Finance Score: 1

Governance Score: 8

Support Score: 2

Liabilities <10%: +3
Multiple Deficits and declines: -5
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 11

THE YORK DIOCESAN BOARD OF FINANCE LIMITED

The shared mission of the Diocese of York is defined as:'Mutually Resourcing to build up the Body of Chist, to grow in Christ-likeness, Commitment, Partnership, Influence and Numbers.'The York Diocesan Board of Finance aims to promote, facilitate and assist with this mission for the advancement of the Christian faith in the Diocese of York and elsewhere.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 23 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending

Established: 59 years
(96 years as a company)

www.dioceseofyork.org.uk

office@yorkdiocese.org

01904699500

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	£14,494	£14,700	£-206	£0	£105,476	£13,183	10.8	74	11
31/12/21	£18,212	£14,635	£3,577	£0	£111,167	£14,714	12.1	76	12
31/12/20	£13,513	£14,368	£-855	£0	£103,249	£14,333	12	79	12
31/12/19	£19,549	£11,922	£7,627	£0	£100,420	£14,929	15	81	11
31/12/18	£14,947	£13,482	£1,465	£0	£89,778	£13,377	11.9	74	11
31/12/17	£14,705	£13,982	£723	£0	£89,083	£14,093	12.1	67	0
31/12/16	£14,244	£13,458	£786	£0	£85,780	£14,273	12.7	256	0
31/12/15	£14,029	£13,116	£913	£-71	£82,364	£12,462	11.4	245	0
31/12/14	£14,401	£13,424	£977	£103	£85,044	£12,650	11.3	239	0
31/12/13	£13,653	£12,980	£673	£237	£82,961	£12,543	11.6	44	0
31/12/12	£12,992	£12,758	£234	£213	£80,900	£10,031	9.4	44	0
31/12/11	£13,887	£13,559	£328	£736	£69,511	£8,315	7.4	42	0
31/12/10	£13,237	£12,738	£499	£223	£69,719	£8,950	8.4	42	0
31/12/09	£13,763	£13,009	£754	£313	£67,759	£8,079	7.5	40	0
31/12/08	£13,436	£13,268	£168	£221	£65,224	£7,051	6.4	40	0
31/12/07	£13,096	£12,924	£172	£213	£67,400	£7,449	6.9	39	0
31/12/06	£11,715	£12,010	£-296	£0	£0	£0	n/a	0	0
31/12/05	£11,516	£11,442	£74	£0	£0	£0	n/a	0	0
31/12/04	£11,538	£10,452	£1,086	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.4%
Fundraising Costs/Total Spending: 2%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 2%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 10.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.3

Asset Split ?

Listed activities

Religious Activities

How it operates

Provides services

Where it operates

East Riding Of Yorkshire, Hartlepool, Kingston Upon Hull City, Middlesbrough, North East Lincolnshire, North Lincolnshire, North Yorkshire, Redcar And Cleveland, Stockton-on-tees,

Who it helps

The General Public/Mankind

Who works here?

74 employees
11 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
Garfield Weston Foundation - Main Grants award
£10,000	17/09/2021	St Peter's replacement roof fund
National Lottery Heritage Fund - Grant to St John the Baptist Church Wilberfoss
£229,600	07/09/2017	Chancel re-roofing, external repairs and associated works
National Lottery Heritage Fund - Grant to St Peter's Church Brafferton
£135,100	23/06/2016	St Peter's Restoration Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (23)

Current Trustees appointed

Gender Split

Based on 19/23 persons

Age Range of Trustees: 39-76

CHARLES RODNEY BARTON (Chair) Appointed: 2016, Occupation: None

CANON ROSALIND BREWER Appointed: 2022, Occupation: Retired, Other trusteeship: WESTWAY OPEN ARMS,

