Finance Score: 3

Governance Score: 9

Support Score: 2

Poor Liquidity: -1
Good reserves management: +3
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 14

BOOKTRUST

Reading changes lives. Booktrust ensures all children and families have the opportunity to enjoy and be confident in their reading. We provide expertise for parents and professionals to make quality choices of reading for children. We engage with communities in the promotion of reading. And we advocate for national and local policies to recognise the social and economic importance of reading.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are 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 and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
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
31/03/23		£11,925	£13,770	£-1,845	£942	£6,118	£5,875	5.1	98
31/03/22		£11,071	£11,553	£-481	£799	£8,274	£5,775	6	90
31/03/21		£10,391	£10,215	£176	£786	£8,528	£5,526	6.5	83
31/03/20		£9,991	£10,339	£-348	£855	£7,220	£4,241	4.9	77
31/03/19		£9,560	£9,335	£225	£707	£8,121	£5,078	6.5	71
31/03/18	*	£9,343	£9,463	£-120	£443	£7,949	£4,862	6.2	71
31/03/17		£9,212	£9,339	£-127	£402	£8,070	£5,007	6.4	66
31/03/16		£9,397	£8,322	£1,075	£291	£8,045	£4,483	6.5	67
31/03/15		£9,763	£9,314	£450	£299	£7,005	£3,544	4.6	65
31/03/14		£9,836	£9,311	£525	£177	£6,458	£3,012	3.9	64
31/03/13		£9,017	£9,061	£-43	£323	£5,890	£2,463	3.3	61
31/03/12		£9,217	£9,491	£-274	£98	£5,845	£1,997	2.5	55
31/03/11		£13,619	£15,249	£-1,631	£20	£6,120	£1,838	1.4	56
31/03/10		£16,704	£15,167	£1,537	£15	£7,750	£1,927	1.5	56
31/03/09		£16,554	£16,094	£460	£44	£6,213	£1,427	1.1	56
31/03/08	*	£15,945	£15,185	£760	£28	£5,754	£1,317	1	0
31/03/07		£10,658	£10,859	£-201	£62	£4,993	£3,825	4.2	37
31/03/06	*	£10,239	£6,364	£3,875	£0	£0	£0	n/a	0
31/03/05		£3,927	£3,581	£346	£0	£0	£0	n/a	0
31/03/04	*	£2,650	£2,375	£275	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.3%
Fundraising Costs/Total Spending: 7.1%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 30%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 5.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.4

Asset Split ?

Established: 61 years
(98 years as a company)

www.booktrust.org.uk

Accounts@booktrust.org.uk

0113 457 0026

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Throughout England And Wales,

Who it helps

Children/Young People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

98 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
Halifax Foundation for Northern Ireland - BookTrust Early Years Reach Packs
£3,425	22/09/2021	Towards Early Years Reach packs, contribution to a salary cost and some Overhead costs to provide books and rhymes into the homes of 400 economically disadvantaged and vulnerable families
Halifax Foundation for Northern Ireland - Babies Need Books
£3,000	10/12/2019	Babies Need Books
The Childhood Trust - Christmas Challenge 2015
£5,000	18/12/2015	Book Trust is the UKâ€™s leading childrenâ€™s reading charity. Reading with your children radically enhances their long term educational attainment, and supports family bonding. Bookstart ....more Book Trust is the UKâ€™s leading childrenâ€™s reading charity. Reading with your children radically enhances their long term educational attainment, and supports family bonding. Bookstart Corner enables the most vulnerable families to engage with reading and become more involved with local services.
Dulverton Trust - ?Mums-to-be Talking to Baby?
£25,000	27/02/2013	?Mums-to-be Talking to Baby?

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-69

HILARY ANNE MURRAY HILL Appointed: 2022

PROFESSOR MATTHEW ELLIS ROWLAND CRIPPS Appointed: 2021, Occupation: Director

VICTORIA KATE SELLICK Appointed: 2021, Occupation: Charity Director

ANTHONY STEPHEN KESSEL PROF. Appointed: 2018, Other trusteeship: IHEART PRINCIPLES LIMITED,

GAUTAM SHASHICHANDRA DALAL Appointed: 2021, Occupation: Chartered Accountant, Other trusteeship: THE PURCELL SCHOOL,

JOHN JOSEPH COUGHLAN (Chair) Appointed: 2018, Occupation: Consultant, Other trusteeship: SKILLS FOR CARE LTD,

NIGEL JEREMY LANGSTAFF Appointed: 2021, Occupation: Company Director, Other trusteeships: THE RIVER FARM FOUNDATION, THE AUTUMN STONE FOUNDATION,

JUNE O'SULLIVAN MBE Appointed: 2018, Occupation: Ceo, Other trusteeship: UPPER NORWOOD LIBRARY TRUST,

RADHA RUPA CHAKRABORTY Appointed: 2018, Occupation: Creative Director, Other trusteeships: THE BELL EDUCATIONAL TRUST LIMITED, THE PRATIMA AND SUCHARU CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 01/07/1963, number: 313343
Registered at Companies House on 28/11/1925, number: 00210012

Gift Aid

Registered with HMRC for Gift Aid

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

Filing Record

20 returns made; AR18: 1 days late, AR08: 2 days late, AR06: 25 days late, AR04: 34 days late,

Recent reorganisation events:

Asset transfer in from THE JANE GIBSON CHARITABLE TRUST FUND on 01/06/2023

Main office

1 Aire Street
Leeds
LS1 4PR

Objectives

TO PROMOTE ENCOURAGE FOSTER OR STRENGTHEN THE HABIT OF READING AND THE WIDER AND MORE GENERAL DISTRIBUTION OF BOOKS OF BY AND AMONG ALL PEOPLE.

Defined Area of Benefit:

NOT DEFINED

Data Sources