Finance Score: 3

Governance Score: 0

Support Score: 0

Good reserves management: +3

No supporters identified

Overall GiG Score: 3

CHURCH BURGESSES TRUST

The Trust makes grants:to support general charitable purposes for the benefit of the people of Sheffield, and to support the religious and other charitable work of the Church of England in Sheffield.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
Reserves management has been consistently within official guidelines

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Established: 60 years

www.sheffieldchurchburgesses.org.uk

ian.potter@wrigleys.co.uk

01142675588

Charity Commission for England and Wales

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
31/12/22	£1,944	£1,987	£-43	£0	£37,339	£1,223	7.4
31/12/21	£1,969	£1,822	£146	£0	£42,329	£1,221	8
31/12/20	£1,646	£1,761	£-114	£0	£39,005	£976	6.7
31/12/19	£1,927	£1,746	£181	£0	£39,689	£1,031	7.1
31/12/18	£2,027	£1,813	£214	£0	£39,120	£832	5.5
31/12/17	£2,028	£1,853	£175	£0	£39,499	£678	4.4
31/12/16	£1,729	£2,136	£-407	£0	£38,271	£500	2.8
31/12/15	£2,134	£2,141	£-7	£484	£36,759	£899	5
31/12/14	£2,088	£2,280	£-191	£277	£36,096	£882	4.6
31/12/13	£2,092	£3,295	£-1,203	£288	£35,880	£1,064	3.9
31/12/12	£2,257	£2,072	£185	£0	£39,462	£2,425	14
31/12/11	£2,368	£2,224	£144	£266	£38,483	£2,222	12
31/12/10	£2,405	£2,185	£219	£245	£38,789	£2,057	11.3
31/12/09	£2,461	£2,239	£222	£239	£35,938	£1,818	9.7
31/12/08	£2,626	£2,217	£410	£214	£34,943	£1,579	8.5
31/12/07	£2,650	£2,321	£330	£192	£43,642	£1,141	5.9
31/12/06	£2,528	£3,351	£-823	£0	£0	£0	n/a
31/12/05	£2,288	£2,517	£-230	£0	£0	£0	n/a
31/12/04	£3,051	£1,920	£1,131	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 7.4 months
Net Current Assets/Spending: 9 months
Quick Ratio: 2.6

Asset Split ?

Listed activities

General Charitable Purposes
Religious Activities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Sheffield City,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

RVEREND SAP HUNTER Appointed: 1993, Other trusteeships: WILLIAM ELLIS BEQUEST, CHURCH BURGESSES EDUCATIONAL FOUNDATION,

DAVID HENRY QUINNEY Appointed: 2016, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, WILLIAM ELLIS BEQUEST, CHURCH BURGESSES EDUCATIONAL FOUNDATION,

DR JULIE PATRICA BANHAM Appointed: 2006, Other trusteeship: WILLIAM ELLIS BEQUEST,

DR SUSAN MARY GENTLE Appointed: 2020, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, WILLIAM ELLIS BEQUEST,

ELIZABETH ANN BROWNHILL Appointed: 2018, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, WILLIAM ELLIS BEQUEST, ST MARY'S (BRAMALL LANE) COMMUNITY CENTRE,

IAN GEOFFREY WALKER Appointed: 2002, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, SHEFFIELD DIOCESAN BOARD OF FINANCE, WILLIAM ELLIS BEQUEST, JAPAN CHRISTIAN LINK,

MR D F BOOKER Appointed: 1998, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, WILLIAM ELLIS BEQUEST, RANMOOR PARISH CENTRE TRUST, CHURCH BURGESSES EDUCATIONAL FOUNDATION, WHIRLOW GRANGE LIMITED, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JOHN THE EVANGELIST, RANMOOR, SHEFFIELD, RANMOOR PARISH CENTRE TRUST,

MR D STANLEY Appointed: 2007, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, SIR ARTHUR HALL MEMORIAL LECTURE FUND, WILLIAM ELLIS BEQUEST, CHURCH BURGESSES EDUCATIONAL FOUNDATION, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF OUGHTIBRIDGE,

NICHOLAS JAMES ANTHONY HUTTON MBE Appointed: 1988, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, THE HOSPITAL OF GILBERT, EARL OF SHREWSBURY AT SHEFFIELD, SHEFFIELD TOWN TRUST, MARJORIE COOTE OLD PEOPLES CHARITY FUND, WILLIAM ELLIS BEQUEST, THE JAMES NEILL TRUST FUND, THE SHEFFIELD DIAL- A -RIDE CLUB,

PROFESSOR ROBERT EDWARD COLEMAN Appointed: 2023, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD,

STEPHEN ECCLESTON Appointed: 2018, Other trusteeships: THE HOUNSFIELD PENSIONS CHARITY, WILLIAM ELLIS BEQUEST, CHURCH BURGESSES EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 14/08/1964, number: 221284

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Main office

WRIGLEYS SOLICITORS LLP
DERWENT HOUSE
150 ARUNDEL GATE
SHEFFIELD
S1 2FN

Objectives

A) TO PAY 17.8% OF THE INCOME OF THE CHARITY TO THE TRUSTEES OF THE CHARITY CALLED THE CHURCH BURGESSES EDUCATIONAL FOUNDATION FOR APPLICATION BY THE THOSE TRUSTEES FOR THE PURPOSES OF THAT CHARITY; B) TO APPLY A FURTHER 71.5% OF THE INCOME OF THE CHARITY FOR ECCLESIASTICAL PURPOSES AS PROVIDED FOR AT CLAUSE 10 OF THE 1999 SCHEME; C) TO APPLY THE REMAINING 10.7% OF THE INCOME OF THE CHARITY TO BE APPLIED FOR GENERAL CHARITABLE PURPOSES AS PROVIDED FOR AT CLAUSE 11 OF THE 1999 SCHEME; 1. ECCLESIASTICAL PURPOSES THE TRUSTEES SHALL APPLY THE INCOME FOR ECCLESIASTICAL PURPOSES IN THE FIRST PLACE IN PAYING SUCH SUMS AS THE TRUSTEES MAY DETERMINE AFTER CONSULTATION WITH THE PROVOST IN OR TOWARDS THE STIPENDS OF THE TWO CHAPLAINS OF THE CATHEDRAL CHURCH OF ST PETER AND ST PAUL, SHEFFIELD HOLDING OFFICE IN ACCORDANCE WITH THE CONSTITUTION AND STATUTES OF THE SAID CATHEDRAL CHURCH.2. GENERAL CHARITABLE PURPOSES THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY FOR GENERAL CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF SHEFFIELD.**FOR FULL DETAILS SEE CLAUSES 7-11 OF CHARITY COMMISSION SCHEME SEALED 23 AUGUST 1999.

Defined Area of Benefit:

SHEFFIELD GENERALLY (SEE 1999 SCHEME)

Data Sources