DAVID MILLICAN Appointed: 2022, Occupation: Retired

DR DIANE CRAVEN Appointed: 2022, Occupation: Freelance

DR GILLIAN BOAG-MUNROE Appointed: 2022, Occupation: Retired

DR GRAHAM PARR Appointed: 2022, Occupation: Retired

DR NEILL ANDREW BURGESS Appointed: 2016, Occupation: None

DR NICK LAND, Occupation: Psychiatrist Executive Medical Director

DR TIMOTHY SCOTT Appointed: 2022, Occupation: Retired, Other trusteeships: TRUST PROPERTY ADMINISTERED IN CONNEXION WITH HULL CHURCH INSTITUTE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BARNABAS, SWANLAND,

KAREN MICHELLE BANKS Appointed: 2019, Occupation: Teacher, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SELBY ST MARY,

MOST REVD AND RT HON STEPHEN GEOFFREY COTTRELL Appointed: 2020, Occupation: Archbishop, Other trusteeships: THE ARCHBISHOPS' COUNCIL, CHURCH COMMISSIONERS FOR ENGLAND,

REV ELIZABETH HASSALL Appointed: 2022, Occupation: Priest In Charge

REV MARY ROLLS Appointed: 2023, Occupation: Minister In The Church Of England

REV REBECCA LUMLEY Appointed: 2022, Occupation: Vicar, Other trusteeship: TURNER'S TRUST (BEVERLEY),

REV ROBERT SUEKARRAN Appointed: 2023, Occupation: Associate Vicar, Other trusteeship: PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE MOST HOLY AND UNDIVIDED TRINITY, HULL,

REV SUZANNE SHERIFF Appointed: 2022, Occupation: Minister Of Religion, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF FULFORD, YORK,

RIGHT REV'D DR JOHN BROMILOW THOMSON Appointed: 2014, Occupation: Bishop, Other trusteeships: ST HILD COLLEGE, THE YORK DIOCESAN CLERGY DEPENDANTS FUND,

RT REVD DR ELEANOR SANDERSON Appointed: 2022, Occupation: Bishop, Other trusteeship: THE YORK DIOCESAN CLERGY DEPENDANTS FUND,

RT REVD PAUL JOHN FERGUSON, Occupation: Bishop, Other trusteeships: WESTCOTT HOUSE, THE ANGLICAN-LUTHERAN SOCIETY, THE YORK DIOCESAN CLERGY DEPENDANTS FUND, TOGETHER MIDDLESBROUGH AND CLEVELAND,

THE VENERABLE AMANDA BLOOR Appointed: 2020, Occupation: Archdeacon, Other trusteeships: THE TURNER HUDSON RETIRED CLERGY FUND, THE YORK DIOCESAN MINISTERS' RELIEF (2009) FUND, THE YORK DIOCESAN CLERGY DEPENDANTS FUND,

THE VENERABLE SAMANTHA JAYNE RUSHTON Appointed: 2015, Occupation: None, Other trusteeships: UNIVERSITY OF YORK CHAPLAINCY CENTRE, THE TURNER HUDSON RETIRED CLERGY FUND, THE YORK DIOCESAN MINISTERS' RELIEF (2009) FUND, THE YORK DIOCESAN CLERGY DEPENDANTS FUND, CHURCH OF ENGLAND CENTRAL SERVICES,

THE VERY REV DOMINIC BARRINGTON Appointed: 2022, Occupation: Dean Of York Minster

VEN ANDREW CLIFFORD BROOM Appointed: 2014, Occupation: Archdeacon, Other trusteeships: ANN WATSON'S TRUST, CHARITY OF EMILY WILSON-BARKWORTH FOR POOR BENEFICED CLERGY OF THE CHURCH, THE TURNER HUDSON RETIRED CLERGY FUND, THE YORK DIOCESAN MINISTERS' RELIEF (2009) FUND, THE YORK DIOCESAN CLERGY DEPENDANTS FUND,

Legal constitution

Charitable company registered in England & Wales on 08/10/1965, number: 244976
Registered at Companies House on 20/10/1927, number: 00225234

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

DIOCESE OF YORK
AMY JOHNSON WAY
YORKClifton Moor
York
YO30 4XT

Objectives

TO PROMOTE, CARRY ON, ASSIST AND ADVANCE THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND IN THE DIOCESE OF YORK.

Defined Area of Benefit:

DIOCESE OF YORK

Data Sources