Finance Score: 0

Governance Score: 0

Support Score: 0

Spending falling: -1
but now stabilising: +1
No PartB

No supporters identified

Overall GiG Score: 0

WORCESTER DIOCESAN SITES AND BUILDINGS FUND

Makes loans to Parochial Church Councils in the Diocese of Worcester with regard to repairs and improvements to church buildings. Makes grants for licensed mission posts in the Diocese of Worcester.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently

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
31/12/22	£25	£0	£25	n/a	n/a	n/a	n/a	n/a
31/12/21	£17	£0	£17	n/a	n/a	n/a	n/a	n/a
31/12/20	£17	£0	£17	n/a	n/a	n/a	n/a	n/a
31/12/19	£17	£0	£16	n/a	n/a	n/a	n/a	n/a
31/12/18	£16	£6	£10	£0	£0	£0	n/a	0
31/12/17	£16	£6	£10	£0	£0	£0	n/a	0
31/12/16	£13	£35	£-22	£0	£0	£0	n/a	0
31/12/15	£16	£23	£-7	£0	£0	£0	n/a	0
31/12/14	£16	£25	£-10	£0	£0	£0	n/a	0
31/12/13	£15	£21	£-6	£0	£0	£0	n/a	0
31/12/12	£16	£26	£-10	£0	£0	£0	n/a	0
31/12/11	£16	£38	£-22	£0	£0	£0	n/a	0
31/12/10	£19	£30	£-11	£0	£0	£0	n/a	0
31/12/09	£22	£86	£-64	£0	£0	£0	n/a	0
31/12/08	£26	£66	£-41	£0	£0	£0	n/a	0
31/12/07	£23	£53	£-30	£0	£0	£0	n/a	0
31/12/06	£23	£6	£16	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 19 years

jnex@cofe-worcester.org.uk

01905732802

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Makes Grants to Organisations
Other charitable activities

Where it operates

Dudley, Gloucestershire, Sandwell, Staffordshire, Wolverhampton, Worcestershire,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees:

DR JOHN PHILIP HARRY PRESTON Appointed: 2018

THE VERY REVD PETER GORDON ATKINSON MA, FRSA Appointed: 2007

BEVERLEY HIRONS Appointed: 2011, Other trusteeships: THE WORCESTER DIOCESAN SOCIAL RESPONSIBILITY FUND, WORCESTER DIOCESAN ORDINATION CANDIDATES FUND,

ROBERT DESMOND GARVIN Appointed: 2011, Other trusteeships: THE WORCESTER DIOCESAN SOCIAL RESPONSIBILITY FUND, WORCESTER DIOCESAN ORDINATION CANDIDATES FUND, MOYOLA CHARITY,

THE VEN NICOLA JANE GROARKE Appointed: 2014, Occupation: The Archdeacon Of Dudley, Other trusteeships: WORCESTER DIOCESAN BOARD OF FINANCE LIMITED, THE WORCESTER DIOCESAN SOCIAL RESPONSIBILITY FUND, WORCESTER DIOCESAN ORDINATION CANDIDATES FUND, BRIDGE BUILDERS MINISTRIES, DIOCESE OF WORCESTER CHURCH BUILDINGS MANAGEMENT PARTNERSHIP TRUST,

THE VEN ROBERT GEORGE JONES Appointed: 2014, Occupation: Clerk In Holy Orders, Other trusteeships: THE WORCESTER DIOCESAN SOCIAL RESPONSIBILITY FUND, DIOCESE OF WORCESTER CHURCH BUILDINGS MANAGEMENT PARTNERSHIP TRUST,

THE RT REVD MARTIN CHARLES WILLIAM GORICK Appointed: 2020, Other trusteeships: WORCESTER DIOCESAN BOARD OF FINANCE LIMITED, CLERGY HOLIDAYS FUND, WORCESTER DIOCESAN ORDINATION CANDIDATES FUND, BLACK COUNTRY URBAN INDUSTRIAL MISSION,

