Finance Score: 1
Governance Score: 1
Support Score: 5
  • Excess reserves: -2
  • Fundraising costs low: +3
  • Narrow trustee age band: -2
  • Gender balanced board: +3
  • Grant maker support: +5
Overall GiG Score: 7 ?

HALSWAY MANOR SOCIETY LIMITED 

To promote and support the practice of the traditional folk arts, especially as practised in England. This includes traditional dance, music, song, folklore, storytelling, arts, and crafts. To conserve, maintain and develop the Halsway Manor as a hub for these 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 well diversified in terms of gender

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £1,864,747 available, equivalent to 24 months of spending and so may not be able to utilise additional funding
Established: 58 years

www.halswaymanor.org.uk

accounts@halswaymanor.org.uk

01984618274

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£1,179£914£265£26£1,882£1,86524.5230
31/03/22£869£809£60£17£1,612£1,59523.7242
31/03/21£564£525£39£0£1,552£1,52334.8240
31/03/20£1,007£843£164£52£1,513£1,47521232
31/03/19£1,334£854£480£49£1,350£1,28318244
31/03/18£1,006£864£142£62£849£7149.9250
31/03/17£895£751£144£57£728£68210.9150
31/03/16£744£749£-5£52£584£5278.4150
31/03/15£706£692£13£53£588£5279.1150
31/03/14£680£691£-11£39£572£5429.4150
31/03/13£719£667£52£49£583£5529.9150
31/03/12£596£582£14£38£529£50210.3120
31/03/11£625£579£46£200£513£48410120
31/03/10£548£529£19£190£466£44210120
31/03/09£493£509£-16£0£0£0n/a00
31/03/08£663£546£116£167£459£4409.7130
31/03/07*£359£383£-24£0£0£0n/a00
31/03/06£357£319£38£0£0£0n/a00
31/03/05£407£349£59£0£0£0n/a00
31/03/04£249£257£-8£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 2.2%
Fundraising Costs/Total Spending: 2.8%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 12%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 24.5 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.1
Asset Split ?
Listed activities
  • Accommodation/Housing
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
How it operates
  • Makes Grants to Individuals
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • The General Public/Mankind
Who works here?
  • 23 employees

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£154,000
Somerset Community Foundation£39,000
Garfield Weston Foundation£25,000
Specific Donations
Amount When
Months
To be used for
DCMS - CRF20: Halsway Manor
£154,000 14/10/2020
Culture Recovery Fund for Heritage 2020-21
Garfield Weston Foundation - Main Grants award
£25,000 04/09/2019
Re-imagining the Manor
Somerset Community Foundation - Our Somerset Stories
£39,000 25/07/2019
25
Work with 4 primary schools and their communities to explore changing community identity
National Lottery Heritage Fund - Grant to Halsway Manor Society
£467,800 14/03/2017
Future Halsway
National Lottery Heritage Fund - Grant to Halsway Manor Society
£41,100 11/06/2014
Telling Tales - Halsway Manor : Folk Arts History Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 61-74
Legal constitution
  • Charitable company registered in England & Wales on 08/03/1966, number: 247230
  • Registered at Companies House on 20/05/1965, number: 00849615
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
  • 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
20 returns made; AR07: 1 days late,
Main office

Halsway Manor
Crowcombe
Taunton
Somerset
TA4 4BD

Objectives

4.1 The Society is established for the following objects: -4.1.1 to advance education and inform and promote participation in all aspects of the folk heritage, especially as found in England including; traditional folk music, dances, songs, stories, folklore, drama, choirs and orchestras, visual arts, crafts, traditional games and other related traditional and cultural activities. To preserve and encourage the practice of them in their traditional forms and to use and maintain Halsway Manor as a hub for these activities, and to provide residential board and accommodation and refreshment facilities in connection therewith.4.1.2 to promote historical research into 4.1.1 and make available to the public the results of such research4.1.3 to the extent that the income and property of the Halsway Manor Society Ltd cannot be used for the above objects they shall be used for the advancement of the education of the public (but so that nothing hereinafter contained shall be deemed to empower the Society to pursue any ancillary object which is not exclusively charitable).4.2 To further these objects the Society will: 4.2.1 promote and co-operate in demonstrations, festivals and other like performances of folk dances, songs, folk traditions, folklore, tales and drama whether held in England or not.4.2.2 prepare and publish, issue and make use of, for sale, performance or otherwise, such books, journals, records, reports, and other literature, and means and apparatus for the visual and mechanical reproduction of folk dances, songs, folk traditions, folklore, and music as may seem desirable to further the education of the public in these arts.4.2.3 To make, obtain and distribute, by sale or otherwise, instruments and other articles of whatever description, requisite for the performance or practice of folk dances, songs, folk traditions, folklore, and music in accordance with the above objects. 4.2.4 solicit and receive subscriptions and gifts of all kinds, whether absolute or conditional for the purposes of the Society.4.2.5 subject to these articles, take and hold any buildings and lands, and property of any kind, whether absolutely or on trust and to maintain it and equip it for use, including, in particular, the property known as Halsway Manor, Crowcombe, Somerset4.2.6 borrow money and charge the whole or any part of the property belonging to the Society as security for repayment or as security for a grant or the discharge of an obligation.4.2.7 do all or any such lawful things as may be conducive or incidental to the attainment of the Objects.

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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