Finance Score: 1

Governance Score: 6

Support Score: 6

Multiple Deficits: -2
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 13

CATHOLIC BLIND INSTITUTE

1. Day / 4 night residential education[full National Curriculum]for children with visual impairment age 4 - 19 at St Vincent's School. Mobility/independence/speech/language/music therapy included.2. Residential and nursing care, including palliative care, at Christopher Grange.3.A wide portfolio of community based and rehabilitation services at Bradbury Fields and Sight Loss Learning Hub.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£5,716	£7,548	£-1,832	£72	£4,034	£3,857	6.1	202	75
31/03/22	*	£6,339	£6,218	£120	£49	£5,994	£5,839	11.3	226	75
31/03/21		£5,023	£5,724	£-701	£0	£5,813	£5,701	12	173	14
31/03/20		£5,389	£5,543	£-154	£0	£5,905	£5,770	12.5	179	9
31/03/19		£5,242	£5,211	£31	£0	£6,403	£6,291	14.5	178	10
31/03/18		£5,339	£5,047	£292	£0	£6,244	£6,157	14.6	180	0
31/03/17		£5,528	£5,270	£258	£0	£6,021	£5,888	13.4	193	0
31/03/16		£5,062	£5,102	£-40	£0	£5,370	£5,200	12.2	190	0
31/03/15		£5,005	£5,163	£-158	£40	£5,180	£5,051	11.7	197	0
31/03/14		£4,707	£4,594	£113	£23	£5,139	£4,949	12.9	201	0
31/03/13		£4,443	£4,589	£-146	£24	£5,762	£5,619	14.7	207	0
31/03/12		£4,427	£4,634	£-207	£23	£5,612	£5,473	14.2	175	0
31/03/11		£4,609	£4,719	£-110	£21	£5,901	£5,751	14.6	176	0
31/03/10		£4,497	£4,794	£-297	£21	£5,874	£5,763	14.4	173	0
31/03/09		£4,553	£4,960	£-407	£20	£5,452	£5,335	12.9	191	0
31/03/08		£4,661	£4,914	£-253	£57	£6,391	£6,283	15.3	196	0
31/03/07		£4,698	£4,714	£-16	£95	£7,073	£6,959	17.7	194	0
31/03/06		£4,686	£4,525	£161	£0	£0	£0	n/a	0	0
31/03/05		£4,645	£4,507	£138	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.4%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 16%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Established: 20 years

catholicblindinstitute.org

cbi@catholicblindinstitute.org

01512305097

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

202 employees
75 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.

Major supporters in last 5 years

National Lottery Community Fund	£240,802
Community Foundations for Lancashire & Merseyside	£5,000
Sport England	£5,000
Co-Operative Group	£1,602

Specific Donations

Amount	When Months	To be used for
Community Foundations for Lancashire & Merseyside - Seeds of Hope
£5,000	01/08/2023	The funding will be used to provide workshops from Scouse flower house and Aeternum into St Vincents on climate action bad air impact etc engaging data and data analysis from aeternum units in ....more The funding will be used to provide workshops from Scouse flower house and Aeternum into St Vincents on climate action bad air impact etc engaging data and data analysis from aeternum units in St.Vincent's and Alder Hey. The funding will also be used for community sharing events.
Co-Operative Group - Grant to Bradbury Fields - services for blind & V.I. people
£1,602	22/10/2022	We must keep our minibus on the road. This is a lifeline for people with sensory loss for accessing activities and groups, which helps alleviate isolation and loneliness.
National Lottery Community Fund - Cikass-Tech
£8,457	19/08/2022	The funding will be used to hire a part-time co-ordinator that will work with a rehab officer to deliver training on I.T. and specialist technology skills to blind and partially sighted people. The ....more The funding will be used to hire a part-time co-ordinator that will work with a rehab officer to deliver training on I.T. and specialist technology skills to blind and partially sighted people. The project aims to demonstrate the benefits of smart home technology and to teach I.T. and specialist technology skills that will improve life at home for blind and partially sighted people.
Sport England - Jubilee Fund Bradbury Fields Get Active
£5,000	09/05/2022	The pilot project will help visually impaired people become more active and try adapted sports and physical activities, thus improving physical and mental health including blind and visually impaired ....more The pilot project will help visually impaired people become more active and try adapted sports and physical activities, thus improving physical and mental health including blind and visually impaired ball sports, guided walking or running, gym buddies, cycling and swimming.
National Lottery Community Fund - Bradbury Fields Health and Wellbeing Service
£232,345	13/07/2021	Bradbury Fields provide a service for blind people in their own homes. Funding for the group will go towards staff costs. The organisation’s aim is to bring blind and partially sighted people ....more Bradbury Fields provide a service for blind people in their own homes. Funding for the group will go towards staff costs. The organisation’s aim is to bring blind and partially sighted people together for peer support to build upon aspirations and to help people achieve those aspirations.
Wolfson Foundation - Grant to Catholic Blind Institute
£50,000	16/06/2016	Learning space in education and training building at St Vincent's School

