Finance Score: 0

Governance Score: 6

Support Score: 8

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +8

Overall GiG Score: 14

LIBRARIES UNLIMITED SOUTH WEST

Promoting and encouraging a love of reading.Providing free access to information.Inspiring people of all ages to learn, imagine, create, succeed.Guiding and supporting people to explore and connect to the wider world.Offering a welcoming space to meet, socialise, learn, read and enjoy new experiences.Supporting the health and wellbeing of individuals and local communities.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Established: 7 years

www.librariesunlimited.org.uk

info@librariesunlimited.org.uk

01884 824546

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	£8,503	£9,003	£-500	£0	£3,392	£3,208	4.3	383	550
31/03/22	£8,900	£8,299	£601	£0	£3,892	£3,354	4.8	359	442
31/03/21	£9,535	£7,186	£2,349	£0	£3,280	£2,497	4.2	373	0
31/03/20	£8,369	£7,997	£372	£11	£931	£931	1.4	376	184
31/03/19	£8,574	£8,436	£138	£0	£559	£559	0.8	384	510
31/03/18	£7,701	£7,504	£197	£216	£421	£414	0.7	177	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 18%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.4

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Recreation

How it operates

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

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who works here?

383 employees
550 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

DCMS	£175,123
National Lottery Heritage Fund	£28,857
National Lottery Community Fund	£11,212

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Libraries Unlimited South West
£28,857	07/06/2023	#DYC Crediton Reminiscence Project
National Lottery Community Fund - Revamp of Totnes Library's Children's Library
£1,212	08/09/2021	The organisation will use the funding to renovate the children’s library at Totnes library to provide a safe and welcoming environment for parents and children to enjoy reading and much-needed ....more The organisation will use the funding to renovate the children’s library at Totnes library to provide a safe and welcoming environment for parents and children to enjoy reading and much-needed socialisation.
National Lottery Community Fund - Kingsbridge Library multi-use community room
£10,000	07/05/2020 12	The aim of this project is to convert a library staff area into a multi-use public space to provide area for quiet study and a meeting space for community groups
DCMS - NPO Bid
£175,123	01/04/2020	We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of ....more We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. We invest public money from Government and The National Lottery to help support the sector and to deliver this vision.
Co-Op Foundation - Youth Community Spaces offer
£10,000	20/12/2018	Project to support young people to make better use of library space and encourage others to access the space, including more vulnerable young people.
Co-Operative Group - Grant to Libraries Unlimited (Friends of KIngskerswell Library)
£4,593	19/11/2018	We wish to supply additional equipment and furniture for use in the library and community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Age Range of Trustees: 28-71

ALAN JEFFREY NASH Appointed: 2023, Occupation: Library Supervisor

ALEXANDER JOHN KITTOW Appointed: 2019, Occupation: Ceo, Other trusteeships: LOCALITY (UK), 3P MINISTRIES, UPTON VALE BAPTIST CHURCH,

CRYSTAL JA-NAE CARTER Appointed: 2020, Occupation: Senior Digital Strategist

DR ANDREW PRINCE Appointed: 2018, Occupation: Retired

EVE COURTNEY ASHTON Appointed: 2023, Occupation: Library Centre Manager, Torbay

GEORGE MICHAEL LOSSIUS Appointed: 2019, Occupation: Director/ Shareholder, Other trusteeship: SANDFORD ORCAS VILLAGE HALL,

LYNN ELSPETH MORRIS Appointed: 2022, Occupation: Director

MARIE BERNADETTE CHADWICK Appointed: 2020, Occupation: Policy Leader

MORGEN WITZEL Appointed: 2018, Occupation: Author

PROFESSOR MARWA TOURKY Appointed: 2023

SUSAN MARY SIMMONS Appointed: 2021, Occupation: Retired, Other trusteeship: FRIENDS OF KHASDOBIR BANGLADESH,

Legal constitution

Charitable company registered in England & Wales on 09/11/2016, number: 1170092
Registered at Companies House on 13/10/2015, number: 09822597

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

6 returns made; all on time

Recent reorganisation events:

Asset transfer in from KINGSKERSWELL SUMMER MOON TRUST on 21/10/2022

Main office

Libraries Unlimited
Exeter Library
Castle Street
EXETER
EX4 3PQ

Objectives

THE CHARITY HAS BEEN ESTABLISHED FOR PUBLIC BENEFIT TO:1)PROMOTE THE ADVANCEMENT OF EDUCATION BY THE ESTABLISHMENT AND/OR MAINTENANCE OF A LIBRARY AND/OR LIBRARY SERVICE; AND/OR2)WITHOUT PREJUDICE TO THE GENERALITY OF THE ABOVE, ESTABLISH AND/OR MAINTAIN A LIBRARY AND/OR LIBRARY SERVICE IN AND THROUGHOUT DEVON, INCLUDING, BUT NOT LIMITED TO, RURAL COMMUNITIES AND WITH A PARTICULAR FOCUS ON CHILDREN AND YOUNG PEOPLE; AND/OR3)PROVIDE OR ASSIST IN THE PROVISION OF COMMUNITY FACILITIES REFERRED TO AS “COMMUNITY HUBS” TO BE AVAILABLE TO ALL SECTIONS OF THE COMMUNITY WITHOUT DISTINCTION, INCLUDING USE FOR MEETINGS, LEARNING, READING, SHARING AND/OR FOR OTHER EDUCATIONAL AND/OR RECREATIONAL OR LEISURE TIME ACTIVITIES PROVIDED IN THE INTERESTS OF SOCIAL WELFARE, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR ALL THOSE WHO USE THE FACILITIES; AND/OR4)PROMOTE THE ADVANCEMENT OF EDUCATION OF THE ARTS BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM AND/OR ART GALLERY; AND/OR5)DEVELOP THE CAPACITY AND SKILLS OF THE MEMBERS OF THE LOCAL COMMUNITY, AND PARTICULARLY CHILDREN AND YOUNG PEOPLE, WHO ARE SOCIALLY OR ECONOMICALLY DISADVANTAGED IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY; AND/OR6)PURSUE SUCH OTHER CHARITABLE PURPOSES CONSISTENT WITH THE ABOVE AS THE TRUSTEES, IN THEIR ABSOLUTE DISCRETION, SHALL DETERMINE (TOGETHER THE “OBJECTS”).

Defined Area of Benefit:

LOCAL

Data Sources