Finance Score: 6

Governance Score: 9

Support Score: 0

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 15

METHODIST MINISTERS' HOUSING SOCIETY

(1)Providing, within the UK, Isle of Man and the Channel Islands, housing, or financial assistance towards the housing needs of, and any associated amenities upon terms appropriate to their means, for: Methodist presbyters and deacons of limited means, their widows, widowers and dependents and further provision/assistance to reduce need(2) Such other charitable purposes as the trustees determine

Analysis by Giving is Great

Positives:

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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available

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
31/08/22	£7,520	£7,074	£446	£146	£187,401	£187,392	317.9	16
31/08/21	£5,013	£6,237	£-1,224	£89	£184,161	£184,152	354.3	17
31/08/20	£7,956	£9,326	£-1,370	£112	£182,521	£182,512	234.8	16

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Financial Ratios

Fundraising Costs/Relevant Income: 2.8%
Fundraising Costs/Total Spending: 2.1%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 1%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 317.9 months
Net Current Assets/Spending: 17 months
Quick Ratio: 0.2

Asset Split ?

Established: 4 years

www.mmhs.org.uk

admin@mmhs.org.uk

02038486020

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Guernsey, Isle Of Man, Jersey, Northern Ireland, Scotland, Throughout England,

Who it helps

Elderly/Old People

Who works here?

16 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-76

ABIGAIL LABBETT Appointed: 2023, Occupation: Property Director

KATE LOUISE ANDREWS Appointed: 2023, Occupation: Finance Director

REV DR MARION ANNETTE COLE Appointed: 2022, Occupation: Retired Minister Of Religion

RICHARD JOHN MYERS Appointed: 2023, Occupation: Director

ALEXANDER CAMPBELL (Chair) Appointed: 2019, Occupation: Ceo/Company Secretary

JOHN CHRISTOPHER APPLETON Appointed: 2023, Occupation: Retired, Other trusteeship: NAVEUROPE,

REV ALAN MATTHEW TAYLOR Appointed: 2019, Occupation: Methodist Minister (Retired)

REV PAUL MARTIN Appointed: 2019, Occupation: Minister Of Religion, Other trusteeship: JOSHUA BARBER'S CHARITY,

SHARON JEAN GREEN Appointed: 2020, Occupation: Executive Assistant

Legal constitution

Charitable company registered in England & Wales on 05/12/2019, number: 1186758
Registered at Companies House on 05/04/2019, number: 11929754

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

3 returns made; all on time

Main office

109 BAKER STREET
LONDON
W1U 6RP

Objectives

THE SOCIETY'S OBJECTS ARE RESTRICTED SPECIFICALLY, IN EACH CASE ONLY FOR THE PUBLIC BENEFIT:(A) TO CARRY ON THE BUSINESS OF PROVIDING, WITHIN THE UNITED KINGDOM, ISLE OF MAN AND THE CHANNEL ISLANDS, HOUSING, OR FINANCIAL ASSISTANCE TOWARDS THE HOUSING NEEDS OF, AND ANY ASSOCIATED AMENITIES UPON TERMS APPROPRIATE TO THEIR MEANS, FOR:(I) METHODIST PRESBYTERS AND DEACONS (FORMERLY REFERRED TO AS MINISTERS AND DEACONS) WHO ARE IN RECEIPT OF THEIR FULL METHODIST CHURCH PENSION ENTITLEMENT AND THEIR WIDOWS, WIDOWERS OR DEPENDANTS;(II) METHODIST PRESBYTERS AND DEACONS WHO HAVE RETIRED PRIOR TO REACHING FULL RETIREMENT AGE WITH THE CONSENT OF THE CONFERENCE OF THE METHODIST CHURCH ON HEALTH OR COMPASSIONATE GROUNDS AND THE WIDOWS, WIDOWERS OR DEPENDANTS THEREOF;(III) WIDOWS, WIDOWERS OR DEPENDANTS OF METHODIST PRESBYTERS AND DEACONS WHO HAVE DIED IN ACTIVE SERVICE;IN EACH CASE SUCH PRESBYTERS AND DEACONS, WIDOWS, WIDOWERS OR DEPENDANTS BEING OF LIMITED MEANS AND FOR THOSE IN RECEIPT OF SUCH PROVISION, THE FURTHER PROVISION OF, OR ASSISTANCE WITH THE COSTS OF, SERVICES OR FACILITIES CALCULATED TO REDUCE THEIR CONDITIONS OF NEED (WHETHER AGE, ILL-HEALTH, DISABILITY OR FINANCIAL), ALSO UPON TERMS APPROPRIATE TO THEIR MEANS;(B) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Data Sources