Finance Score: -2

Governance Score: 3

Support Score: 6

Deficit latest year: -2

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +6

Overall GiG Score: 7

THE LEICESTER DIOCESAN BOARD OF FINANCE

The activities of Leicester Diocese are wide but its primary activity is to support the clergy of the Diocese through the payment of stipends, the management and maintenance of parsonages and other ministerial housing and provide other facilities and resources in support of the ministry of both clergy and lay people across the Diocese.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income was lower than spending in the latest year

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
31/12/23	£10,706	£12,571	£-1,865	£0	£79,293	£8,158	7.8	95	10
31/12/22	£10,963	£12,008	£-1,045	£180	£80,539	£7,388	7.4	92	0
31/12/21	£10,903	£11,856	£-953	£162	£79,057	£7,773	7.9	63	0
31/12/20	£9,639	£12,104	£-2,465	£0	£76,656	£7,026	7	74	0
31/12/19	£12,138	£11,555	£583	£0	£78,484	£8,902	9.2	68	0
31/12/18	£9,404	£11,672	£-2,268	£0	£78,140	£8,786	9	66	0
31/12/17	£9,433	£10,488	£-1,055	£0	£80,061	£10,288	11.8	64	0
31/12/16	£9,645	£9,726	£-81	£214	£78,343	£10,966	13.5	49	0
31/12/15	£14,401	£9,668	£4,733	£196	£75,348	£10,134	12.6	47	0
31/12/14	£8,536	£9,103	£-567	£646	£74,110	£9,540	12.6	30	0
31/12/13	£9,230	£8,964	£266	£487	£72,249	£9,886	13.2	33	0
31/12/12	£8,814	£8,623	£191	£188	£71,307	£13,366	18.6	23	0
31/12/11	£8,747	£8,262	£485	£472	£68,722	£12,750	18.5	21	0
31/12/10	£8,620	£8,454	£166	£510	£62,679	£12,384	17.6	160	0
31/12/09	£8,201	£9,229	£-1,029	£464	£58,903	£12,688	16.5	0	0
31/12/08	£8,385	£8,058	£326	£473	£57,093	£12,643	18.8	23	0
31/12/07	£7,743	£8,104	£-361	£360	£57,113	£13,779	20.4	22	0
31/12/06	£7,565	£7,092	£473	£0	£0	£0	n/a	0	0
31/12/05	£7,125	£7,057	£68	£0	£0	£0	n/a	0	0
31/12/04	£7,099	£6,994	£105	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 5%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 10%
Reserves/Spending: 7.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 58 years
(96 years as a company)

www.leicester.anglican.org

jonathan.kerry@leccofe.org

01162625326

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Religious Activities

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Leicester City, Leicestershire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
DCMS - Leicester Diocese Historic Churches Support Officer
£45,661	01/04/2022	Regional Capacity Building Grant for 3 year POWSO post
DCMS - Leicester Diocese Historic Churches Support Officer
£22,878	01/04/2021	This grant is to part-fund a 3 year Places of Worship Support Officer post in the Leicester Diocese to support churches with repairs, fundraising, etc.
DCMS - St Leonard, Holwell
£18,750	01/12/2020	Permanent roof replacement following lead theft
DCMS - ALB-Historic England - Leicester Diocese Historic Churches Support officer Post
£43,732	01/04/2020	3 year Funding towards Historic Churches Support Officer for Diocese of Leicester
Garfield Weston Foundation - Main Grants award
£20,000	21/02/2020	Refurbishment of St.Andrew's Church for wider social use.
National Lottery Community Fund - Upgrading of facilities within the church of ST Andrews
£10,000	04/05/2018 1	The church currently hold soup lunches for the elderly and will update their facilities. This will increase the number of drop in events such as orchestral and choral events.
National Lottery Heritage Fund - Grant to St Denys Church Ibstock
£18,200	21/06/2017	"Let the Bells Ring Out": St Denys Church Ringing and Restoration Project

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

Age Range of Trustees: 42-78

CHRISTOPHER JOHN SHELDON Appointed: 2013, Occupation: Chief Executive, Other trusteeships: THOMAS HARLEY'S ESTATE CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF EMMANUEL LOUGHBOROUGH, THOMAS HARLEY'S CHARITY,

DAVID JOHN PALMER (Chair) Appointed: 2017, Occupation: Retired, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST.MARY MAGDALEN,KNIGHTON,LEICESTER, LAUNDE ABBEY TRUST,

MR DAVID BEESON, Other trusteeships: CHIEF BARON SMITH'S CHARITY, TOWN LAND (ESTATE TRUSTEES), TOWN LANDS PARISH CHARITY, ASSOCIATION OF FRIENDS OF LEICESTER CATHEDRAL,

MADELEINE WANG Appointed: 2016, Occupation: Patient Advocate, Other trusteeship: LEICESTER DIOCESAN BOARD OF EDUCATION,

RT REVD MARTYN JAMES SNOW Appointed: 2016, Occupation: Bishop Of Leicester, Other trusteeships: THE GODFREY FUND FOR RETIRED CLERGY, REDCLIFFE COLLEGE,

REV ANTHONY ROBERT LEIGHTON Appointed: 2012, Occupation: Clerk In Holy Orders, Other trusteeships: THOMAS HARLEY'S ESTATE CHARITY, WYGGESTON SCHOOL FOUNDATION, THOMAS HARLEY'S CHARITY,

REV CHRISTOPHER DREWETT TAYLOR Appointed: 2019, Occupation: Minister Of Religion, Other trusteeships: LEICESTER COUNCIL OF FAITHS LIMITED, THE LOUGHBOROUGH CHURCHES PARTNERSHIP,

REV STEPHEN ANDREW BAILEY Appointed: 2024, Occupation: Clergy, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PAUL , OADBY,

RIGHT REVEREND MALAYIL LUKOSE VARGHESE MUTHALALY Appointed: 2024, Occupation: Bishop

RUSSELL MARK ANDREWS Appointed: 2024, Occupation: Director

STEPHEN GORTON Appointed: 2022, Occupation: Programme Manager

STEPHEN MARK ADSHEAD Appointed: 2023, Occupation: Trustee

THE VENERABLE CLAIRE WOOD Appointed: 2017, Occupation: Archdeacon, Other trusteeships: THE GODFREY FUND FOR RETIRED CLERGY, LEICESTER DIOCESAN BOARD OF EDUCATION,

THE VERY REVEREND KAREN SHEILA FRANCES ROOMS Appointed: 2024

VEN RICHARD VERNON WORSFOLD Appointed: 2018, Occupation: Archdeacon Of Leicester, Other trusteeship: LEICESTER GRAMMAR SCHOOL TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/10/1966, number: 249100
Registered at Companies House on 04/01/1928, number: 00227087

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: PROCEEDS OF SALE OF CERTAIN TRUST PROPERTY HELD IN CONNECTION WITH THE CHURCH OF ENGLAND
09/09/2016 - Asset transfer in from THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF RATBY CUM GROBY WITH NEWTOWN LINFORD
29/09/2016 - Asset transfer in from ST MARTINS CATHEDRAL PROPERTIES LIMITED

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
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

Filing Record

20 returns made; all on time

Main office

7 Peacock Lane
Leicester
LE1 5PZ

Objectives

TO PROMOTE, AID AND FURTHER THE OBJECTS, WORK AND BUSINESS OF THE CHURCH OF ENGLAND IN THE DIOCESE OF LEICESTER (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM).

Defined Area of Benefit:

DIOCESE OF LEICESTER

Data Sources