Finance Score: 2

Governance Score: 8

Support Score: 1

Liabilities <10%: +3
Excess reserves: -2
Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +1

Overall GiG Score: 11

THE BRISTOL DIOCESAN BOARD OF FINANCE LIMITED

The primary objective is to promote and assist the work and purposes of the Church of England in the Diocese of Bristol.

Analysis by Giving is Great

Positives:

The charity has received modest 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 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £21,149,000 available, equivalent to 25 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

Established: 57 years
(104 years as a company)

www.bristol.anglican.org

finance@bristoldiocese.org

01179060100

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	£9,584	£10,151	£-567	£98	£73,294	£21,149	25	58	130
31/12/21	£9,370	£9,709	£-339	£132	£77,690	£22,390	27.7	58	135
31/12/20	£13,971	£9,564	£4,407	£131	£72,764	£18,751	23.5	51	138
31/12/19	£11,924	£8,631	£3,293	£74	£65,737	£16,750	23.3	52	140
31/12/18	£10,028	£9,296	£732	£58	£58,130	£13,910	18	48	154
31/12/17	£10,304	£8,486	£1,818	£126	£57,440	£13,171	18.6	53	0
31/12/16	£8,290	£7,922	£368	£118	£53,864	£12,205	18.5	47	0
31/12/15	£8,834	£8,297	£537	£138	£51,447	£11,031	16	35	0
31/12/14	£7,763	£8,304	£-541	£190	£51,583	£13,894	20.1	43	0
31/12/13	£7,636	£7,964	£-328	£186	£50,019	£14,117	21.3	143	0
31/12/12	£7,653	£8,176	£-523	£181	£47,138	£12,227	17.9	143	0
31/12/11	£7,778	£8,143	£-365	£179	£46,237	£11,958	17.6	160	0
31/12/10	£8,061	£8,379	£-318	£199	£45,433	£11,278	16.2	161	0
31/12/09	£7,864	£8,346	£-482	£111	£44,614	£10,376	14.9	165	0
31/12/08	£8,291	£8,852	£-561	£191	£43,015	£10,388	14.1	167	0
31/12/07	£7,521	£7,951	£-430	£183	£45,873	£10,903	16.5	38	0
31/12/06	£7,608	£7,573	£35	£0	£0	£0	n/a	0	0
31/12/05	£8,140	£7,119	£1,021	£0	£0	£0	n/a	0	0
31/12/04	£13,051	£13,113	£-62	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 1.5%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 8%
Liabilities/Income: 64%
Unrestricted Funds/Total Funds: 29%
Reserves/Spending: 25 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.5

Asset Split ?

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body
Provides human resources

Where it operates

Bath And North East Somerset, Bristol City, North Somerset, South Gloucestershire, Swindon, Wiltshire,

Who it helps

The General Public/Mankind

Who works here?

58 employees
130 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
Culham St Gabriel's Trust - The ‘RE Hive’ project: peer to peer school improvement
£9,525	24/10/2019	To identify RE subject leaders and train them to provide peer to peer support.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Based on 15/17 persons

Age Range of Trustees: 38-74

ABIGAIL SCOTT Appointed: 2022

ALISON ROWE Appointed: 2022, Occupation: Retired, Other trusteeship: EXTENSION AND SPECIAL FUND,

BRUCE ANTHONY FINNAMORE Appointed: 2016, Occupation: Company Director

CANON ANDREW JOHN SHIRLEY LUCAS (Chair) Appointed: 2011, Occupation: Executive Director

CLARE LORNA JEFFERIS Appointed: 2022, Occupation: Fundraising Consultant, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY'S, ALMONDSBURY,

JOHN SUNDERLAND Appointed: 2019, Occupation: Management Consultant

PROFESSOR DAVID NEVILLE CLARKE Appointed: 2016, Occupation: Retired University Academic, Other trusteeships: REDLAND CHAPEL TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF REDLAND, BRISTOL,

REV AMANDA KIRSTINE FORD Appointed: 2020, Occupation: Dean Of Bristol, Other trusteeship: BRISTOL CATHEDRAL TRUST,

REV BEVERLEY CHARLES Appointed: 2022, Occupation: Vicar

REV DAVID JOHN STEPHENSON Appointed: 2022, Occupation: Vicar, Other trusteeship: PAROCHIAL CHURCH COUNCILOF THE ECCLESIASTICAL PARISH OF ST SAVIOUR WITH ST MARY COTHAM,

REV KATHARINE SMITH Appointed: 2022, Occupation: Clergy, Other trusteeship: SWINDON CCRC TRUST,

REV TRUDIE ANNE WIGLEY Appointed: 2019, Occupation: Vicar, Other trusteeship: DORCAN CHURCH SWINDON,

RICHARD FRANCIS BACON Appointed: 2022, Occupation: Accountant, Other trusteeships: THE BRISTOL CATHEDRAL CHORAL FOUNDATION, REDMAIDS' HIGH SCHOOL,

THE RIGHT REVEREND DR LEE STEPHEN RAYFIELD, Occupation: Bishop

THE RT REVEREND VIVIENNE FRANCES FAULL Appointed: 2018, Occupation: Bishop

THE VENERABLE CHRISTOPHER BRYAN Appointed: 2019, Occupation: Archdeacon, Other trusteeship: TEACH US TOO CHARITABLE TRUST,

THE VENERABLE NEIL MICHAEL WARWICK Appointed: 2019, Occupation: Archdeacon, Other trusteeship: BRISTOL ARCHDEACONRY CHARITY,

Legal constitution

Charitable company registered in England & Wales on 23/11/1966, number: 248502
Registered at Companies House on 20/06/1919, number: 00156243

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/10/2016 - Asset transfer in from HAPPY CATERPILLARS PRESCHOOL
06/07/2021 - Asset transfer in from BISHOP MONK'S HORFIELD TRUST

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

Recent reorganisation events:

Asset transfer in from BISHOP MONK'S HORFIELD TRUST on 06/07/2021

Main office

DIOCESE OF BRISTOL
FIRST FLOOR, HILLSIDE HOUSE
1500 PARKWAY NORTH
NEWBRICK ROAD
STOKE GIFFORD
BS34 8YU

Objectives

TO PROMOTE AND ASSIST THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND IN THE DIOCESE OF BRISTOL

Defined Area of Benefit:

DIOCESE OF BRISTOL

Data Sources