Finance Score: 3

Governance Score: 9

Support Score: 6

Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 18

THE BRONTE SOCIETY

One of the oldest literary societies in the English speaking world, with an international membership, the Bronte Society owns and runs the iconic Grade I Parsonage Museum celebrating the lives of the Brontes. Our accredited world class collections are displayed throughout the museum and library. We run education and learning activities, artistic events, residencies and exhibitions.

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 age and gender and dynamic in terms of composition

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine

Established: 60 years
(121 years as a company)

www.bronte.org.uk

bronte@bronte.org.uk

01535 642323

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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?		£5,929	£1,365	£4,564	£235	£7,476	£532	4.7	33	30
31/12/21		£990	£877	£113	£142	£2,925	£2,824	38.7	18	27
31/12/20		£1,071	£1,043	£27	£155	£2,796	£2,715	31.2	39	18
31/12/19		£1,892	£1,341	£550	£253	£2,772	£2,694	24.1	48	20
31/12/18		£1,191	£1,454	£-263	£260	£2,188	£2,152	17.8	42	23
31/12/17		£1,201	£1,354	£-153	£283	£2,473	£2,394	21.2	42	0
31/12/16		£1,102	£1,130	£-28	£281	£2,605	£2,521	26.8	38	0
31/12/15		£1,641	£858	£783	£232	£2,565	£2,475	34.6	25	0
31/12/14	*	£864	£774	£91	£246	£1,796	£1,694	26.3	33	0
31/12/13		£784	£752	£32	£307	£1,675	£1,540	24.6	31	0
31/12/12		£997	£709	£288	£280	£1,706	£1,511	25.6	15	0
31/12/11		£780	£683	£97	£252	£1,380	£1,229	21.6	19	0
31/12/10		£689	£678	£11	£212	£1,037	£888	15.7	19	0
31/12/09		£695	£688	£6	£187	£1,002	£895	15.6	19	0
31/12/08		£644	£724	£-81	£222	£908	£844	14	19	0
31/12/07		£668	£740	£-72	£213	£1,109	£1,028	16.7	19	0
31/12/06		£639	£746	£-106	£0	£0	£0	n/a	0	0
31/12/05		£677	£672	£5	£0	£0	£0	n/a	0	0
31/12/04		£580	£638	£-58	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 17.4%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 7%
Reserves/Spending: 4.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.8

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

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

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who works here?

33 employees
30 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	£1,111,978
The Foyle Foundation	£22,500
Garfield Weston Foundation	£20,000
The Pilgrim Trust	£15,000

Specific Donations

Amount	When Months	To be used for
DCMS - NPO Band 1 2018-2021
£236,778	01/04/2020	The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more The wider aim of the scheme is: We are the national development agency for creativity and culture. 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. Between 2018 and 2022, we will invest £1.45 billion of public money from government and an estimated £860 million from the National Lottery to help deliver this vision.
DCMS - Bronte Society Culture Recovery Fund
£119,200	01/04/2020	To support Arts and Culture throughout England
The Foyle Foundation - Learning
£22,500	04/02/2020	towards the new Deputy Learning Officer role for one year
DCMS - Charlotte Bronte's Young Men's Magazine
£756,000	29/10/2019	Charlotte Bronte's Young Men's Magazine
The Pilgrim Trust - Grant to The Bronte Society
£15,000	19/09/2019 2	Charlotte Bronte's Little Book; Acquisition of original manuscript
Garfield Weston Foundation - Main Grants award
£20,000	18/06/2019	Connecting with the Brontes
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 1
£232,500	01/04/2018 11	National portfolio organisation- are leaders in their areas, with a collective responsibility to protect and develop our national arts and cultural ecology.
National Lottery Heritage Fund - Grant to The Bronte Society
£10,000	22/10/2013	Fundraising Feasibility Study and Outline Strategy
Esmee Fairbairn - Grant to The Bronte Society
£48,694	04/08/2010 36	Towards Core costs Towards the salary of the arts officer and programming costs.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 24-67

ANDREW MIDGLEY Appointed: 2021, Occupation: Chartered Accountant, Other trusteeship: THE ALL SAINTS EDUCATIONAL TRUST,

CIARA MARTINA GALLAGHER Appointed: 2021, Occupation: Registrar

DR JONATHAN ROY GRATION Appointed: 2021, Occupation: Academic

HELEN CLARE MELLER Appointed: 2018, Occupation: Festival Director

JULIAN MARK SLADDIN Appointed: 2021, Occupation: Solicitor

LAURA JOANNE BEARE Appointed: 2021, Occupation: Marketing & Galleries Assistant Manager

LUCY GEORGINA POWRIE Appointed: 2023, Occupation: Author

PENELOPE ANNA JENKINS Appointed: 2021, Occupation: Novelist

PROFESSOR VALERIE RUTH SANDERS Appointed: 2021, Occupation: Professor Of English

SHAHIDHA KAZI BARI Appointed: 2020, Occupation: Academic And Broadcaster

Legal constitution

Charitable company registered in England & Wales on 21/08/1964, number: 529952
Registered at Companies House on 28/05/1902, number: 00073855

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR14: 36 days late,

Main office

BRONTE PARSONAGE MUSEUM
CHURCH STREET
HAWORTH
KEIGHLEY
BD22 8DR

Objectives

THE OBJECTS OF THE SOCIETY ARE;TO PROMOTE INTEREST IN THE LIFE AND WORKS OF THE BRONTE FAMILY IN PARTICULAR, BUT NOT EXCLUSIVELY, BY ESTABLISHING AND MAINTAINING PERMANENT MUSEUMS, GALLERIES AND LIBRARIES FOR THE PUBLIC BENEFIT;TO ACQUIRE BY DONATION, PURCHASE, OR OTHERWISE, AND TO RENOVATE AND PRESERVE ARTEFACTS, BOOKS, PAMPHLETS, MANUSCRIPTS, ENGRAVINGS, PAINTINGS, DRAWINGS, PHOTOGRAPHS, CLOTHING, FURNITURE AND OTHER OBJECTS OF OR RELATING TO THE BRONTE FAMILY, AND IF THOUGHT FIT, OF OTHER AUTHORS, FOR THE PUBLIC BENEFIT;TO PROVIDE FOR THE EXAMINATION OF THE LITERARY REMAINS FOR FURTHER SCHOLARSHIP AND BETTER UNDERSTANDING OF THE LIVES AND WORKS OF THE BRONTES AND THEIR WRITING AND IF THOUGHT FIT, OF OTHER AUTHORS, AND PUBLICATION OF THE MEMOIRS OF THE BRONTE FAMILY AND OTHER AUTHORS FOR THE PUBLIC BENEFIT;TO PROMOTE THE ADVANCEMENT OF LITERATURE AND THE ARTS AND TO INITIATE PROJECTS THAT DEEPEN LITERARY ENGAGEMENT LOCALLY, NATIONALLY AND THROUGHOUT THE WORLD AND WHICH ARE RENDERED INTERESTING BY THEIR ASSOCIATION WITH THE BRONTE FAMILY FOR THE PUBLIC BENEFIT;TO DO ALL SUCH THINGS AS ARE INCIDENTAL OR CONDUCTIVE TO THE ATTAINMENT OF THE ABOVE OBJECTS

Defined Area of Benefit:

NOT DEFINED

Data Sources