:• TO PRESERVE AND PROTECT THE PHYSICAL AND MENTAL HEALTH OF THOSE AFFECTED BY SUICIDE AT WHICHEVER STAGE; POST-VENTION, INTERVENTION OR PREVENTION; AND• THE RELIEF OF FINANCIAL HARDSHIP AND SUFFERING OF THOSE AFFECTED BY SUICIDE.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources