Finance Score: -10

Governance Score: -9

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
Static board: -3
All male board: -3

No supporters identified

Overall GiG Score: -19

WORCESTER DIOCESAN ACADEMIES TRUST

The principal activities of the company are those of performing a role in the Diocese of Worcester in helping and supporting Church of England Academy Trusts to fulfil their sole responsibility for the standard of education provided at the academies operated by them, school improvements and the conduct of the academies.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£0	£3	£-3	n/a	n/a	n/a	n/a	n/a	0
31/12/19	*	£2	£0	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£18	£8	£10	£0	£0	£0	n/a	0	5
31/12/17		£0	£23	£-23	£0	£0	£0	n/a	0	0
31/12/16	*	£165	£146	£18	£0	£0	£0	n/a	0	0
31/12/15	*	£75	£72	£3	£0	£0	£0	n/a	0	0
31/12/14	*	£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/13	*	£10	£3	£7	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

gmaxim@cofe-worcester.org.uk

0190520537

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Education support services

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Dudley, Worcestershire,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-73

BRYAN WILLIAM ALLBUT Appointed: 2013, Occupation: Retired

DEAN HALL Appointed: 2018, Occupation: It Consultant

DEREK VALENTINE Appointed: 2017, Occupation: Business Consultant, Other trusteeships: THE FRIENDS OF MALVERN PRIORY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY AND ST. MICHAEL GREAT MALVERN, HOLLAND HOUSE CIO,

Legal constitution

Charitable company registered in England & Wales on 04/06/2013, number: 1152282
Registered at Companies House on 05/07/2011, number: 07693683

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

9 returns made; AR19: 24 days late, AR16: 23 days late, AR15: 2 days late, AR14: 2 days late, AR13: 20 days late,

Main office

WORCESTER DIOCESAN BOARD OF FINANCE
LTD
THE OLD PALACE
DEANSWAY
WORCESTER
WR1 2JE

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE DIOCESE OF WORCESTER OR ELSEWHERE, IN PARTICULAR BUT NOT EXCLUSIVELY, BY1. PROMOTING THE EFFICIENCY AND EFFECTIVENESS OF EDUCATIONAL INSTITUTIONS AND THE EFFICIENT AND EFFECTIVE APPLICATION OF RESOURCES FOR SUCH PURPOSES INCLUDING BY PROMOTING AND DISSEMINATING MODELS OF GOOD PRACTICE AND BY THE DELIVERY OF SUPPORT SERVICES GENERALLY TO SUCH INSTITUTIONS;2. ADVANCING THE EDUCATION OF PEOPLE WHO WORK OR VOLUNTEER IN OR GOVERN, EDUCATIONAL INSTITUTIONS IN ORDER TO ASSIST THOSE PERSONS TO DELIVER A HIGH QUALITY EDUCATION TO THE PUPILS AND TO COMMUNITIES SERVED BY THOSE INSTITUTIONS;3. ESTABLISHING AND MAINTAINING ACADEMIES (PRIMARILY BUT NOT EXCLUSIVELY CHURCH OF ENGLAND ACADEMIES) UNDER THE DIRECTION OF THE DIOCESAN BOARD OF EDUCATION;THE OBJECTS ARE TO BE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND.

Data Sources