Finance Score: 1

Governance Score: 0

Support Score: 8

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 9

CARYFORD COMMUNITY HALL ASSOCIATION

Caryford Hall provides affordable facilities in the Castle Cary/Ansford area for meetings, fairs, sports, educational, training and leisure activities and official purposes (community blood donation, polling station, emergency centre). It is also hired for private family functions and parties. A wide range of local organisations and individuals hire space in the premises to run their activity.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
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 well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,954,417 available, equivalent to 632 months of spending and so may not be able to utilise additional funding

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
30/04/24	£566	£37	£529	£10	£2,046	£1,954	632	0	25
30/04/23	£67	£44	£23	n/a	n/a	n/a	n/a	n/a	n/a
30/04/22	£36	£52	£-16	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 26.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 632 months
Net Current Assets/Spending: 38 months
Quick Ratio: 45.8

Asset Split ?

Balance Sheet History

Established: 4 years

www.caryfordhall.co.uk

ian@caryfordhall.co.uk

01963350655

Charity Commission for England and Wales

Listed activities

Recreation

GiG Classification

Social clubs and similar

How it operates

Provides buildings/facilities/open space

Where it operates

Somerset,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Caryford Extension project
£150,000	28/07/2022	The funding will support Caryford Community Hall (CCH) to build an extension to their current premises to create a second hall a small meeting room new toilets and a small kitchenette which will benefit the communities of Castle Cary and Ansford in ....more The funding will support Caryford Community Hall (CCH) to build an extension to their current premises to create a second hall a small meeting room new toilets and a small kitchenette which will benefit the communities of Castle Cary and Ansford in Somerset. The hall is primarily used for weekly village activities - U3A groups (two art groups photography and reading) short mat bowls short tennis martial arts Tai chi yoga majorettes and a parent and toddler group and it is regularly used for functions including weddings and parties lectures meetings theatre productions fairs (i.e. craft fairs) gardening shows and annual events such as Summer Fete Harvest supper and Christmas celebrations.
Postcode Local Trust - Public Film Screening Equipment
£3,089	26/04/2022	Funding will enable popular film screenings to continue in the hall providing high quality cinema ten times a year at affordable prices.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANNETTE LAURA BEDFORD Appointed: 2020

CAROLINE REEVES Appointed: 2023

CHRISTINE ANNE DAVIDSON Appointed: 2020

DAVID ALAN BRIGHT Appointed: 2023

IAN BYNOE OBE (Chair) Appointed: 2020

JACQUELINE FOLEY Appointed: 2023

JUDITH ANNE COLE Appointed: 2020

MARILYN ANNE SIMCOX Appointed: 2020

MARTIN JAMES HALFORD Appointed: 2020

THOMAS PATRICK BURR MBE Appointed: 2020

Legal constitution

Charity registered in England & Wales on 23/12/2020, number: 1192922

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

3 returns made; all on time

Recent reorganisation events:

Asset transfer in from CARYFORD COMMUNITY HALL ASSOCIATION on 21/12/2022

Main office

Caryford Community Hall
Maggs Lane
Castle Cary
Somerset
BA7 7JJ

Objectives

(A) TO PROMOTE THE BENEFIT OF THE INHABITANTS OF THE CIVIL PARISHES OF CASTLE CARY AND ANSFORD AND ALL INHABITANTS WITHIN A RADIUS OF TWO MILES OUTSIDE THE SAID PARISH BOUNDARIES (HEREINAFTER CALLED THE AREA OF BENEFIT) WITHOUT DISTINCTION OF SEX OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING THE LOCAL AUTHORITIES, VOLUNTARY ORGANISATIONS AND INHABITANTS IN COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION AND LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS; AND (B) TO ESTABLISH OR TO SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE (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 CIO IN FURTHERANCE OF THE ABOVE OBJECTS.

Data Sources

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