Finance Score: 0

Governance Score: 3

Support Score: 4

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

Grant maker support: +4

Overall GiG Score: 7

THE CHESTER DIOCESAN BOARD OF FINANCE

Church of England Diocesan Board of Finance. Funding of clergy stipends, housing, pensions. Advice to clergy and parishes.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age 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
There are 31 trustees whereas the Charities Commission recommends a maximum of 12

Established: 58 years
(150 years as a company)

www.chester.anglican.org

churchhouse@chester.anglican.org

01928718834

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	£14,568	£14,901	£-333	£99	£151,258	£11,152	9	42	250
31/12/21	£14,594	£14,054	£540	£126	£146,103	£10,927	9.3	37	250
31/12/20	£14,481	£15,446	£-965	£147	£30,693	£10,401	8.1	48	250
31/12/19	£15,129	£15,581	£-452	£19	£30,516	£9,955	7.7	46	250
31/12/18	£15,459	£14,400	£1,059	£18	£26,854	£7,102	5.9	45	250
31/12/17	£16,763	£14,623	£2,140	£17	£25,311	£5,339	4.4	43	0
31/12/16	£14,915	£12,964	£1,951	£16	£21,804	£3,770	3.5	45	0
31/12/15	£16,063	£15,498	£565	£30	£17,702	£2,051	1.6	47	0
31/12/14	£16,999	£14,683	£2,316	£37	£23,684	£7,578	6.2	49	0
31/12/13	£14,161	£14,100	£61	£93	£20,594	£6,730	5.7	42	0
31/12/12	£13,660	£14,873	£-1,213	£95	£19,639	£6,199	5	43	0
31/12/11	£14,515	£15,886	£-1,371	£77	£20,319	£5,881	4.4	44	0
31/12/10	£14,538	£14,068	£470	£77	£23,025	£7,768	6.6	43	0
31/12/09	£13,243	£13,959	£-716	£80	£21,889	£7,768	6.7	42	0
31/12/08	£13,740	£15,568	£-1,828	£71	£21,349	£7,874	6.1	38	0
31/12/07	£14,156	£13,717	£439	£85	£25,957	£8,995	7.9	36	0
31/12/06	£14,119	£13,567	£553	£0	£0	£0	n/a	0	0
31/12/05	£13,467	£12,016	£1,451	£0	£0	£0	n/a	0	0
31/12/04	£11,195	£10,732	£463	£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: 2%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 1%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 7%
Reserves/Spending: 9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 4.1

Asset Split ?

Listed activities

Religious Activities

How it operates

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

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

42 employees
250 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 Martin's Parish Church, Ashton Upon Mersey
£9,000	25/01/2021	Repairs and conservation to south porch.
DCMS - St Martin's Parish Church, Ashton Upon Mersey
£3,000	25/01/2021	Repairs and conservation to south porch.
Ministry for Housing, Communities and Local Government - AFFORDABLE HOUSING GRANT
£135,000	01/04/2020	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - STRATEGIC DEALS
£20,422,201	01/04/2020	To Provide Affordable Homes across the UK
Ministry for Housing, Communities and Local Government - MOVE ON FUND
£235,200	01/04/2020	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (31)

Current Trustees appointed

Gender Split

Based on 27/31 persons

Age Range of Trustees: 33-86

DAVID GRAHAM LOWCOCK Appointed: 2018, Occupation: Retired, Other trusteeships: ANNIE SEDDON, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, CHEADLE, Bible Encounter Trust Charitable Incorporated Organisation,

DR GRAHAM CAMPBELL, Occupation: Chartered Accountant

DAVID ANTHONY HERMITT Appointed: 2022, Occupation: Retired Chief Executive, Other trusteeship: THE QUEEN'S FOUNDATION FOR ECUMENICAL THEOLOGICAL EDUCATION,

DR ALAN DOWEN Appointed: 2013, Occupation: Retired

DR CHRISTINE ELIZABETH WETHERELL Appointed: 2021, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER, HESWALL,

DR PETER JONATHON MARSHALL Appointed: 2021, Occupation: Retired

ESME ANGELA HAMMER Appointed: 2018, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALBAN, BROADHEATH,

IAN SCOTT-DUNN (Chair) Appointed: 2015, Occupation: Retired

JOHN JEREMY COLLIER FREEMAN Appointed: 1992, Occupation: Chemical Engineer, Other trusteeships: WEAVERHAM AND ACTON BRIDGE TRUST, WEAVERHAM COMMUNITY ASSOCIATION, MID CHESHIRE METHODIST CIRCUIT, THE ECUMENICAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY, WEAVERHAM,

JOHN STEPHEN HASLAM Appointed: 2021, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY & CHRIST CHURCH, STALYBRIDGE,

