Finance Score: 0
Governance Score: 2
Support Score: 9
  • Strong growth: +2
  • Deficit latest year: -2
  • No PartB
  • Only 4 Trustees: -1
  • Good trustee age range: +3
  • Overall weighted support: +9
Overall GiG Score: 11 ?

THE FLORENCE INSTITUTE TRUST LIMITED

The charity was originally set up to progress with Saving the Florrie. A grade 2 Historic building in Liverpool 8 for the benefit of the community. In April 2012 The Florrie re-opened its doors and offers to all ages a wide range of social, educational, heritage, recreational, cultural activities
Analysis by Giving is Great

Positives:

  • 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

Regulatory & Governance issues to consider:

  • Why are there only 4 trustees?

Financial issues to consider:

  • Income was lower than spending in the latest year
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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£470£575£-105n/an/an/an/an/an/a
31/03/22£565£472£92£2£1,015£832.11010
31/03/21£814£360£454£0£923£210.7910
31/03/20£406£418£-12n/an/an/an/an/an/a
31/03/19?£305£291£13n/an/an/an/an/an/a
31/01/18£226£255£-29n/an/an/an/an/an/a
31/01/17£263£370£-107n/an/an/an/an/an/a
31/01/16£391£466£-75n/an/an/an/an/an/a
31/01/15£391£510£-120n/an/an/an/an/an/a
31/01/14£235£540£-305n/an/an/an/an/an/a
31/01/13£2,453£646£1,806£14£6,140£390.7100
31/01/12£3,477£302£3,175£84£4,333£120.540
31/01/11£1,278£129£1,149£31£1,158£40.310
31/01/10£33£39£-6n/an/an/an/an/an/a
31/01/09*£51£68£-17n/an/an/an/an/an/a
31/01/08£64£110£-47n/an/an/an/an/an/a
31/01/07*£114£39£75n/an/an/an/an/an/a
31/01/06*£13£9£4n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 20 years

