Finance Score: 2

Governance Score: 3

Support Score: 14

Volatile income: -3
Future income +5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Overall weighted support: +9

Overall GiG Score: 19

WAG AND COMPANY NORTH EAST FRIENDSHIP DOGS

WAG & COMPANY ENABLES VOLUNTEERS AND THEIR DOGS TO VISIT AND BEFRIEND OLDER DOG LOVERS IN THEIR OWN HOMES OR IN CARE AND MEDICAL ESTABLISHMENTS ACROSS THE NORTH EAST OF ENGLAND.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age

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 recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£170	£169	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£135	£208	£-73	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£300	£261	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£396	£208	£188	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£87	£65	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£55	£36	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£34	£24	£10	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 9 years

www.wagandcompany.co.uk

diane@wagandcompany.co.uk

07711597509

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Practical support, advice & companionship

How it operates

Provides human resources

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£49,399
The Ballinger Charitable Trust	£25,000
Community Foundation serving Tyne & Wear and Northumberland	£19,872
Masonic Trust	£14,436
McCarthy Stone Foundation	£12,012
Charles Hayward Foundation	£5,000
Co-Operative Group	£2,778
Sir Jules Thorn Charitable Trust	£2,500

Specific Donations

Amount	When Months	To be used for
The Ballinger Charitable Trust - Grant to Wag and Co North East Friendship
£25,000	22/03/2024 24	Unrestricted funding
Charles Hayward Foundation - Grant to Wag and Company (North East Friendship Dogs)
£5,000	22/12/2023	Dog befriending for older people
Co-Operative Group - Grant to Wag and Company North East Friendship Dogs
£2,778	21/10/2023	Our visiting Wag teams provide elderly people, often isolated and bereaved, with something to look forward to. We offer company, a chat, a cuppa and a cuddle with that much missed furry friend.
McCarthy Stone Foundation - 2023 Autumn Community Grants
£7,200	17/10/2023	Grants up to £7,500 to support programmes that connect and engage older people.
McCarthy Stone Foundation - 2022 Autumn Community Grants
£4,812	08/08/2023	Grants up to £5,000 to support programmes that connect and engage older people.
Community Foundation serving Tyne & Wear and Northumberland - Grant to Wag and Company North East Friendship Dogs
£4,812	15/12/2022	Deploy and support 12 new visiting wag teams who will befriend the elderly in Tyne & Wear and northumberland
Community Foundation serving Tyne & Wear and Northumberland - Grant to Wag and Company North East Friendship Dogs
£8,020	24/11/2022	Training 20 new visiting wag teams to enable more wellbeing visits to older people in Tyne and Wear and northumberland
Masonic Trust - MCF Small Grant
£14,436	22/11/2022	Unrestricted core funding for small charities
Sir Jules Thorn Charitable Trust - Wag & Company North East Friendship - 25/10/22
£2,500	15/11/2022	Core Funding
Community Foundation serving Tyne & Wear and Northumberland - A grant to Wag & Company North East Friendship Dogs
£7,040	20/01/2022	Core costs of deploying and monitoring 20 new befriending Visiting Wag Teams across Northumberland
DCMS - Coronavirus Community Support Fund
£49,399	23/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Community Foundation serving Tyne & Wear and Northumberland - Expanding number of volunteer teams visiting isolated older people in the North East.
£2,849	28/06/2019	Expanding number of volunteer teams visiting isolated older people in the North East.
National Lottery Community Fund - Wag & Company
£214,620	16/05/2019 36	Wag & Company
National Lottery Community Fund - Digital Transformation Project : Enabling Growth & Sustainability
£353,583	10/05/2019 23	Wag and Company enables trained volunteers and dogs to visit older people in care/medical establishments and their own homes. The service helps older people to reduce their social isolation, using ....more Wag and Company enables trained volunteers and dogs to visit older people in care/medical establishments and their own homes. The service helps older people to reduce their social isolation, using the dog as a catalyst for conversation between the older person and the volunteer. This project is to build upon and adapt the organisation's current digital infrastructure so that the digital service can be self-sustaining by 2023 and respond to increasing demand from across the UK.
Garfield Weston Foundation - Main Grants award
£5,000	31/01/2019	Reducing Loneliness in the Elderly in the North East of England.
Community Foundation serving Tyne & Wear and Northumberland - General donation
£9,863	16/01/2019	General donation
Community Foundation serving Tyne & Wear and Northumberland - Develop a Wag & Company visiting service in Bedlingtonshire
£2,836	09/05/2018	Develop a Wag & Company visiting service in Bedlingtonshire

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-66

ALISON ANN HALL Appointed: 2016, Occupation: Solicitor

CHRISTOPHER FARMAN Appointed: 2023, Occupation: Director

DOUGLAS MORTON Appointed: 2016, Occupation: None

DIANE MORTON (Chair) Appointed: 2016, Occupation: Retired Hr Director

SOPHIE ROBERTSON CARVIN Appointed: 2016, Occupation: Senior Manager And Coach

SEAN CHURCHILL Appointed: 2021, Occupation: Regional Sales Manager

Legal constitution

Charitable company registered in England & Wales on 03/03/2016, number: 1165847
Registered at Companies House on 15/08/2015, number: 09734369

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; all on time

Main office

c/o NWL
Northumbria House
French Garden Industrial Estate
Hexham

Objectives

THE CHARITY’S OBJECT IS TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED BY REASON OF OLD AGE AND ASSISTING THEM TO INTEGRATE INTO SOCIETY BY THE PROVISION OF A BEFRIENDING SERVICE IN THE NORTH EAST OF ENGLAND.