Finance Score: 3

Governance Score: 6

Support Score: 3

Good reserves management: +3

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 12

THE CHICHESTER DIOCESAN FUND AND BOARD OF FINANCE (INCORPORATED)

The charity's principal activity is to promote, assist and advance the work of the Church of England in the Diocese of Chichester.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has an endowment fund which generates most of its income
Reserves management has been consistently within official guidelines
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive benefits from the charity
There are 23 trustees whereas the Charities Commission recommends a maximum of 12

Established: 59 years
(110 years as a company)

www.chichester.anglican.org

adminhelpdesk@chichester.anglican.org

01273421021

Charity Commission for England and Wales

Tweets

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	£19,706	£19,098	£608	£36	£320,813	£13,564	8.5	62	76
31/12/21	£17,872	£17,928	£-56	£31	£313,728	£13,208	8.8	63	76
31/12/20	£17,831	£17,707	£124	£16	£283,276	£12,412	8.4	53	140
31/12/19	£18,460	£16,818	£1,642	£311	£285,949	£11,830	8.4	54	140
31/12/18	£18,411	£19,463	£-1,052	£139	£276,278	£11,000	6.8	55	131
31/12/17	£18,256	£19,805	£-1,549	£50	£289,709	£10,702	6.5	48	0
31/12/16	£18,448	£18,661	£-213	£72	£259,283	£9,777	6.3	57	0
31/12/15	£18,881	£19,136	£-255	£58	£260,091	£8,760	5.5	309	0
31/12/14	£17,377	£17,844	£-467	£70	£187,487	£3,713	2.5	322	0
31/12/13	£18,107	£16,963	£1,145	£16,854	£177,556	£3,957	2.8	333	0
31/12/12	£16,757	£16,766	£-9	£127	£172,215	£3,601	2.6	345	0
31/12/11	£16,272	£16,357	£-86	£100	£168,803	£4,022	3	36	0
31/12/10	£17,951	£16,973	£979	£128	£67,713	£3,974	2.8	35	0
31/12/09	£18,261	£17,830	£432	£43	£64,048	£4,077	2.7	34	0
31/12/08	£18,132	£15,938	£2,194	£84	£62,664	£4,210	3.2	34	0
31/12/07	£18,358	£16,240	£2,118	£79	£66,327	£3,779	2.8	32	0
31/12/06	£15,943	£15,053	£890	£0	£0	£0	n/a	0	0
31/12/05	£15,715	£14,943	£772	£0	£0	£0	n/a	0	0
31/12/04	£15,446	£14,592	£854	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 2%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 4%
Reserves/Spending: 8.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.5

Asset Split ?

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

How it operates

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

Where it operates

Brighton And Hove, East Sussex, West Sussex,

Who it helps

The General Public/Mankind

Who works here?

62 employees
76 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
Sussex Community Foundation - Grant to Christ Church Ore
£11,000	18/11/2020 0	Funding was provided for kitchen refurbishment.
Department for Education - Priority Schools Building Programme 2
£17,283	01/04/2020	Capital funding to improve the condition of schools in the most urgent need of repair. Improvements are delivered either by DfE on behalf of Local Authorities, or by Local Authorities directly.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (23)

Current Trustees appointed

Gender Split

Based on 21/23 persons

Age Range of Trustees: 40-79

MARGARET CAROLINE LUMLEY Appointed: 2022, Occupation: Retired School Teacher

MICHAEL JULIAN THOMAS Appointed: 2022, Occupation: Senior Claims Adjuster

REV HELEN LOUISE FONTANA GARRATT Appointed: 2022, Occupation: Associate Vicar

SHARON DAWN PHILLIPS Appointed: 2022, Occupation: Fellow Chartered Institute Personnel & Development

THE VEN MARTIN CLIFFORD LLOYD WILLIAMS Appointed: 2015, Other trusteeships: BISHOP OTTER TRUST, TOGETHER IN SUSSEX,

AMELIA DAWN ZENOBIA MURPHY Appointed: 2019, Occupation: Senior Finance Officer

JOHN DAVID SEBASTIAN BOOTH Appointed: 2018, Occupation: Investment Banker, Other trusteeships: THE WALSINGHAM COLLEGE TRUST ASSOCIATION LTD, ASCOT PRIORY, THE CHANTRY BOOK, THE JOHN BOOTH CHARITABLE FOUNDATION, THE SOCIETY OF ST STEPHEN'S HOUSE,

