Finance Score: 2

Governance Score: 0

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 5

WORTH ABBEY

In response to the call of Christ, the monks of Worth Abbey live as a community, create a sanctuary into which we welcome visitors to share our life of prayer & we offer evangelization through our many works outside of the monastery including within Worth School, parish & our retreat house. We support the Lay Community of St Benedict, the Compass project & work with refugees & the poor in Peru.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/08/23	£21,871	£21,745	£126	£1,224	£29,989	£28,535	15.7	280	0
31/08/22	£18,977	£17,970	£1,007	£976	£30,087	£22,104	14.8	278	0
31/08/21	£15,525	£15,717	£-192	£562	£29,188	£20,898	16	270	0
31/08/20	£16,311	£15,946	£365	£208	£28,812	£8,259	6.2	271	0
31/08/19	£22,768	£15,864	£6,903	£818	£28,448	£20,208	15.3	231	3
31/08/18	£15,133	£14,860	£274	£708	£21,396	£19,549	15.8	240	0
31/08/17	£13,806	£14,915	£-1,109	£711	£20,896	£19,159	15.4	217	0
31/08/16	£13,533	£14,192	£-660	£308	£21,997	£19,904	16.8	197	0
31/08/15	£13,786	£13,437	£350	£20	£21,880	£20,367	18.2	192	0
31/08/14	£13,903	£12,336	£1,567	£23	£21,478	£19,973	19.4	184	0
31/08/13	£13,336	£12,723	£614	£265	£19,598	£18,156	17.1	179	0
31/08/12	£12,951	£11,608	£1,343	£225	£18,648	£17,368	18	173	0
31/08/11	£12,439	£11,305	£1,134	£227	£17,079	£15,845	16.8	162	0
31/08/10	£12,015	£10,539	£1,476	£241	£16,012	£14,272	16.3	159	0
31/08/09	£10,589	£9,849	£740	£305	£14,507	£13,078	15.9	150	0
31/08/08	£9,663	£9,473	£189	£196	£14,007	£12,495	15.8	147	0
31/08/07	£9,476	£8,676	£799	£220	£13,765	£12,094	16.7	147	0
31/08/06	£8,637	£8,277	£360	£0	£0	£0	n/a	0	0
31/08/05	£8,346	£7,919	£427	£0	£0	£0	n/a	0	0
31/08/04	£8,596	£8,095	£501	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.1%
Fundraising Costs/Total Spending: 5.7%
Senior Staff Costs/Total Spending: 20%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 32%
Liabilities/Income: 66%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.5

Asset Split ?

Established: 22 years

www.worthabbey.net

TheMonastery@worthabbey.net

01342710310

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
Other Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Brighton And Hove, Peru, West Sussex,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

280 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 62-76

ALDA ANDREOTTI Appointed: 2023, Occupation: Consultant

REV MICHAEL THOMS Appointed: 2023, Occupation: Retired

REV PETER CHRISTOPHER JAMISON Appointed: 2024, Occupation: Clerk In Holy Orders

REV PETER MOSTYN WILLIAMS Appointed: 2021, Occupation: Religious

ANNE-MARIE PIPER Appointed: 2024, Occupation: Retired, Other trusteeships: WOMEN OF THE YEAR FOUNDATION, FIGHT FOR PEACE INTERNATIONAL,

REV JOHN DOUGLAS BARRETT Appointed: 2013, Occupation: Clerk In Holy Orders, Other trusteeship: WORTH SCHOOL,

REV PATRICK VINCENT FLUDDER Appointed: 2012, Occupation: Clerk In Holy Orders

THE REVEREND CHRISTOPHER LINLEY MURRAY, Occupation: Clerk In Holy Orders

Legal constitution

Charitable company registered in England & Wales on 24/09/2002, number: 1093913
Registered at Companies House on 02/07/2002, number: 04475556

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
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
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

WORTH ABBEY
PADDOCKHURST ROAD
TURNERS HILL
CRAWLEY
RH10 4SB

Objectives

(1)THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION;(2)THE RELIEF OF THE INFIRM, AGED OR POOR AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, THE RELIEF OF AGED PRIESTS AND CLERICS, OTHER PERSONS PROFESSING THE CATHOLIC RELIGION OR WHO ARE RELATED TO PRIESTS OR CLERICS OF THE ROMAN CATHOLIC CHURCH;(3)THE ADVANCEMENT OF EDUCATION AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, THE EDUCATION AND TRAINING OF PRIESTS AND PERSONS DESIROUS OF BECOMING PRIESTS OF THE ROMAN CATHOLIC CHURCH; AND(4)SUCH OTHER PURPOSES THAT ARE CHARITABLE IN ENGLISH LAW WHETHER OR NOT DIRECTLY CONNECTED WITH THE ROMAN CATHOLIC CHURCH.

Defined Area of Benefit:

WEST SUSSEX

Data Sources