Finance Score: -2

Governance Score: -6

Support Score: 4

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Multiple returns filed late: -3

Overall weighted support: +4

Overall GiG Score: -4

BRADFORD MECHANICS INSTITUTE LIBRARY

Provision of educational facilities for general public particularlyin arts and literature.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Why are there only 3 trustees?
Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23	*	£41	£53	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£55	£54	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£47	£37	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£39	£46	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£44	£46	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£43	£42	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£40	£39	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£36	£52	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£37	£41	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£35	£43	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£35	£35	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£37	£36	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£44	£40	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	*	£44	£45	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£46	£45	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£46	£49	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£45	£49	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£44	£45	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£39	£47	£-8	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 45 years

bmi-library@talktalk.net

01274722857

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Libraries

How it operates

Provides buildings/facilities/open space

Where it operates

Bradford City,

Who it helps

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 Heritage Fund - Grant to Bradford Mechanics Institute Library
£9,888	12/12/2023	Bradford Mechanics Institute - Engagement
Architectural Heritage Fund - Grant to Bradford Mechanics Institute
£6,100	08/08/2022	Bradford Mechanics Institute
National Lottery Heritage Fund - Grant to Bradford Mechanics Institute Library WW1 Group
£10,000	13/02/2014	Bradford in the Great War 100 Years On

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

J R MASON

MR M SMITHIES

PATRICIA RESTORICK Appointed: 2015

Legal constitution

Charity registered in England & Wales on 24/10/1979, number: 509231

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
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

Filing Record

19 returns made; AR23: 192 days late, AR22: 557 days late, AR21: 164 days late, AR17: 1 days late, AR16: 261 days late, AR15: 191 days late, AR12: 41 days late, AR11: 407 days late, AR10: 209 days late, AR09: 5 days late, AR08: 35 days late, AR07: 73 days late, AR06: 53 days late,

Main office

The Bradford Mechanics Institute Li
76 Kirkgate
BRADFORD
BD1 1SZ

Objectives

(I) THE ADVANCEMENT OF THE EDUCATION OF THE INHABITANTS OF THE METROPOLITAN DISTRICT OF BRADFORD BY THE PROVISION OF A LIBRARY AND FACILITIES FOR STUDY AND (II) THE PROVISION OF A PUBLIC HALL FOR USE FOR MEETINGS, LECTURES AND CLASSES AND OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE SAID INHABITANTS.

Defined Area of Benefit:

METROPOLITAN DISTRICT OF BRADFORD

Data Sources

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