JOHN PHILIP MASON Appointed: 2013, Occupation: Retired, Other trusteeships: OPEN SYNOD GROUP, THE CHESTER CLERGY FAMILY CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BUNBURY, THE JOHN MASON FAMILY TRUST,

JULIE OKUNDAYE Appointed: 2022, Occupation: Programme Director

JULIE WITHERS Appointed: 2018, Occupation: Retired

PETER BALL-FOSTER Appointed: 2021, Occupation: Retired

REVD MICHAEL IAN ANTONY SMITH, Occupation: Clerk In Holy Orders, Other trusteeships: HARTFORD GOSPEL MINISTRIES TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JOHN THE BAPTIST, HARTFORD, CHESTER DIOCESE, RENEW CONFERENCE,

REV ANDREW QUENTIN GREENHOUGH Appointed: 2022, Other trusteeships: CHRISTIAN BOOK CENTRE, NEW FERRY EDUCATIONAL CHARITY, The Lower Bebington and Poulton Lancelyn Lands Foundation 1655/2018, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARK NEW FERRY,

REV CHRISTINA PHOEBE UPTON Appointed: 2018, Occupation: Clerk In Holy Orders, Other trusteeships: JANE CHURTON BEQUEST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, (WITHOUT THE WALLS) , BLACON, THE PANTRY FOR BLACON,

REV DAVID ANDREW VESTERGAARD Appointed: 2021, Occupation: Clerk Of Holy Orders, Other trusteeships: THE CONROY TRUST, The Lower Bebington and Poulton Lancelyn Lands Foundation 1655/2018, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BEBINGTON,

REV GARY KENNAUGH Appointed: 2023, Occupation: Vicar, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY & CHRIST CHURCH, STALYBRIDGE,

REV GEORGE CROWDER Appointed: 2021, Occupation: Clerk Of Holy Orders, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF ST JOHNS THE EVANGELIST CHURCH, OVER,

REV JOSHUA CHRISTIAN ASKWITH Appointed: 2021, Occupation: Clerk In Holy Orders, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST THOMAS NORBURY,

REV LESLEY SARAH CURRIE Appointed: 2022, Occupation: Clerk In Holy Orders

REV MICHAEL LAURENCE RIDLEY Appointed: 2014, Occupation: Clerk In Holy Orders, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST THOMAS' AND ST MARY MAGDALENE STOCKTON HEATH, CHESHIRE,

REV RICHARD LUKE PENNYSTAN Appointed: 2021, Occupation: Clerk Of Holy Orders, Other trusteeship: Emmanuel Theological College,

REV SIMON RICHARD GALES, Other trusteeships: THE LINDOW RECREATION FIELDS, THE EILEEN MCCAMMON TRUST, THE LINDOW EDUCATIONAL CHARITY, LINDOW MINISTRY TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JOHN, LINDOW,

REV SIMON DREW Appointed: 2015, Occupation: Clerk In Holy Orders, Other trusteeship: MIDDLEWICH & DISTRICT FOODBANK,

RT REVD JULIE ANNE CONALTY Appointed: 2021, Occupation: Bishop, Other trusteeship: THE CHESTER CLERGY FAMILY CHARITABLE TRUST,

RT REVD SAMUEL JON CLINT CORLEY Appointed: 2021, Occupation: Bishop, Other trusteeship: THE CHESTER CLERGY FAMILY CHARITABLE TRUST,

THE RT REVD MARK SIMON AUSTIN TANNER Appointed: 2020, Occupation: Clerk In Holy Orders

THE VERY REVEREND DR TIMOTHY RICHARD STRATFORD Appointed: 2018, Occupation: Dean Of Chester Cathedral, Other trusteeships: THE CHESTER CATHEDRAL DEVELOPMENT TRUST, UNIVERSITY OF CHESTER, THE CATHEDRAL CHURCH OF CHRIST AND THE BLESSED VIRGIN MARY IN THE DIOCESE OF CHESTER,

VEN DR MICHAEL GILBERTSON, Occupation: Clerk In Holy Orders, Other trusteeship: THE MELANESIAN MISSION,

Legal constitution

Charitable company registered in England & Wales on 16/09/1966, number: 248968
Registered at Companies House on 18/11/1873, number: 00007826

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

Main office

Chester Diocesan Board of Finance
5500 Daresbury Park
Daresbury
Warrington
WA4 4GE

Objectives

TO MAINTAIN AND PROMOTE THE SPIRITUAL TEACHING OF THE CHURCH OF ENGLAND AND TO ACT AS THE DIOCESAN BOARD OF FINANCE FOR THE DIOCESE OF CHESTER.

Defined Area of Benefit:

DIOCESE OF CHESTER

Data Sources