Finance Score: -2

Governance Score: 9

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

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

No supporters identified

Overall GiG Score: 7

THE ST BARNABAS SOCIETY

The St Barnabas Society is a registered charity which operates in Great Britain and Ireland. It exists to provide pastoral and financial help to former clergy and religious of other Christian denominations and other world faiths, who are resident in Great Britain and Ireland, and who have been led by faith and conscience into the full communion of the Catholic Church.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £12,449,976 available, equivalent to 213 months of spending and so may not be able to utilise additional funding

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
31/05/23	£514	£701	£-188	£12	£12,450	£12,450	213	3
31/05/22	£614	£697	£-82	£23	£12,847	£12,847	221.3	3
31/05/21	£532	£617	£-85	£14	£13,001	£13,001	252.7	3
31/05/20	£549	£701	£-152	£19	£12,038	£12,038	206.1	3
31/05/19	£463	£733	£-270	n/a	n/a	n/a	n/a	n/a
31/05/18	£467	£753	£-286	£0	£0	£0	n/a	0
31/05/17	£684	£680	£4	£38	£13,725	£13,725	242.3	6
31/05/16	£996	£703	£293	£61	£12,756	£12,756	217.9	6
31/05/15	£528	£648	£-119	£177	£8,752	£8,752	162.2	5
31/05/14	£1,309	£527	£781	£147	£8,613	£8,613	196	5
31/05/13	£677	£541	£136	£155	£7,560	£7,560	167.7	5
31/05/12	£490	£728	£-238	£0	£0	£0	n/a	0
31/05/11	£547	£633	£-86	£165	£7,105	£7,105	134.7	7
31/05/10	£405	£569	£-164	£0	£0	£0	n/a	0
31/05/09	£379	£483	£-104	£0	£0	£0	n/a	0
31/05/08	£399	£415	£-17	£0	£0	£0	n/a	0
31/05/07	£710	£368	£342	£137	£7,948	£7,948	258.9	6
31/05/06	£352	£344	£8	£0	£0	£0	n/a	0
31/05/05	£364	£328	£36	£0	£0	£0	n/a	0
31/05/04	£321	£331	£-10	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.9%
Fundraising Costs/Total Spending: 1.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 213 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.2

Asset Split ?

Established: 32 years

www.stbarnabassociety.org.uk

office@stbarnabassociety.org.uk

01865513377

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian religious associations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Ireland, Northern Ireland, Scotland,

Who it helps

Other Defined Groups

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-75

EMANUELA JOHANNA CHRISTINA WATSON-GANDY Appointed: 2023

IAN HAMBLETON Appointed: 2018, Occupation: Retired School Teacher, Other trusteeship: THE CONVERTS' AID SOCIETY,

JAMES PHILLIP TURNER Appointed: 2016, Occupation: Solicitor, Other trusteeship: THE CONVERTS' AID SOCIETY,

JANET MARY MELLOR Appointed: 2021, Occupation: Retired, Other trusteeships: THE CONVERTS' AID SOCIETY, ST MARY'S COLLEGE OSCOTT CIO,

JOSEPHINE CLARE GOUGH Appointed: 2018, Occupation: School Teacher (Part Time)

MR S DOYLE Appointed: 2007, Occupation: Investment Manager, Other trusteeships: THE CONVERTS' AID SOCIETY, SOMETHING TO LOOK FORWARD TO LIMITED,

REV DANIEL HUMPHREYS Appointed: 2023, Other trusteeships: THE CONVERTS' AID SOCIETY, JOHN BRADBURNE MEMORIAL SOCIETY,

ROLAND EDWARD HAYES (Chair) Appointed: 2014, Occupation: Director, Other trusteeships: THE CONVERTS' AID SOCIETY, GNB CHARITABLE FOUNDATION KNOWN AS 'THE HUMANITY FUND', PILGRIMAGE PEOPLE,

VICTORIA STONIER Appointed: 2021, Occupation: Retired, Other trusteeship: THE CONVERTS' AID SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 19/03/1992, number: 1009910
Registered at Companies House on 12/09/1991, number: 02645233

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Windsor House
East Point Business Park
Sandy Lane West
Oxford
OX4 6LB

Objectives

(1) THE ASSISTANCE WHETHER DIRECTLY OR INDIRECTLY AND IN WHATEVER WAY BEING CHARITABLE THE DIRECTORS THINK FIT OF PERSONS WHO HAVE BEEN RECEIVED INTO THE ROMAN CATHOLIC CHURCH AND WHO BEFORE SUCH INCEPTION HAD BEEN MINISTERS OF ANY NON-ROMAN CATHOLIC DENOMINATIONS (2) THE RELIEF OF POVERTY WHETHER DIRECTLY OR INDIRECTLY AND IN WHATEVER WAY THE DIRECTORS THINK FIT OF:- (A)PERSONS WHO HAVE BEEN RECEIVED INTO THE ROMAN CATHOLIC CHURCH AND WHO BEFORE SUCH RECEPTION HAD BEEN (WHETHER AS REGULAR MINISTERS OR AS LAY READERS OR OTHERWISE) THE HOLDERS OF ANY OFFICIAL POSITIONS IN ANY NON-ROMAN CATHOLIC RELIGIOUS BODY OR WHO HAD BEEN MEMBERS OF ANY NON-ROMAN CATHOLIC RELIGIOUS SISTERHOOD. (B) THE DEPENDANTS OF ANY PERSONS WHO MEET THE DESCRIPTION CONTAINED IN SUB-CLAUSE 3.2.1.(A) HEREOF OR ANY DECEASED PERSONS WHO MET THAT DESCRIPTION DURING THEIR LIFETIME. (2) THE RELIEF OF THE AGED, INFIRM OR POOR ROMAN CATHOLIC PRIESTS. (3) THE PROMOTION OF ANY CHARITABLE PURPOSE OR PURPOSES FOR OR CONNECTED WITH THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION.

Defined Area of Benefit:

NOT DEFINED

Data Sources