Finance Score: -8

Governance Score: 5

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs high: -5

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 0

BRITAIN YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS)

Sustaining our church and faith; Supporting Quaker meetings; Promoting Quakerism; Witness through Action.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £74,964,000 available, equivalent to 58 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
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£12,961	£15,629	£-2,668	£4,719	£88,669	£74,964	57.6	147	1,000
31/12/22	*	£9,359	£11,995	£-2,636	£3,852	£90,639	£76,482	76.5	124	1,000
31/12/21		£9,979	£8,749	£1,230	£1,734	£99,125	£84,369	115.7	107	1,000
31/12/20		£16,087	£12,026	£4,061	£2,967	£91,663	£78,473	78.3	140	1,000
31/12/19		£17,176	£13,929	£3,247	£4,760	£85,866	£73,104	63	158	1,000
31/12/18		£12,190	£12,747	£-557	£4,251	£77,358	£65,457	61.6	156	0
31/12/17		£13,038	£13,098	£-60	£4,111	£80,252	£68,413	62.7	137	0
31/12/16		£10,902	£10,668	£234	£3,164	£58,643	£46,796	52.6	135	0
31/12/15		£10,900	£11,128	£-228	£4,320	£56,557	£44,811	48.3	132	0
31/12/14		£11,336	£10,538	£798	£3,568	£61,185	£50,073	57	133	0
31/12/13		£12,063	£9,804	£2,259	£3,336	£59,919	£49,126	60.1	108	0
31/12/12		£10,918	£9,569	£1,349	£3,284	£53,525	£43,594	54.7	97	0
31/12/11		£10,576	£10,864	£-288	£3,028	£44,686	£35,655	39.4	98	0
31/12/10		£11,155	£8,592	£2,563	£2,840	£41,646	£33,375	46.6	107	0
31/12/09		£9,006	£8,799	£207	£2,660	£38,602	£31,039	42.3	99	0

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Financial Ratios

Fundraising Costs/Relevant Income: 73.6%
Fundraising Costs/Total Spending: 31.2%
Senior Staff Costs/Total Spending: 13%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 4%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 57.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 0.9

Asset Split ?

Balance Sheet History

Established: 16 years

www.quaker.org.uk

neilj@quaker.org.uk

02076631161

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Other congregations

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Belgium, Burundi, Canada, Congo (Democratic Republic), Cuba, India, Ireland, Israel, Jordan, Kenya, Netherlands, Scotland, Switzerland, Throughout England And Wales, Uganda, United States, Zimbabwe,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Environment, Food and Rural Affairs - M08 - Investments in forest area development and improvement of the viability of forests Exchq funded NSA P2
£18,351	01/04/2021	This measure covers grants for investments in forest area development and improvement of the viability of forests under Countryside Productivity and ESIF Growth Programme. Forest areas supported under this Measure must be managed in accordance with ....more This measure covers grants for investments in forest area development and improvement of the viability of forests under Countryside Productivity and ESIF Growth Programme. Forest areas supported under this Measure must be managed in accordance with the UK
Essex Community Foundation - Grant to Religious Society of Friends
£5,000	14/01/2021	towards the installation of a mechanical ventilation system at a community facility in Maldon

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

CAROLYN HAYMAN Appointed: 2019

CATHERINE MARY BROWN Appointed: 2023

CHRISTOPHER ANDREW FOTHERINGHAM Appointed: 2020

DANIELLE WALKER PALMOUR Appointed: 2019

ELIZABETH JOSEPHINE REDFERN Appointed: 2024

FRIEND ELEANOR ANNE HARDING Appointed: 2019

FRIEND SILAS JOHNSON PRICE Appointed: 2021

GEORGINA BAILEY Appointed: 2022

JOANNA LOUISE HILLS Appointed: 2024

KIT JONATHAN KING Appointed: 2024

MARIA ROSARIA JOHNSON (Chair) Appointed: 2023

PAUL CHAPPLE WHITEHOUSE Appointed: 2023

URSULA DOROTHY FULLER Appointed: 2024

Legal constitution

Charity registered in England & Wales on 20/01/2009, number: 1127633

Gift Aid

Registered with HMRC for Gift Aid

Event History

16/02/2016 - Asset transfer in from FRIENDS FELLOWSHIP OF HEALING (LATTENDALES)
08/03/2016 - Asset transfer in from RESOLVE CYMRU LIMITED
30/11/2018 - Asset transfer in from THE CHURCHES' AGENCY FOR SAFEGUARDING
16/07/2024 - Asset transfer in from QUAKER CONCERN FOR THE ABOLITION OF TORTURE

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR22: 14 days late,

Recent reorganisation events:

Asset transfer in from QUAKER CONCERN FOR THE ABOLITION OF TORTURE on 16/07/2024

Main office

RELIGIOUS SOCIETY OF FRIENDS
FRIENDS HOUSE
173-177 EUSTON ROAD
LONDON
NW1 2BJ

Objectives

THE OBJECT OF BRITAIN YEARLY MEETING IS THE FURTHERANCE OF THE GENERAL RELIGIOUS AND CHARITABLE PURPOSES OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN AND BEYOND.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE NATIONAL AND OVERSEAS

Data Sources

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