Finance Score: -12

Governance Score: 6

Support Score: 6

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

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

Grant maker support: +6

Overall GiG Score: 0

UPPER HORFIELD COMMUNITY TRUST

UHCT works to create a cohesive, mutually supportive community for the residents of Upper Horfield by managing a community centre and quality community services including; childcare, holiday activities for young people, community newsletters, social and learning opportunities as well as organising community events. UHCT works in partnership with other agencies to further the aims of the charity.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income has been volatile and on several occasions in recent years less than spending

Established: 22 years
(24 years as a company)

www.uhct.co.uk

info@uhct.co.uk

01179690011

Charity Commission for England and Wales

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
31/03/22		£35	£41	£-6	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£45	£44	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/20	*	£63	£79	£-17	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£78	£72	£6	n/a	n/a	n/a	n/a	n/a	4
31/03/18	*	£48	£65	£-18	£0	£0	£0	n/a	0	2
31/03/17	*	£41	£45	£-4	£0	£0	£0	n/a	0	0
31/03/16	*	£61	£70	£-9	£0	£0	£0	n/a	0	0
31/03/15		£110	£98	£13	£0	£0	£0	n/a	0	0
31/03/14		£87	£96	£-10	£0	£0	£0	n/a	0	0
31/03/13		£133	£108	£25	£0	£0	£0	n/a	0	0
31/03/12		£123	£119	£3	£0	£0	£0	n/a	0	0
31/03/11		£144	£151	£-7	£0	£0	£0	n/a	0	0
31/03/10	*	£150	£150	£0	£0	£0	£0	n/a	0	0
31/03/09		£136	£168	£-32	£0	£0	£0	n/a	0	0
31/03/08	*	£169	£157	£13	£0	£0	£0	n/a	0	0
31/03/07		£115	£110	£5	£0	£0	£0	n/a	0	0
31/03/06	*	£123	£129	£-6	£0	£0	£0	n/a	0	0
31/03/05	*	£95	£184	£-89	£0	£0	£0	n/a	0	0
31/03/04	*	£198	£107	£91	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Economic/Community Development/Employment
Education/Training

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Bristol City,

Who it helps

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

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
Quartet Community Foundation - Rebuilding UHCT
£12,000	16/08/2022	For the administrator's post to support the organisation's core work providing facilities to the Upper Horfield community.
Department for Business, Energy and Industrial Strategy - Integrated platform for EV fleet transition
£358,742	01/08/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10006247
Quartet Community Foundation - Adult Learning and Cultural Cohesion
£9,000	22/10/2019 9	Toward the ongoing running costs of the community centre.
Quartet Community Foundation - Adult Learning and Cultural Cohesion.
£8,200	06/12/2018 9	Grant to Upper Horfield Community Trust
Co-Operative Group - Grant to Upper Horfield Community Trust
£3,506	19/11/2018	We want to buy resources and equipment for our groups and pay for redecoration of the Centre.
Quartet Community Foundation - UHCT Social Inclusion Project
£8,000	07/03/2018 7	Toward the running costs of the centre including staff costs, tutor fees and subsidising room hire costs.
Quartet Community Foundation - Ongoing Adult learning and Youth activities funds from the Upper Horfield Endowment Fund
£6,000	14/12/2016 11	Toward staff costs (admin, tutors, youth workers) room hire, and some publicity costs for the group's various community education, support group and social group sessions.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-78

BRENDA MASSEY Appointed: 2018, Occupation: None

SUSAN MILESTONE Appointed: 2020, Occupation: Artist / Printmaker

THOMAS RENHARD Appointed: 2019, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 31/07/2002, number: 1093226
Registered at Companies House on 12/11/1999, number: 03876616

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR20: 6 days late, AR18: 43 days late, AR17: 0 days late, AR16: 22 days late, AR10: 156 days late, AR08: 39 days late, AR06: 0 days late, AR05: 31 days late, AR04: 24 days late,

Main office

Upper Horfield Community Trust
Eden Grove
BRISTOL
BS7 0PQ

Objectives

(I) TO PROMOTE AND BENEFIT THE PEOPLE OF UPPER HORFIELD AS DELINEATED IN THE MAP ANNEXED HERETO IN THE CITY AND COUNTY OF BRISTOL (HEREINAFTER CALLED THE AREA OF BENEFIT) WITHOUT DISTINCTION OF SEX OR POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING THE LOCAL AUTHORITIES, VOLUNTARY ORGANISATIONS AND PEOPLE IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID PEOPLE.(II) TO ESTABLISH OR TO SECURE THE ESTABLISHMENT OF A CENTRE IN UPPER HORFIELD (HEREINAFTER CALLED THE CENTRE) AND TO MAINTAIN AND MANAGE, OR TO CO-OPERATE WITH ANY LOCAL STATUTORY AUTHORITY IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE FOR ACTIVITIES PROMOTED BY THE CHARITY AND ITS CONSTITUENT BODIES IN FURTHERANCE OF THE ABOVE OBJECTS.(III) THE CHARITY SHALL BE NON-PARTY IN POLITICS AND NON-SECTARIAN IN RELIGION

Defined Area of Benefit:

THE PEOPLE OF UPPER HORFIELD AS DELINEATED IN THE MAP ANNEXED HERETO IN THE CITY AND COUNTY OF BRISTOL

Data Sources