Finance Score: -5

Governance Score: 6

Support Score: 3

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 4

DOLPHIN SOCIETY

We provide pendant alarms(telecare) for disadvantaged elderly or disabled people living alone and at risk of falls. We also give grants for essential small works to aid independence and ensure security.

Analysis by Giving is Great

Positives:

The charity has received modest backing from multiple prominent grant makers recently
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 and on several occasions in recent years less than spending

Established: 62 years

dolphin-society.org.uk

enquiries@dolphinsociety.org.uk

01179299649

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
30/09/22		£128	£174	£-45	n/a	n/a	n/a	n/a	n/a
30/09/21		£111	£172	£-61	n/a	n/a	n/a	n/a	n/a
30/09/20		£177	£184	£-7	n/a	n/a	n/a	n/a	n/a
30/09/19		£98	£148	£-50	n/a	n/a	n/a	n/a	n/a
30/09/18		£193	£103	£90	£0	£0	£0	n/a	0
30/09/17		£94	£110	£-17	£0	£0	£0	n/a	0
30/09/16		£93	£91	£2	£0	£0	£0	n/a	0
30/09/15		£107	£97	£10	£0	£0	£0	n/a	0
30/09/14		£60	£101	£-41	£0	£0	£0	n/a	0
30/09/13		£138	£72	£66	£0	£0	£0	n/a	0
30/09/12		£88	£88	£0	£0	£0	£0	n/a	0
30/09/11		£83	£54	£29	£0	£0	£0	n/a	0
30/09/10	*	£84	£44	£39	£0	£0	£0	n/a	0
30/09/09		£76	£142	£-67	£0	£0	£0	n/a	0
30/09/08		£117	£125	£-8	£0	£0	£0	n/a	0
30/09/07	*	£115	£127	£-11	£0	£0	£0	n/a	0
30/09/06	*	£92	£103	£-11	£0	£0	£0	n/a	0
30/09/05	*	£97	£116	£-19	£0	£0	£0	n/a	0
30/09/04		£77	£62	£15	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bristol City, North Somerset, South Gloucestershire,

Who it helps

Elderly/Old People
People With Disabilities

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 Dolphin Society
£100	09/01/2024	As directed by the donor towards the society's annual appeal as requested.
Quartet Community Foundation - Grant to Dolphin 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 Dolphin Society
£750	10/11/2022	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£3,100	20/10/2022	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£150	20/05/2022	As directed by the donor towards support for older people.
Quartet Community Foundation - Grant to Dolphin Society
£1,000	15/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£750	12/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£650	12/11/2021	As directed by the donor towards the society's annual appeal (The Dolphin Society for David Pople’s Appeal).
Quartet Community Foundation - Grant to Dolphin Society
£150	11/11/2021	As directed by the donor towards support for older people.
Quartet Community Foundation - Grant to Dolphin Society
£200	04/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£50	03/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£500	01/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£250	01/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£250	28/10/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Dolphin Society
£1,000	27/10/2021	As directed by the donor towards the society's annual appeal
National Lottery Community Fund - Digitalised telecare
£9,924	02/07/2021	The organisation will use the funding to provide pendant alarms to isolated older people living independently.
National Lottery Community Fund - Administrator's salary
£10,000	31/08/2018 12	The funding will be used to manage emergency alarm calls from elderly people. The project aims to provide a point of contact for isolated older people to support independent living.
Quartet Community Foundation - Grant to Dolphin Society
£5,000	22/09/2017	As requested by the donor towards support for elderly and disabled people in need.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

DAVID JEREMY POPLE Appointed: 2023, Other trusteeship: THE POPLE CHARITABLE TRUST,

EDWARD JOHN CORRIGAN Appointed: 2020

HELEN ELIZABETH MOSS Appointed: 2021

JOHN ANTHONY HOLLINGDALE Appointed: 2014, Other trusteeship: THE GUILD OF GUARDIANS OF BRISTOL CHARITABLE TRUST,

JANE ELIZABETH PALMER Appointed: 2023, Occupation: Retired, Other trusteeship: UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY,

JOHN FRANCOIS ALUN DAVIES Appointed: 2020, Other trusteeship: CLIFTON COLLEGE ENDOWMENT FUND,

PAUL WILLIAM BROWN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 16/02/1962, number: 203142

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR10: 116 days late, AR07: 113 days late, AR06: 15 days late, AR05: 25 days late,

Main office

KITALE
WILLS LANE
BRISTOL
BS9 1FH

Objectives

THE RELIEF OF ELDERLY OR DISABLED PERSONS WHO ARE OR HAVE BEEN RESIDENT IN BRISTOL AND ITS ADJOINING LOCAL AUTHORITY AREAS AND WHO ARE IN NEED HARDSHIP OR DISTRESS TO MAINTAIN A HIGH QUALITY OF LIFE AND INDEPENDENCE BY SUCH MEANS AS ARE APPROPRIATE, INCLUDING ASSISTING AND SUPPORTING THEM TO LIVE IN THEIR OWN HOMES. TO PROVIDE SUPPORT FOR THE ELDERLY AND DISABLED IN NEED HARDSHIP OR DISTRESS IN SUCH OTHER CHARITABLE WAYS AS SHALL BE PROPOSED BY THE PRESIDENT FOR THE TIME BEING IN ANY APPEAL MADE ON BEHALF OF THE SOCIETY

Defined Area of Benefit:

NOT DEFINED.

Data Sources