Finance Score: -2

Governance Score: 5

Support Score: 8

Deficit latest year: -2
No PartB

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 11

SOUND ROOTS

To advance the public's appreciation of the art of folk music by- providing folk music acts with the opportunity to be able to perform at concerts, festivals and other events- increasing public access and exposure to folk music through developing, promoting and encouraging its practice.The term 'folk music' includes both contemporary and traditional forms.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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
31/12/22		£407	£459	£-53	n/a	n/a	n/a	n/a	n/a	20
31/12/21		£576	£414	£162	£0	£255	£158	4.6	5	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years
(8 years as a company)

https://www.englishfolkexpo.com/

info@englishfolkexpo.com

01706962885

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of 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.

Major supporters in last 5 years

DCMS	£224,602
Youth Music	£30,000
Garfield Weston Foundation	£25,000
National Lottery Community Fund	£2,500

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£25,000	22/04/2022	EFEx Artist Mentoring Programme & Folk Talk Academy
National Lottery Community Fund - ACE Rochdale Folk Festival Jubilee Project
£2,500	08/04/2022	The funding will be used to host a folk festival and family activities to mark the Queen’s Platinum Jubilee. The project aims to bring people together from diverse backgrounds and build community ....more The funding will be used to host a folk festival and family activities to mark the Queen’s Platinum Jubilee. The project aims to bring people together from diverse backgrounds and build community spirit.
Youth Music - Greater Manchester Young Folk Promoter Mentoring Programme
£30,000	11/11/2021	Greater Manchester Young Folk Promoter Mentoring Programme
DCMS - Culture Recovery Fund: Continuity Support
£60,000	22/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
DCMS - National portfolio organisation 2018-2022
£96,748	01/04/2020	We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of ....more We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. We invest public money from Government and The National Lottery to help support the sector and to deliver this vision.
DCMS - English Folk Expo CRF
£67,854	01/04/2020	To support Arts and Culture throughout England

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 24-72

ALEXANDRIA CARR Appointed: 2022, Occupation: Programme Producer

FREYJA REBECCA HANDY Appointed: 2020, Occupation: In House Counsel

HANNA MIA TERIKA TOOMIS Appointed: 2023, Occupation: Unemployed

JOANNE ELIZABETH KAY Appointed: 2019, Occupation: Audience Development Consultant

JENNIE MARGARET HIGGINS Appointed: 2023, Occupation: Administrator

JOANNA FROST Appointed: 2022, Occupation: Journalist

KATHERINE ROSE BENNETT Appointed: 2022, Occupation: Musician

LOUISA JANE DAVIES-FOLEY Appointed: 2022, Occupation: Arts Producer

THOMAS ERIC SHALLAKER Appointed: 2020, Occupation: Fundraising Manager

KELLIE WHILE (Chair) Appointed: 2019, Occupation: Digital Music & Radio Services Lead Producer

RICHARD HASWELL Appointed: 2018, Occupation: Concert Hall Programmer

GAVIN SHARP Appointed: 2020, Occupation: Charity Ceo, Other trusteeship: INNER CITY MUSIC LIMITED,

KEITH HARRIS OBE Appointed: 2018, Occupation: Managing Director, Other trusteeships: UNIVERSAL MUSIC UK SOUND FOUNDATION, THE BRITISH MUSIC EXPERIENCE,

Legal constitution

Charitable company registered in England & Wales on 29/10/2020, number: 1192064
Registered at Companies House on 24/12/2015, number: 09929705

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Volunteer management

Filing Record

2 returns made; all on time

Main office

19B FRONT STREET
SACRISTON
DURHAM
DH7 6JS

Objectives

TO ADVANCE THE PUBLIC’S APPRECIATION OF THE ART OF FOLK MUSIC BY:1. PROVIDING FOLK MUSIC ACTS WITH THE OPPORTUNITY TO BE ABLE TO PERFORM AT CONCERTS, FESTIVALS AND OTHER EVENTS; AND 2. INCREASING PUBLIC ACCESS AND EXPOSURE TO FOLK MUSIC THROUGH DEVELOPING, PROMOTING AND ENCOURAGING ITS PRACTICE. THE TERM “FOLK MUSIC” INCLUDES BOTH CONTEMPORARY AND TRADITIONAL FORMS.

Data Sources