www.theflorrie.org

info@theflorrie.org

01517282323

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Other Charitable Purposes
  • Recreation
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Acts as an umbrella or resource body
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Liverpool City,
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
  • 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
National Lottery Community Fund£117,185
Henry Smith Charity£82,000
DCMS£48,750
National Lottery Heritage Fund£37,500
Garfield Weston Foundation£30,000
Power to Change£17,824
Community Foundations for Lancashire & Merseyside£7,000
Sport England£5,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Food Aid Liverpool
£10,000 21/10/2022
The funding will be used to deliver a new one day event called Food Aid Liverpool that will raise awareness of their services and other organisations that can support people through the cost of living crisis food support and welfare advice. This ....more
Community Foundations for Lancashire & Merseyside - Halloween Family Fun Week
£2,000 11/10/2022
To provide activities to local children and young people during October half term including mask making, costume making, scary stories, and animation shows. There will be a halloween party for local families. The hope is this will discourage crime ....more
Garfield Weston Foundation - Main Grants award
£30,000 26/08/2022
The Florrie
National Lottery Community Fund - Develop Drive Deliver 2
£107,185 25/07/2022
The funding will be used to deliver Community Hub activities in Toxteth Liverpool. The Florrie has community facilities such as a gym community café classrooms IT Suite free to use. They deliver a weekly timetable of activities and support and ....more
Community Foundations for Lancashire & Merseyside - Outreach Peer Support
£5,000 24/05/2022
To deliver sessional activities to engage children and young people.
Henry Smith Charity - Grant to Florence Institute Trust Ltd
£82,000 23/10/2020
12
towards one year's running costs of a project providing food, activities and one-to-one support for vulnerable individuals impacted by the COVID-19 pandemic in Liverpool.
DCMS - Coronavirus Community Support Fund
£48,750 09/09/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Power to Change - C-19 TISS - The Florence Institute Limited
£17,824 02/07/2020
Grant to C-19 TISS - The Florence Institute Limited
Sport England - COVID-19 CEF
£5,000 04/06/2020
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 Sport participation and capacity building
CAF - Grant to The Florence Institute Trust
£5,000 01/06/2020
3
Grant to The Florence Institute Trust to support the organisation through COVID19
National Lottery Heritage Fund - Grant to The Florence Institute Trust Ltd
£37,500 22/05/2020
COVID19:The Florence Institute Trust
National Lottery Community Fund - Community Buddies
£10,000 24/10/2019
12
Community Buddies
Home Office - Knife Crime Community Fund 2019-20
£28,795 01/04/2019
The fund was set up in 2017/18 to support community projects which reduce knife crime and have a positive impact on young people at risk of carrying a knife and committing crime. The fund was open to voluntary and community sector groups and the ....more
National Lottery Community Fund - Let's develop, drive and deliver as one
£293,238 26/02/2019
36
The aim of the project is to reduce social isolation in the community through free activities and classes which brings people together as well as improves health and wellbeing. Funding will go towards a variety of activities such as photography, ....more
Power to Change - The Florence Institute Limited
£10,000 18/12/2018
Grant to The Florence Institute Limited
Henry Smith Charity - Grant to Florence Institute Trust Ltd
£120,000 12/12/2018
36
towards three years' running costs of an organisation providing a range of activities, classes and workshops for disadvantaged communities in Liverpool
Home Office - Knife Crime Community Fund 18-19
£26,020 03/09/2018
The fund was set up in 2017/18 to support community projects which reduce knife crime and have a positive impact on young people at risk of carrying a knife and committing crime. The fund was open to voluntary and community sector groups and the ....more
John Moores Foundation - Grant to The Florence Institute Trust Ltd
£3,000 01/06/2018
Towards a community development project
National Lottery Community Fund - Florrie Community Ambassador Programme
£10,000 26/03/2018
12
The organisation will recruit and train local residents as volunteers to deliver and shape community activities and events, with the aim of reducing isolation and increasing training opportunities.
Power to Change - The Florence Institute Limited
£140,500 22/12/2016
6
Grant to The Florence Institute Limited
National Lottery Heritage Fund - Grant to The Florence Institute Trust
£100,000 07/01/2016
The Florrie - Road to Viability
Tudor Trust - Grant to The Florence Institute Trust Ltd
£35,000 28/03/2014
over one year towards the core costs of this community centre in Liverpool
Esmee Fairbairn - Grant to The Florence Institute Trust
£20,000 02/10/2012
Towards the salary of the heritage resource manager responsible for the Florrie's collection, making it available to the public and running heritage events.
Henry Smith Charity - Grant to Florence Institute Trust Ltd
£95,600 13/06/2012
36
towards three years' running costs of a new youth inclusion project for young people in a disadvantaged area of Liverpool
Sport England - Florrie Sports
£15,000 16/04/2012
Funding under Sport England's Sportsmatch funding programme for a Revenue project titled 'Florrie Sports'. This project lists its main activity as Multi Sports.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 31-66
  • CHRISTINE HENDRICK Appointed: 2018, Occupation: Finance Manager
  • DANIEL BLUNT Appointed: 2022, Occupation: Project Manager
  • JOHN WELSH Appointed: 2022, Occupation: Retired
  • PAUL DICKSON Appointed: 2015, Occupation: Commercial Director
Legal constitution
  • Charitable company registered in England & Wales on 03/05/2005, number: 1109301
  • Registered at Companies House on 12/01/2005, number: 05330850
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds 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
18 returns made; AR09: 120 days late, AR07: 146 days late, AR06: 131 days late,
Main office

The Florence Institute
377 Mill Street
LIVERPOOL
L8 4RF

Objectives

3.1 TO PRESERVE FOR THE PUBLIC BENEFIT OF THE PEOPLE OF THE COUNTY OF MERSEYSIDE AND OF THE NATION AT LARGE, THE BUILDING KNOWN THE FLORENCE INSTITUTE ON MILL STREET IN THE CITY OF LIVERPOOL(THE FLORENCE INSTITUTE); AND3.2 IN THE INTERESTS OF SOCIAL WELFARE TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION FOR THE PUBLIC AT LARGE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; AND3.3 TO EDUCATE AND ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED AND IN FURTHERANCE OF THAT OBJECT TO PROVIDE IN THE FLORENCE INSTITUTE FROM TIME TO TIME A CENTRE FOR MEETINGS, LECTURES, CLASSES AND OTHER FORMS OF LEISURE TIME OCCUPATION FOR THE BENEFIT OF YOUNG PERSONS; AND3.4 THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION DEPRIVATION (AND IN PARTICULAR THE DISTRICT AND SURROUNDING AREA OF LIVERPOOL 8) BY ALL OR ANY OF THE FOLLOWING MEANS(A) THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FIT;(B) THE RELIEF OF UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT;(C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE

Defined Area of Benefit:

COUNTY OF MERSEYSIDE AND OF THE NATION AT LARGE

Data Sources

Charity Commission for England and Wales
360 Giving

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