GRATEFUL SOCIETY

Registered charity 202349 · accounts filings on the Charity Commission register

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

Causes: The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · website · Get email alerts

Latest income

£277k

Latest spending

£159k

Registered

1962

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted reserves of £530,550 at year-end, which exceeds its stated policy target of £220,000 to £330,000. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: two to three years' normal charitable expenditure (of approximately £110,000 per annum), equating to £220,000 to £330,000 (held: £531k)

“Target reserves at 31 December should amount to two to three years' normal charitable expenditure (of approximately £110,000 per annum), equating to £220,000 to £330,000.” — page 7

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Public fundraising profile: JustGiving — The Grateful Society (matched by registered charity number).

Trustees · trustee networks

David Charles Clymo · trustee of 1 other charity
David Michael Powell
Kirsty Louise Swan
Mark Edward Mason MBE
Robert Nicholas Foord Drewett · trustee of 7 other charities
Roger Alan Harper MBE
Simon Andrew Beswick

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bath And North East Somerset · Bristol City · North Somerset · South Gloucestershire

Income and spending

Financial year end	Income	Spending
31/12/2025	£277k	£159k
31/12/2024	£132k	£140k
31/12/2023	£110k	£139k
31/12/2022	£128k	£108k
31/12/2021	£119k	£110k

Common questions

Is GRATEFUL SOCIETY financially healthy?

Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £530,550 at year-end, which exceeds its stated policy target of £220,000 to £330,000. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.

Who funds GRATEFUL SOCIETY?

Funders whose own accounts filings name GRATEFUL SOCIETY as a grant recipient include THE FRANCIS WINHAM FOUNDATION, THE POPLE CHARITABLE TRUST, THE GEORGE AND ESME POLLITZER CHARITABLE SETTLEMENT, SPIELMAN CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount
THE FRANCIS WINHAM FOUNDATION	FY2024	£15k
THE FRANCIS WINHAM FOUNDATION	FY2023	£10k
THE POPLE CHARITABLE TRUST	FY2023	£10k
THE FRANCIS WINHAM FOUNDATION	FY2022	£10k
THE FRANCIS WINHAM FOUNDATION	FY2026	£7k
THE GEORGE AND ESME POLLITZER CHARITABLE SETTLEMENT	FY2022	£5k
THE POPLE CHARITABLE TRUST	FY2024	£5k
SPIELMAN CHARITABLE TRUST	FY2023	£5k
THE POPLE CHARITABLE TRUST	FY2022	£5k
SPIELMAN CHARITABLE TRUST	FY2024	£3k
SPIELMAN CHARITABLE TRUST	FY2022	£3k
SPIELMAN CHARITABLE TRUST	FY2025	£3k
THE POPLE CHARITABLE TRUST	FY2025	£2k
THE FRANCIS WINHAM FOUNDATION	FY2025	£2k