Finance Score: -6

Governance Score: -2

Support Score: 8

Spending declining: -1
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Mainly male board: -1

Large volunteers +5
Gov Income
Grant maker support: +3

Overall GiG Score: 0

THE FRIENDS OF ST PETER'S GREAT BERKHAMSTED

The Friends? objective is to use its funds (the Trust Fund) for the preservation, repair, maintenance, restoration, improvement and ornamentation of the fabric of the Parish Church of Great Berkhamsted and of the Churchyards occupied by or belonging to the Church. The charity is based and focused in Berkhamsted, Hertfordshire which is an ancient market town with a long and important history

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants and contracts
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/03/23	£27	£37	£-11	n/a	n/a	n/a	n/a	n/a	60
31/03/22	£250	£233	£17	n/a	n/a	n/a	n/a	n/a	60
31/03/21	£444	£445	£-1	n/a	n/a	n/a	n/a	n/a	85
31/03/20	£444	£445	£-1	n/a	n/a	n/a	n/a	n/a	85
31/03/19	£274	£289	£-15	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£59	£51	£8	£0	£0	£0	n/a	0	0
31/03/17	£62	£88	£-26	£0	£0	£0	n/a	0	0
31/03/16	£46	£20	£26	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 9 years

http://www.stpetersberkhamstedfriends.org.uk/

enquiries@stpetersberkhamstedfriends.org.uk

07834159781

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Hertfordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
60 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
National Lottery Heritage Fund - Grant to Friends of St Peters, Great Berkhamsted
£981,200	15/12/2015	Dead Space to Living Place: Transforming Rectory Lane Cemetery, Berkhamsted

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

CATHERINE IMBER Appointed: 2013

IAN BRISTOW Appointed: 2023

JUSTIN JAMES APTHORP BSC, MBA Appointed: 2017

JAMES MOIR Appointed: 2021

PAUL JESS CROSLAND BSC MRICS Appointed: 2013

STEVE ELLIFF FCA Appointed: 2018

DR CHRISTOPHER PAUL GREEN Appointed: 2013, Other trusteeships: THE BEDFORDSHIRE AND HERTFORDSHIRE HISTORIC CHURCHES TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER, GREAT BERKHAMSTED,

PETER BRIAN MATTHEWS Appointed: 2015, Other trusteeship: BERKHAMSTED CASTLE TRUST,

REV STUART JAMES OWEN (Chair) Appointed: 2020, Other trusteeships: SIR HENRY ATKINS, JOHN SAYER ALMSHOUSES, BOURNES ECCLESIASTICAL CHARITY, SALTER EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 03/02/2015, number: 1160314

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding policy and procedures
Volunteer management

Filing Record

8 returns made; all on time

Main office

14 Hill View
BERKHAMSTED
HP4 1SA

Objectives

THE TRUSTEES SHALL STAND POSSESSED OF THE CAPITAL AND INCOME OF THE TRUST FUND AND OF ALL CONTRIBUTIONS AND SUBSCRIPTIONS FROM TIME TO TIME RECEIVED BY THEM FOR THE PURPOSES OF THE CHARITY AS HEREINAFTER MENTIONED UPON TRUST TO APPLY OR CAUSE TO BE APPLIED THE SAME AT SUCH TIME AND IN SUCH MANNER AND UPON SUCH TERMS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DECIDE FOR THE PRESERVATION, REPAIR, MAINTENANCE, RESTORATION, IMPROVEMENT AND ORNAMENTATION OF THE FABRIC OF THE PARISH CHURCH OF GREAT BERKHAMSTED AFORESAID AND OF THE CHURCHYARDS OCCUPIED BY OR BELONGING TO THE SAID CHURCH.

Data Sources