Finance Score: -3

Governance Score: 5

Support Score: 5

Excess reserves: -4
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 7

BLACKBURN DIOCESAN BOARD OF EDUCATION

To develop Christian Education in parishes, schools, further and higher education establishments within the Diocese of Blackburn. To support school governors in the maintenance and development of school buildings. To be the Custodian trustee of school buildings and land as defined in individual school trust deeds or under section 86 of the Education Act 1944.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,110,000 available, equivalent to 52 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

Established: 31 years
(68 years as a company)

bdeducation.org.uk

helen.morris@blackburn.anglican.org

01254503404

Charity Commission for England and Wales

Tweets

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
31/12/22	*	£1,186	£1,172	£14	£2	£5,738	£5,110	52.3	18	12
31/12/21		£1,026	£1,145	£-119	£2	£6,016	£5,397	56.6	20	12
31/12/20		£1,036	£1,128	£-92	£2	£5,910	£5,318	56.6	23	12
31/12/19		£1,061	£1,420	£-359	£3	£5,908	£5,367	45.4	22	15
31/12/18		£1,149	£1,296	£-147	£11	£6,031	£5,476	50.7	22	20
31/12/17		£1,190	£751	£439	£14	£6,253	£5,730	91.6	25	0
31/12/16		£1,282	£1,441	£-159	£24	£5,723	£5,268	43.9	26	0
31/12/15		£1,483	£1,501	£-18	£31	£5,880	£5,426	43.4	29	0
31/12/14		£1,264	£1,779	£-515	£62	£5,895	£5,255	35.4	32	0
31/12/13		£1,284	£1,954	£-670	£48	£6,348	£5,767	35.4	25	0
31/12/12		£1,361	£1,095	£266	£46	£6,948	£6,536	71.6	23	0
31/12/11		£18,307	£18,014	£293	£46	£6,611	£6,246	4.2	23	0
31/12/10		£37,169	£36,724	£445	£104	£6,381	£6,014	2	24	0
31/12/09		£30,049	£29,722	£327	£135	£5,886	£5,563	2.2	23	0
31/12/08		£32,800	£31,845	£955	£122	£5,510	£5,227	2	19	0
31/12/07		£24,669	£23,839	£830	£112	£4,779	£4,415	2.2	20	0
31/12/06		£21,174	£20,720	£454	£0	£0	£0	n/a	0	0
31/12/05		£21,062	£20,480	£582	£0	£0	£0	n/a	0	0
31/12/04		£20,102	£19,149	£953	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 67%
Liabilities/Income: 989%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 52.3 months
Net Current Assets/Spending: 33 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

Education/Training
Religious Activities

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Blackburn With Darwen, Blackpool, Lancashire, Wigan,

Who it helps

Children/Young People

Who works here?

18 employees
12 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.

Specific Donations

Amount	When Months	To be used for
Department for Business, Energy and Industrial Strategy - Public Sector Low Carbon Skills Fund (Phase 1)
£9,625	08/03/2021	To improve low carbon skills in the public sector
Department for Business, Energy and Industrial Strategy - Public Sector Low Carbon Skills Fund (Phase 1)
£220,000	01/03/2021	To improve low carbon skills in the public sector
Department for Education - Full Fibre Broadband
£71,310	01/04/2020	Capital funding to support the roll out of full fibre broadband to rural schools.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 39-73

ANNE CHARLOTTE ABERNETHY Appointed: 2019, Occupation: Retired

DEBORAH LOUISE METCALFE Appointed: 2019, Occupation: Headteacher

JONATHAN MARK PHAIR HEWITT Appointed: 1993, Occupation: Senior Lea Adviser, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST THOMAS ,GARSTANG,

MISS JO SNAPE, Occupation: Head Teacher

REV ANDREW HOLLIDAY Appointed: 2016, Occupation: Clerk In Holy Orders, Other trusteeships: THE BLACKBURN DIOCESAN BOARD OF FINANCE LIMITED, ST WILFRID'S STANDISH CHURCH TRUST, JOHN ATHERTON CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST WILFRID'S STANDISH,

REV CRAIG ANDREW ABBOTT Appointed: 2022, Occupation: Clerk In Holy Orders

REV DAVID ARNOLD Appointed: 2016, Occupation: Vicar

REV SIMON CHRISTOPHER LLOYD Appointed: 2022, Occupation: Clerk In Holy Orders

RICHARD JONES Appointed: 2014, Occupation: Headteacher

STEPHEN WHITTAKER Appointed: 2023, Occupation: Diocesan Secretary, Other trusteeships: CLERGY WIDOWS' AND ORPHANS' FUND, THE BISHOP OF BLACKBURN'S FUND FOR THE WIDOWS AND ORPHANS OF POOR CLERGY, HUTTON CHARITY, HENRY ASSHETON CROSS,

THE REVEREND PHILIP RICHARD MEREDITH VENABLES Appointed: 2016, Occupation: Clergyman

THE VENERABLE DAVID PICKEN (Chair) Appointed: 2020, Occupation: Archdeacon

YUSRA ARSHAD Appointed: 2022, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 22/04/1993, number: 1020101
Registered at Companies House on 30/11/1955, number: 00557954

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 6 days late,

Main office

BLACKBURN DIOCESAN BOARD OF
EDUCATION
CLAYTON HOUSE
WALKER OFFICE PARK
BLACKBURN
BB1 2QE

Objectives

THE OBJECT FOR WHICH THE COMPANY IS ESTABLISHED IS TO PROMOTE OR ASSIST IN THE PROMOTION OF EDUCATION IN THE DIOCESE OF BLACKBURN THAT IS CONSISTENT WITH THE FAITH AND PRACTICE OF THE CHURCH OF ENGLAND, INCLUDING (BUT WITHOUT LIMITATION) BY:3.1 PROMOTING OR ASSISTING IN THE PROMOTION OF RELIGIOUS EDUCATION AND RELIGIOUS WORSHIP IN SCHOOLS IN THE DIOCESE;3.2 PROMOTING OR ASSISTING IN THE PROMOTION OF CHURCH SCHOOLS IN THE DIOCESE;3.3 PROMOTING CO-OPERATION BETWEEN ITSELF AND OTHER PERSONS CONCERNED WITH EDUCATION IN THE DIOCESE;3.4 DISCHARGING WITHIN THE DIOCESE THE FUNCTIONS ASSIGNED TO DIOCESAN BOARDS OF EDUCATION BY SECTION 2 AND SECTIONS 7 TO 15 OF THE DIOCESAN BOARDS OF EDUCATION MEASURE 2021 OR BY AMENDING LEGISLATION; AND3.5 DISCHARGING WITHIN THE DIOCESE SUCH OTHER CHARITABLE FUNCTIONS AS MAY BE ASSIGNED TO THE BOARD BY THE DIOCESAN SYNOD, OTHER THAN FUNCTIONS RELATING TO CHURCH SCHOOLS OR CHURCH EDUCATIONAL ENDOWMENTS.

Defined Area of Benefit:

DIOCESE OF BLACKBURN

Data Sources