Finance Score: -1

Governance Score: 8

Support Score: 5

Volatile income
spending growth: -1

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

Grant maker support: +5

Overall GiG Score: 12

THE BISHOPSGATE FOUNDATION

Bishopsgate Institute provides:A programme of short courses for adultsA programme of cultural events including talks, debates, concerts and performancesA specialist library holding collections concerned with the history of London, the East End, the labour and co-operative movements, freethought and humanismA Community Programme providing financial support to local people in need.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
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

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income has been volatile recently but spending has been maintained

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
31/03/23	£1,599	£3,746	£-2,147	£881	£31,847	£3,630	11.6	52	3
31/03/22	£1,442	£3,263	£-1,821	£706	£37,074	£5,211	19.2	49	0
31/03/21	£2,606	£2,970	£-364	£736	£37,577	£7,220	29.2	48	0
31/03/20	£2,078	£3,369	£-1,291	£571	£38,619	£7,347	26.2	49	25
31/03/19	£2,328	£3,168	£-840	£715	£37,228	£7,937	30.1	49	24
31/03/18	£2,549	£3,087	£-539	£919	£35,630	£8,532	33.2	46	0
31/03/17	£2,246	£2,890	£-644	£811	£33,425	£8,840	36.7	44	0
31/03/16	£2,180	£2,596	£-416	£758	£33,831	£9,209	42.6	44	0
31/03/15	£2,049	£2,639	£-589	£768	£32,782	£7,864	35.8	29	0
31/03/14	£2,273	£2,864	£-591	£828	£22,516	£7,101	29.8	32	0
31/03/13	£2,295	£2,763	£-469	£698	£22,798	£6,470	28.1	35	0
31/03/12	£2,200	£2,963	£-763	£685	£22,843	£6,584	26.7	35	0
31/03/11	£2,349	£2,265	£84	£340	£21,021	£6,984	37	34	0
31/03/10	£2,296	£2,026	£269	£393	£21,177	£5,628	33.3	30	0
31/03/09	£2,258	£2,103	£155	£510	£20,362	£3,848	22	30	0
31/03/08	£2,243	£2,094	£149	£659	£22,789	£3,109	17.8	25	0
31/03/07	£1,861	£1,941	£-80	£525	£23,007	£2,338	14.5	19	0
31/03/06	£1,710	£1,643	£67	£0	£0	£0	n/a	0	0
31/03/05	£1,616	£1,638	£-22	£0	£0	£0	n/a	0	0
31/03/04	£1,408	£1,431	£-23	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 1%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 11.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Established: 22 years

www.bishopsgate.org.uk

enquiries@bishopsgate.org.uk

02073929251

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Throughout London,

Who it helps

The General Public/Mankind

Who works here?

52 employees
3 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
DCMS - CRF20: The Bishopsgate Foundation
£942,100	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Bishopsgate Institute
£81,000	07/09/2020	COVID 19: Bishopsgate Institute

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 35-73

ABDULLAHI BASHE Appointed: 2019, Occupation: Legal Counsel

BENJAMIN MCKNIGHT Appointed: 2024, Occupation: Freelance Communications Consultant

NANCY KELLEY Appointed: 2024, Occupation: Director

NATHAN SMITH Appointed: 2023, Occupation: Accountant

NIGEL ANTONY PANTLING (Chair) Appointed: 2020, Occupation: Consultant

RICHARD MCDONALD Appointed: 2023, Occupation: Chartered Accountant

ROBERT HINGLEY Appointed: 2022, Occupation: Retired

SIMON DEMISSIE Appointed: 2024, Occupation: Head Of Library Experience & Engagement, Wellcome

ELIZABETH JANE GIBBONS Appointed: 2017, Occupation: Commissioning Editor

JONATHAN CLATWORTHY Appointed: 2017, Occupation: Chartered Investment Manager

SUSAN MOORE Appointed: 2019, Occupation: Charity Consultant

SARAH AITCHISON Appointed: 2024, Occupation: Director Of Special Collections, Ucl, Other trusteeship: AIM25,

THE REVD DAVID THOMAS ARMSTRONG Appointed: 2019, Occupation: Priest, Other trusteeships: BISHOPSGATE CHURCH FOUNDATION, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BOTOLPH-WITHOUT-BISHOPSGATE,

ANNA CORNELIUS Appointed: 2018, Occupation: Communications & Marketing Manager, Other trusteeship: HEADLONG THEATRE LIMITED,

Legal constitution

Charitable company registered in England & Wales on 05/03/2002, number: 1090923
Registered at Companies House on 29/01/2002, number: 04362659

Gift Aid

Registered with HMRC for Gift Aid

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 vulnerable beneficiaries
Social media policy and procedures

Filing Record

20 returns made; all on time

Main office

BISHOPSGATE INSTITUTE
230 BISHOPSGATE
LONDON
EC2M 4QH

Objectives

THE OBJECTS OF THE CHARITY ARE:1. THE PROVISION AND MAINTENANCE OF AN INSTITUTE IN, OR NEAR THE CITY OF LONDON, FOR THE PURPOSE OF PROMOTING THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE PROVISION OF :- A LIBRARY COMPRISED OF BOOKS, JOURNALS AND OTHER MATERIALS (WHETHER ELECTRONIC OR OTHERWISE) FOR THE USE OF MEMBERS OF THE PUBLIC TO BE MANAGED UNDER REGULATIONS MADE FROM TIME TO TIME BY THE TRUSTEES; AND PUBLIC FACILITIES TO BE MANAGED UNDER REGULATIONS MADE FROM TIME TO TIME BY THE TRUSTEES INCLUDING THE POWER TO CHARGE FEES FOR THEIR USE.2. THE RELIEF BY ALL CHARITABLE MEANS OF PERSONS IN NEED WHO ARE RESIDENT OR WORKING OR HAVE RESIDED OR WORKED IN THE AREA OF THE ECCLESIASTICAL PARISHES OF ST BOTOLPH'S WITHOUT BISHOPSGATE, CHRISTCHURCH SPITALFIELDS AND ST LEONARD'S SHOREDITCH AS DEFINED FROM TIME TO TIME (THE OBJECTS).

Defined Area of Benefit:

GREATER LONDON

Data Sources