Finance Score: -4
Governance Score: 7
Support Score: 3
  • Excess reserves: -5
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • No volunteer policy: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +3
Overall GiG Score: 6 ?

THE BOOK TRADE CHARITY

The welfare charity of the book trade, providing financial support and accommodation for people who have worked in the UK book trade, in publishing, distribution or bookselling, for more than one year. Housing at Kings Langley, Herts, provides a range of subsidised accommodation in 36 dwellings; the average age of residents is about 64. Grant support, regular or one-off can be offered across UK.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • Spending has increased over the last 3 years relative to the previous period
  • 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:

  • Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £9,175,151 available, equivalent to 92 months of spending and so may not be able to utilise additional funding
  • On several occasions in recent years income has been less than spending

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
31/12/23£1,493£1,199£294£70£9,508£9,17591.8420
31/12/22£838£1,001£-163£64£9,206£9,115109.3320
31/12/21£633£1,015£-382£60£9,413£9,269109.6420
31/12/20£1,267£1,157£110£59£9,756£9,39697.5413
31/12/19£776£807£-31£60£9,630£9,630143.246
31/12/18£689£910£-221£82£9,609£9,609126.660
31/12/17£576£833£-257£97£9,896£9,896142.660
31/12/16£3,777£678£3,099£71£9,955£9,94517650
31/12/15£1,578£572£1,006£56£6,677£6,641139.430
31/12/14£543£597£-53£122£5,698£5,698114.630
31/12/13£508£650£-142£109£5,737£5,737105.930
31/12/12£451£527£-76n/an/an/an/an/an/a
31/12/11£401£588£-187n/an/an/an/an/an/a
31/12/10£816£481£335£67£6,166£6,166153.830
31/12/09£408£416£-8n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 4.9%
Fundraising Costs/Total Spending: 5.8%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 12%
Liabilities/Income: 88%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 91.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.9
Asset Split ?
Balance Sheet History
Established: 16 years

www.btbs.org

victoria@btbs.org

01923263128

Charity Commission for England and WalesCompanies HouseFacebookInstagram
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other facilities management and maintenance
How it operates
  • Makes grants to individuals
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides other finance
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Other Defined Groups

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
The Foyle Foundation - Learning
£100,000 24/11/2020
towards development of Bookbinders Cottages, London N20 to provide affordable housing, particularly for young entrants to the Book Trade from diverse backgrounds

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 40-81
  • ANN VERONICA WOODHALL Appointed: 2012, Occupation: Human Resource Manager
  • DAVID NEALE Appointed: 2016, Occupation: Retired
  • EMILY-JANE TAYLOR Appointed: 2016, Occupation: Finance Director
  • IAN CHAPMAN Appointed: 2022, Occupation: Book Publisher
  • JASMINE RICHARDS Appointed: 2022, Occupation: Founder & Author
  • JEREMY BRINTON Appointed: 2019, Occupation: Trustee
  • JONATHAN NOWELL (Chair) Appointed: 2019, Occupation: Director
  • MERYL HALLS Appointed: 2022, Occupation: None
  • SAMANTHA ANN SELBY SMITH Appointed: 2020, Occupation: Publisher
Legal constitution
  • Charitable company registered in England & Wales on 18/02/2009, number: 1128129
  • Registered at Companies House on 15/10/2008, number: 06725178
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 07/26/2019, current status: Small charity
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
15 returns made; all on time
Main office

THE FOYLE CENTRE
THE RETREAT
KINGS LANGLEY
HERTFORDSHIRE
WD4 8LT

Objectives

TO RELIEVE PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR SICKNESS AND TO RELIEVE THE DISTRESS CAUSED THEREBY THROUGH THE PROVISION OF WELFARE WHICH MAY OR MAY NOT INCLUDE ACCOMMODATION FOR PERSONS WHO ARE, OR HAVE BEEN, EMPLOYED IN THE BOOK TRADE IN THE UNITED KINGDOM (WHICH SHALL INCLUDE, WITHOUT LIMITATION, THE BOOKBINDING INDUSTRY AND ANY INDUSTRY WHICH IS AKIN TO, OR ALLIED TO, OR ASSOCIATED WITH THE BOOKBINDING INDUSTRY) FOR ONE YEAR OR MORE AND THEIR DEPENDANTS; AND THE PROVISION OF WELFARE FOR YOUNG PEOPLE WHO MAY WISH TO PREPARE FOR ENTRY INTO THE BOOK TRADETO FACILITATE OR PROVIDE EDUCATION AND TRAINING SO AS TO PROMOTE THE STUDY, KNOWLEDGE AND APPRECIATION OF LITERATURE, PUBLISHING AND THE BOOK TRADE AND FOR THE BENEFIT OF THE INDIVIDUALS WHO WORK WITHIN THE TRADE

Defined Area of Benefit:

THE UNITED KINGDOM

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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