Finance Score: 2

Governance Score: 4

Support Score: 4

Strong growth: +2
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +1

Overall GiG Score: 10

THE APPLEDORE BOOK FESTIVAL

The Appledore Book Festival raises the profile of Appledore, increases enjoyment of reading in the community for all ages and abilities through exciting events, raises money for local charitable purposes and encourages support for libraries.The Festival advances the education of the public in the subject of literature, reading and the local history of Appledore and its surrounding area.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity 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

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
31/12/23		£206	£193	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£184	£175	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£174	£117	£57	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£59	£84	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£115	£96	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£92	£83	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£108	£66	£42	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 8 years

www.appledorebookfestival.co.uk

secretary@appledorebookfestival.co.uk

01237 238798

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Performing and visual arts

How it operates

Makes grants to individuals
Makes grants to organisations
Provides services

Where it operates

Devon,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
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.

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Small Grants
£5,000	08/07/2021	towards additional infrastructure costs, to ensure large audiences can be socially distanced at the 2021 festival (awarded grant in response to coronavirus)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-75

DAVID DYKES STEVENSON Appointed: 2022, Occupation: Software Engineer

JANET DIANNE THOMPSON Appointed: 2020, Occupation: Retired

PATRICIA HADLEY-SMITH Appointed: 2016, Occupation: None

RICHARD HAMILTON CABLE (Chair) Appointed: 2020, Occupation: Publisher

STEPHEN JOHN DOUGLAS TAYLOR Appointed: 2023, Occupation: Retired

SUSAN SANDON Appointed: 2018, Occupation: Managing Director

Legal constitution

Charitable company registered in England & Wales on 23/02/2017, number: 1171761
Registered at Companies House on 19/02/2016, number: 10016211

Gift Aid

NOT 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
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

7 returns made; AR21: 24 days late, AR20: 5 days late, AR19: 4 days late,

Main office

18 Windmill Lane
Northam
BIDEFORD
Devon
EX39 1BZ

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF LITERATURE, READING AND THE LOCAL HISTORY OF APPLEDORE AND ITS SURROUNDING AREA.TO ADVANCE ANY PURPOSE THAT IS CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AND FOR THE BENEFIT OF THE PUBLIC.

Data Sources

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