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-86

ALAM NAWAZ Appointed: 2022, Occupation: Retired

ANGELA O'BRIEN Appointed: 2023, Occupation: Retired

BERNADETTE BUCKLE Appointed: 2022, Occupation: Retired

GERALDINE AMY BOUNDS Appointed: 2021, Occupation: Retired Tutor & Lecturer

PETER HALPIN Appointed: 2024, Occupation: Solicitor

ROBIN EDWARD ROBINSON FCA Appointed: 2023

MARTIN GERARD O'ROURKE Appointed: 2004, Occupation: Surveyor

ROGER NELSON PHILLIPS Appointed: 2021, Occupation: Retired Broadcaster, Other trusteeship: NML FOUNDATION,

SISTER THERESA TIGHE SR Appointed: 2022, Other trusteeships: CATHOLIC VOCATIONS PROJECT, THE DAUGHTERS OF CHARITY OF ST. VINCENT DE PAUL SERVICES, THE VINCENTIAN VOLUNTEERS LIMITED,

STEPHEN WINSTANLEY Appointed: 2016, Occupation: Retired Accountant

WILLIAM TUDOR MANSEL ROBERTS Appointed: 2021, Occupation: Retired Chartered Surveyor, Other trusteeship: THE LIVERPOOL MERCHANTS' GUILD,

Legal constitution

Charitable company registered in England & Wales on 16/03/2004, number: 1102657
Registered at Companies House on 09/01/2004, number: 05010874

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR22: 164 days late,

Recent reorganisation events:

Asset transfer in from LIVERPOOL TAXICAB TRADE BLIND CHILDREN'S FUND on 24/07/2023

Main office

St. Vincents School
Yew Tree Lane
Liverpool
L12 9HL

Objectives

1) THE ADVANCEMENT OF EDUCATION AND RELIGION AMONG BLIND AND PARTIALLY SIGHTED CHILDREN BY ESTABLISHING AND SUPPORTING ANY SCHOOL OR SIMILAR INSTITUTION ESTABLISHED FOR ADVANCING THE EDUCATION OF SUCH CHILDREN AND CONDUCTED IN ACCORDANCE WITH THE DOCTRINE AND RITES OF THE ROMAN CATHOLIC CHURCH.2) THE RELIEF OF PHYSICALLY HANDICAPPED PERSONS GENERALLY BY THE ESTABLISHMENT AND MAINTENANCE OF DAY CENTRES IN THE INTERESTS OF SOCIAL WELFARE IN ORDER THAT THE CONDITIONS OF LIFE FOR SUCH PERSONS MAY BE IMPROVED, AND, WITH SPECIAL REFERENCE TO THE REQUIREMENTS OF BLIND OF PARTIALLY SIGHTED PERSONS TO PROVIDE TRAINING AN REHABILITATION FOR SUCH PERSONS.3) THE PROVISION AND MAINTENANCE FOR AGED PERSONS IN NEED THEREOF (WHETHER OR NOT BLIND OR PARTIALLY SIGHTED OR OTHERWISE PHYSICALLY HANDICAPPED) RESIDENTIAL ACCOMMODATION AND ANY ASSOCIATED AMENITIES SPECIALLY DESIGNED OR ADAPTED TO MEET THE DISABILITIES AND REQUIREMENTS OF SUCH PERSONS.4) THE SUPPORT OF OTHER CHARITABLE PURPOSES FOR THE FURTHERANCE OF EDUCATION OR THE RELIEF OF POVERTY OR SUFFERING

Defined Area of Benefit:

MERSEYSIDE

Data Sources