Finance Score: -1

Governance Score: 6

Support Score: 0

Spending declining: -1
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

BANGOR DIOCESAN TRUST

TO HOLD AND MAINTAIN FUNDS FOR THE DIOCESE OF BANGOR, ITS CHURCHES AND SCHOOLS

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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
Spending is declining
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/03/23		£264	£104	£161	n/a	n/a	n/a	n/a	n/a
31/03/22		£344	£209	£135	n/a	n/a	n/a	n/a	n/a
31/03/21		£283	£158	£125	n/a	n/a	n/a	n/a	n/a
31/03/20		£379	£166	£213	n/a	n/a	n/a	n/a	n/a
31/03/19		£334	£162	£172	n/a	n/a	n/a	n/a	n/a
31/03/18		£341	£242	£99	£0	£0	£0	n/a	0
31/03/17		£415	£172	£242	£0	£0	£0	n/a	0
31/03/16	*	£895	£855	£40	£0	£7,605	£3,334	46.8	0
31/03/15		£344	£229	£115	£0	£0	£0	n/a	0
31/03/14		£368	£321	£47	£0	£0	£0	n/a	0
31/03/13	*	£344	£282	£62	£0	£0	£0	n/a	0
31/03/12		£237	£127	£110	£0	£0	£0	n/a	0
31/03/11		£177	£235	£-58	£0	£0	£0	n/a	0
31/03/10		£540	£286	£255	£24	£6,276	£3,039	127.7	4
31/03/09		£458	£212	£247	£0	£0	£0	n/a	0
31/03/08		£462	£676	£-214	£0	£0	£0	n/a	0
31/03/07	*	£137	£129	£8	£0	£0	£0	n/a	0
31/03/06		£915	£204	£711	£0	£0	£0	n/a	0
31/03/05	*	£176	£89	£87	£0	£0	£0	n/a	0
31/03/04		£225	£126	£98	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 60 years

bangor.churchinwales.org.uk

bangor@churchinwales.org.uk

01248354999

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Other congregations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides other finance

Where it operates

Conwy, Gwynedd, Isle Of Anglesey, Powys,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

THE REVEREND CANON TRACY JANE JONES Appointed: 2022, Other trusteeships: BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR, THE DEAN AND CHAPTER OF BANGOR CATHEDRAL,

ARCHDEACON JOHN CHRISTOPHER HARVEY Appointed: 2022, Other trusteeships: ESTATE OF HELENA JUNIPER DECEASED, BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR, THE REPRESENTATIVE BODY OF THE CHURCH IN WALES, THE DEAN AND CHAPTER OF BANGOR CATHEDRAL,

DR HYWEL JOHN PARRY-SMITH Appointed: 2019, Other trusteeships: GARN FAWR FUEL ALLOTMENT, BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR,

ELEANOR WENDA OWEN Appointed: 2015, Other trusteeship: BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR,

GEOFFREY HOWARD Appointed: 2020, Other trusteeships: BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR, Cyngor Ardal Weinidogaeth Llandudno, Llandudno Ministry Area Council,

REV EMLYN CADWALADR WILLIAMS Appointed: 2019, Other trusteeship: BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR,

REV MIRIAM BEECROFT Appointed: 2022, Other trusteeship: BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR,

SANDRA DREEN WARD Appointed: 2015, Other trusteeships: BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR, CLATTER COMMUNITY CENTRE,

THE RT REVD ANDREW JOHN, Other trusteeships: HOMES OF BISHOP ROWLANDS, ST MARY'S COLLEGE TRUST, BANGOR DIOCESAN BOARD OF FINANCE BWRDD CYLLID ESGOBAETH BANGOR,

Legal constitution

Charitable company registered in England & Wales on 04/06/1964, number: 234156
Registered at Companies House on 01/01/1970, number: 00204176

Gift Aid

NOT registered with HMRC for Gift Aid

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
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

Filing Record

20 returns made; AR16: 2 days late, AR13: 40 days late, AR07: 65 days late, AR05: 66 days late,

Main office

Diocesan Centre
Ty Deiniol
Cathedral Close
BANGOR
LL57 1RL

Objectives

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH IN WALES IN THE DIOCESE OF BANGOR

Defined Area of Benefit:

DIOCESE OF BANGOR

Data Sources

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

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