BritDB

CCEW Charity Commission profile

HOLGATE DOLPHIN CIO

Registered charity 1202419 · organisation 5209871

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
21 March 2023
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£145,867
Latest expenditure
£9,544
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: 53 Manor Road, Dorridge, SOLIHULL, B93 8DZ

02 Activities

What the charity does

Holgate Dolphin CIO is a recently established grant making charity. At the present time it has limited financial resources but when funds are available the Trustees will look to make small grants to organisations focussing on the following areas; the prevention or relief of poverty, disability, human rights, racial harmony, and equality & diversity.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
12 October 2026
Date Accounts Received
12 October 2026
Total Gross Income
£145,867
Total Gross Expenditure
£9,544
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
11 June 2025
Date Accounts Received
11 June 2025
Total Gross Income
£3,000
Total Gross Expenditure
£2,060
Fin Period Start Date
21 March 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
27 March 2024
Date Accounts Received
27 March 2024
Total Gross Income
£3,001
Total Gross Expenditure
£2,030

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
12 October 2026
Total Gross Income
£145,867
Total Gross Expenditure
£9,544
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
11 June 2025
Total Gross Income
£3,000
Total Gross Expenditure
£2,060
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
21 March 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
27 March 2024
Total Gross Income
£3,001
Total Gross Expenditure
£2,030
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
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
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
115
Classification Type
What
Classification Description
Human Rights/religious Or Racial Harmony/equality Or Diversity
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
104
Classification Type
What
Classification Description
Disability

07 Official extract

Charity Event History

Charity Name
HOLGATE DOLPHIN CIO
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2023-03-21T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 21 Mar 2023
Charitable Objects
THE OBJECT OF THE CIO IS TO:PROMOTE EQUALITY AND DIVERSITY FOR THE PUBLIC BENEFIT BY:(A) THE ELIMINATION OF DISCRIMINATION ON THE GROUNDS OF RACE, GENDER, DISABILITY, SEXUAL ORIENTATION OR RELIGION;(B) ADVANCING EDUCATION AND RAISING AWARENESS IN EQUALITY AND DIVERSITY; PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO THE SOCIETY; PREVENT OR RELIEVE POVERTY OR FINANCIAL HARDSHIP; ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL ILLNESS OF ANY DESCRIPTION OR IN NEED OF REHABILITATION AS A RESULT OF SUCH ILLNESS; ANDADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIMEBY PROVIDING GRANTS TO CHARITIES, ORGANISATIONS OR INDIVIDUALS.FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY).

09 Official extract

Charity Policy

Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures