Finance Score: -1

Governance Score: 3

Support Score: 2

Reasonable growth: +1
Deficit latest year: -2
No PartB

Good trustee age range: +3

Grant maker support: +2

Overall GiG Score: 4

THE GUILDFORD INSTITUTE

The Guildford Institute provides educational and cultural activites in a social atmosphere. The organisation makes facilities available for individuals and organisations to provide such activities in the community

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Financial issues to consider:

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

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
31/07/23		£430	£480	£-49	n/a	n/a	n/a	n/a	n/a	12
31/07/22		£284	£306	£-22	n/a	n/a	n/a	n/a	n/a	20
31/07/21		£233	£230	£3	n/a	n/a	n/a	n/a	n/a	20
31/07/20		£368	£290	£78	n/a	n/a	n/a	n/a	n/a	30
31/07/19		£322	£300	£22	n/a	n/a	n/a	n/a	n/a	30
31/07/18		£342	£268	£74	£0	£0	£0	n/a	0	0
31/07/17		£307	£266	£41	£0	£0	£0	n/a	0	0
31/07/16		£308	£232	£76	£0	£0	£0	n/a	0	0
31/07/15		£297	£239	£58	£0	£0	£0	n/a	0	0
31/07/14		£289	£212	£77	£0	£0	£0	n/a	0	0
31/07/13		£439	£222	£217	£0	£0	£0	n/a	0	0
31/07/12		£252	£200	£52	£0	£0	£0	n/a	0	0
31/07/11		£224	£194	£30	£0	£0	£0	n/a	0	0
31/07/10	*	£233	£185	£48	£0	£0	£0	n/a	0	0
31/07/09		£258	£168	£90	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 16 years

www.guildford-institute.org.uk

info@guildford-institute.org.uk

01483 562142

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Other facilities management and maintenance

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Surrey,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
12 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
National Lottery Community Fund - Historic Library Rejuvenation - The Meeting Point
£4,200	08/09/2021	The organisation will use the funding to improve the facilities in their historic library and archive room.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-74

PHILIP LESLIE GRAHAM DAVIES Appointed: 2022, Occupation: Retired

THOMAS EDWARD HEASMAN Appointed: 2021, Occupation: Consultant

BRIAN CREESE (Chair) Appointed: 2019, Occupation: Project Manager

JANET CROWE Appointed: 2018, Occupation: Retired

MICHAEL FRANCIS KIRBY Appointed: 2020, Occupation: Chartered Accountant

SOPHIE CHAPMAN Appointed: 2017, Occupation: Not Employed

DAVID STEWART CHEESEMAN Appointed: 2019, Occupation: Transport Consultant, Other trusteeship: ENGLISH NATIONAL BALLET SCHOOL LIMITED,

Legal constitution

Charitable company registered in England & Wales on 16/07/2008, number: 1125031
Registered at Companies House on 21/04/2008, number: 06571640

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

15 returns made; AR10: 178 days late,

Main office

GUILDFORD INSTITUTE
WARD STREET
GUILDFORD
GU1 4LH

Objectives

3.1 TO PROMOTE AND ADVANCE THE EDUCATION OF THE PUBLIC, IN PARTICULAR BY THE DIFFUSION OF KNOWLEDGE, CONTRIBUTING TO THE DEVELOPMENT OF CULTURAL LIFE AND HERITAGE AND MAKING AVAILABLE EDUCATIONAL AND CULTURAL ACTIVITIES; AND3.2 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF THE INHABITANTS OF THE BOROUGH OF GUILDFORD AND SURROUNDING AREAS, AND OF THE PUBLIC AT LARGE, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

LOCAL

Data Sources