Finance Score: 0

Governance Score: 9

Support Score: 6

Strong growth: +2
Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 15

QUARTET COMMUNITY FOUNDATION

Quartet Community Foundation manages and distributes charitable funds to meet local needs on behalf of individuals, companies, families and other organisations, working across Bristol, Bath and North East Somerset, North Somerset and South Gloucestershire to connect local causes and charities with donors.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates much of its income. Its latest spending amounts to 12.5% of total funds
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Income was significantly lower than spending in the latest year

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		£5,633	£8,115	£-2,482	£691	£64,975	£1,292	1.9	23	60
31/03/22		£5,118	£6,651	£-1,533	£524	£66,280	£1,041	1.9	20	35
31/03/21		£6,663	£6,479	£183	£332	£62,276	£1,000	1.9	19	52
31/03/20		£5,096	£5,316	£-220	£358	£42,798	£1,309	3	17	20
31/03/19		£4,075	£4,587	£-512	£428	£35,871	£525	1.4	12	20
31/03/18		£3,826	£4,046	£-220	£378	£29,907	£322	1	13	0
31/03/17		£3,211	£3,644	£-433	£363	£29,283	£252	0.8	12	0
31/03/16		£3,034	£3,356	£-321	£329	£25,170	£305	1.1	12	0
31/03/15		£5,580	£3,712	£1,868	£404	£25,954	£339	1.1	9	0
31/03/14		£3,524	£3,784	£-259	£387	£22,042	£335	1.1	9	0
31/03/13		£2,926	£3,170	£-244	£334	£21,082	£239	0.9	13	0
31/03/12	*	£3,251	£3,445	£-194	£344	£18,095	£212	0.7	13	0
31/03/11?		£4,195	£3,710	£484	£333	£17,986	£256	0.8	13	0
30/04/10		£4,591	£3,710	£880	£410	£15,968	£189	0.6	11	0
30/04/09		£4,417	£3,121	£1,296	£330	£12,928	£198	0.8	10	0
30/04/08		£5,567	£3,412	£2,155	£217	£13,971	£235	0.8	10	0
30/04/07		£4,113	£3,135	£979	£215	£12,432	£252	1	10	0
30/04/06		£3,620	£2,849	£771	n/a	n/a	n/a	n/a	n/a	n/a
30/04/05	*	£3,723	£2,523	£1,201	n/a	n/a	n/a	n/a	n/a	n/a
30/04/04		£3,746	£2,709	£1,038	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 10 months
Quick Ratio: 6.9

Asset Split ?

Balance Sheet History

Established: 25 years

www.quartetcf.org.uk

info@quartetcf.org.uk

01179897700

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Bath And North East Somerset, Bristol City, North Somerset, South Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

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
Somerset Community Foundation - High Sheriff of Somerset Charitable Trust
£1,634	10/03/2023	Grant to Quartet Community Foundation
Somerset Community Foundation - Commissioner's Crime Prevention Fund
£24,550	05/12/2022	Commissioner's Crime Prevention Fund grants
Somerset Community Foundation - High Sheriff of Somerset Charitable Trust
£2,168	12/09/2022	Grant to Quartet Community Foundation
Somerset Community Foundation - Commissioner's Crime Prevention Fund
£45,182	07/07/2022	Commissioner's Crime Prevention Fund
Somerset Community Foundation - High Sheriff of Somerset Charitable Trust
£4,950	30/06/2022	High Sheriff of Somerset Charitable Trust
Somerset Community Foundation - Commissioner's Crime Prevention Fund
£14,400	24/05/2022	Commissioner's Crime Prevention Fund
Somerset Community Foundation - Grants and support cost
£4,840	22/06/2021	Grant to Quartet Community Foundation
National Lottery Community Fund - Funding the Future: the foundation stage
£350,000	21/03/2019 24	The funding will encourage and enable community voice, through a coordinated approach of support for Community Anchor Organisations (CAOs) in priority localities across Bristol.
DCMS - Growing Place-based Giving Programme
£100,000	15/02/2019	To support the growth of place-based giving
Somerset Community Foundation - Somerset Crimebeat Trust Grants
£3,300	07/12/2017	Quartet Community Foundation's Somerset Crimebeat Trust grants awarded - payment of grant total award amount £3,000 plus 10% support costs.
National Lottery Community Fund - West of England Civil Society Partnership ESF Preparation Project
£10,000	03/10/2014 12	Not Available