LESLEY LYNN Appointed: 2017, Occupation: Retired Banker, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF FRANT WITH ERIDGE,

REV ANDREW JOHN WOODWARD Appointed: 2022, Occupation: Vicar, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF KEMP TOWN: SAINT MARY,

REV THOMAS JAMES HOLBIRD Appointed: 2022, Occupation: Church Of England Vicar, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF PATCHAM ALL SAINTS, DIOCESE OF CHICHESTER, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MATTHIAS, BRIGHTON,

SARA JANE STONOR DL Appointed: 2018, Other trusteeships: THE SUSSEX HISTORIC CHURCHES TRUST, THE MOTHER AGNES TRUST,

THE REVD CANON LISA HELEN BARNETT Appointed: 2022, Occupation: Rector, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HORSHAM DIOCESE OF CHICHESTER,

THE RIGHT REVEREND WILLIAM PETER GUY HAZLEWOOD Appointed: 2020, Occupation: Bishop, Other trusteeship: THE ANGLO-CATHOLIC ORDINATION CANDIDATES FUND,

THE VENERABLE ANGELA FRANCES MARTIN Appointed: 2021, Occupation: Archdeacon Of Horsham, Other trusteeship: SPENCER HOOKER'S CHARITY,

THE VENERABLE LUKE THOMAS IRVINE-CAPEL Appointed: 2019, Occupation: Archdeacon, Other trusteeships: FRIENDS OF LANCING CHAPEL, BISHOP OTTER TRUST, FRERE EDUCATIONAL TRUST,

VALERIE LYNDA BURGESS Appointed: 2005, Occupation: Home Maker

ALISON RUTH MARCHANT Appointed: 2019, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BEXHILL,

BRADLEY FRANCIS SMITH Appointed: 2019, Occupation: Bookshop Manager, Other trusteeship: CHICHESTER DIOCESAN PILGRIMAGE COMMITTEE,

REV PHILIP JAMES COEKIN Appointed: 2019, Occupation: Incumbent, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, EASTBOURNE,

THE REVEREND CANON MARK GILBERT Appointed: 2016, Occupation: Priest, Other trusteeships: CHICHESTER DIOCESAN PILGRIMAGE COMMITTEE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY THE VIRGIN, PETWORTH,

THE RIGHT REVEREND DR MARTIN CLIVE WARNER Appointed: 2013, Occupation: Bishop Of Chichester, Other trusteeships: BISHOP OTTER TRUST, THE MOTHER AGNES TRUST, THE JOHN BOOTH CHARITABLE FOUNDATION, THE SOCIETY OF ST STEPHEN'S HOUSE, THE ECCLESIASTICAL LAW SOCIETY,

THE RIGHT REVEREND RUTH KATHLEEN FRANCES BUSHYAGER Appointed: 2020, Occupation: Bishop, Other trusteeship: CHURCH PASTORAL AID SOCIETY,

THE VENERABLE EDWARD DOWLER Appointed: 2016, Occupation: Archdeacon, Other trusteeships: THE FOREIGN ANGLICAN CHURCH AND EDUCATIONAL ASSOCIATION LIMITED, BISHOP OTTER TRUST, THE MOTHER AGNES TRUST,

Legal constitution

Charitable company registered in England & Wales on 22/07/1965, number: 243134
Registered at Companies House on 26/01/1914, number: 00133558

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from SAYERS COMMON SCHOOL on 14/11/2019

Main office

CHURCH HOUSE
211 NEW CHURCH ROAD
HOVE
BN3 4ED

Objectives

TO PROMOTE, CARRY ON, ASSIST, BENEFIT AND ADVANCE THE WORK, WHICH, IS LEGALLY CHARITABLE, OF THE CHURCH OF ENGLAND IN THE DIOCESE OF CHICHESTER OR ELSEWHERE, IN ALL OR ANY OF ITS BRANCHES.

Defined Area of Benefit:

SUSSEX, CHICHESTER DIOCESE

Data Sources