Finance Score: -9

Governance Score: -3

Support Score: 3

Low unrestricted reserves: -2
Multiple Deficits: -2
Fundraising costs high: -5

Static board: -3

Grant maker support: +3

Overall GiG Score: -9

SHEFFIELD CITY TRUST

1) Promoting the benefit of the inhabitants of South Yorkshire and surrounding counties through the provision of facilities for recreation and leisure time occupation, ad hoc initiatives and the provision of financial support to appropriate projects.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board composition appears to be rather static

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Established: 36 years

www.sheffieldcitytrust.org.uk

info@SIVLTD.COM

0114 223 3800

Charity Commission for England and Wales

Tweets

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		£41,546	£39,048	£2,498	£22,106	£32,863	£2,017	0.6	965	1
31/03/22		£33,077	£18,998	£14,079	£14,847	£30,330	£-2,012	-1.3	707	0
31/03/21		£25,820	£28,300	£-2,480	£9,843	£12,178	£-18,510	-7.8	790	0
31/03/20		£40,184	£41,710	£-1,526	£22,519	£17,101	£-13,614	-3.9	1,260	0
31/03/19		£36,926	£41,710	£-4,784	£22,710	£18,014	£-12,169	-3.5	1,222	0
31/03/18		£40,979	£43,528	£-2,549	£22,508	£24,915	£-6,648	-1.8	1,549	0
31/03/17	*	£42,344	£43,066	£-722	£20,671	£23,477	£-9,204	-2.6	1,501	0
31/03/16	*	£43,691	£43,946	£-255	£17,534	£29,077	£-4,841	-1.3	1,277	0
31/03/15		£48,186	£54,302	£-6,116	£973	£27,053	£-7,155	-1.6	1,121	0
31/03/14		£162,978	£155,864	£7,114	£0	£39,535	£268	0	1,334	0
31/03/13		£61,903	£61,856	£47	£516	£27,860	£-7,499	-1.5	1,005	0
31/03/12		£58,851	£58,800	£51	£314	£30,905	£-4,067	-0.8	1,153	0
03/04/11		£54,682	£54,412	£270	£288	£32,306	£-3,149	-0.7	894	0
28/03/10	*	£55,094	£55,944	£-850	£341	£11,705	£-4,645	-1	980	0
29/03/09		£54,949	£55,970	£-1,021	£629	£16,256	£-1,099	-0.2	970	0
30/03/08		£51,641	£53,215	£-1,574	£240	£15,714	£-2,628	-0.6	877	0
01/04/07		£50,963	£50,048	£915	£276	£18,008	£-1,056	-0.3	842	0
02/04/06		£59,904	£57,181	£2,723	£0	£0	£0	n/a	0	0
03/04/05		£41,999	£40,966	£1,033	£0	£0	£0	n/a	0	0
04/04/04	*	£40,199	£39,501	£698	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 53.3%
Fundraising Costs/Total Spending: 56.6%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 83%
Liabilities/Income: 386%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 0.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 0.4

Asset Split ?

What it does

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

Who works here?

965 employees
1 volunteer

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Sheffield City,

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
Sport England - Toyota Para Sport Fund - Para Swimming Equipment
£4,960	15/10/2020 18	Funding under Sport England's Small Grants funding programme for a Revenue project titled Toyota Para Sport Fund - Para Swimming Equipment. This project is a Swimming & Diving project, with a ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled Toyota Para Sport Fund - Para Swimming Equipment. This project is a Swimming & Diving project, with a focus on beneficiaries with a disability.
DCMS - Sheffield City Trust
£2,243,000	01/04/2020	To support Arts and Culture throughout England
DCMS - Sheffield City Trust
£551,714	01/04/2020	To support Arts and Culture throughout England
Sport England - Steel City FC (Fit Club)
£35,983	13/10/2015 13	Funding under Sport England's Make Your Move funding programme for a Revenue project titled 'Steel City FC (Fit Club)'. This project lists its main activity as Multi Sports.
National Lottery Community Fund - Include Shiregreen
£24,116	21/10/2014 21	Not Available
Sport England - Graves Freestyle
£10,000	08/08/2014	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Graves Freestyle'. This project is a Gymnastics project, with a focus on younger beneficiaries.
Sport England - Sheffield Outreach Project
£6,062	29/07/2014	Funding under Sport England's Make Your Move funding programme for a Revenue project titled 'Sheffield Outreach Project'. This project lists its main activity as Multi Sports.
Sport England - Get Equipped - Sheffield Ice Mobility
£8,205	06/02/2014	Funding under Sport England's Get Equipped funding programme for a Revenue project titled 'Get Equipped - Sheffield Ice Mobility'. This project is a Multi Sports project, with a focus on ....more Funding under Sport England's Get Equipped funding programme for a Revenue project titled 'Get Equipped - Sheffield Ice Mobility'. This project is a Multi Sports project, with a focus on beneficiaries with a disability.

