Finance Score: 1
Governance Score: 2
Support Score: 3
  • Poor Liquidity: -1
  • Strong growth: +2
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • Overall weighted support: +3
Overall GiG Score: 6 ?

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY AND SAINT STEPHEN'S, BRISTOL

Promoting in the ecclesiastical parish the whole mission of the Church including by: offering public worship, prayer and pastoral care; teaching and providing opportunities to explore Christian faith; supporting religious assemblies in schools; supporting local community groups (including for older people and refugee and support groups) and other UK and overseas charities and mission partners.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from several prominent grant makers recently
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • Why are there 18 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • This Charity has changed registration and some of the financial and donation history pertains to the previous entity
  • Liquidity appears to have been slender at the latest year end
  • There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
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?£568£575£-7£0£151£631.3520
31/10/22?£86£85£0n/an/an/an/an/an/a
31/12/21£70£73£-3n/an/an/an/an/an/a
31/12/20£96£76£20n/an/an/an/an/an/a
31/12/19£86£87£-1n/an/an/an/an/an/a
31/12/18£81£78£2n/an/an/an/an/an/a
31/12/17£75£69£6n/an/an/an/an/an/a
31/12/16£80£75£6n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 41%
Reserves/Spending: 1.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5.8
Asset Split ?
Balance Sheet History
Established: 2 years

https://www.bristolharboursidechurches.org/

info@bristolharboursidechurches.org

01179225267

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Disability
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Makes grants to organisations
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bristol City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • 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.

Major supporters in last 5 years
Quartet Community Foundation£5,000
Garfield Weston Foundation£3,000
The Archbishops' Council £2,000
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Trinity Care Service
£5,000 21/09/2023
To continue and extend support to members of this lunch club for older people and their carers, reducing social isolation and promoting independence.
Garfield Weston Foundation - Main Grants award
£3,000 20/06/2023
Trinity Community Service
The Archbishops' Council - Monuments conservation grant to Bristol, St Stephen, Diocese of Bristol (Radcliffe Trust)
£2,000 09/07/2021
Conservation of six monuments: to Edmund Blankett (d.1371) and his second wife Margaret, to Sir George Snygge (d.1617), to Martin Pringe (d.1626), to Stephen Turner (d.1836), to Lydia Acramen (d.1791) and William Acraman (d.1825), to Daniel Wade ....more
National Churches Trust - Gateway award to BRISTOL, St Stephen with St James
£5,000 07/03/2019
To fund the cost of a project manager (envisaged as a 3 month appointment) to realise a vision for the future sustainability of the church and its positive impact within the city

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (18)
Current Trustees appointed
Gender Split

  • ALAN RICHARD JOHN Appointed: 2022
  • ANDREW HOWARD BECKINGHAM Appointed: 2022
  • ANNE RIDLEY Appointed: 2024
  • DAVID CHRISTOPHER MITCHELL Appointed: 2022
  • DIANA CHLOE JOHN Appointed: 2022
  • DR EMILY GOULD Appointed: 2023
  • EDWARD JAMES KAY Appointed: 2023
  • ELANA HOWARD Appointed: 2022
  • ELIZABETH JANE LEAMAN Appointed: 2022
  • JANE ELIZABETH JONES Appointed: 2022
  • JANIE MARIA WHITEMAN Appointed: 2022
  • NICHOLAS MASON HALL Appointed: 2022
  • REV FRANCES MARY HOUGHTON Appointed: 2022
  • REV KATHRYN MAY CAMPION-SPALL (Chair) Appointed: 2022
  • REV RICHARD GARY CROFT Appointed: 2022
  • SALLY JANE MARTIN Appointed: 2024
  • SISTER TRACEY DIANA WRIGHT Appointed: 2023
  • SUSAN JANE WILLIAMS Appointed: 2022
Legal constitution
  • Charity registered in England & Wales on 20/03/2023, number: 1202411
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
8 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY WITH ST ANDREW THE LESS AN on 26/07/2023
  • Asset transfer in from THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST STEPHEN W ST JAMES & ST JOHN THE BAP on 26/07/2023
Main office

ST. STEPHENS CHURCH
21 ST. STEPHENS STREET
BRISTOL
BS1 1EQ

Objectives

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

Data Sources

Charity Commission for England and Wales
360 Giving

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