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home >> charity search >> the royal bath and west of england society
Finance Score: -5
Governance Score: 8
Support Score: 1
  • Poor Liquidity: -1
  • Good Reserves: +1Positive trading contribution: +2;Multiple Deficits: -2
  • Fundraising costs high: -5
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +1
Overall GiG Score: 4 ?

THE ROYAL BATH AND WEST OF ENGLAND SOCIETY

The Society supports the rural economy by showcasing new technologies, providing a marketing platform for rural business, knowledge transfer activities such as seminars, conferences, open days and exhibitions. Grants are available for personal development and projects in the furtherance of agriculture and the rural economy.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker
  • More than half of total income was derived from trading and fees in the latest year
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Why are there 18 trustees whereas the Charities Commission recommends a maximum of 12?
  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are extremely high relative to funds raised
Find similar charities within: miles

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
31/12/23£3,089£3,402£-313£1,347£4,905£4,87117.222600
31/12/22£2,951£3,087£-136£1,175£5,218£5,1522020600
31/12/21£1,755£1,925£-170£579£5,354£5,23432.619600
31/12/20£700£1,606£-906£777£5,524£5,44640.719600
31/12/19£3,147£3,299£-152£2,575£6,172£6,09622.222400
31/12/18£3,684£3,494£190£2,742£6,324£6,24521.4220
31/12/17£3,440£3,398£41£2,527£6,133£6,05221.4230
31/12/16£3,781£3,533£248£2,428£6,092£5,87820230
31/12/15£4,090£3,636£453£2,720£5,844£5,66918.7230
31/12/14£3,849£3,788£61£194£2,006£1,9476.2220
31/12/13£3,218£3,191£27£584£1,945£1,8877.1230
31/12/12£3,384£3,560£-177£634£1,918£1,8466.2230
31/12/11£3,425£3,205£220£566£2,095£2,0017.5230
31/12/10£3,162£3,019£143£518£1,875£1,8277.3210
31/12/09£3,421£3,372£49£546£1,732£1,6595.9270
31/12/08£3,550£3,510£40£788£1,683£1,5815.4300
31/12/07?£3,557£4,094£-537£941£1,643£1,4804.3380
31/10/06£2,492£2,598£-106n/an/an/an/an/an/a
31/10/05£3,555£3,516£40n/an/an/an/an/an/a
31/10/04£2,443£2,488£-45n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 134700%
Fundraising Costs/Total Spending: 39.6%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 18%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 17.2 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.1
Asset Split ?
Balance Sheet History
Established: 30 years

www.bathandwest.com

carol.paris@bathandwest.co.uk

01749822244

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Animals
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • General Community services
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Somerset,
Who it helps
  • Other Defined Groups

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
The Grocers' Charity - 2020 Royal Bath & West Society
£5,000 07/01/2020
Investing in young leaders and peer support

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (18)
Current Trustees appointed
Gender Split

Age Range of Trustees: 43-75
  • ANN LOUISE MCKAIG Appointed: 2024, Occupation: Teacher/Director Of Family Business
  • ANTHONY ALAN GIBSON, Occupation: Broadcaster
  • CATHERINE REBECCA LOOK Appointed: 2018, Occupation: Company Director
  • CHRISTOPHER RONALD SCREECH Appointed: 2024
  • DR LANCE MOIR PHD FCT Appointed: 2014
  • DAVID WORGAN COTTON Appointed: 2022, Occupation: Dairy Farmer
  • ELLEN CHARLOTTE KINGSTON Appointed: 2022, Occupation: Occupational Partner
  • EDWARD JAMES ALLEN Appointed: 2023, Occupation: Retired
  • JENNIFER FENTON Appointed: 2024, Occupation: Director
  • KARL TUCKER Appointed: 2024
  • MICHAEL JOHN FELTON, Occupation: Farmer
  • MARTIN THATCHER Appointed: 2014, Occupation: Company Director
  • MAUREEN TROTT Appointed: 2024, Occupation: Farmer
  • PATRICK THOMSON Appointed: 2021, Occupation: Chief Executive Officer
  • RUPERT WILLIAM ULOTH Appointed: 2018, Occupation: Journalist
  • SIR DAVID JAMES VERNON WILLS BT Appointed: 2014
  • SUSAN CAROLINE SEAGER Appointed: 2022, Occupation: Estate Manager
  • VENETIA ELIZABETH LENG Appointed: 2022, Occupation: Banker
Legal constitution
  • Charitable company registered in England & Wales on 19/07/1994, number: 1039397
  • Registered at Companies House on 23/05/1994, number: 02931640
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
  • 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; all on time
Main office

THE ROYAL BATH & WEST OF ENGLAND
SOCIETY
THE BATH & WEST SHOWGROUND
SHEPTON MALLET
SOMERSET
BA4 6QN

Objectives

THE PROMOTION OF AGRICULTURE AND FOR THE PURPOSES OF THIS MEMORANDUM AGRICULTURE SHALL INCLUDE THE SCIENCE OR OCCUPATION OF CULTIVATING AND PLANTING UP LAND, REARING PLANTS, CROPS, TREES OF WHATSOEVER NATURE, REARING LIVESTOCK AND ALL ASPECTS OF FARMING AND CONSERVATION AND WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING TO ENCOURAGE SKILL AND INDUSTRY IN AGRICULTURE AND IN ALLIED TRADES, CRAFT AND PROFESSIONS CONNECTED WITH THE RURAL ECONOMY.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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