Finance Score: 4

Governance Score: 3

Support Score: 2

Liabilities <10%: +3
Good reserves management: +3
Accounts filed more than 5 days late: -2 times

Good trustee age range: +3

Grant maker support: +2

Overall GiG Score: 9

HARTCLIFFE AND WITHYWOOD VENTURES

Hartcliffe & Withywood Ventures is a local trust which provides training, community facilities, childcare and supports local economic and community development.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
31/07/22		£1,348	£1,235	£112	£0	£1,370	£909	8.8	62	0
31/07/21		£1,268	£1,151	£118	£0	£1,256	£787	8.2	54	0
31/07/20	*	£1,171	£1,156	£15	£0	£1,135	£661	6.9	59	13
31/07/19	*	£1,203	£1,214	£-11	£366	£1,121	£647	6.4	59	20
31/07/18		£1,228	£1,146	£81	£0	£1,141	£657	6.9	61	9
31/07/17		£1,178	£1,099	£80	£341	£1,059	£565	6.2	59	0
31/07/16		£1,197	£1,157	£40	£0	£980	£478	5	61	0
31/07/15		£1,222	£1,174	£48	£337	£939	£426	4.4	64	0
31/07/14		£1,248	£1,220	£29	£309	£891	£360	3.5	62	0
31/07/13		£1,371	£1,380	£-9	£281	£863	£328	2.9	68	0
31/07/12		£1,526	£1,525	£1	£274	£872	£381	3	78	0
31/07/11		£1,553	£1,575	£-22	£5	£871	£373	2.8	80	0
31/07/10		£2,003	£1,974	£29	£312	£893	£384	2.3	73	0
31/07/09		£2,290	£2,017	£273	£296	£1,073	£207	1.2	74	0
31/07/08		£2,332	£2,656	£-325	£323	£800	£670	3	72	0
31/07/07		£3,448	£3,174	£273	£300	£1,125	£758	2.9	75	0
31/07/06?		£3,464	£3,399	£64	£0	£0	£0	n/a	0	0
31/03/05	*	£2,377	£2,363	£14	£0	£0	£0	n/a	0	0
31/03/04		£2,134	£2,007	£127	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 66%
Reserves/Spending: 8.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 11.3

Asset Split ?

Established: 38 years

www.hwv.org.uk

jillthwv@yahoo.co.uk

01179781708

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Bristol City,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
The General Public/Mankind

Who works here?

62 employees

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
Quartet Community Foundation - Grant to Hartcliffe & Withywood Ventures
£5,000	15/11/2022	To provide free 6-week courses to local residents that includes crafts, cooking and wellbeing for single parents, people on low income, older residents, disabled people and others struggling with the ....more To provide free 6-week courses to local residents that includes crafts, cooking and wellbeing for single parents, people on low income, older residents, disabled people and others struggling with the increasing cost of living.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-78

APRIL MARIE RETTER Appointed: 2019, Occupation: Self Employed

CHRISTOPHER JAMES WAY Appointed: 2023, Occupation: Accountant

JULIE WATTS Appointed: 2021, Occupation: Director

CHRISTINA CLEMENTS, Occupation: Retired

DAVID ROBERT PORTINGALE Appointed: 2011, Occupation: Engagement Worker

MARGARET THERESA OWENS Appointed: 2011, Occupation: None

TERESA ANSTEY (Chair) Appointed: 2008, Occupation: Development Mgr

HELEN HOLLAND Appointed: 1995, Occupation: Tutor, Other trusteeship: HARTCLIFFE AND WITHYWOOD COMMUNITY PARTNERSHIP,

Legal constitution

Charitable company registered in England & Wales on 10/01/1986, number: 293417
Registered at Companies House on 16/12/1985, number: 01971731

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR20: 8 days late, AR19: 161 days late, AR05: 22 days late,

Main office

Hartcliffe & Withywood Ventures Ltd
The Gatehouse Centre
Hareclive Road
BRISTOL
BS13 9JN

Objectives

TO CARRY OUT EXCLUSIVELY CHARITABLE ACTIVITIES IN THE HARTCLIFFE AND WITHYWOOD AREAS OF SOUTH BRISTOL AND FOR THESE PURPOSES HARTCLIFFE SHALL MEAN THE WARDS OF HARTCLIFFE AND WHITCHURCH PARK AND WITHYWOOD THE WARD OF BISHOPSWORTH OR SUCH OTHER WARDS AS MAY FROM TIME TO TIME REPLACE THEM BUT WHICH COVER THE SAME GEOGRAPHICAL AREA

Defined Area of Benefit:

SOUTH BRISTOL

Data Sources