Finance Score: 0

Governance Score: -3

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Narrow trustee age band: -2

Large volunteers +3

Overall GiG Score: 0

THE MARY AND MARGARET CHARITY

OPERATION OF MEDIEVAL CHAPEL AND ALMSHOUSES AS HERITAGE CENTER; PUBLIC OPEN SPACE; PLACE FOR WORSHIP

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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	Volun- teers
31/01/23		£21	£30	£-9	n/a	n/a	n/a	n/a	n/a	12
31/01/22		£23	£14	£9	n/a	n/a	n/a	n/a	n/a	10
31/01/21		£15	£14	£2	n/a	n/a	n/a	n/a	n/a	10
31/01/20		£14	£16	£-2	n/a	n/a	n/a	n/a	n/a	29
31/01/19		£12	£9	£3	n/a	n/a	n/a	n/a	n/a	12
31/01/18		£9	£6	£3	£0	£0	£0	n/a	0	0
31/01/17		£11	£7	£4	£0	£0	£0	n/a	0	0
31/01/16		£12	£7	£5	£0	£0	£0	n/a	0	0
31/01/15		£8	£6	£2	£0	£0	£0	n/a	0	0
31/01/14	*	£6	£6	£0	£0	£0	£0	n/a	0	0
31/01/13	*	£7	£8	£0	£0	£0	£0	n/a	0	0
31/01/12		£87	£86	£1	£0	£0	£0	n/a	0	0
31/01/11	*	£52	£8	£44	£0	£0	£0	n/a	0	0
31/01/10	*	£12	£11	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 15 years

www.stmargaretschapel.org.uk

01458860360

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Religious Activities

GiG Classification

Christian congregations

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Somerset,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of 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
National Lottery Community Fund - Accessible Toilet
£10,000	20/04/2011 12	This is a project by a community group in Glastonbury, Somerset. The group will use the funding to build a disabled toilet and small kitchenette facility in the grounds. This will enable more people ....more This is a project by a community group in Glastonbury, Somerset. The group will use the funding to build a disabled toilet and small kitchenette facility in the grounds. This will enable more people to visit the site.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-82

JONATHAN HERIZ SMITH Appointed: 2023

CHRISTOPHER CRAIG Appointed: 2016, Occupation: Carpenter

ELISABETH ANNA THAM Appointed: 2012, Occupation: Retired

MICHAEL WILLIAM RAHN Appointed: 2014, Occupation: Company Director

PAUL MANNING Appointed: 2019, Occupation: Company Director

REV DAVID JOHN LAMONT MACGEOCH, Other trusteeship: ST JOHN'S SCHOOL HOUSE (GLASTONBURY),

DAVID HOLLAND Appointed: 2009, Occupation: Chartered Certified Accountant

ELIZABETH PEARSON Appointed: 2019, Occupation: Retired, Other trusteeships: THE GLASTONBURY PEOPLE'S TRUST, LOVE GLASTONBURY,

Legal constitution

Charitable company registered in England & Wales on 02/03/2009, number: 1128332
Registered at Companies House on 21/01/2009, number: 06796689

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

14 returns made; AR14: 108 days late, AR13: 38 days late, AR11: 19 days late, AR10: 194 days late,

Main office

The Abbey Parishes Office
3 Church Lane
GLASTONBURY
Somerset
BA6 9JQ

Objectives

3.1. TO ADVANCE THE CHRISTIAN FAITH IN ACCORDANCE WITH THE DOCTRINES OFTHE CHURCH OF ENGLAND;3.2. TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE RENOVATION ANDPRESERVATION OF THE ST. MARGARET'S CHAPEL AND THE ROYAL MAGDALENEALMSHOUSES, GLASTONBURY, AS BUILDINGS OF SPECIAL ARCHITECTURAL ANDHISTORICAL INTEREST; AND3.3. TO ADVANCE THE EDUCATION OF THE PUBLIC, IN PARTICULAR BUT NOTEXCLUSIVELY, IN THE HISTORICAL AND ARCHITECTURAL VALUE OF THE ST.MARGARET'S CHAPEL AND THE ROYAL MAGDALENE ALMSHOUSES AND INTHEIR RENOVATION AND PRESERVATION.

Defined Area of Benefit:

GLASTONBURY

Data Sources