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 28-75

ABDULHAMID SHEIKH Appointed: 2021, Occupation: Entrepreneur

DANIEL RICHARD WOOD Appointed: 2023, Occupation: Chief People Officer

ELLA ROSHIN PATEL Appointed: 2023, Occupation: Paraplanner

KRISTEN PYE Appointed: 2022, Occupation: Philanthropy Manager

LAUREN ELIZABETH COUCH Appointed: 2023, Occupation: Director

MATTHEW CROSSMAN Appointed: 2022, Occupation: Financial Analyst

MATTHEW LEE Appointed: 2021, Occupation: Retired

NICHOLAS LEE Appointed: 2020, Occupation: Lawyer

OLIVER DELANY OBE Appointed: 2021, Occupation: Trainer/Coach

RAJ KAKAR-CLAYTON Appointed: 2020, Occupation: Managing Director

SUSAN ANNE MOUNTSTEVENS OBE (Chair) Appointed: 2020, Occupation: Police Crime Commissioner

Legal constitution

Charitable company registered in England & Wales on 25/04/2000, number: 1080418
Registered at Companies House on 19/04/2000, number: 03981052

Gift Aid

Registered with HMRC for Gift Aid

Event History

26/02/2015 - Asset transfer in from THE DURSTON CHARITABLE TRUST
11/11/2019 - Asset transfer in from ORCHARD WORKSHOP
26/10/2021 - Asset transfer in from WANSDYKE PLAY ASSOCIATION
28/06/2022 - Asset transfer in from KINGSWOOD RELIEF IN SICKNESS FUND
07/11/2023 - Asset transfer in from 1 IN 4 PEOPLE LTD
09/04/2024 - Asset transfer in from HUTCHEN CHARITABLE TRUST
16/05/2024 - Asset transfer in from SHAKESPEARE AT THE TOBACCO FACTORY
11/11/2024 - Asset transfer in from REDCLIFFE PARISH CHARITY
Linked charity: GREATER BRISTOL FOUNDATION PERMANENT ENDOWMENT FUND
01/06/2011 - Asset transfer in from GREATER BRISTOL FOUNDATION PERMANENT ENDOWMENT FUND
16/11/2011 - Asset transfer in from GREATER BRISTOL FOUNDATION PERMANENT ENDOWMENT FUND

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
Volunteer management

Filing Record

20 returns made; AR12: 1 days late, AR05: 7 days late,

Recent reorganisation events:

Asset transfer in from WANSDYKE PLAY ASSOCIATION on 26/10/2021
Asset transfer in from KINGSWOOD RELIEF IN SICKNESS FUND on 28/06/2022
Asset transfer in from 1 IN 4 PEOPLE LTD on 07/11/2023

....more

Main office

ROYAL OAK HOUSE
ROYAL OAK AVENUE
BRISTOL
BS1 4GB

Objectives

A) THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE SUB-REGION COMPRISING THE AREA IN AND AROUND THE CITY OF BRISTOL (THE AREA OF BENEFIT) AND IN PARTICULAR, THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF GOOD HEALTH, BOTH MENTAL AND PHYSICAL, THE RELIEF OF POVERTY AND SICKNESS AND THE PROVISION AND EQUIPMENT IN THE INTERESTS OF SOCIAL WELFARE AND FOR THE PUBLIC BENEFIT OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF PERSONS FOR WHOM THE FACILITIES ARE PRIMARILY INTENDED AND CONSERVATION OF THE ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC; ANDB) OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WITH A PREFERENCE FOR THOSE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY IN THE AREA OF BENEFIT.

Defined Area of Benefit:

CITY OF BRISTOL, BATH & NORTH EAST SOMERSET, NORTH SOMERSET AND SOUTH GLOUCESTERSHIRE.

Data Sources

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