Finance Score: -5

Governance Score: 5

Support Score: 1

Poor Liquidity: -1
Good Reserves: +1Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 1

THE ROYAL BATH AND WEST OF ENGLAND SOCIETY

The Society supports the rural economy by showcasing new technologies, providing a marketing platform for rural business, knowledge transfer activities such as seminars, conferences, open days and exhibitions. Grants are available for personal development and projects in the furtherance of agriculture and the rural economy.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
More than half of total income was derived from trading and fees in the latest year
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£2,951	£3,087	£-136	£1,175	£5,218	£5,152	20	20	600
31/12/21	£1,755	£1,925	£-170	£579	£5,354	£5,234	32.6	19	600
31/12/20	£700	£1,606	£-906	£777	£5,524	£5,446	40.7	19	600
31/12/19	£3,147	£3,299	£-152	£2,575	£6,172	£6,096	22.2	22	400
31/12/18	£3,684	£3,494	£190	£2,742	£6,324	£6,245	21.4	22	600
31/12/17	£3,440	£3,398	£41	£2,527	£6,133	£6,052	21.4	23	0
31/12/16	£3,781	£3,533	£248	£2,428	£6,092	£5,878	20	23	0
31/12/15	£4,090	£3,636	£453	£2,720	£5,844	£5,669	18.7	23	0
31/12/14	£3,849	£3,788	£61	£194	£2,006	£1,947	6.2	22	0
31/12/13	£3,218	£3,191	£27	£584	£1,945	£1,887	7.1	23	0
31/12/12	£3,384	£3,560	£-177	£634	£1,918	£1,846	6.2	23	0
31/12/11	£3,425	£3,205	£220	£566	£2,095	£2,001	7.5	23	0
31/12/10	£3,162	£3,019	£143	£518	£1,875	£1,827	7.3	21	0
31/12/09	£3,421	£3,372	£49	£546	£1,732	£1,659	5.9	27	0
31/12/08	£3,550	£3,510	£40	£788	£1,683	£1,581	5.4	30	0
31/12/07?	£3,557	£4,094	£-537	£941	£1,643	£1,480	4.3	38	0
31/10/06	£2,492	£2,598	£-106	£0	£0	£0	n/a	0	0
31/10/05	£3,555	£3,516	£40	£0	£0	£0	n/a	0	0
31/10/04	£2,443	£2,488	£-45	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 23500%
Fundraising Costs/Total Spending: 38.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 15%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 20 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.2

Asset Split ?

Established: 30 years

www.bathandwest.com

carol.paris@bathandwest.co.uk

01749822244

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Somerset,

Who it helps

Other Defined Groups

Who works here?

20 employees
600 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
The Grocers' Charity - 2020 Royal Bath & West Society
£5,000	07/01/2020	Investing in young leaders and peer support

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DAVID WORGAN COTTON Appointed: 2022 Occupation: Dairy Farmer

PATRICK THOMSON Appointed: 2021 Occupation: Chief Executive Officer

SUSAN CAROLINE SEAGER Appointed: 2022 Occupation: Estate Manager

VENETIA ELIZABETH LENG Appointed: 2022 Occupation: Banker

ANGELA BETTY YEOMAN OBE DL, Other trusteeship: SOMERSET BUILDING PRESERVATION TRUST COMPANY LIMITED,

CATHERINE REBECCA LOOK Appointed: 2018 Occupation: Company Director

DR LANCE MOIR PHD FCT Appointed: 2014, Other trusteeship: STOGUMBER FESTIVAL,

ELLEN CHARLOTTE KINGSTON Appointed: 2022 Occupation: Occupational Partner, Other trusteeship: BROAD OAK VILLAGE HALL,

JOHN ALVIS, Other trusteeships: ROTARY CLUB OF WRINGTON VALE TRUST FUND, FARMLINK EDUCATION LIMITED,

MICHAEL JOHN FELTON Appointed: 2005 Occupation: Farmer

RUPERT WILLIAM ULOTH Appointed: 2018 Occupation: Journalist

SIR DAVID JAMES VERNON WILLS BT Appointed: 2014, Other trusteeships: THE LANGFORD TRUST FOR ANIMAL HEALTH AND WELFARE, FARMLINK EDUCATION LIMITED,

ANTHONY ALAN GIBSON Appointed: 2009 Occupation: Broadcaster, Other trusteeship: SOMERSET CRICKET MUSEUM LIMITED,

MARTIN THATCHER Appointed: 2014 Occupation: Company Director, Other trusteeships: WINSCOMBE RUGBY FOOTBALL CLUB, THATCHERS FOUNDATION,

ROBERT NICHOLAS FOORD DREWETT (Chair), Other trusteeships: GRATEFUL SOCIETY, ROYAL AGRICULTURAL SOCIETY OF ENGLAND, WELLS CATHEDRAL PRESERVATION TRUST, THE LANGFORD TRUST FOR ANIMAL HEALTH AND WELFARE, THE HILBORNE FOUNDATION, High Sheriff of Somerset Charitable Trust, ROYAL AGRICULTURAL SOCIETY OF THE COMMONWEALTH, INNOVATION FOR AGRICULTURE,

Robert is a Partner in Womble Bond Dickinson Solicitors and specialises in property law. He is also Trustee of a number of diverse charities, including the Royal Bath & West of England Society (of which he is Chairman), Innovation for Agriculture, the Royal Agricultural Society of the Commonwealth, and the Langford Trust for Animal Health and....more

Legal constitution

Charitable company registered in England & Wales on 19/07/1994, number: 1039397
Registered at Companies House on 23/05/1994, number: 02931640

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

THE ROYAL BATH & WEST OF ENGLAND
SOCIETY
THE BATH & WEST SHOWGROUND
SHEPTON MALLET
SOMERSET
BA4 6QN

Objectives

THE PROMOTION OF AGRICULTURE AND FOR THE PURPOSES OF THIS MEMORANDUM AGRICULTURE SHALL INCLUDE THE SCIENCE OR OCCUPATION OF CULTIVATING AND PLANTING UP LAND, REARING PLANTS, CROPS, TREES OF WHATSOEVER NATURE, REARING LIVESTOCK AND ALL ASPECTS OF FARMING AND CONSERVATION AND WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING TO ENCOURAGE SKILL AND INDUSTRY IN AGRICULTURE AND IN ALLIED TRADES, CRAFT AND PROFESSIONS CONNECTED WITH THE RURAL ECONOMY.

Defined Area of Benefit:

NOT DEFINED

Data Sources