Finance Score: -6

Governance Score: 3

Support Score: 6

Deficit on trading: -1
Multiple Deficits and declines: -5

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 3

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY HAZLEMERE

Regular public worship open to all. Teaching of Christianity through sermons, courses and small groups. Taking of religious assemblies in schools. Promotion of Christianity through events, meetings and literature. Promoting the whole mission of the Church through provision of activities for senior citizens, parents and others. Supporting other charities in the U.K. and overseas.

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 a grant maker
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Why are there 23 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

The accounts in the latest year show a significant deficit from trading activities
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£623	£565	£58	£0	£464	£464	9.9	12	200
31/12/22	£498	£499	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£743	£1,415	£-672	£0	£407	£407	3.5	11	150
31/12/20	£937	£1,336	£-399	£2	£1,079	£661	5.9	11	50
31/12/19	£1,342	£602	£740	£1	£1,478	£641	12.8	11	200
31/12/18	£624	£472	£152	£0	£738	£673	17.1	14	0
31/12/17	£519	£449	£71	£0	£586	£585	15.6	14	0
31/12/16	£546	£452	£95	£0	£515	£515	13.7	14	0
31/12/15	£498	£456	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£478	£428	£51	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£464	£423	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£397	£394	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£392	£428	£-36	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£377	£427	£-50	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£461	£422	£39	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6.1

Asset Split ?

Balance Sheet History

Established: 16 years

www.hazlemere.org

ht.office@hazlemere.org

01494523191

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

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

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
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
Joseph Rank Trust - Holy Trinity Church, Hazlemere
£30,000	29/07/2022	To fund the Senior Youth Minister

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (23)

Current Trustees appointed

Gender Split

ANNA MARY GREATHEAD Appointed: 2017

BRIAN ECKHEART Appointed: 2018

CHARLOTTE MORRIS Appointed: 2024

CHARLOTTE WOOD Appointed: 2023

JACQUELINE CLARE PESTELL Appointed: 2020

JAMES HAZELTON Appointed: 2014

JANE MONTGOMERY Appointed: 2017

JILL CASTLE Appointed: 2023

MARK JULIAN OLSEN Appointed: 2019

MARK MOORCRAFT Appointed: 2017

MICHAEL CROSS Appointed: 2018

PATRICIA HARDING Appointed: 2019

PETER JOHN GREEN Appointed: 2022

ROBERT JOHN WALDRON Appointed: 2018

REV CLAIRE GERARD Appointed: 2019

REV CHRISTINE SACRE Appointed: 2022

REV MARK JAMES MEARDON BSC,MTS,MA (Chair)

REV STEPHEN ANDREW WHITMORE Appointed: 2021

RICHARD ARTHUR CAVENDER JONES Appointed: 2015

ROGER BRIAN SIMMONS Appointed: 2015

SACHA TOMKINS Appointed: 2023

STEVEN BENJAMIN JOHN WALTERS Appointed: 2022

SUZANNE REEVES Appointed: 2021

Legal constitution

Charity registered in England & Wales on 03/04/2009, number: 1128994

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

15 returns made; all on time

Main office

CHURCH OFFICE
Holy Trinity Church
Amersham Road
Hazlemere
HIGH WYCOMBE
HP15 7PZ

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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