BritDB

CCEW Charity Commission profile

DORSET COMMUNITY FOUNDATION

Registered charity 1122113 · organisation 4036294

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
27 December 2007
Removed
Not supplied
Company number supplied
05768612
Financial period
1 April 2024 – 31 March 2025
Latest income
£2,648,688
Latest expenditure
£2,201,625
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: DORSET COMMUNITY FOUNDATION, The Spire, High Street, POOLE, BH15 1DF

Website recorded by the regulator: www.dorsetcommunityfoundation.org (displayed as text)

02 Activities

What the charity does

THE FOUNDATION WORKS WITH INDIVIDUALS, COMPANIES AND OTHER ORGANISATIONS TO ASSIST IN DELIVERING THEIR CHARITABLE AIMS, AND DEVELOP LONGER-TERM STRATEGIC PHILANTHROPY PROGRAMMES. THIS WORK ENABLES THE FOUNDATION TO DISTRIBUTE GRANT FUNDING TO DORSET BASED COMMUNITY GROUPS AND CHARITIES THAT PROVIDE SERVICES AND SUPPORT TO PEOPLE AND COMMUNITIES WITHIN BOURNEMOUTH, POOLE AND ACROSS DORSET.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
9 January 2026
Date Accounts Received
9 January 2026
Total Gross Income
£2,648,688
Total Gross Expenditure
£2,201,625
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
20 December 2024
Date Accounts Received
20 December 2024
Total Gross Income
£1,341,253
Total Gross Expenditure
£1,267,056
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
20 December 2023
Date Accounts Received
20 December 2023
Total Gross Income
£1,124,588
Total Gross Expenditure
£1,324,436
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
9 January 2023
Date Accounts Received
9 January 2023
Total Gross Income
£923,429
Total Gross Expenditure
£1,031,898
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
10 January 2022
Date Accounts Received
10 January 2022
Total Gross Income
£1,681,750
Total Gross Expenditure
£1,754,754

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
9 January 2026
Total Gross Income
£2,648,688
Total Gross Expenditure
£2,201,625
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£9
Income From Government Grants
£1,665,211
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
20 December 2024
Total Gross Income
£1,341,253
Total Gross Expenditure
£1,267,056
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£5
Income From Government Grants
£528,165
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
20 December 2023
Total Gross Income
£1,124,588
Total Gross Expenditure
£1,324,436
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£397,600
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
9 January 2023
Total Gross Income
£923,429
Total Gross Expenditure
£1,031,898
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£162,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
10 January 2022
Total Gross Income
£1,681,750
Total Gross Expenditure
£1,754,754
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£150,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
35

