Finance Score: -3

Governance Score: 6

Support Score: 10

Strong growth: +2
Fundraising costs high: -5

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

Grant maker support: +10

Overall GiG Score: 13

ARNOS VALE CEMETERY TRUST

Arnos Vale Cemetery is a 45 acre cemetery with significant wildlife, architecture and heritage. The building restoration project is complete and we are now developing education services,a variety of cemetery services and visitor attraction facilities including guided tours, trails, a guidebook, museum with Books of Remembrance, venue hire, a shop and cafe.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 17 years

www.arnosvale.org.uk

info@arnosvale.org.uk

01179719117

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		£801	£850	£-49	£364	£384	£355	5	33	134
31/03/22		£666	£679	£-13	£185	£433	£404	7.1	22	116
31/03/21		£670	£501	£168	£61	£446	£377	9	13	95
31/03/20		£618	£510	£108	£9	£278	£187	4.4	18	112
31/03/19		£512	£502	£10	£21	£170	£132	3.2	10	61
31/03/18		£450	£468	£-18	£0	£0	£0	n/a	0	0
31/03/17		£414	£403	£10	£0	£0	£0	n/a	0	0
31/03/16		£485	£517	£-32	£0	£0	£0	n/a	0	0
31/03/15		£752	£661	£91	£162	£200	£164	3	15	0
31/03/14		£451	£428	£24	£0	£0	£0	n/a	0	0
31/03/13	*	£355	£369	£-14	£0	£0	£0	n/a	0	0
31/03/12	*	£307	£301	£6	£0	£0	£0	n/a	0	0
31/03/11	*	£357	£377	£-21	£0	£0	£0	n/a	0	0
31/03/10	*	£387	£370	£17	£0	£0	£0	n/a	0	0
31/03/09		£337	£385	£-49	£0	£0	£0	n/a	0	0
31/03/08	*	£264	£107	£156	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 85.1%
Fundraising Costs/Total Spending: 44%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.2

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

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

Where it operates

Bristol City,

Who it helps

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

Who works here?

33 employees
134 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 Heritage Fund	£405,109
DCMS	£247,740
Quartet Community Foundation	£70,470
Power to Change	£6,000

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Arnos Vale Cemetery Trust
£42,436	09/06/2023	Annual income in full from their endowment fund to support their core activities
Quartet Community Foundation - Grant to Arnos Vale Cemetery Trust
£28,034	09/06/2023	Annual income in full from their endowment fund to support their core activities
National Lottery Heritage Fund - Grant to Arnos Vale Cemetery Trust
£234,909	20/10/2021	Rooted in Nature
DCMS - CRF21 Arnos Vale Cemetery Trust
£100,600	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - Anglican Chapel, Arnos Vale Cemetery
£8,280	11/02/2021	Address water ingress by repair and improvement to rainwater goods: form leadlined catch pits in the corners of the parapet gutters from existing plus installation of new overflow pipes, redirection ....more Address water ingress by repair and improvement to rainwater goods: form leadlined catch pits in the corners of the parapet gutters from existing plus installation of new overflow pipes, redirection of lightning conductor downtape.
DCMS - Anglican Chapel, Arnos Vale Cemetery
£2,760	11/02/2021	Address water ingress by repair and improvement to rainwater goods: form leadlined catch pits in the corners of the parapet gutters from existing plus installation of new overflow pipes, redirection ....more Address water ingress by repair and improvement to rainwater goods: form leadlined catch pits in the corners of the parapet gutters from existing plus installation of new overflow pipes, redirection of lightning conductor downtape.
DCMS - CRF20: Arnos Vale Cemetery Trust
£136,100	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Arnos Vale Cemetery Trust
£110,500	09/07/2020	COVID19: Arnos Vale Cemetery Trust
Power to Change - Arnos Vale Cemetery Trust
£6,000	23/10/2019 5	Grant to Arnos Vale Cemetery Trust
National Lottery Heritage Fund - Grant to Arnos Vale Cemetery Trust
£59,700	07/08/2019	Building Resilience
Power to Change - Arnos Vale Cemetery Trust
£50,258	12/11/2018	Grant to Arnos Vale Cemetery Trust
Co-Operative Group - Grant to Arnos Vale Cemetery Trust
£3,808	29/11/2017	Help us build a safe path up a steep slope which is often used by the local community as a safe and traffic free shortcut.
National Lottery Heritage Fund - Grant to Arnos Vale Cemetery Trust
£46,900	06/11/2013	Stories from the Great War

