Finance Score: 1

Governance Score: 3

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

Dynamic board: +3

Grant maker support: +1

Overall GiG Score: 5

THE CONGREGATION OF THE HOLY SPIRIT AND THE IMMACULATE HEART OF MARY (BRITISH PROVINCE)

The objective of the Charity/Province is to advance the religious, missionary or other charitable work of the Roman Catholic faith.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £13,269,051 available, equivalent to 84 months of spending and so may not be able to utilise additional funding

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	£2,043	£1,895	£148	£23	£13,548	£13,269	84	16	15
31/12/21	£2,019	£1,867	£152	£23	£13,631	£13,415	86.2	16	15
31/12/20	£1,579	£1,626	£-47	£23	£12,973	£12,790	94.4	9	15
31/12/19	£2,111	£1,835	£275	£29	£11,663	£11,503	75.2	13	100
31/12/18	£1,976	£1,601	£375	£29	£9,991	£9,904	74.3	18	100
31/12/17	£1,438	£1,397	£40	£38	£9,764	£9,721	83.5	16	0
31/12/16	£1,519	£1,369	£151	£46	£9,577	£9,495	83.3	19	0
31/12/15	£1,412	£1,381	£31	£93	£7,338	£7,273	63.2	19	0
31/12/14	£1,193	£1,219	£-27	£110	£7,180	£7,138	70.3	17	0
31/12/13	£1,304	£1,186	£118	£97	£7,170	£7,128	72.1	16	0
31/12/12	£989	£1,161	£-172	£114	£6,749	£6,720	69.5	16	0
31/12/11	£1,429	£1,370	£59	£143	£6,874	£6,838	59.9	16	0
31/12/10	£829	£1,155	£-326	£103	£6,935	£6,902	71.7	11	0
31/12/09	£1,228	£1,056	£172	£162	£7,114	£6,866	78	11	0
31/12/08	£1,078	£1,579	£-501	£435	£6,803	£6,622	50.3	13	0
31/12/07	£2,622	£1,284	£1,337	£958	£7,959	£7,784	72.7	10	0
31/12/06	£946	£814	£132	£0	£0	£0	n/a	0	0
31/12/05	£1,830	£612	£1,218	£0	£0	£0	n/a	0	0
31/12/04	£576	£618	£-42	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.6%
Fundraising Costs/Total Spending: 2%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 84 months
Net Current Assets/Spending: 8 months
Quick Ratio: 8.6

Asset Split ?

Established: 60 years

www.spiritans.co.uk

provincialbursar@spiritans.co.uk

01244344048

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

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

Where it operates

Belgium, Brazil, Ghana, Italy, Kenya, Nigeria, Scotland, South Africa, Tanzania, Throughout England, United States, Vietnam,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

16 employees
15 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 Community Fund - Women's Voices Banner Project
£9,940	23/11/2018 12	The charity will bring together women who are refugees or asylum seekers to tell their stories through banners that will be used at a number of venues and events. The project aims to teach new ....more The charity will bring together women who are refugees or asylum seekers to tell their stories through banners that will be used at a number of venues and events. The project aims to teach new skills, foster creativity and improve the confidence of the women involved, and to engage the public with the story of refugees in their communities. Funding will be spent on project coordination, group facilitator, practitioner fees, participants' expenses, material & resources, exhibition, event costs and promotion.
Woodward Charitable Trust - Revive Project - a therapeutic community allotment project
£1,000	07/02/2013	Revive Project - Towards a therapeutic community allotment project for asylum seekers and refugees.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

REV UGOCHUKWU IKWUKA CSSP Appointed: 2018

REV PAUL KWAME ANTWI-BOASIAKO Appointed: 2021

REV JAMES FLYNN Appointed: 2021, Other trusteeship: JUST YOUTH,

REV JOSEPH MELCHIOR KIWANGO Appointed: 2021, Other trusteeship: JUST YOUTH,

REV MICHAEL DESMOND WILSON Appointed: 2021, Other trusteeship: REVIVE CIO,

Legal constitution

Charity registered in England & Wales on 30/12/1963, number: 227350

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

19 returns made; all on time

Main office

60 Hoole Road
Chester
CH2 3NL

Objectives

FOR SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS MISSIONARY AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND, WALES OR ANY PART OF GREAT BRITAIN AND IN BRITAIN COLONIES DEPENDENCIES OR ANY PART OF THE BRITISH COMMONWEALTH.

Defined Area of Benefit:

GREAT BRITAIN AND THE COMMONWEALTH COUNTRIES

Data Sources