Finance Score: 0
Governance Score: 2
Support Score: 0
  • Reasonable growth: +1
  • Volatile income
  • spending growth: -1
  • No PartB
  • No conflicts policy: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 2 ?

THE WELLS CLERICAL CHARITY 

to provide financial assistance to the clergy and their families who are serving in the historic Archdeaconry of Wells. Includes assisting children of the clergy, under the age of 25, by making grants to enable them to earn their living; otherwise providing for their education; providing relief for clergy, their spouses, widows, widowers or other dependants.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile recently but spending has been maintained

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
01/01/70£0£0£0n/an/an/an/an/a0
31/12/22£12£10£1n/an/an/an/an/a0
31/12/21£10£7£4n/an/an/an/an/a0
31/12/20£10£1£8n/an/an/an/an/a0
31/12/19£10£4£6n/an/an/an/an/a0
31/12/18£10£6£4£0£0£0n/a00
31/12/17£10£6£3£0£0£0n/a00
31/12/16£8£11£-2£0£0£0n/a00
31/12/15£9£10£0£0£0£0n/a00
31/12/14£9£8£1£0£0£0n/a00
31/12/13£9£9£0£0£0£0n/a00
31/12/12*£9£7£1£0£0£0n/a00
31/12/11£9£8£1£0£0£0n/a00
31/12/10£8£7£1£0£0£0n/a00
31/12/09*£8£7£2£0£0£0n/a00
31/12/08*£9£7£3£0£0£0n/a00
31/12/07?*£9£5£3£0£0£0n/a00
01/01/70£0£0£0£0£0£0NAN00
01/01/70£0£0£0£0£0£0NAN00
01/01/70£0£0£0£0£0£0NAN00

Highest pay bracket: less than £60,000
Established: 58 years

general@bathwells.anglican.org

01749670777

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • Other Charitable Purposes
GiG Classification
  • Financial support to the poor
How it operates
  • Makes Grants to Individuals
Where it operates
  • Bath And North East Somerset, Somerset,
Who it helps
  • Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Legal constitution
  • Charity registered in England & Wales on 27/06/1966, number: 248436
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Investment
Filing Record
16 returns made; AR12: 167 days late, AR09: 11 days late, AR08: 9 days late, AR07: 84 days late,
Main office

6 THE LIBERTY
WELLS
BA5 2SU

Objectives

IN ASSISTING PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS AND WHO ARE THE CHILDREN OF MEMBERS OF THE CLERGY OF THE CHURCH OF ENGLAND SERVING IN THE AREA OF BENEFIT OR OF RETIRED OR DECEASED MEMBERS OF THE CLERGY WHO LAST SERVED IN THAT AREA WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE PREPARING FOR ENTERING UPON OR ENGAGED IN ANY PROFESSION TRADE OCCUPATION OR SERVICE BY PROVIDING THEM WITH OUTFITS OR BY PAYING FEES TRAVELLING OR MAINTENANCE EXPENSES OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE MANAGING TRUSTEES THINK FIT.(2)PROMOTING EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING (3) RELIEVING EITHER GENERALLY OR INDIVIDUALLY SUCH MEMBERS OF THE CLERGY OF THE CHURCH OF ENGLAND WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED HARDSHIP OR DISTRESS OF SUCH PERSONS .THE MANAGING TRUSTEES MAY PAY FOR SUCH ITEMS SERVICES OR FACILITIES BY WAY OF DONATIONS OR SUBSCRIPTIONS TO INSTITUTIONS OR ORGANISATION WHICH PROVIDE OR WHICH UNDERTAKE IN RETURN TO PROVIDE SUCH ITEMS SERVICES OR FACILITIES FOR SUCH PERSONS.

Defined Area of Benefit:

THE FORMER ARCHDEACONRY OF WELLS AS CONSTITUTED IN 1738

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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