THE FLORENCE INSTITUTE TRUST LIMITED

Registered charity 1109301 · accounts filings on the Charity Commission register · also known as THE FLORENCE INSTITUTE TRUST LTD

The charity was originally set up to progress with Saving the Florrie. A grade 2 Historic building in Liverpool 8 for the benefit of the community. In April 2012 The Florrie re-opened its doors and offers to all ages a wide range of social, educational, heritage, recreational, cultural activities

Objects

3.1 TO PRESERVE FOR THE PUBLIC BENEFIT OF THE PEOPLE OF THE COUNTY OF MERSEYSIDE AND OF THE NATION AT LARGE, THE BUILDING KNOWN THE FLORENCE INSTITUTE ON MILL STREET IN THE CITY OF LIVERPOOL("THE FLORENCE INSTITUTE"); AND3.2 IN THE INTERESTS OF SOCIAL WELFARE TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION FOR THE PUBLIC AT LARGE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; AND3.3 TO EDUCATE AND ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED AND IN FURTHERANCE OF THAT OBJECT TO PROVIDE IN THE FLORENCE INSTITUTE FROM TIME TO TIME A CENTRE FOR MEETINGS, LECTURES, CLASSES AND OTHER FORMS OF LEISURE TIME OCCUPATION FOR THE BENEFIT OF YOUNG PERSONS; AND3.4 THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION DEPRIVATION (AND IN PARTICULAR THE DISTRICT AND SURROUNDING AREA OF LIVERPOOL 8) BY ALL OR ANY OF THE FOLLOWING MEANS(A) THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FIT;(B) THE RELIEF OF UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT;(C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE

Area of benefit: COUNTY OF MERSEYSIDE AND OF THE NATION AT LARGE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Amateur Sport · Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity generated a total income of £762,083 and reported a net surplus of £156,845 for the year. The trustees confirm the charity remains solvent, carrying forward unrestricted free reserves of £128,199. However, the CEO report notes that staff shortages remain a problem and the charity is currently supporting free activities via unrestricted income from commercial activity and community fundraising due to unsuccessful lottery funding applications.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events 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
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~2.5 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.5% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• Christine Hendrick
• John Welsh
• PAUL DICKSON
• Paul Jagota
• Susanne Osagie

Trustee list from the Charity Commission register (current, not historical).

Operates in: Liverpool City

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE FLORENCE TRUST LTD.

• THE FLORENCE TRUST LTD income £108k
• THE FLORENCE PARK COMMUNITY ASSOCIATION income £115k
• FLORENCE COLLIERY SOCIAL WELFARE CENTRE income £311k
• SUPPORT 2 FLOURISH LTD income £158k
• FLAVEL CENTRE TRUST income £464k
• FLORENCE NIGHTINGALE HOSPICE CHARITY income £4.9m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.