Finance Score: -7

Governance Score: 6

Support Score: 5

Low unrestricted reserves: -2
Multiple Deficits: -2
Fundraising costs high: -3

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

Overall weighted support: +5

Overall GiG Score: 4

THE BATH RUGBY COMMUNITY FOUNDATION

Enhancing the lives of young people through sport, focusing on those with social and other disadvantages. Imparting the values of camaraderie, loyalty, discipline and respect found in rugby. Motivating, raising self esteem and confidence, and improving life skills in young people by impacting positively on educational achievement and social interaction.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

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
30/06/23		£731	£825	£-93	£183	£251	£131	1.9	14	60
30/06/22		£914	£1,056	£-142	£73	£344	£166	1.9	17	165
30/06/21	*	£670	£668	£2	£71	£486	£232	4.2	18	200
30/06/20		£741	£687	£54	£131	£484	£186	3.3	16	200
30/06/19		£608	£678	£-70	£113	£429	£230	4.1	15	200
30/06/18		£899	£678	£221	£185	£500	£293	5.2	11	0
30/06/17		£474	£538	£-65	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£702	£614	£89	£173	£343	£172	3.4	10	0
30/06/15		£409	£411	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£354	£429	£-75	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£651	£372	£279	£150	£331	£39	1.3	0	0
30/06/12		£230	£217	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11	*	£168	£194	£-26	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£269	£210	£59	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£223	£255	£-32	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£235	£222	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£149	£151	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£82	£65	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£57	£68	£-11	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 27.9%
Fundraising Costs/Total Spending: 22.2%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 26%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 52%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.4

Asset Split ?

Balance Sheet History

Established: 21 years

www.bathrugbyfoundation.com

lynne.fernquest@bathrugbyfoundation.com

07808479963

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Education/Training
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Social youth organisations

How it operates

Makes grants to organisations
Provides human resources
Provides services

Where it operates

Bath And North East Somerset, Somerset, Wiltshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
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.

Major supporters in last 5 years

Quartet Community Foundation	£40,000
Garfield Weston Foundation	£25,000
National Lottery Community Fund	£20,000
Sport England	£10,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£25,000	10/05/2023	Core Costs - BRF
Quartet Community Foundation - Grant to Bath Rugby Community Foundation
£5,000	11/04/2023	Towards delivering their Alternative Learning Hub for young people not in Education, Employment or Training (NEET) and are at risk of or have offended
National Lottery Community Fund - Emotional Literacy Workshops
£10,000	10/03/2023	The funding will be used to provide emotional literacy workshops for disadvantaged young people. The project aims to improve wellbeing through coping strategies and increased resilience.
Co-Operative Group - Grant to Bath Rugby Foundation: BreakOut – Local Community Hubs
£1,928	22/10/2022	We will provide the provision of multiple year-round community family hubs for key vulnerable families in the areas of highest need across B&NES. Support will include food, activities and signposting.
Quartet Community Foundation - Grant to Bath Rugby Community Foundation
£5,000	02/03/2022 10	To extend the Hi5! Club work building a junior mixed ability rugby team allowing youngsters will disabilities a safe space to play, become fitter and enjoy socialising.
Sir Jules Thorn Charitable Trust - Bath Rugby Community Foundation - 12/11/21
£1,000	17/12/2021	Hi5! Sports and Social Club
National Lottery Community Fund - Summer BreakOut
£10,000	19/02/2021 4	The organisation will provide adapted COVID-19 summer break out camps to support families who are disadvantaged within the local community. They will work alongside partner agencies to tackle issues linked to food insecurity and poverty by providing ....more The organisation will provide adapted COVID-19 summer break out camps to support families who are disadvantaged within the local community. They will work alongside partner agencies to tackle issues linked to food insecurity and poverty by providing food sports signposting to local services skills development and craft activities to support families most in need during the pandemic.
Quartet Community Foundation - Grant to Bath Rugby Community Foundation
£10,000	08/12/2020	Winter BreakOut from December to April including Christmas, February half-term, Easter camps and two 20 week term-time weekly community hubs with sport/crafts/mentoring/advice/education/food parcels/hot meals with multi-agency support and ....more Winter BreakOut from December to April including Christmas, February half-term, Easter camps and two 20 week term-time weekly community hubs with sport/crafts/mentoring/advice/education/food parcels/hot meals with multi-agency support and signposting service.
Quartet Community Foundation - Grant to Bath Rugby Community Foundation
£20,000	09/07/2020	For free Summer camps throughout B&NES with sport, creative activities, nutritious hot food and additional key services (CAB, Foodbanks) for vulnerable families, teens and 18+ affected by isolation, poverty and Covid 19.
Sport England - COVID-19 CEF
£10,000	26/05/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Rugby Union
Co-Operative Group - Grant to Bath Rugby Foundation - HITZ
£3,593	15/11/2019	We want to provide adequate nutrition for our young HITZ students who are unable to afford their breakfast and lunch.
Co-Operative Group - Grant to Bath Rugby Foundation
£2,534	29/11/2017	We want to offer the young people who attend our Hi5! Clubs the opportunity to have unforgettable trips and experiences with their families.
National Lottery Community Fund - Special School Inclusion Project
£9,996	08/11/2017 12	The funding will be used to run a programme of extra-curricular activities for young people with learning disabilities. The project aims to improve their health and develop social skills to increase their confidence.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 41-76

CHRISTOPHER ALEXANDER Appointed: 2018, Occupation: Lansdowne Partner

CHRISTOPHER EDWARD POTTER Appointed: 2012, Occupation: Lawyer

CLAIRE TAYLOR Appointed: 2018, Occupation: Head Teacher

DAVID SCOTLAND (Chair) Appointed: 2021, Occupation: Business Executive

EMMA HAINES Appointed: 2018, Occupation: Director Of Marketing And Fundraising

LOUISE HARVEY Appointed: 2018, Occupation: Grants Manager

TARQUIN MCDONALD Appointed: 2015, Occupation: Managing Director

Legal constitution

Charitable company registered in England & Wales on 02/02/2004, number: 1101868
Registered at Companies House on 26/11/2003, number: 04976797

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

19 returns made; AR21: 3 days late, AR11: 59 days late, AR07: 45 days late,

Main office

Bath Rec Sports Hub
North Parade Road
Bath
BA2 4ET

Objectives

3.1 TO ADVANCE AND ASSIST IN ADVANCING EDUCATION;3.2 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THOSE FOR WHOM THE FACILITIES ARE PROVIDED;3.3 TO RELIEVE SICKNESS AND DISABILITY AND TO PRESERVE AND PROTECT HEALTH; AND3.4 TO PROMOTE ANY OTHER PURPOSE WHICH IS CHARITABLE ACCORDING TO ENGLISH LAW

Defined Area of Benefit:

BATH AND SURROUNDING AREAS

Data Sources

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