Finance Score: -2

Governance Score: 8

Support Score: 1

Deficit latest year: -2

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

Grant maker support: +1

Overall GiG Score: 7

THE OXFORD DIOCESAN BOARD OF FINANCE

In summary the charity's aims are to promote the work and purposes of the Church of England for the advancement of the Christian religion in the Diocese of Oxford and elsewhere.

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

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
There are 32 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income was lower than spending in the latest year

Established: 58 years
(108 years as a company)

www.oxford.anglican.org

finance@oxford.anglican.org

01865208200

Charity Commission for England and Wales

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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	£27,355	£30,940	£-3,585	£30	£520,404	£101,067	39.2	80	313
31/12/21	£25,352	£30,803	£-5,451	£1	£522,785	£97,549	38	80	262
31/12/20	£26,065	£29,862	£-3,797	£13	£479,643	£91,604	36.8	74	228
31/12/19	£26,526	£25,778	£748	£17	£459,566	£86,710	40.4	71	231
31/12/18	£26,136	£26,946	£-810	£85	£447,197	£85,959	38.3	72	233
31/12/17	£26,297	£26,125	£172	£63	£443,953	£83,217	38.2	64	0
31/12/16	£25,436	£23,308	£2,128	£97	£434,991	£80,489	41.4	67	0
31/12/15	£25,323	£23,759	£1,564	£175	£398,940	£77,743	39.3	62	0
31/12/14	£25,829	£23,422	£2,407	£171	£386,381	£70,759	36.3	63	0
31/12/13	£24,571	£23,422	£1,149	£184	£359,749	£63,225	32.4	63	0
31/12/12	£23,420	£23,756	£-336	£227	£334,663	£58,935	29.8	59	0
31/12/11	£22,546	£23,404	£-858	£200	£332,432	£58,883	30.2	59	0
31/12/10	£23,104	£24,108	£-1,004	£290	£318,411	£58,439	29.1	64	0
31/12/09	£23,162	£23,363	£-201	£288	£303,337	£57,071	29.3	59	0
31/12/08	£22,541	£22,864	£-323	£272	£288,232	£54,924	28.8	58	0
31/12/07	£21,794	£20,470	£1,324	£233	£334,866	£61,289	35.9	51	0
31/12/06	£19,982	£20,003	£-21	£0	£0	£0	n/a	0	0
31/12/05	£19,851	£19,893	£-42	£0	£0	£0	n/a	0	0
31/12/04	£19,103	£18,492	£611	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 1%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 19%
Reserves/Spending: 39.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.4

Asset Split ?

Listed activities

Religious Activities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Bracknell Forest, Buckinghamshire, Milton Keynes, Oxfordshire, Reading, Slough, West Berkshire, Windsor And Maidenhead, Wokingham,

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?

80 employees
313 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
DCMS - St Nicolas' Church, Taplow
£900	08/01/2021	Repairs to stained glass panel.. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, ....more Repairs to stained glass panel.. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
DCMS - St Nicolas' Church, Taplow
£300	08/01/2021	Repairs to stained glass panel.. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, ....more Repairs to stained glass panel.. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
Garfield Weston Foundation - Main Grants award
£7,500	24/01/2020	Silent Knights'
National Lottery Heritage Fund - Grant to St Mary's Church Hampstead Norreys PCC
£57,800	28/08/2015	St Mary’s '3Rs' Churchyard Project - Restoration, Renovation and Revitalisation
National Lottery Heritage Fund - Grant to Parish Church of St Peter Ad Vincula Church, South Newington
£29,400	13/09/2013	Stabilisation and conservation of 14th century Doom painting

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (32)

Current Trustees appointed

Gender Split

Based on 31/32 persons

Age Range of Trustees: 43-85

DR SHIRLEY NORTHOVER Appointed: 2020, Occupation: Consultant

PETER BARRETT Appointed: 2021, Occupation: Senior Marketing Manager

REV KAREN CHARMAN Appointed: 2023, Occupation: Minister Of Religion

REV SARAH SHARP Appointed: 2021, Occupation: Clerk In Holy Orders

RICHARD GAVIN MERRYLEES Appointed: 2021, Occupation: Retired Barrister

SIR HECTOR SANTS Appointed: 2022, Occupation: Chair Person

SUSAN SCOTT Appointed: 2021, Occupation: Teacher

THE RIGHT REVD DR ALAN THOMAS LAWRENCE WILSON Appointed: 2003, Other trusteeship: OXFORD DIOCESAN BOARD OF EDUCATION,

THE REVD CANON JANET VICTORIA BINNS Appointed: 2022, Occupation: Clerk In Holy Orders

THE RT. REVD GAVIN ANDREW COLLINS Appointed: 2021, Occupation: Minister Of Religion

ALISON KIRK Appointed: 2023, Occupation: Teacher, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY THE VIRGIN, WENDOVER,

DANIEL MBUSI SAJABI MATOVU Appointed: 2022, Occupation: Barrister, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. ANDREW AND ST. MARY MAGDALENE, MAIDENHEAD,

