Finance Score: 0

Governance Score: 1

Support Score: 2

No PartB

No volunteer policy: -2
Dynamic board: +3

Grant maker support: +2

Overall GiG Score: 3

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 multiple prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 62 years

gratefulsociety.org

robert.drewett@wbd-uk.com

01179896682

Charity Commission for England and Wales

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
31/12/22		£128	£108	£19	n/a	n/a	n/a	n/a	n/a	6
31/12/21		£119	£110	£10	n/a	n/a	n/a	n/a	n/a	2
31/12/20		£151	£138	£13	n/a	n/a	n/a	n/a	n/a	3
31/12/19		£113	£88	£25	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£192	£92	£100	£0	£0	£0	n/a	0	0
31/12/17		£82	£132	£-51	£0	£0	£0	n/a	0	0
31/12/16	*	£160	£131	£29	£0	£0	£0	n/a	0	0
31/12/15		£138	£86	£52	£0	£0	£0	n/a	0	0
31/12/14		£118	£156	£-38	£0	£0	£0	n/a	0	0
31/12/13		£141	£91	£50	£0	£0	£0	n/a	0	0
31/12/12		£87	£98	£-10	£0	£0	£0	n/a	0	0
31/12/11		£106	£86	£20	£0	£0	£0	n/a	0	0
31/12/10		£86	£68	£17	£0	£0	£0	n/a	0	0
31/12/09		£87	£79	£8	£0	£0	£0	n/a	0	0
31/12/08		£109	£332	£-222	£0	£0	£0	n/a	0	0
31/12/07		£138	£125	£13	£0	£0	£0	n/a	0	0
31/12/06		£94	£74	£20	£0	£0	£0	n/a	0	0
31/12/05		£68	£75	£-7	£0	£0	£0	n/a	0	0
31/12/04		£95	£99	£-5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

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 works here?

Unknown number of employees
6 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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Grateful Society
£100	09/01/2024	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
£100	10/11/2022	As directed by the donors towards the society's annual appeal
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
£150	20/05/2022	As directed by the donor towards support for older people.
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
£250	12/11/2021	As requested by the donor towards the society's annual appeal (The Grateful Society for Allan Rosengren’s Appeal).
Quartet Community Foundation - Grant to Grateful Society
£150	11/11/2021	As directed by the donor towards support for older people.
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
£200	04/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Grateful Society
£250	01/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Grateful Society
£125	01/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Grateful Society
£250	27/10/2021	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
£50	07/07/2021	As directed by the donor towards the work of the organisation: providing medical equipment, advice, information and a 24hour helpline supporting all ages.
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.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

CHRISTOPHER JOHN LEON MOORSOM Appointed: 2021, Other trusteeship: SPIELMAN CHARITABLE TRUST,

NICHOLAS GORDON KNIBB HUTCHEN Appointed: 2021 Occupation: Stockbroker

PROFESSOR BHUPINDER KAUR SANDHU Appointed: 2021

ROBERT NICHOLAS FOORD DREWETT Appointed: 2014, Other trusteeships: ROYAL AGRICULTURAL SOCIETY OF ENGLAND, WELLS CATHEDRAL PRESERVATION TRUST, THE LANGFORD TRUST FOR ANIMAL HEALTH AND WELFARE, THE ROYAL BATH AND WEST OF ENGLAND SOCIETY, THE HILBORNE FOUNDATION, High Sheriff of Somerset Charitable Trust, ROYAL AGRICULTURAL SOCIETY OF THE COMMONWEALTH, INNOVATION FOR AGRICULTURE,

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

SIMON ANDREW BESWICK Appointed: 2022

SUSAN PATRICIA DARWALL SMITH (Chair) Appointed: 2020

Legal constitution

Charity registered in England & Wales on 14/02/1962, number: 202349

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

19 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