Finance Score: -4

Governance Score: 6

Support Score: 6

Spending falling: -1
Volatile income: -3
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 8

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SAINT MARY, BRIDGWATER

St Marys church is a Magnificat parish in the Bath and Wells Diocese. Our vision is to love, serve and welcome all, as a nourishing community, passionate and energised by our faith. Over the last number of years we have been growing as a community hub which exists for our local community of Bridgwater, and the surrounding area, and encourages flourishing of life for all.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

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

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		£115	£111	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£110	£100	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£81	£75	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£168	£118	£50	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£219	£230	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£170	£150	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£450	£732	£-282	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£456	£419	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£76	£74	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£73	£93	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£112	£86	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£96	£91	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£73	£111	£-38	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£81	£111	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£101	£90	£11	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 16 years

https://www.stmarysbridgwater.org/

saintmarybridgwater@gmail.com

01278 424972

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

Makes grants to individuals
Makes grants to organisations
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
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
Somerset Community Foundation - Creating more workspace in a community kitchen in Bridgewater.
£2,500	25/11/2022	Grant to St Mary's, Bridgwater
Somerset Community Foundation - Salary costs for a toddlers group at community church
£1,500	21/07/2022	Contribution towards salary costs of a toddler play group
Somerset Community Foundation - Mums and Toddler Group
£5,000	17/12/2021	Play equipment for a new toddler/carer group
DCMS - CRF21 The Parochial Church Council of the Ecclesiastical Parish of Saint Mary, Bridgwater
£7,800	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20 The Parochial Church Council of the Ecclesiastical Parish of Saint Mary, Bridgwater
£20,900	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Garfield Weston Foundation - Main Grants award
£15,000	29/06/2017	Reordering of church interior
National Lottery Community Fund - Provision of 250 stackable chairs for community use in our reordered c
£10,000	17/08/2016 12	The group will use the funding to replace pews in their church to provide a flexible place for a range of community activities. This will allow a variety of community groups to use the church for different activities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

ALISON JONQUIL GREEN Appointed: 2024

GRAHAM JOHN COOK Appointed: 2024

ITZIAR SIMO-ARROYO Appointed: 2023

JULIET MARION SULLY

JONATHAN THURLOW Appointed: 2024

JULIAN NICHOLAS ARTHUR HIGGS Appointed: 2018

KELVIN ROBERT MILLIS Appointed: 2024

LESLEY CAROL GRIFFIN

PERCY RICHARD SMITH Appointed: 2022

RICHARD EDWARD STRANGE Appointed: 2022

REV SUSAN JANE OSMOND (Chair) Appointed: 2020

STEPHEN RICHARD CROSS Appointed: 2023

Legal constitution

Charity registered in England & Wales on 12/03/2009, number: 1128525

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR18: 1 days late,

Main office

St. Marys Church
St. Mary Street
BRIDGWATER
Somerset
TA6 3EQ

Objectives

Promoting in the ecclesiastical parish the whole mission of the Church.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources

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