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 42-73

ALEXANDER LAMONT BISHOP Appointed: 2023

DANIEL FLEW Appointed: 2018, Occupation: Consultant Ecologist

DR CHARLES BOOTH Appointed: 2018, Occupation: Lecturer

JOS CLARK Appointed: 2016, Occupation: Councillor

LINDSAY TELLING Appointed: 2016, Occupation: Artist

LYNN JANE ROBINSON Appointed: 2015, Occupation: Regional Director - Uk South, East And West At Roy

MARY BERYL WOOD Appointed: 2023, Occupation: Retired

MATT KYLE Appointed: 2017, Occupation: Solicitor

NIGEL DYKE (Chair) Appointed: 2016, Occupation: Architect

PAUL DAVIS Appointed: 2020, Occupation: Retired

STEPHANIE MUSTOE Appointed: 2023, Occupation: Senior Finance Business Partner

Legal constitution

Charitable company registered in England & Wales on 24/07/2007, number: 1120210
Registered at Companies House on 07/06/2007, number: 06272084

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
Volunteer management

Filing Record

16 returns made; AR13: 1 days late, AR12: 2 days late, AR11: 2 days late, AR10: 36 days late, AR08: 144 days late,

Main office

Arnos Vale Cemetery
West Lodge
Bath Road
Arnos Vale
BRISTOL
BS4 3EW

Objectives

1 TO SECURE THE CONSERVATION, MAINTENANCE, OPERATION AND MANAGEMENT OF ARNOS VALE CEMETERY AND ITS HISTORIC BUILDINGS, MEMORIALS, TOMBS AND OTHER HISTORIC PHYSICAL FEATURES FOR THE PUBLIC BENEFIT AND AS A CEMETERY FOR THE DECENT BURIAL OF THE DEAD.2 TO SECURE THE CONSERVATION AND MANAGEMENT OF THE HISTORIC LANDSCAPE, PLANTS AND NATURAL LIFE AT ARNOS VALE CEMETERY FOR THE PUBLIC BENEFIT.3 TO ADVANCE THE EDUCATION OF THE PUBLIC BY MAKING AVAILABLE MATERIALS FOR THE STUDY OF THE LIVES AND SIGNIFICANCE OF THOSE BURIED IN ARNOS VALE CEMETERY AND THEIR MONUMENTS BY COLLECTING, STORING AND MAKING AVAILABLE INFORMATION ON THE GENEALOGIES, CONDITIONS AND LIFE STYLES OF THE INHABITANTS OF BRISTOL AND RELATED AREAS THROUGH THE AGES BY ESTABLISHING AND MANAGING A MUSEUM AND DISPLAY MATERIAL TO DEMONSTRATE ISSUES RELATED TO THE HISTORY OF ARNOS VALE CEMETERY AND THOSE BURIED IN IT AND BY PREPARING EDUCATIONAL ACTIVITIES FOR SCHOOLS, COLLEGES, UNIVERSITIES AND OTHER BODIES WHO WISH TO VISIT THE CEMETERY IN CONNECTION WITH THEIR PROGRAMMES, COURSES AND SYLLABUSES.4 TO SECURE THE PROPER CONSERVATION, MANAGEMENT AND CARE OF THE BOOKS OF REMEMBRANCE, HISTORIC BURIAL RECORDS, CREMATION RECORDS AND OTHER ARCHIVES RELATING TO THE ARNOS VALE CEMETERY FOR THE PUBLIC BENEFIT.5 TO DO ALL SUCH OTHER LAWFUL THINGS AS ARE NECESSARY TO THE ATTAINMENT OF THE ABOVE OBJECTS OR ANY OF THEM.

Defined Area of Benefit:

BRISTOL

Data Sources