Finance Score: -4

Governance Score: 4

Support Score: 3

Excess reserves: -5
Multiple Deficits: -2
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 3

THE BOOK TRADE CHARITY

The welfare charity of the book trade, providing financial support and accommodation for people who have worked in the UK book trade, in publishing, distribution or bookselling, for more than one year. Housing at Kings Langley, Herts, provides a range of subsidised accommodation in 36 dwellings; the average age of residents is about 64. Grant support, regular or one-off can be offered across UK.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,114,804 available, equivalent to 109 months of spending and so may not be able to utilise additional funding
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
31/12/22	£838	£1,001	£-163	£64	£9,206	£9,115	109.3	3	20
31/12/21	£633	£1,015	£-382	£60	£9,413	£9,269	109.6	4	20
31/12/20	£1,267	£1,157	£110	£59	£9,756	£9,396	97.5	4	13
31/12/19	£776	£807	£-31	£60	£9,630	£9,630	143.2	4	6
31/12/18	£689	£910	£-221	£82	£9,609	£9,609	126.6	6	6
31/12/17	£576	£833	£-257	£97	£9,896	£9,896	142.6	6	0
31/12/16	£3,777	£678	£3,099	£71	£9,955	£9,945	176	5	0
31/12/15	£1,578	£572	£1,006	£56	£6,677	£6,641	139.4	3	0
31/12/14	£543	£597	£-53	£122	£5,698	£5,698	114.6	3	0
31/12/13	£508	£650	£-142	£109	£5,737	£5,737	105.9	3	0
31/12/12	£451	£527	£-76	£0	£0	£0	n/a	0	0
31/12/11	£401	£588	£-187	£0	£0	£0	n/a	0	0
31/12/10	£816	£481	£335	£67	£6,166	£6,166	153.8	3	0
31/12/09	£408	£416	£-8	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.6%
Fundraising Costs/Total Spending: 6.4%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 13%
Liabilities/Income: 165%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 109.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.6

Asset Split ?

Established: 15 years

www.btbs.org

victoria@btbs.org

01923263128

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

3 employees
20 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
The Foyle Foundation - Learning
£100,000	24/11/2020	towards development of Bookbinders Cottages, London N20 to provide affordable housing, particularly for young entrants to the Book Trade from diverse backgrounds

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-80

IAN CHAPMAN Appointed: 2022, Occupation: Book Publisher

JASMINE RICHARDS Appointed: 2022, Occupation: Founder & Author

SAMANTHA ANN SELBY SMITH Appointed: 2020, Occupation: Publisher

DAVID NEALE Appointed: 2016, Occupation: Retired

ELISE BURNS Appointed: 2016, Occupation: Sales Director

EMILY-JANE TAYLOR Appointed: 2016, Occupation: Finance Director

GEMMA WOODWARD Appointed: 2016, Occupation: Investment Manager, Other trusteeship: MAUDSLEY CHARITY,

JEREMY BRINTON Appointed: 2019, Occupation: Trustee

JONATHAN NOWELL (Chair) Appointed: 2019, Occupation: Director

KATE MCFARLAN Appointed: 2017, Occupation: Business Operations

ANN VERONICA WOODHALL Appointed: 2012, Occupation: Human Resource Manager, Other trusteeship: BARNET CARERS CENTRE,

MERYL HALLS Appointed: 2022, Occupation: None, Other trusteeship: WORLD BOOK DAY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 18/02/2009, number: 1128129
Registered at Companies House on 15/10/2008, number: 06725178

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

14 returns made; all on time

Main office

THE FOYLE CENTRE
THE RETREAT
KINGS LANGLEY
HERTFORDSHIRE
WD4 8LT

Objectives

TO RELIEVE PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR SICKNESS AND TO RELIEVE THE DISTRESS CAUSED THEREBY THROUGH THE PROVISION OF WELFARE WHICH MAY OR MAY NOT INCLUDE ACCOMMODATION FOR PERSONS WHO ARE, OR HAVE BEEN, EMPLOYED IN THE BOOK TRADE IN THE UNITED KINGDOM (WHICH SHALL INCLUDE, WITHOUT LIMITATION, THE BOOKBINDING INDUSTRY AND ANY INDUSTRY WHICH IS AKIN TO, OR ALLIED TO, OR ASSOCIATED WITH THE BOOKBINDING INDUSTRY) FOR ONE YEAR OR MORE AND THEIR DEPENDANTS; AND THE PROVISION OF WELFARE FOR YOUNG PEOPLE WHO MAY WISH TO PREPARE FOR ENTRY INTO THE BOOK TRADETO FACILITATE OR PROVIDE EDUCATION AND TRAINING SO AS TO PROMOTE THE STUDY, KNOWLEDGE AND APPRECIATION OF LITERATURE, PUBLISHING AND THE BOOK TRADE AND FOR THE BENEFIT OF THE INDIVIDUALS WHO WORK WITHIN THE TRADE

Defined Area of Benefit:

THE UNITED KINGDOM

Data Sources