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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: 56-80

ALEXANDER WILLIAM PETTIFER MBE Appointed: 2019, Occupation: None, Other trusteeships: SHEFFIELD INDUSTRIAL MUSEUMS TRUST LIMITED, 7 HILLS LEISURE TRUST,

DAVID GREY MBE (Chair) Appointed: 2017, Occupation: Director, Other trusteeship: CAVENDISH CANCER CARE,

EMERITUS PROFESSOR PETER DAVID TAYLOR Appointed: 2019, Occupation: None

GRAHAM MOORE Appointed: 2019, Occupation: Chairman

HELEN BEST Appointed: 2012, Occupation: University Lecturer

JOHN WARNER Appointed: 2011, Occupation: Managing Partner, Other trusteeship: THE CHILDREN'S HOSPITAL CHARITY,

LYNN CLARKE Appointed: 2014, Occupation: Director/Managing Consultant

PATRICK JOSEPH MORGAN ABEL Appointed: 2019, Occupation: Accountant

RODERICK HOWARD MAXWELL PLEWS Appointed: 2019, Occupation: None, Other trusteeships: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, H M BURDALL CHARITY, SHEFFIELD LYCEUM THEATRE TRUST LIMITED, SHEFFIELD INDUSTRIAL MUSEUMS TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 05/08/1988, number: 700520
Registered at Companies House on 15/09/1987, number: 02164600

Gift Aid

NOT 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
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; AR17: 1 days late, AR16: 1 days late, AR10: 0 days late, AR04: 23 days late,

Main office

English Institute of Sport
Coleridge Road
SHEFFIELD
S9 5DA

Objectives

(I) TO PROMOTE THE BENEFIT OF THE INHABITANTS OF SOUTH YORKSHIRE AND ITS SURROUNDING COUNTIES BY THE PROVISION OF FACILITIES FOR RECREATION AND LEISURE TIME OCCUPATION IN THE INTEREST OF SOCIAL WELFARE; (II)TO PROMOTE THE RELIEF OF POVERTY OF THE INHABITANTS OF THE CITY OF SHEFFIELD BY THE IMPROVEMENT AND PROVISION OF HOUSING; (III) TO PROMOTE AND PRESERVE GOOD PHYSICAL AND MENTAL HEALTH; (IV) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY THE AID ESTABLISHMENT FUNDING OR SPONSORSHIP OF BURSARIES SCHOLARSHIPS OR GRANTS TO ANY PERSON OR PERSONS, INSTITUTION, ASSOCIATION OR CORPORATE BODY FOR THE PURPOSE OF FURTHERING THE OBJECTS OF THE COMPANY;(V) TO PROMOTE THE RELIEF OF ELDERLY PEOPLE, PEOPLE WITH DISABILITIES AND PEOPLE WITH SPECIAL NEEDS LIVING IN SHEFFIELD AND ITS ENVIRONS BY PROVIDING CARE AND CARE FACILITIES; (VI) THE ADVANCEMENT OF EDUCATION OF THE PUBLIC THROUGH THE PROVISION, MAINTENANCE AND SUPPORT OF MUSEUMS, ART AND CRAFT GALLERIES AND ARCHAEOLOGICAL SERVICES WITHIN SHEFFIELD AND ITS ENVIRONS; (VII) TO PROMOTE, MAINTAIN, IMPROVE AND ADVANCE PUBLIC EDUCATION BY THE ENCOURAGEMENT OF THE ARTS, INCLUDING THE ARTS OF SINGING, MUSIC, DANCE, DRAMA AND MIME AND TO FORMULATE, PREPARE AND ESTABLISH SCHEMES THEREFOR; (VIII) TO ACQUIRE, PRESERVE, RESTORE AND MAINTAIN FOR THE BENEFIT OF THE PUBLIC BUILDINGS OF HISTORIC AND ARCHITECTURAL INTEREST SITUATED IN SHEFFIELD; (IX) THE RELIEF OF POVERTY IN CASES OF NEED HARDSHIP OR DISTRESS AND TO ASSIST PERSONS WHO THROUGH THEIR SOCIAL AND ECONOMIC CIRCUMSTANCES ARE IN NEED AND UNABLE TO GAIN EMPLOYMENT; (X) SUCH CHARITABLE PURPOSES AS FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE CITY OF SHEFFIELD AND ITS ENVIRONS AS THE COMPANY SHALL IN ITS ABSOLUTE DISCRETION DETERMINE ON TERMS CONSISTENT WITH CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES; (XI) SUCH OTHER CHARITABLE OBJECTS AS THE COMPANY SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

SOUTH YORKSHIRE AND ITS SURROUNDING COUNTIES

Data Sources