Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

MONMOUTH DIOCESAN TRUST

To provide funding for new and existing Church in Wales schools in Monmouth diocese.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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		£47	£636	£-589	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£27	£629	£-602	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£35	£636	£-601	n/a	n/a	n/a	n/a	n/a	4
31/12/19		£34	£734	£-700	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£1,440	£737	£703	£0	£39,477	£0	n/a	0	4
31/12/17		£33	£898	£-865	£0	£0	£0	n/a	0	0
31/12/16		£36	£107	£-71	£0	£0	£0	n/a	0	0
31/12/15		£22	£458	£-435	£0	£0	£0	n/a	0	0
31/12/14		£136	£512	£-376	£0	£0	£0	n/a	0	0
31/12/13	*	£98	£492	£-395	£0	£0	£0	n/a	0	0
31/12/12		£32	£492	£-460	£0	£0	£0	n/a	0	0
31/12/11		£46	£461	£-415	£0	£0	£0	n/a	0	0
31/12/10		£296	£597	£-301	£0	£0	£0	n/a	0	0
31/12/09	*	£1,929	£1,517	£412	£7	£20,982	£0	n/a	1	0
31/12/08		£843	£401	£442	£9	£19,335	£0	n/a	0	0
31/12/07		£125	£418	£-293	£0	£0	£0	n/a	0	0
31/12/06		£1,571	£467	£1,105	£0	£0	£0	n/a	0	0
31/12/05		£66	£394	£-328	£0	£0	£0	n/a	0	0
31/12/04		£59	£50	£9	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years
(101 years as a company)

http://monmouth.churchinwales.org.uk/

bethandavies@churchinwales.org.uk

01633267490

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Acts as an umbrella or resource body

Where it operates

Blaenau Gwent, Cardiff, Monmouthshire, Newport City, Torfaen,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-66

NICOLA PRICE Appointed: 2016, Occupation: Headteacher

REBECCA PENN Appointed: 2018, Occupation: Headteacher

SUSAN GWYER-ROBERTS Appointed: 2018, Occupation: Education Consultant

THE VENERABLE IAN KENDALL REES Appointed: 2021, Occupation: Archdeacon, Other trusteeships: MONMOUTH DIOCESAN BOARD OF FINANCE, THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY, THE REPRESENTATIVE BODY OF THE CHURCH IN WALES,

VENERABLE STELLA BAILEY Appointed: 2022, Occupation: Archdeacon, Other trusteeships: MONMOUTH DIOCESAN BOARD OF FINANCE, THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY,

VERY REVEREND IAN CHRISTOPHER BLACK Appointed: 2021, Occupation: Dean, Other trusteeships: THE LLANGASTY RETREAT HOUSE TRUST, MONMOUTH DIOCESAN BOARD OF FINANCE, THE CATHEDRAL CHURCH OF ST WOOLOS, NEWPORT,

THE RIGHT REVEREND CHERRY ELIZABETH VANN Appointed: 2020, Occupation: Bishop, Other trusteeships: BRIDGET BEVAN'S FOUNDATION, POWIS EXHIBITION FUND, MONMOUTH DIOCESAN BOARD OF FINANCE, THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY,

VENERABLE JONATHAN SIMON WILLIAMS, Occupation: Minister Of Religion, Other trusteeships: THE WIDOWS, ORPHANS AND DEPENDANTS SOCIETY OF THE CHURCH IN WALES, MONMOUTH DIOCESAN BOARD OF FINANCE, THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY, THE CATHEDRAL CHURCH OF ST WOOLOS, NEWPORT,

Legal constitution

Charitable company registered in England & Wales on 19/03/1964, number: 232841
Registered at Companies House on 03/07/1922, number: 00182863

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR13: 103 days late, AR09: 129 days late,

Main office

Monmouth Diocesan Trust
64 Caerau Road
Newport
Gwent
NP20 4HJ

Objectives

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH IN WALES IN THE DIOCESE OF MONMOUTH.

Defined Area of Benefit:

DIOCESE OF MONMOUTH

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?

The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more

Our Top Tips for Philanthropy

Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more

How to become a Philanthropist

In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more