Finance Score: 5

Governance Score: 8

Support Score: 2

Strong growth: +2
Fundraising costs low: +3

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +2

Overall GiG Score: 15

BRISTOL FOLK HOUSE

The constitutional objective of the charity remains consistent with its original purpose. It is to improve the conditions of life of the inhabitants of Bristol by the provision and maintenance of a centre for adult education, recreation and other leisure time occupations.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending since inception
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
Over half the Board have joined 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
31/08/23		£680	£593	£86	£0	£300	£300	6.1	16	2
31/08/22		£284	£290	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£284	£290	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£81	£9	£72	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 42%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.7

Asset Split ?

Balance Sheet History

Established: 5 years

www.bristolfolkhouse.co.uk

admin@bristolfolkhouse.co.uk

01179262987

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Other Charitable Purposes
Recreation

GiG Classification

Services for people with disabilities

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Bristol City,

Who it helps

The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Bristol Folk House
£2,800	17/08/2022	To create a sedum roof and pond in the group's courtyard that will benefit wildlife and enhances biodiversity.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-78

ARIANA AHMADI Appointed: 2023, Occupation: Student Support Manager

GRAHAM KENWORTHY KNIGHT Appointed: 2019, Occupation: Part Time Premises Manager

ISABELLE RYAN Appointed: 2022, Occupation: Chartered Accountant

JULIE WILLIAMS Appointed: 2022, Occupation: Retired

MARGUERITE KNIGHT Appointed: 2021, Occupation: Art Tutor

MATTHEW BAZELEY-BELL Appointed: 2022, Occupation: Nhs Manager

RACHEL WILLIAMS Appointed: 2022, Occupation: Solicitor

RICHARD BRETTON Appointed: 2022, Occupation: Retired

ROBERT JAMES THOMAS PEPPER (Chair) Appointed: 2019, Occupation: Retired Architect

Legal constitution

Charitable company registered in England & Wales on 12/07/2019, number: 1184395
Registered at Companies House on 07/01/2019, number: 11752084

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

4 returns made; AR20: 50 days late,

Recent reorganisation events:

Asset transfer in from BRISTOL FOLK HOUSE on 23/02/2023

Main office

40a PARK STREET
BRISTOL
BS1 5JG

Objectives

TO IMPROVE THE CONDITIONS OF LIFE OF THE INHABITANTS OF BRISTOL AND SURROUNDING DISTRICTS BY THE PROVISION AND MAINTENANCE OF A CENTRE FOR ADULT EDUCATION, RECREATION AND OTHER LEISURE TIME OCCUPATIONS

Data Sources

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