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
9 January 2026
Income Donations And Legacies
1355168
Income Other Trading Activities
0
Income Charitable Activities
1984819
Income Investments
228701
Income Other
0
Income Total Income And Endowments
3568688
Income Legacies
0
Income Endowments
920000
Expenditure Raising Funds
£20,142
Expenditure Charitable Expenditure
£2,181,483
Expenditure Other
0
Expenditure Total
2201625
Expenditure Investment Management
20142
Expenditure Grants Institution
1728132
Expenditure Governance
10500
Expenditure Support Costs
285801
Expenditure Depreciation
536
Gain Loss Investment
-40721
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£404,569
Assets Total Fixed
5025585
Assets Own Use
303
Assets Long Term Investment
5025282
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,817,036
Assets Total Liabilities
£847,702
Assets Current Investment
1531269
Assets Total Assets And Liabilities
£6,994,919
Creditors One Year Total Current
147702
Creditors Falling Due After One Year
700000
Assets Cash
£335,223
Funds Endowment
5887114
Funds Unrestricted
404569
Funds Restricted
703236
Funds Total
6994919
Count Employees
5
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
20 December 2024
Income Donations And Legacies
700770
Income Other Trading Activities
0
Income Charitable Activities
651005
Income Investments
153149
Income Other
0
Income Total Income And Endowments
1504924
Income Legacies
230931
Income Endowments
163671
Expenditure Raising Funds
£16,380
Expenditure Charitable Expenditure
£1,250,676
Expenditure Other
0
Expenditure Total
1267056
Expenditure Investment Management
16380
Expenditure Grants Institution
790424
Expenditure Governance
10500
Expenditure Support Costs
265013
Expenditure Depreciation
1251
Gain Loss Investment
313464
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£19,072
Assets Total Fixed
4360717
Assets Own Use
839
Assets Long Term Investment
4359878
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,247,081
Assets Total Liabilities
£939,221
Assets Current Investment
1730809
Assets Total Assets And Liabilities
£5,668,577
Creditors One Year Total Current
139221
Creditors Falling Due After One Year
800000
Assets Cash
£250,054
Funds Endowment
5166158
Funds Unrestricted
285078
Funds Restricted
217341
Funds Total
5668577
Count Employees
5
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
20 December 2023
Income Donations And Legacies
1079212
Income Other Trading Activities
0
Income Charitable Activities
577780
Income Investments
94082
Income Other
0
Income Total Income And Endowments
1751074
Income Legacies
0
Income Endowments
626486
Expenditure Raising Funds
£8,662
Expenditure Charitable Expenditure
£1,315,774
Expenditure Other
0
Expenditure Total
1324436
Expenditure Investment Management
8662
Expenditure Grants Institution
865605
Expenditure Governance
7900
Expenditure Support Costs
220870
Expenditure Depreciation
1255
Gain Loss Investment
-122185
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£137,422
Assets Total Fixed
3069602
Assets Own Use
2090
Assets Long Term Investment
3067512
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,098,203
Assets Total Liabilities
£50,560
Assets Current Investment
70100
Assets Total Assets And Liabilities
£5,117,245
Creditors One Year Total Current
50560
Creditors Falling Due After One Year
0
Assets Cash
£2,015,439
Funds Endowment
4797497
Funds Unrestricted
137422
Funds Restricted
182326
Funds Total
5117245
Count Employees
5
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
9 January 2023
Income Donations And Legacies
1833780
Income Other Trading Activities
0
Income Charitable Activities
449714
Income Investments
79935
Income Other
0
Income Total Income And Endowments
2363429
Income Legacies
0
Income Endowments
1440000
Expenditure Raising Funds
£8,930
Expenditure Charitable Expenditure
£1,022,968
Expenditure Other
0
Expenditure Total
1031898
Expenditure Investment Management
8930
Expenditure Grants Institution
660836
Expenditure Governance
7159
Expenditure Support Costs
240061
Expenditure Depreciation
1219
Gain Loss Investment
72438
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
140420
Gain Loss Other
0
Reserves
£65,518
Assets Total Fixed
3030412
Assets Own Use
2649
Assets Long Term Investment
3027763
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,867,592
Assets Total Liabilities
£85,212
Assets Current Investment
130788
Assets Total Assets And Liabilities
£4,812,792
Creditors One Year Total Current
85212
Creditors Falling Due After One Year
0
Assets Cash
£243,696
Funds Endowment
4598551
Funds Unrestricted
65518
Funds Restricted
148723
Funds Total
4812792
Count Employees
4
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
10 January 2022
Income Donations And Legacies
519736
Income Other Trading Activities
0
Income Charitable Activities
1140515
Income Investments
79724
Income Other
0
Income Total Income And Endowments
1739975
Income Legacies
0
Income Endowments
58225
Expenditure Raising Funds
£15,301
Expenditure Charitable Expenditure
£1,739,453
Expenditure Other
0
Expenditure Total
1754754
Expenditure Investment Management
15301
Expenditure Grants Institution
