BAG BOOKS
To enhance the lives of children and adults with learning disabilities through the use of multi-sensory books
Objects
TO PROMOTE THE RECREATION AND EDUCATION OF CHILDREN AND ADULTS WITH SPECIAL LEARNING DIFFICULTIES AND/OR PHYSICAL DISABILITIES IN PARTICULAR THROUGH THE USE OF TACTILE BOOKS AND RELATED MATERIAL IN THE INTERESTS OF SOCIAL WELFARE AND FOR THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE
Financial health, per its FY2025 accounts
The accounts state that the charity returned to a small surplus of £4,547 in 2025 after three consecutive years of deficit, with total funds carried forward standing at £158,238. Per the trustees' report, unrestricted reserves of £82,755 were held below the revised policy target of £140,000 to £180,000, but the charity entered 2026 with over £200,000 of income already secured, providing increased financial stability.
What the accounts disclose
“The Trustees agreed a revised target of 20 to 26 weeks of core operating expenditure, currently £140,000 to £180,000, with a minimum baseline of 13 weeks, currently around £90,000.” — page 13
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 83
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 89
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 90
Trustees
- Catherine Pearson
- JONATHAN PATRICK JAMES WALSH
- Karl Massey
- NATASHA THEOBALD
- RACHEL ELIZABETH TYSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £339k | £335k |
| 31/12/2024 | £241k | £330k |
| 31/12/2023 | £258k | £319k |
| 31/12/2022 | £247k | £320k |
| 31/12/2021 | £278k | £271k |
Common questions
Is BAG BOOKS financially healthy?
Per its FY2025 accounts: The accounts state that the charity returned to a small surplus of £4,547 in 2025 after three consecutive years of deficit, with total funds carried forward standing at £158,238. Per the trustees' report, unrestricted reserves of £82,755 were held below the revised policy target of £140,000 to £180,000, but the charity entered 2026 with over £200,000 of income already secured, providing increased financial stability. Its FY2025 accounts were audited by Wyatts.
Who funds BAG BOOKS?
Funders whose own accounts filings name BAG BOOKS as a grant recipient include HOLLYHOCK CHARITABLE FOUNDATION, THE BAND TRUST, THE ADINT CHARITABLE TRUST, PILKINGTON CHARITIES FUND, THE CLARE MILNE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| HOLLYHOCK CHARITABLE FOUNDATION | FY2025 | £300k | |
| THE BAND TRUST | FY2022 | £250k | Specific grantee |
| HOLLYHOCK CHARITABLE FOUNDATION | FY2023 | £100k | |
| THE BAND TRUST | FY2023 | £80k | Disabled |
| THE ADINT CHARITABLE TRUST | FY2023 | £10k | |
| PILKINGTON CHARITIES FUND | FY2022 | £10k | |
| THE ADINT CHARITABLE TRUST | FY2025 | £10k | |
| THE CLARE MILNE TRUST | FY2023 | £5k | |
| THE BARBARA WARD CHILDREN'S FOUNDATION | FY2025 | £5k | |
| THE ADINT CHARITABLE TRUST | FY2022 | £5k | |
| THE BARBARA WARD CHILDREN'S FOUNDATION | FY2024 | £5k | |
| THE BARBARA WARD CHILDREN'S FOUNDATION | FY2023 | £5k | |
| CHARLES S FRENCH CHARITABLE TRUST | FY2025 | £5k | |
| THE MILLICHOPE FOUNDATION | FY2025 | Unverified read£3k | |
| LORD BARNBY'S FOUNDATION | FY2023 | £2k | |
| THE OLDHURST TRUST | FY2021 | £2k | |
| LORD BARNBY'S FOUNDATION | FY2024 | £2k | |
| CHAPMAN CHARITABLE TRUST | FY2023 | £2k | |
| THE MILLICHOPE FOUNDATION | FY2026 | £1k | |
| THE MILLICHOPE FOUNDATION | FY2023 | £1k | |
| THE MILLICHOPE FOUNDATION | FY2022 | £1k | |
| HOLLYHOCK CHARITABLE FOUNDATION | FY2024 | amount not stated | |
| MAKERS OF PLAYING CARDS CHARITY | FY2025 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 09/02/2026 | £19k | Sensory Storytelling |
| City Bridge Foundation | 10/02/2025 | £100k | Grant to Bag Books |
| The National Lottery Community Fund | 28/01/2025 | £234k | Lend-a-Story: Sensory Stories for Inclusion |
| The National Lottery Community Fund | 13/06/2024 | £18k | Touching Tales: Wipe-Clean Sensory Books for Hospices |
| The National Lottery Community Fund | 11/01/2019 | £190k | Lend a Story |
| The National Lottery Community Fund | 19/09/2012 | £287k | Tall Stories |
| The National Lottery Community Fund | 10/06/2009 | £171k | Telling Tales Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND) | 2 | £47k |
| THE 29TH MAY 1961 CHARITY | 2 | £30k |
| THE INMAN CHARITY | 2 | £21k |
| THOMAS POCKLINGTON TRUST | 2 | £20k |
| THE ROGER & DOUGLAS TURNER CHARITABLE TRUST | 2 | £20k |
| THE EDWARD AND DOROTHY CADBURY TRUST | 2 | £18k |
| BNA CHARITABLE INCORPORATED ORGANISATION | 2 | £15k |
| THE EDWARD CADBURY CHARITABLE TRUST | 2 | £14k |
Charities like this
- REACH LEARNING DISABILITY
- CHILDREN'S BOOK PROJECT
- BID SERVICES
- BETTER THINGS
- BEAMSTAFFS
- LISTENING BOOKS
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BAG BOOKS | £339k | — | 0 | unclear | — | no doubt |
| REACH LEARNING DISABILITY | £3.9m | — | — | above | — | no doubt |
| CHILDREN'S BOOK PROJECT | £583k | — | 0 | above | — | no doubt |
| BID SERVICES | £6.6m | — | — | unclear | — | no doubt |
| BETTER THINGS | £20k | — | 0 | within | — | no doubt |
| BEAMSTAFFS | £211k | — | 0 | unclear | — | no doubt |