Finance Score: 2

Governance Score: 0

Support Score: 3

Strong growth: +2

Overall weighted support: +3

Overall GiG Score: 5

BATH ROYAL LITERARY AND SCIENTIFIC INSTITUTION

The aim of the Institution is to promote, in the Bath and North East Somerset area, an interest in the arts and sciences, and to provide, through archives and collections, resources for education, research and enjoyment. This is aided by the provision of a variety of exhibitions and a diverse programme of lectures, discussions and meetings.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 12.7% of total funds
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

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
31/03/24		£671	£492	£179	£171	£3,873	£520	12.7	7	91
31/03/23		£310	£328	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£311	£328	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£352	£330	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£377	£462	£-86	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£294	£307	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£256	£299	£-43	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£324	£286	£38	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£274	£220	£53	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£264	£275	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£260	£221	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£253	£235	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£243	£286	£-43	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£235	£187	£48	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£194	£166	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£173	£132	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£139	£141	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£158	£118	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£116	£113	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£124	£117	£7	n/a	n/a	n/a	n/a	n/a	n/a

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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: 29%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 12.7 months
Net Current Assets/Spending: 6 months
Quick Ratio: 0.9

Asset Split ?

Balance Sheet History

Established: 57 years

www.brlsi.org

volunteer@brlsi.org

01225 312084

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Performing and visual arts

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Bath And North East Somerset,

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
National Lottery Heritage Fund - Grant to Bath Royal Literary and Scientific Institution
£90,800	15/04/2021	BRLSI 2.0 - building on generations of Bath collectors and inspirations
National Lottery Heritage Fund - Grant to Bath Royal Literary and Scientific Institution
£36,000	03/07/2019	Opening up BRLSI

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

Bath Royal Literary And Scientific Institution Trustees

Legal constitution

Charity registered in England & Wales on 25/01/1968, number: 304477
Registered at Companies House on 27/09/1993, number: 02857000

Gift Aid

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
Investment
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR08: 1 days late,

Main office

16-18 QUEEN SQUARE
BATH
BA1 2HN

Objectives

(1) (I)THE OBJECT OF THE CHARITY IS THE PROMOTION AND ADVANCEMENT, FOR THE PUBLIC BENEFIT, OF SCIENCE, LITERATURE AND ART IN THE CITY OF BATH AND ITS SURROUNDING AREAS BY SUCH MEANS AS THE TRUSTEE THINKS FIT, INCLUDING BUT NOT LIMITED TO:A) THE PROVISION AND MAINTENANCE OF A MUSEUM IN OR NEAR THE CITY OF BATH FOR THE DISPLAY OF EXHIBITS OF HISTORICAL, SCIENTIFIC, LITERARY OR ARTISTIC SIGNIFICANCE OR INTEREST;B) THE PROVISION OF A LIBRARY, LECTURES AND OTHER FACILITIES FOR EDUCATION RELATING TO LITERATURE, SCIENCE AND ART; ANDC) THE PROMOTION OF RESEARCH RELATING TO LITERATURE, SCIENCE AND ART AND THE PUBLICATION OF THE USEFUL RESULTS OF THAT RESEARCH.(II) IF AND IN SO FAR AS THE CHARITY’S ITEMS AND EXHIBITS ARE NOT IMMEDIATELY REQUIRED FOR THE OBJECT IN SUB-CLAUSE (I) ABOVE, THE TRUSTEE MAY ADVANCE SCIENCE, LITERATURE AND ART ANYWHERE IN THE WORLD BY LENDING ITEMS AND CURATING TRAVELLING EXHIBITIONS IN ACCORDANCE WITH THE TERMS SPECIFIED IN CLAUSE 8.

Defined Area of Benefit:

CITY OF BATH

Data Sources

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