1298289
Expenditure Governance
6720
Expenditure Support Costs
326275
Expenditure Depreciation
888
Gain Loss Investment
559889
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£48,116
Assets Total Fixed
2967371
Assets Own Use
2518
Assets Long Term Investment
2964853
Defined Benefit Pension Scheme
0
Assets Other Assets
£376,604
Assets Total Liabilities
£75,572
Assets Current Investment
79865
Assets Total Assets And Liabilities
£3,268,403
Creditors One Year Total Current
75572
Creditors Falling Due After One Year
0
Assets Cash
£277,485
Funds Endowment
3051112
Funds Unrestricted
48116
Funds Restricted
169175
Funds Total
3268403
Count Employees
4
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Dorset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bournemouth
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Poole
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
5
Event Type
Asset transfer in
Date Of Event
2014-11-07T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
23666
Assoc Registered Charity Number
306204
Assoc Charity Name
COLFOX ENDOWMENT
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2014-11-03T00:00:00
Reason
Funds spent (by trustees)
Assoc Organisation Number
306232
Assoc Registered Charity Number
306232
Assoc Charity Name
THE MARRAS PRIZE
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
9
Event Type
Asset transfer in
Date Of Event
2015-06-25T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
900136
Assoc Registered Charity Number
900136
Assoc Charity Name
THE SARAH JANE (HUNT) MAY'S DOMESTIC STUDIES AND HOUSECRAFT AWARD FOUNDATION
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
6
Event Type
Asset transfer in
Date Of Event
2014-11-07T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
23665
Assoc Registered Charity Number
306204
Assoc Charity Name
JOHN LETTIS SHORT SCHOLARSHIP FUND
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
7
Event Type
Asset transfer in
Date Of Event
2014-11-07T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
306204
Assoc Registered Charity Number
306204
Assoc Charity Name
BRIDPORT EDUCATION FOUNDATION
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
8
Event Type
Asset transfer in
Date Of Event
2014-11-07T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
306162
Assoc Registered Charity Number
306162
Assoc Charity Name
MARY COFFIN SCHOLARSHIP FUND
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2007-12-27T00:00:00
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
10
Event Type
Asset transfer in
Date Of Event
2016-05-05T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
295144
Assoc Registered Charity Number
295144
Assoc Charity Name
THE E D CHARITABLE TRUST
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
11
Event Type
Asset transfer in
Date Of Event
2017-02-16T00:00:00
Reason
Amalgamated
Assoc Organisation Number
3953178
Assoc Registered Charity Number
1076524
Assoc Charity Name
TOBY'S - SHAFTESBURY YOUNG PEOPLE'S PROJECT
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
12
Event Type
Asset transfer in
Date Of Event
2021-04-12T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
1013298
Assoc Registered Charity Number
1013298
Assoc Charity Name
DAVID ALFORD COLLINS CHARITABLE TRUST
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2014-11-07T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
23667
Assoc Registered Charity Number
306204
Assoc Charity Name
FISHER PRIZE FUND
Charity Name
DORSET COMMUNITY FOUNDATION
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2011-08-15T00:00:00
Assoc Organisation Number
3973673
Assoc Registered Charity Number
1083644
Assoc Charity Name
THE COMMUNITY FOUNDATION FOR BOURNEMOUTH DORSET AND POOLE

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 04/04/2006AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 18/10/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/09/2013
Charitable Objects
3. THE OBJECTS FOR WHICH THE CHARITY ARE ESTABLISHED ARE:3.1 THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE BOROUGH OF BOURNEMOUTH COUNTY OF DORSET AND BOROUGH OF POOLE AND ITS IMMEDIATE NEIGHBOURHOOD AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS;3.2 OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY INCLUDING THOSE IN THE AREA OF BENEFIT..
Area Of Benefit
THE BOROUGH OF BOURNEMOUTH, COUNTY OF DORSET, AND BOROUGH OF POOLE AND ITS IMMEDIATE NEIGHBOURHOOD, AND IN THE UNITED KINGDOM AND ELSEWHERE.

10 Official extract

Charity Other Names

Charity Name Id
497262
Charity Name Type
Previous name
Charity Name
THE COMMUNITY FOUNDATION FOR BOURNEMOUTH DORSET AND POOLE

11 Official extract

Charity Policy

Policy Name
Campaigns and political activity policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints handling
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Paying staff
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Volunteer management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investment
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Conflicting interests
Policy Name
Trustee expenses policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Safeguarding policy and procedures