THE RT REVD JOHN GEOFFREY INGE (Chair) Appointed: 2007, Occupation: Bishop, Other trusteeships: WORCESTER DIOCESAN BOARD OF FINANCE LIMITED, CLERGY HOLIDAYS FUND, THE WORCESTER DIOCESAN SOCIAL RESPONSIBILITY FUND, WORCESTER DIOCESAN ORDINATION CANDIDATES FUND, THE ARCHBISHOP'S EXAMINATION IN THEOLOGY TRUST,

Legal constitution

Charity registered in England & Wales on 30/03/2005, number: 1108759

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

17 returns made; all on time

Main office

The Diocesan Office
16 Lowesmoor Wharf
WORCESTER
WR1 2RS

Objectives

(A) THE HOLDING, INVESTING AND APPLYING THAT PART OF THE WORCESTER DIOCESAN SITES AND BUILDING FUND ORIGINALLY KNOWN AS THE MILLION SHILLINGS FUND TO WHICH THE DIOCESE IS ENTITLED, OR ANY ADDITION THERETO, OR ANY TRUST PROPERTY FOR THE TIME BEING, ALL WHICH MONEYS AND PROPERTY ARE HEREINAFTER COLLECTIVELY REFERRED TO AS THE SAID FUND:(B) THE ACQUIRING BY GIFT, WITH OR WITHOUT ANY CONDITION AS TO BUILDING, ANY REAL OR PERSONAL PROPERTY OF ANY NATURE, WITH POWER TO GRANT SUCH REAL PROPERTY, WITH OR WITHOUT CONSIDERATION, TO ANY OTHER PERSONS;(C) THE LENDING OF PORTIONS OF THE CAPITAL OR INCOME OF THE SAID FUND, ON SUCH PERSONAL OR OTHER SECURITY AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY THINK FIT, TO ANY PERSONS WHO ARE PROVIDING OR DESIRE TO PROVIDE FOR MINISTRATIONS IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND, EITHER FOR THE PURCHASE OF SITES FOR MISSION ROOMS OR CHURCHES FOR SUCH MINISTRATIONS, IN NEW OR GROWING DISTRICTS WITHIN THE DIOCESE FOR WHICH THERE IS NOT ADEQUATE PROVISION, OR FOR THE BUILDING OF SUCH MISSION ROOMS OR CHURCHES. SUCH LOANS TO BE REPAYABLE OVER SUCH A PERIOD AND TO BEAR SUCH RATE OF INTEREST AS SHALL FROM TIME TO TIME BE DETERMINED BY THE TRUSTEES;(D) THE LENDING OF PORTIONS OF THE CAPITAL OR INCOME OF THE SAID FUND TO SUCH PERSONS AND ON SUCH TERMS AS THE TRUSTEES SHALL THINK FIT FOR THE FOLLOWING PURPOSES:(1) THE ACQUISITION OF SITES FOR CHURCH ROOMS, INSTITUTES, VICARAGES OR VICARAGE GARDENS, OR FOR ERECTING BUILDINGS ON SUCH SITES:(2) THE RESTORATION OF CHURCHES, CHURCH ROOMS OR INSTITUTES:(3) THE ENLARGEMENT OF CHURCHYARDS:(4) THE BUILDING ALTERATION OR RESTORATION OF SUNDAY SCHOOLS OR CHURCH OF ENGLAND DAY SCHOOLS.(E) THE PAYMENT OF GRANTS OUT OF THE INCOME OF THE SAID FUND FOR THE MAINTENANCE OF LICENSED CURATES TO BE PLACED IN CHARGE OF SUCH MISSION ROOMS OR CHURCHES OR OF MISSION ROOMS OR CHURCHES IN NEW OR GROWING DISTRICTS WHICH HAVE BEEN PROVIDED OTHERWISE THAN WITH THE AID OF THE SAID FUND OR FOR MAINTENANCE OF CLERGY AND/OR ACCREDITED LAY WORKERS INVOLVED IN THE DEVELOPMENT OF MISSION IN THE DIOCESE OF WORCESTER AND LICENSED FOR SUCH PURPOSES BY THE BISHOP AND WHETHER OR NOT USING FOR THOSE PURPOSES SUCH MISSION ROOMS OR CHURCHES.

Defined Area of Benefit:

NOT DEFINED

Data Sources