Finance Score: 1
Governance Score: 4
Support Score: 4
  • Liabilities <10%: +3
  • Excess reserves: -4
  • Volatile income
  • spending growth: -1
  • Fundraising costs low: +3
  • No conflicts policy: -1
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +3
  • Grant maker support: +1
Overall GiG Score: 9 ?

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY UPTON (OVERCHURCH) 

Public worship for all. Sacred space for personal prayer. Pastoral work visiting sick/bereaved/needy.Christian teaching through sermons,courses,groups. Religious assemblies in schools. Youth project with christian ethos. Promoting christianity through events/meetings/literature and activities for seniors/parents/children/community groups. Support of charities/individuals in UK / abroad.
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
  • This charity has a robust balance sheet
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • There are 21 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £2,280,696 available, equivalent to 45 months of spending and so may not be able to utilise additional funding
  • Income has been volatile recently but spending has been maintained

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
31/12/22*£510£611£-101£2£2,297£2,28144.814322
31/12/21£515£543£-27£2£2,399£2,38652.712324
31/12/20£484£463£22n/an/an/an/an/a321
31/12/19£526£501£24£5£2,405£2,39557.311305
31/12/18£906£548£359£8£2,380£2,37051.911458
31/12/17£759£545£214£5£2,021£2,01144.3110
31/12/16£699£554£145£8£1,807£1,80039110
31/12/15£970£724£246£20£1,660£1,64827.3120
31/12/14£885£543£343£19£1,414£1,40131120
31/12/13£904£518£385£24£1,071£1,05024.3100
31/12/12£550£517£32£28£686£66215.4100
31/12/11£503£496£7£46£654£61214.8130
31/12/10£520£505£15£29£647£60614.4140

Financial Ratios
Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 44.8 months
Net Current Assets/Spending: 9 months
Quick Ratio: 8
Asset Split ?
Established: 15 years

www.stm-upton.org.uk

office@stm-upton.org.uk

01516771186

Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Other Charitable Purposes
  • Overseas Aid/Famine Relief
  • Recreation
  • 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 advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Wirral,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/Mankind
Who works here?
  • 14 employees
  • 322 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
Garfield Weston Foundation - Main Grants award
£4,000 06/07/2017
YOUNG LEADERS TRAINING COURSE (MELT) PROPOSED BY ST MARY'S VILLAGE YOUTH PROJECT
Garfield Weston Foundation - Main Grants award
£20,000 20/06/2017
St Mary's Upton Faith Build Community Centre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (21)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 07/11/2009, number: 1132542
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Complaints handling
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
13 returns made; AR22: 42 days late,
Main office

St Mary's Church
Upton
Wirral
CH49 6JZ

Objectives

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

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great