Finance Score: 4

Governance Score: -2

Support Score: 8

Reasonable growth: +1
Fundraising costs low: +3

Narrow trustee age band: -2

Overall weighted support: +8

Overall GiG Score: 10

CELTIC HARMONY

Celtic Harmony is an award winning charity, providing hands-on cultural heritage education of ancient Britain and community participation in archery, to increase understanding of the natural world and create a more sustainable way of life for future generations.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
One or more trustees receive benefits from the charity
The Board has little diversity in terms of age

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
31/12/22		£503	£418	£85	£14	£336	£159	4.6	10	10
31/12/21		£398	£328	£69	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£305	£324	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£464	£330	£133	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£287	£252	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	*	£326	£222	£104	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£267	£200	£67	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£177	£133	£44	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£166	£120	£46	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 3.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 47%
Reserves/Spending: 4.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 42.6

Asset Split ?

Balance Sheet History

Established: 10 years
(26 years as a company)

www.celticharmony.org

info@celticharmony.org

01438718543

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides services

Where it operates

Hertfordshire,

Who it helps

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

Who supports 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

DCMS	£137,400
National Lottery Heritage Fund	£56,824
Garfield Weston Foundation	£15,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Celtic Harmony
£31,424	03/10/2023	Lavinas Legacy, skills from the past for the future
DCMS - CRF21: Celtic Harmony
£77,600	08/03/2021	Culture Recovery Fund for Heritage 2020-21
Garfield Weston Foundation - Main Grants award
£15,000	12/02/2021	The Prehistory Centre & Open-Air Museum Phase 3: Improving well-being for 50,000 children from 2021 to 2023 including 5,000 of the most vulnerable and disadvantaged
DCMS - CRF20: Celtic Harmony
£59,800	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Celtic Harmony
£25,400	30/06/2020	COVID19: Celtic Harmony
Bedfordshire and Luton Community Foundation - Grant to Celtic Harmony
£2,950	10/05/2018 16	Resilience Building Residential Experiences for Disadvantaged Children in Luton
National Lottery Community Fund - Access for all Roundhouses
£10,000	03/05/2017 12	The funding will be used by a charity to improve access to their educational historic site. The project aims to provide people with disabilities and mobility problems with the opportunity to ....more The funding will be used by a charity to improve access to their educational historic site. The project aims to provide people with disabilities and mobility problems with the opportunity to participate in a volunteering and work experience programme.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 53-69

CLARE HOLT-PARRELLA BA HONS Appointed: 2013, Occupation: Environmental Education

IAN DAVIS (Chair) Appointed: 2013, Occupation: Flood Defense Environment Agen

JOHN GROCOTT Appointed: 2015, Occupation: Retired

LUCA PARRELLA Appointed: 2013, Occupation: Education

STEPHEN VINCENT Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 14/03/2014, number: 1156199
Registered at Companies House on 15/09/1998, number: 03631395

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

9 returns made; AR17: 24 days late,

Main office

9 THE LIMBERLOST
WELWYN
AL6 9TS

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ANCIENT CULTURAL HERITAGE OF BRITAIN AND IN A MORE SUSTAINABLE WAY OF LIFE IN HARMONY WITH THE NATURAL HERITAGE INCLUDING THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT, AND IN SUCH OTHER WAYS AS THE TRUSTEES DEEM APPROPRIATE.THE PROMOTION OF COMMUNITY PARTICIPATION IN HEALTHY RECREATION, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH THE OF COURSES IN LONGBOW ARCHERY.