Finance Score: 1

Governance Score: 3

Support Score: 6

Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3

Grant maker support: +6

Overall GiG Score: 10

ENGLISH FOLK DANCE AND SONG SOCIETY

A centre of excellence for the study, practice and dissemination of traditional English Folk song, dance and music at the Vaughan Williams Memorial Library and Cecil Sharp House. Providing national and local outreach services to enable and increase access, celebrate diversity and promote equality

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
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:

On several occasions in recent years income has been less than spending

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
31/03/23		£1,482	£1,529	£-48	£39	£2,778	£1,097	8.6	22	6
31/03/22	*	£1,321	£1,602	£-281	£41	£2,836	£1,761	13.2	22	14
31/03/21		£1,401	£1,145	£256	£18	£3,111	£1,217	12.8	22	20
31/03/20	*	£1,464	£1,681	£-217	£99	£2,855	£1,155	8.2	36	20
31/03/19		£1,688	£1,604	£84	£307	£3,075	£1,294	9.7	41	10
31/03/18		£1,606	£1,584	£23	£284	£2,991	£1,288	9.8	39	0
31/03/17		£1,631	£1,455	£175	£255	£2,968	£1,341	11.1	23	0
31/03/16	*	£1,634	£1,414	£221	£239	£2,792	£1,150	9.8	23	0
31/03/15		£1,401	£1,461	£-61	£14	£2,572	£882	7.2	20	0
31/03/14		£1,739	£1,351	£388	£18	£2,634	£882	7.8	19	0
31/03/13		£1,227	£1,243	£-16	£18	£2,245	£491	4.7	20	0
31/03/12		£1,031	£981	£50	£203	£2,262	£514	6.3	14	0
31/03/11		£978	£1,034	£-55	£189	£2,212	£465	5.4	15	0
31/03/10		£804	£805	£-1	£178	£2,266	£476	7.1	13	0
31/03/09		£730	£733	£-2	£138	£2,187	£329	5.4	13	0
31/03/08		£805	£656	£149	£139	£2,190	£306	5.6	11	0
31/03/07		£729	£653	£77	£167	£2,040	£175	3.2	11	0
31/03/06		£540	£566	£-25	£0	£0	£0	n/a	0	0
31/03/05		£519	£502	£18	£0	£0	£0	n/a	0	0
31/03/04	*	£472	£503	£-31	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4%
Fundraising Costs/Total Spending: 2.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 39%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.1

Asset Split ?

Established: 33 years
(89 years as a company)

www.efdss.org

secretary@efdss.org

02074852206

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Performing and visual arts

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

22 employees
6 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

Garfield Weston Foundation	£196,000
John Lyon's Charity	£77,500
National Lottery Heritage Fund	£77,300
The Postlethwaite Music Foundation	£1,000

Specific Donations

Amount	When Months	To be used for
The Postlethwaite Music Foundation - Grant to EFDSS
£1,000	25/05/2023	Provision of bursaries to enable students to attend the National Youth Folk Ensemble
John Lyon's Charity - Uplift grant to English Folk Dance & Song Society
£2,500	11/01/2023	Cost-of-Living Uplift
Garfield Weston Foundation - WCF award - COVID19 response
£196,000	05/02/2021	Weston Culture Fund
National Lottery Heritage Fund - Grant to English Folk Dance And Song Society
£77,300	07/09/2020	COVID 19 : EFDSS
John Lyon's Charity - Main grant to English Folk Dance & Song Society
£75,000	13/11/2019 36	Inclusive Folk
Garfield Weston Foundation - Main Grants award
£30,000	07/03/2019	National Youth Folk Ensemble
Esmee Fairbairn - Grant to English Folk Dance and Song Society
£90,000	15/07/2010 36	Towards Core costs Towards the costs of the Education Programme and core costs.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 25-64

ANGELINE MORRISON Appointed: 2021, Occupation: Folk Singer. Songwriter. Academic

LADY FIONA BUTCHER Appointed: 2023, Occupation: Solicitor

ROBYN WALLACE CHICOT Appointed: 2020, Occupation: Student

ALAN DAVEY CBE Appointed: 2017, Other trusteeships: TRINITY LABAN CONSERVATOIRE OF MUSIC AND DANCE, THE HALL FOR CORNWALL TRUST,

AYUB KHAN MBE Appointed: 2019, Occupation: Service Manager, Other trusteeships: THE SHAKESPEARE BIRTHPLACE TRUST, BIRMINGHAM REPERTORY THEATRE LIMITED, Libraries Connected,

ELEANOR TELFER Appointed: 2020, Occupation: Internal Communications Assistant

JAMES EDWARD FISHWICK Appointed: 2019, Occupation: Investment Manager

PROFESSOR LUCY HOOBERMAN Appointed: 2020, Occupation: University Professor

LAURA JONES Appointed: 2020, Occupation: Dance Artist, Other trusteeship: EAST LONDON DANCE,

Legal constitution

Charitable company registered in England & Wales on 07/03/1991, number: 305999
Registered at Companies House on 13/02/1935, number: 00297142

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: CECIL SHARP HOUSE
Linked charity: VAUGHAN WILLIAMS MEMORIAL LIBRARY
Linked charity: VAUGHAN WILLIAMS MEMORIAL LIBRARY
05/09/2013 - Asset transfer in from THE DOUGLAS KENNEDY MEMORIAL FUND
14/01/2018 - Asset transfer in from VAUGHAN WILLIAMS MEMORIAL LIBRARY

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
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; AR22: 16 days late, AR20: 5 days late, AR16: 1 days late, AR04: 1 days late,

Main office

The English Folk Dance & Song
Society
Cecil Sharp House
2 Regents Park Road
LONDON
NW1 7AY

Objectives

2.1.1 TO PRESERVE ENGLISH FOLK DANCES AND SONGS AND OTHER FOLK MUSIC (INCLUDING SINGING GAMES), FOLK TALES AND FOLK DRAMA, TO MAKE THEM KNOWN AND TO ENCOURAGE THE PRACTICE OF THEM IN THEIR ORIGINAL FORMS;2.1.2 TO PROMOTE THE KNOWLEDGE AND PRACTICE OF ENGLISH FOLK DANCES, SONGS AND MUSIC, TALES AND DRAMA BY MEANS OF DANCES, SCHOOLS CLASSES , EXAMINATIONS, LECTURES, DEMONSTRATIONS, FESTIVALS AND OTHER LIKE METHODS;2.2.3 TO PROMOTE AND ENCOURAGE RESEARCH INTO AND STUDY OF THE ORIGINS DEVELOPMENT AND TRADITIONAL PRACTICE OF ENGLISH FOLK DANCES, SONGS AND MUSIC TALES AND DRAMA AND THEIR RELATIONSHIP WITH THOSE OF OTHER COUNTRIES.

Defined Area of Benefit:

NATIONAL

Data Sources