Finance Score: 0

Governance Score: 3

Support Score: 5

Liabilities <10%: +3
Excess reserves: -2
Spending declining: -1
Volatile income: -3
Fundraising costs low: +3

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

Overall weighted support: +5

Overall GiG Score: 8

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF TEWKESBURY ABBEY WITH WALTON CARDIFF

To promote the pastoral, evangelistic, social & ecumenical mission of the Church. Public worship is available & Christianity is taught through sermons,courses & small groups. The Abbey welcomes visitors: offering hospitality, a sacred space for prayer & contemplation. To aid the pastoral work of the Abbey and for the benefit of the community it is vital to maintain Abbey buildings & churchyard.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive benefits from the charity
Why are there 19 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 £1,368,992 available, equivalent to 27 months of spending and so may not be able to utilise additional funding
Spending is declining
Income has been volatile recently

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		£701	£616	£86	£19	£1,693	£1,369	26.7	27	50
31/12/22	*	£868	£870	£-2	£22	£1,159	£827	11.4	31	50
31/12/21		£791	£827	£-36	£30	£1,235	£914	13.3	24	50
31/12/20		£658	£607	£52	£29	£1,235	£948	18.8	17	50
31/12/19		£997	£1,063	£-66	£226	£1,162	£917	10.4	29	320
31/12/18		£967	£1,035	£-68	£203	£1,174	£933	10.8	23	0
31/12/17		£827	£864	£-37	£212	£1,268	£930	12.9	22	0
31/12/16		£950	£921	£29	£217	£1,274	£952	12.4	22	0
31/12/15		£788	£835	£-47	£203	£1,231	£887	12.7	12	0
31/12/14		£975	£962	£13	£194	£1,279	£883	11	11	0
31/12/13		£1,447	£1,461	£-13	£191	£1,251	£888	7.3	11	0
31/12/12		£782	£871	£-88	£172	£1,254	£809	11.2	11	0
31/12/11		£738	£809	£-71	£199	£1,337	£824	12.2	11	0
31/12/10		£930	£930	£0	£170	£1,411	£815	10.5	11	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.3%
Fundraising Costs/Total Spending: 3.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 81%
Reserves/Spending: 26.7 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.5

Asset Split ?

Balance Sheet History

Established: 15 years

www.tewkesburyabbey.org.uk

office@tewkesburyabbey.org.uk

01684850959

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

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

Where it operates

Gloucestershire,

Who it helps

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
The Pilgrim Trust - Grant to Tewkesbury Abbey PCC
£20,000	30/11/2021 3	Tewkesbury Abbey Hall repairs to windows
DCMS - CRF20 Tewkesbury Abbey PCC
£185,300	14/10/2020	Culture Recovery Fund for Heritage 2020-21

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (19)

Current Trustees appointed

Gender Split

Based on 18/19 persons

ANDREW THOMAS WESTENBORG MAYNARD Appointed: 2021

DAVID BIRCH Appointed: 2018

ELIZABETH SWIFT Appointed: 2024

HILDEGARDE ELIZABETH CHARMAN Appointed: 2023

JAMES BENNETT LANCELOT Appointed: 2022

JANET EDITH MARY DAVIS Appointed: 2015

JOHN TUDOR JEFFREYS Appointed: 2022

JOY PATRICIA PEGG Appointed: 2023

KATHERINE ETHERINGTON Appointed: 2022

LESLIE JOHN STAMP Appointed: 2023

LINDA JEFFREYS Appointed: 2023

MICHAEL DAVID BRISTOW Appointed: 2023

NANCY OAKES Appointed: 2020

PAUL DAVID CHARMAN Appointed: 2022

PETER IRELAND Appointed: 2023, Occupation: Architect

PETER JAMES SMAIL Appointed: 2023

REV NICHOLAS DUFF DAVIES (Chair) Appointed: 2023

ROWAN IRELAND Appointed: 2023

RUBIN LEE HART Appointed: 2023

Legal constitution

Charity registered in England & Wales on 27/01/2010, number: 1133813

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

14 returns made; AR22: 128 days late,

Main office

ABBEY OFFICE
CHURCH STREET
TEWKESBURY
GL20 5RZ

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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