Finance Score: -3

Governance Score: 2

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE SHERBORNE ABBEY MINISTRY VOCATIONAL AND BENEVOLENT FUND

The relief of hardship and provision of financial support for clergy, retired clergy and lay ministers and assistants in the Church of England, their spouses or dependants, resident in Sherborne, Dorset.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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
30/04/23		£0	£29	£-29	n/a	n/a	n/a	n/a	n/a
30/04/22		£0	£2	£-2	n/a	n/a	n/a	n/a	n/a
30/04/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/04/20		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/04/19		£1	£4	£-3	n/a	n/a	n/a	n/a	n/a
30/04/18		£3	£5	£-2	£0	£0	£0	n/a	0
30/04/17		£179	£2	£178	£0	£0	£0	n/a	0
30/04/16		£0	£0	£0	£0	£0	£0	NAN	0
30/04/15		£0	£0	£0	£0	£0	£0	NAN	0
30/04/14	*	£0	£0	£0	£0	£0	£0	NAN	0
30/04/13	*	£0	£0	£0	£0	£0	£0	NAN	0
30/04/12	*	£0	£0	£0	£0	£0	£0	NAN	0
30/04/11	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/04/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/04/09		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/04/08		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/04/07		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/04/06?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/04/04		£1	£0	£1	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 21 years

bernardandtina@btinternet.com

01935814506

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Financial or material assistance

How it operates

Makes Grants to Individuals
Provides other finance

Where it operates

Dorset,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

HILARY ANNE PEARCE

JONATHAN BEAUMARIS STONES, Other trusteeship: THE COCKATOO TRUST,

TIM BARTLEY, Other trusteeship: SHERBORNE SPORTS TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 02/04/2003, number: 1096818

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR21: 1 days late, AR14: 324 days late, AR13: 689 days late, AR12: 1054 days late, AR11: 1420 days late,

Main office

15 THE CLOISTERS
LONG STREET
SHERBORNE
DT9 3BS

Objectives

1. THE RELIEF OF NEED, HARDSHIP OR DISTRESS, IN PARTICULAR BUT NOT EXCLUSIVELY BY:-1.1 THE PROVISION OF FINANCIAL SUPPORT IN THE ENABLEMENT TOWARDS THE EFFECTIVE PERFORMANCE AND FULFILMENT OF THEIR MINISTRY OF THE HOLDERS FOR THE TIME BEING OF THE OFFICE WITHIN THE CHURCH OF ENGLAND OF THE VICAR OR ASSISTANT CURATE OF THE PARISH OF SHERBORNE IN DORSET, OR ANY PRIEST, DEACON OR SARUM READER HOLDING THE BISHOP OF SALISBURY'S LICENSE OR PERMISSION TO OFFICIATE TO ASSIST THE VICAR OF SHERBORNE IN THE PARISH OF SHERBORNE IN DORSET1.2 THE PROVISION OF FINANCIAL SUPPORT FOR ANY PREVIOUS HOLDERS OF ANY OF THE OFFICES REFERRED TO IN 1.1 ABOVE1.3 THE PROVISION OF FINANCIAL SUPPORT FOR ANY RETIRED PRIESTS IN THE CHURCH OF ENGLAND WHO MAY BE RESIDENT FOR THE TIME BEING IN THE PARISH OF SHERBORNE1.4 THE PROVISION OF FINANCIAL SUPPORT FOR ANY SPOUSES, SURVIVING SPOUSES, OR DEPENDANTS OF ANY PERSONS REFERRED TO 1.1, 1.2 AND 1.3 ABOVE

Defined Area of Benefit:

PARISH OF SHERBORNE IN DORSET

Data Sources