Finance Score: 8
Governance Score: 5
Support Score: 0
  • Liabilities <10%: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +3
Overall GiG Score: 16 ?

THE RECTORIAL BENEFICE OF MARGAM

promotion of the mission of the church, parochial budget and expenditure, care and maintenance of the church fabric and of the church yards
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 has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • Fundraising costs are 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:

  • Why are there 22 trustees whereas the Charities Commission recommends a maximum of 12?
  • Over half the Board have joined 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£675£548£126£30£1,423£3437.50120
31/12/22£514£499£16£28£1,288£44710.8070
31/12/21*£207£112£95n/an/an/an/an/an/a
31/12/20£162£130£31n/an/an/an/an/an/a
31/12/19£235£163£72n/an/an/an/an/an/a
31/12/18£166£152£14n/an/an/an/an/an/a
31/12/17*£216£211£5n/an/an/an/an/an/a
31/12/16*£178£167£11n/an/an/an/an/an/a
31/12/15*£173£187£-14n/an/an/an/an/an/a
31/12/14£161£165£-4n/an/an/an/an/an/a
31/12/13£192£203£-10n/an/an/an/an/an/a
31/12/12*£200£187£13n/an/an/an/an/an/a
31/12/11*£206£194£12n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 8.1%
Fundraising Costs/Total Spending: 5.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 24%
Reserves/Spending: 7.5 months
Net Current Assets/Spending: 14 months
Quick Ratio: 262.5
Asset Split ?
Balance Sheet History
Established: 14 years

www.margam.org.uk

office@parishofporthcawl.org

01656786899

Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bridgend,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • 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 Bishop Radford Trust - Grant to All Saints church, Porthcawl
£2,000 07/11/2022
Margam Calling project - coffee shop offering hospitality in church.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (22)
Current Trustees appointed
Gender Split
Based on 20/22 persons

  • BEVERLEY GULLEY Appointed: 2024
  • CLIVE EDWARDS Appointed: 2022
  • CAROLYN MARGARET PERREN Appointed: 2022
  • DAVID-LLOYD JONES Appointed: 2022
  • DR PAUL MICHAEL SMART PHD, C.ENG Appointed: 2022
  • EILEEN EDWARDS Appointed: 2022
  • GARETH BAKER Appointed: 2022
  • JONATHAN RUSSELL OULPE DAVID Appointed: 2024
  • JUDITH ANNE SHAWE BA LRAM Appointed: 2024
  • KEVIN BOSCOTT Appointed: 2022
  • MARGARET GRIFFITHS Appointed: 2022
  • MARGARET PHILLIPS Appointed: 2022
  • NICOLA DANIELLE WILLIS Appointed: 2024
  • PAMELA SCOURFIELD Appointed: 2022
  • REV WAYNE DAVID Appointed: 2024
  • THE REV'D DR DUNCAN WALKER Appointed: 2022
  • THE REV'D JONATHAN DURLEY Appointed: 2022
  • THOMAS JAMES THOMAS Appointed: 2022
  • VANESSA IRENE EVANS Appointed: 2024
  • WENDY XERRI JP (Chair) Appointed: 2022
  • WILLIAM JOHN ROBERTS Appointed: 2022
  • JEANETTE KEANE Appointed: 2024
Legal constitution
  • Charity registered in England & Wales on 08/03/2011, number: 1140732
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Conflicting interests
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
13 returns made; AR21: 105 days late, AR17: 134 days late, AR16: 499 days late, AR15: 1 days late, AR12: 274 days late, AR11: 640 days late,
Recent reorganisation events:
  • Asset transfer in from OGWR DISTRICT TALKING NEWSPAPER ASSOCIATION on 29/03/2022
Main office

All Saints Church Hall
Victoria Avenue
PORTHCAWL
Mid Glamorgan
CF36 3HD

Objectives

PROMOTING IN THE ECCLESIASTICAL PARISH THE WHOLE MISSION OF THE CHURCH.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE BRIDGEND.

Data Sources

Charity Commission for England and Wales
360 Giving

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