Finance Score: -4

Governance Score: 3

Support Score: 0

Spending declining: -1
Volatile income: -3
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE BENESH INSTITUTE ENDOWMENT FUND

Raise and invest funds and to apply the income thereof and such part of the capital as the trustees may decide for the following purposes: a)The Benesh Institute, b) promoting the use of Benesh Movement Notation in all its forms, c) the advancement of public education and learning by supporting, promoting and furthering the art of ballet.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile recently

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
31/03/23		£15	£11	£4	n/a	n/a	n/a	n/a	n/a
31/03/22		£24	£23	£1	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£9	£5	£4	n/a	n/a	n/a	n/a	n/a
31/03/20		£16	£15	£1	n/a	n/a	n/a	n/a	n/a
31/03/19		£15	£20	£-4	n/a	n/a	n/a	n/a	n/a
31/03/18		£31	£30	£1	£0	£0	£0	n/a	0
31/03/17		£58	£73	£-15	£0	£0	£0	n/a	0
31/03/16	*	£56	£80	£-24	£0	£0	£0	n/a	0
31/03/15	*	£53	£40	£13	£0	£0	£0	n/a	0
31/03/14	*	£35	£34	£1	£0	£0	£0	n/a	0
31/03/13	*	£32	£10	£22	£0	£0	£0	n/a	0
31/03/12	*	£30	£41	£-11	£0	£0	£0	n/a	0
31/03/11	*	£28	£17	£11	£0	£0	£0	n/a	0
31/03/10		£27	£18	£8	£0	£0	£0	n/a	0
31/03/09		£31	£18	£12	£0	£0	£0	n/a	0
31/03/08	*	£29	£5	£24	£0	£0	£0	n/a	0
31/03/07	*	£27	£5	£22	£0	£0	£0	n/a	0
31/03/06	*	£25	£8	£17	£0	£0	£0	n/a	0
31/03/05		£24	£17	£7	£0	£0	£0	n/a	0
31/03/04	*	£23	£9	£14	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 36 years

r.penman1@gmail.com

07788756715

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

LYNN WALLIS Appointed: 2020

ROGER BRAMBLE (Chair), Other trusteeship: THE YOUNG MUSICIANS SYMPHONY ORCHESTRA,

DAVID STEWART INNES ELLIOTT, Occupation: Retired, Other trusteeship: NEW ENGLISH ART CLUB,

Legal constitution

Charity registered in England & Wales on 19/01/1988, number: 298273

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

20 returns made; AR21: 3 days late, AR16: 0 days late, AR15: 2 days late, AR14: 0 days late, AR13: 1 days late, AR12: 2 days late, AR11: 0 days late, AR08: 4 days late, AR07: 256 days late, AR06: 25 days late, AR04: 1 days late,

Main office

34 Pemberley Avenue
Bedford
MK40 2LA

Objectives

TO PROMOTE THE USE OF THE DISCIPLINE OF CHOREOLOGY IN ALL ITS FORMS. TO OR FOR THE ADVANCEMENT OF PUBLIC EDUCATION AND LEARNING BY SUPPORTING PROMOTING AND FURTHERING THE ART OF BALLET.

Defined Area of Benefit:

NATIONAL

Data Sources