DR ANNA THOMAS-BETTS Appointed: 2012, Occupation: None, Other trusteeships: FRIENDS OF ST STEPHEN'S HOSPITAL, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF LANGLEY MARISH,

GILLIAN HAMNETT Appointed: 2021, Occupation: Director, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY MAGDALEN, OXFORD,

KATHRYN MARY WINROW Appointed: 2021, Occupation: Headteacher, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GEORGE THE MARTYR, NEWBURY,

REV DARREN WILLIAM MCFARLAND Appointed: 2021, Occupation: Clerk In Holy Orders, Other trusteeships: HEADINGTON PARISH CHARITY, HEADINGTON SCHOOL OXFORD LIMITED, THE COMMUNITY OF ST MARY THE VIRGIN AT WANTAGE,

REV DAVID JOHN MEAKIN Appointed: 2018, Occupation: Clerk In Holy Orders

REV JULIETTE MINTERN Appointed: 2021, Occupation: Clerk In Holy Orders, Other trusteeship: LAMBOURN CHURCH OF ENGLAND SCHOOL HOUSE TRUST,

SUSAN ELIZABETH SCANE Appointed: 2017, Occupation: Retired

THE RIGHT REVD DR STEVEN JOHN LINDSEY CROFT Appointed: 2016, Occupation: Bishop Of Oxford, Other trusteeships: BAYNE BENEFACTION, DIOCESAN TRUSTEES (OXFORD) LTD, THE BISHOP OF OXFORD'S DISCRETIONARY FUND, OXFORD DIOCESAN BOARD OF EDUCATION, OXFORD CLERGY CHARITY,

THE REVD CANON DR GEOFFREY BRIAN TUDOR BAYLISS Appointed: 2020, Occupation: Clerk In Holy Orders, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF COWLEY, OXFORD, BESPACE, THE ANGLICAN ASIAN LIVING CHURCH,

THE REVD CANON RICHARD JOHN LAMEY Appointed: 2018, Occupation: Clerk In Holy Orders

THE RT. REVD OLIVIA GRAHAM Appointed: 2013, Occupation: Bishop Of Reading, Other trusteeships: THE FOUNDATION OF ST AUGUSTINE READING (ELEANOR PALMER TRUST), COMMUNITY OF ST MARY THE VIRGIN AT WANTAGE,

THE VENERABLE DAVID TYLER Appointed: 2022, Occupation: Clerk Of Holy Orders, Other trusteeship: THE BERKS CLERGY CHARITY,

THE VENERABLE GUY CHARLES ELSMORE Appointed: 2016, Occupation: Archdeacon Of Buckingham, Other trusteeships: BAYNE BENEFACTION, RIPON COLLEGE CUDDESDON, THE ARCHDEACONRY OF BUCKINGHAM CLERGY CHARITY,

THE VENERABLE JONATHAN PAUL MICHAEL CHAFFEY Appointed: 2020, Occupation: Clerk In Holy Orders

THE VENERABLE STEPHEN JAMES PULLIN Appointed: 2020, Occupation: Clerk In Holy Orders

THE VERY REVD PROFESSOR SARAH ROSAMUND IRVINE FOOT Appointed: 2023, Occupation: Dean Of Christ Church, Other trusteeships: THE ST MARY MAGDALEN OXFORD RESTORATION AND DEVELOPMENT TRUST, THE DEAN AND CHAPTER OF THE CATHEDRAL CHURCH OF CHRIST IN OXFORD OF THE FOUNDATION OF KING HENRY VIII, THE FRIDESWIDE FOUNDATION,

JOHN NEIL SYKES Appointed: 2018, Occupation: Consultant, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JOHN THE BAPTIST COOKHAM DEAN,

JULIE PATRICIA DZIEGIEL Appointed: 2012, Occupation: Accountant, Other trusteeships: OPEN SYNOD GROUP, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF GREAT CHESHAM, AMERSHAM DEANERY TRUST, PARISH GIVING SCHEME,

MARK NICHOLAS BURTON Appointed: 2018, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BARNABAS, EMMER GREEN,

MICHAEL POWELL Appointed: 2017, Occupation: Retired, Other trusteeship: DIOCESAN TRUSTEES (OXFORD) LTD,

Legal constitution

Charitable company registered in England & Wales on 20/10/1966, number: 247954
Registered at Companies House on 10/02/1916, number: 00142978

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

CHURCH HOUSE OXFORD
LANGFORD LANE
KIDLINGTON
OXON
OX5 1GF

Objectives

TO PROMOTE AND ASSIST THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND FOR THE ADVANCEMENT OF THE CHRISTIAN RELIGION IN THE DIOCESE OF OXFORD (FOR FULL DETAILS SEE MEMORANDUM OF ASSOCIATION CLAUSE 3).

Defined Area of Benefit:

DIOCESE OF OXFORD

Data Sources