Finance Score: 0

Governance Score: 5

Support Score: 6

Liabilities <10%: +3
Excess reserves: -4
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 11

CLIFTON DIOCESE

The advancement of the Roman Catholic religion throughout the Diocese of Clifton. The provision of pastoral and charitiable services in Roman Catholic parishes and within local communities. The provisoin of education through catholic and ecumenical schools and programmes of adult formation.

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 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:

There are 14 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 £41,880,000 available, equivalent to 48 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been 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
31/12/22	£12,028	£10,520	£1,508	£2	£53,096	£41,880	47.8	143	3,000
31/12/21	£14,414	£9,683	£4,731	£32	£53,066	£42,201	52.3	144	3,000
31/12/20	£7,595	£8,813	£-1,218	£34	£46,821	£40,440	55.1	151	3,000
31/12/19	£11,438	£11,528	£-90	£33	£47,161	£41,000	42.7	169	3,000
31/12/18	£10,817	£11,522	£-705	£13	£45,900	£39,816	41.5	161	2,000
31/12/17	£12,561	£11,570	£991	£14	£47,370	£41,049	42.6	153	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 5%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 79%
Reserves/Spending: 47.8 months
Net Current Assets/Spending: 21 months
Quick Ratio: 6.5

Asset Split ?

Established: 8 years

www.cliftondiocese.com

clifton.admin@cliftondiocese.com

01179025598

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance
Provides services

Where it operates

Bath And North East Somerset, Bristol City, Gloucestershire, North Somerset, Somerset, South Gloucestershire, Swindon, Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

143 employees
3,000 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
£5,000	18/02/2022	Essential Structural Repairs to Reinforced Concrete Floor Beams
National Lottery Community Fund - serving our community
£8,000	15/08/2019 12	serving our community
National Lottery Heritage Fund - Grant to St Gregory the Great Church, Cheltenham
£36,000	13/06/2018	St Gregory the Great, Internal Renovation Project: Completing the Good Work

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 56-81

ANN MARIE WYKES Appointed: 2023, Occupation: Business Owner

JOHN FRANCIS SHIPSEY Appointed: 2024, Occupation: Accountant

PATRICK MICHAEL GRAVES Appointed: 2022, Occupation: Partner At Simmons & Simmons Llp

REV MGR CANON LIAM SLATTERY Appointed: 2018, Occupation: Minister Of Religion

REV COLIN MASON Appointed: 2022, Occupation: Parish Priest

RICHARD CHARLES STANNARD ASHBY Appointed: 2021, Occupation: Trustee

SHARON OWEN Appointed: 2024

STEPHEN JOHN BOUGHTON Appointed: 2022, Occupation: Deacon

DR MICHAEL HARVEY THOMPSON Appointed: 2018, Occupation: Retired Management Consultant

MARIE-LOUISE MCDONALD Appointed: 2023, Occupation: Retired, Other trusteeship: GLOUCESTERSHIRE ACTION FOR REFUGEES AND ASYLUM SEEKERS,

REV CANON JOHN CUNNINGHAM Appointed: 2018, Occupation: Minister Of Religion

REV CANON RICHARD DWYER Appointed: 2018, Occupation: Minister Of Religion

REV DAVID ROBERT MILLS Appointed: 2018, Occupation: Minister Of Religion

SARA MARSH Appointed: 2024, Occupation: Solicitor, Other trusteeships: ST URSULA'S HIGH SCHOOL TRUST, The Clifton High School Foundation, THE CLIFTON HIGH SCHOOL FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 15/11/2016, number: 1170168
Registered at Companies House on 03/11/2016, number: 10462076

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

6 returns made; all on time

Main office

CLIFTON DIOCESE
ALEXANDER HOUSE
160 PENNYWELL ROAD
BRISTOL
BS5 0TX

Objectives

THE CHARITY'S OBJECTS ARE ANY SUCH CHARITABLE PURPOSE OR PURPOSES FOR THE PUBLIC BENEFIT AS IN THE OPINION OF THE BISHOP MAY BE CONDUCIVE (WHETHER IN THE DIOCESE OF ELSEWHERE) TO:(A) THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION;(B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN ACCORDANCE WITH THE PRINCIPLES AND DOCTRINES OF THE ROMAN CATHOLIC RELIGION PARTICULARLY BY THE PROVISION AND SUPPORT OF SCHOOLS AND OTHER EDUCATIONAL ESTABLISHMENTS THAT:(I) ARE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES AND SUBJECT TO THE REGULATIONS AND DISCIPLINE OF THE ROMAN CATHOLIC CHURCH; AND(II) GIVE PREFERENCE TO THE EDUCATION OF ROMAN CATHOLIC CHILDREN OR THE CHILDREN OF ROMAN CATHOLICS;(C) PURELY AS ANCILLARY TO (B) ABOVE, FACILITIES FOR THE EDUCATION OF THE PUBLIC;BY SUCH MEANS AS THE DIRECTORS, WITH THE APPROVAL OF THE BISHOP, SHALL THINK FIT.

Data Sources