Finance Score: 1

Governance Score: 3

Support Score: 9

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +6

Overall GiG Score: 13

THE BRANCH TRUST, CHIPPING NORTON (CIO)

to reach the most vulnerable in the community journeying with them to unlock their potentialpartnering with Statutory & voluntary sector to provide the most coherent and effective service

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,680,076 available, equivalent to 305 months of spending and so may not be able to utilise additional funding

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	£1,251	£184	£1,067	£6	£4,771	£4,680	304.9	8	60
31/12/22	£1,989	£88	£1,901	£9	£3,704	£3,592	489.3	2	60
31/12/21	£1,969	£166	£1,803	£36	£1,803	£1,672	121	2	150

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 3.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 304.9 months
Net Current Assets/Spending: 87 months
Quick Ratio: 12.3

Asset Split ?

Balance Sheet History

Established: 4 years

www.thebranchtrust.org

emma.kennedy@thebranchtrust.org

01608642688

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Oxfordshire,

Who it helps

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

CHK Foundation	£75,000
Joseph Rank Trust	£50,000
Oxfordshire Community Foundation	£20,750

Specific Donations

Amount	When Months	To be used for
Oxfordshire Community Foundation - Ukraine Support
£10,000	30/01/2023 24	Grant to The Branch Trust
Oxfordshire Community Foundation - Building Resilence in Light of the Pandemic & Energy Crisis
£6,750	08/12/2022 12	Grant to The Branch Trust
Joseph Rank Trust - The Branch Trust, Chipping Norton
£50,000	14/10/2022	To part fund the property scheme
Oxfordshire Community Foundation - Building Resilience in light of Pandemic and Energy Crisis & Branch Out to Cook Course
£4,000	19/07/2022	Our bid has two distinct parts: 1 - Building Resilience in light of Pandemic and Energy Crisis We would like to provide an "EXPRESS" BUDGETING SERVICE, which could be delivered remotely (if person is isolating or vulnerable) or in person. ....more Our bid has two distinct parts: 1 - Building Resilience in light of Pandemic and Energy Crisis We would like to provide an "EXPRESS" BUDGETING SERVICE, which could be delivered remotely (if person is isolating or vulnerable) or in person. This would not only address the often immediate need for food, but also help them to see how they can make their money stretch to buy a week's worth of food, how to avoid waste, meal plan and budget. We would supplying families and individuals with budgeting pack full of ideas, recipes and a weekly shopping list to the value of £30-50 (depending on family size), with recipes and ideas to make money stretch. Along with this we would supply a food voucher from a local supermarket, empowering them to do the shop and encouraging menu planning and one large weekly shop (Covid safer). Through engaging with this group, we would hope to signpost them, and invite them to further support in the form, in the hope of averting them reaching crisis point, and connecting them better into community and the services that are available. Some families may only need to access this once, but we would hope that they would feedback and, if needed, return a further maximum of 2 times (new packs and more ideas) over 6 months, strengthen resilience and build community, preventing them from moving into a crisis situation again, OPENING OPPORTUNITIES and UNLOCKING POTENTIAL. 2 - Branch Out to Cook Course To fund a continuation of a course we have been offering to pupils who have not accessed a full timetable post Covid. Collaborating with local chef and working in pairs. Teaching cooking on a budget, share those skills with their families and also building their self esteem around re-engagement post Covid.
CHK Foundation - CHK Emergency /Disaster Grant
£25,000	10/03/2021	to support specified work
CHK Foundation - CHK Discretionary Grant
£50,000	20/01/2021	to support specified work

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BLEDDYN WILLIAM VAUGHAN REES (Chair) Appointed: 2020

GRAHAM ALAN POVEY Appointed: 2020

JAMES SHAND Appointed: 2020

JULIET CORDELIA LOUDON Appointed: 2020

REBECCA WRIGHT Appointed: 2020

TIMOTHY RICHARD MARTIN WOOLCOCK Appointed: 2020

Legal constitution

Charity registered in England & Wales on 27/08/2020, number: 1191055

Gift Aid

Registered with HMRC for Gift Aid

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
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
Volunteer management

Filing Record

3 returns made; all on time

Main office

The Branch
16 Market Place
Chipping Norton
Oxfordshire
OX7 5NA

Objectives

THE PURPOSES OF THE CIO ARE, FOR THE PUBLIC BENEFIT AND IN ACCORDANCE WITH THE PRINCIPLES OF THE CHRISTIAN FAITH: 3.1.1. TO PROVIDE RELIEF AND ASSISTANCE TO THOSE IN NEED BY REASON OF THEIR YOUTH, AGE, ILL-HEALTH OR DISABILITY, SOCIAL OR ECONOMIC CIRCUMSTANCES, UNEMPLOYMENT, BEREAVEMENT OR BREAKDOWN IN RELATIONSHIPS; 3.1.2. TO DEVELOP THE CAPACITY AND SKILLS OF THOSE WHO ARE SOCIALLY AND ECONOMICALLY DISADVANTAGED IN CHIPPING NORTON AND THE SURROUNDING AREA IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY AND HELP MEET THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY; 3.1.3. TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR INDIVIDUALS IN CHIPPING NORTON AND THE SURROUNDING AREA WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; 3.1.4. TO PROMOTE SOCIAL INCLUSION BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY, AND FOR THE PURPOSE OF THIS CLAUSE “SOCIALLY EXCLUDED” MEANS BEING EXCLUDED FROM SOCIETY, OR PART OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH; SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY); 3.1.5. SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES AS MAY FROM TIME TO TIME BE DETERMINED BY THE CHARITY TRUSTEES.

Data Sources

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