Finance Score: 1

Governance Score: -2

Support Score: 7

Accounts filed more than 5 days late: -2 times
Fundraising costs low: +3

No volunteer policy: -2
No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 6

SWARTHMORE EDUCATION CENTRE

Swarthmore is a centre for lifelong learning, with community projects, family learning sessions and children's activities.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
31/07/22		£1,607	£1,706	£-99	£74	£1,322	£1,306	9.2	77	11
31/07/21		£1,501	£1,514	£-13	£47	£1,421	£1,411	11.2	74	19
31/07/20	*	£1,565	£1,554	£11	£91	£1,434	£1,421	11	88	6
31/07/19	*	£1,510	£1,580	£-69	£109	£1,423	£1,394	10.6	83	6
31/07/18		£1,492	£1,585	£-93	£111	£1,492	£1,468	11.1	90	8
31/07/17		£1,533	£1,529	£4	£107	£1,640	£1,628	12.8	78	0
31/07/16	*	£1,333	£1,403	£-70	£109	£1,636	£1,624	13.9	77	0
31/07/15		£1,347	£1,289	£58	£142	£1,706	£1,695	15.8	34	0
31/07/14		£1,123	£1,038	£85	£127	£1,647	£1,474	17	29	0
31/07/13		£1,052	£950	£103	£119	£1,563	£1,383	17.5	25	0
31/07/12		£961	£1,002	£-41	£120	£1,460	£1,418	17	25	0
31/07/11		£928	£995	£-67	£122	£1,501	£1,436	17.3	25	0
31/07/10		£932	£968	£-36	£232	£1,568	£1,530	19	70	0
31/07/09		£1,024	£978	£46	£270	£1,605	£1,571	19.3	70	0
31/07/08		£1,014	£865	£149	£232	£1,559	£1,531	21.2	68	0
31/07/07		£823	£813	£11	£225	£1,409	£1,409	20.8	30	0
31/07/06		£923	£869	£53	£0	£0	£0	n/a	0	0
31/07/05		£955	£891	£63	£0	£0	£0	n/a	0	0
31/07/04		£1,129	£1,060	£69	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 4.9%
Fundraising Costs/Total Spending: 4.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 15%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 9.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.2

Asset Split ?

Established: 22 years

www.swarthmore.org.uk

info@swarthmore.org.uk

01132432210

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Leeds City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

77 employees
11 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

National Lottery Community Fund	£224,842
DCMS	£49,706
The Pilgrim Trust	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Creative Communities
£200,162	21/04/2023	The project will engage those furthest from education and training opportunities especially people affected by poverty and social exclusion. Activities will be offered to improve mental wellbeing ....more The project will engage those furthest from education and training opportunities especially people affected by poverty and social exclusion. Activities will be offered to improve mental wellbeing overcome social barriers and address post-pandemic isolation.
National Lottery Community Fund - Be more at Swarthmore
£10,000	14/10/2022	The funding will be used to run a 20 week arts and English course open to refugees and asylum seekers. The project aims to develop their English language skills through practical art activities and ....more The funding will be used to run a 20 week arts and English course open to refugees and asylum seekers. The project aims to develop their English language skills through practical art activities and cultural visits.
National Lottery Community Fund - Swarthmore Still Connects
£9,380	19/02/2021 7	The funding will be used to continue delivering their online programme which provides technological hardware data access and volunteer mentoring support to people who need to be able access education ....more The funding will be used to continue delivering their online programme which provides technological hardware data access and volunteer mentoring support to people who need to be able access education and training. The project aims to improve confidence and mental well-being whilst also enabling them to reach their full potential.
DCMS - Coronavirus Community Support Fund
£49,706	09/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Art in Isolation
£5,300	15/05/2020 6	The funding will be used to deliver art activities for the groups most vulnerable students and people in the community. They aim to improve the mental health of those who are struggling with ....more The funding will be used to deliver art activities for the groups most vulnerable students and people in the community. They aim to improve the mental health of those who are struggling with isolation with art during the COVID-19 pandemic.
The Pilgrim Trust - Grant to Swarthmore Education
£10,000	29/05/2019 2	Restoration of spalling brickwork
Lloyds Bank Foundation - Grant to Swarthmore Education Centre
£29,500	24/02/2012	the salary and on-costs of the Project Worker, tutor costs, marketing, travel, admin, session resources and management costs

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-72

DR ELIZABETH JUDITH WATKINS Appointed: 2021, Occupation: Retired

EILEEN JACQUELINE EXETER Appointed: 2023, Occupation: Retired

SUSAN JANE TAYLOR Appointed: 2022, Occupation: Head Of Funding And Operations

IAN GREENWOOD Appointed: 2018, Occupation: Academic

NIGEL HUSSAIN MOHAMMED ZAMAN Appointed: 2020, Occupation: Civil Servant

DR PAMMI SINHA Appointed: 2019, Occupation: Associate Professor In Fashion Management, Other trusteeship: THE TEXTILE INSTITUTE,

KATHRYN JULIE BADON (Chair) Appointed: 2017, Occupation: Retired, Other trusteeship: LEEDS OLDER PEOPLE'S FORUM,

Legal constitution

Charitable company registered in England & Wales on 31/10/2002, number: 1094451
Registered at Companies House on 05/09/2002, number: 04527579

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR20: 8 days late, AR19: 39 days late, AR16: 26 days late,

Main office

SWARTHMORE EDUCATION CENTRE
2-7 WOODHOUSE SQUARE
LEEDS
LS3 1AD

Objectives

THE OBJECTS OF THE COMPANY SHALL BE TO PROMOTE THE EDUCATION OF THE RESIDENTS OF LEEDS AND SURROUNDING AREAS THROUGH THE PROVISION OF AN EDUCATIONAL ESTABLISHMENT, AND IN PARTICULAR BUT NOT EXCLUSIVELY:(A) TO PROVIDE A LEARNING COMMUNITY FOR PERSONAL DEVELOPMENT AND SOCIAL ACTIVITY FOR THOSE WHO MAY HAVE BEEN EXCLUDED FROM MAINSTREAM EDUCATIONAL OPPORTUNITIES;(B) TO PROVIDE OPPORTUNITIES AND ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY BASED ON THE RECOGNITION OF THE SKILLS AND EXPERIENCE WHICH ALL PEOPLE BRING.

Defined Area of Benefit:

LEEDS AND SURROUNDING AREA, WEST YORKSHIRE.

Data Sources