Finance Score: 1

Governance Score: 6

Support Score: 6

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

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

Grant maker support: +6

Overall GiG Score: 13

WINCHESTER DIOCESAN BOARD OF FINANCE

SUPPORTING THE MINISTRY IN, AND THE MISSION OF, CHURCH OF ENGLAND PARISHES IN THE DIOCESE OF WINCHESTER

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 16 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £39,677,000 available, equivalent to 37 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: 58 years
(108 years as a company)

www.winchester.anglican.org

enquiries@winchester.anglican.org

01962737336

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	£13,088	£12,980	£108	£14	£178,467	£39,677	36.7	51	40
31/12/21	£14,834	£13,869	£965	£20	£178,817	£40,157	34.7	51	458
31/12/20	£13,525	£12,470	£1,055	£32	£158,213	£35,721	34.4	51	466
31/12/19	£13,388	£13,504	£-116	£73	£146,952	£32,967	29.3	48	101
31/12/18	£13,872	£14,656	£-784	£72	£138,900	£29,364	24	54	101
31/12/17	£11,975	£11,882	£93	£61	£133,929	£29,140	29.4	48	0
31/12/16	£12,030	£11,745	£285	£48	£125,892	£27,138	27.7	40	0
31/12/15	£11,748	£11,549	£199	£136	£119,917	£26,529	27.6	38	0
31/12/14	£12,550	£12,553	£-3	£24	£120,760	£25,718	24.6	36	0
31/12/13	£13,302	£13,217	£85	£31	£118,023	£25,047	22.7	35	0
31/12/12	£13,158	£12,949	£209	£58	£114,489	£24,324	22.5	37	0
31/12/11	£12,716	£12,703	£13	£62	£113,528	£24,321	23	35	0
31/12/10	£12,790	£12,284	£506	£58	£114,611	£23,534	23	38	0
31/12/09	£12,109	£12,434	£-325	£40	£112,431	£19,726	19	40	0
31/12/08	£12,080	£12,083	£-3	£37	£113,220	£18,444	18.3	33	0
31/12/07	£11,759	£11,911	£-152	£56	£117,356	£17,888	18	37	0
31/12/06	£11,201	£11,311	£-110	£0	£0	£0	n/a	0	0
31/12/05	£11,156	£11,711	£-555	£0	£0	£0	n/a	0	0
31/12/04	£10,571	£10,453	£118	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 2%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 22%
Reserves/Spending: 36.7 months
Net Current Assets/Spending: 10 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Burma, Burundi, Congo (Democratic Republic), Dorset, Hampshire, Rwanda, Southampton City, Uganda,

Who it helps

Other Defined Groups

Who works here?

51 employees
40 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£45,900
National Lottery Community Fund	£10,000
The Archbishops' Council	£4,000
Garfield Weston Foundation	£2,500

Specific Donations

Amount	When Months	To be used for
The Archbishops' Council - Organ conservation grant to Hartley Wespall, St Mary, Diocese of Winchester (Pilgrim Trust)
£4,000	01/12/2023	Conservation of organ by W.M. Hedgeland, with case by George Gilbert Scott, 1873/74
National Lottery Community Fund - Disabled ramp access for St Mark's church
£10,000	23/03/2020 0	The funding will be used to install a disabled access ramp into the main door of the church building. The project aims to improve access for people in wheelchairs, people with pushchairs and those ....more The funding will be used to install a disabled access ramp into the main door of the church building. The project aims to improve access for people in wheelchairs, people with pushchairs and those with restricted mobility.
National Lottery Heritage Fund - Grant to St Mary's Church Hartley Wespall
£45,900	05/03/2020	Bell Tower Restoration
Garfield Weston Foundation - Main Grants award
£2,500	30/06/2019	Installation of a Kitchen in our Church
National Lottery Community Fund - St Gabriel's Community Garden
£10,000	21/03/2019 12	The church will landscape their outdoor space to provide a green space and community garden area which will provide a space where people can meet and take part in gardening activities.
Garfield Weston Foundation - Main Grants award
£15,000	23/05/2018	Disabled toilet and access door for church
National Lottery Community Fund - Extension to and fitting out of community kitchen
£10,000	20/09/2017 12	The funding with improve kitchen facilities to support groups within the community and increase community activities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

Age Range of Trustees: 49-78

ALASTAIR BARRON Appointed: 2016, Occupation: Head Of Group Security

ESTHER CLIFT Appointed: 2017, Occupation: Business Professional, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JAMES, SHIRLEY, SOUTHAMPTON, CARAWAY,

ELSPETH MACKEGGIE GURNEY Appointed: 2022, Other trusteeships: BASINGSTOKE CHORAL SOCIETY, THE PINK PLACE, BASINGSTOKE CHORAL SOCIETY,

GILLIAN MARGARET GRAY KNIGHT Appointed: 2022, Occupation: Retired

IAN NIGEL NEWMAN Appointed: 2003, Occupation: Undertaker

IAN ROBERT DIGHE Appointed: 2023, Occupation: Director

MADELEINE JULIE HEDLEY Appointed: 2023, Occupation: Director

NIGEL MAY Appointed: 2023, Occupation: Director

THE BISHOP OF WINCHESTER Appointed: 2021

THE REVEREND ANDREW MARK MICKLEFIELD Appointed: 2014, Occupation: Vicar

THE REVEREND RACHEL NAOMI NOEL Appointed: 2022, Occupation: Reverend

THE REVEREND TIMOTHY JOHN MATTHEWS Appointed: 2022, Occupation: Reverend

THE RIGHT REVEREND DAVID GRANT WILLIAMS Appointed: 2022, Occupation: Bishop, Other trusteeship: THE MISSION TO SEAFARERS,

THE VENERABLE RICHARD HAROLD GUTHRIE BRAND Appointed: 2022, Occupation: Archdeadon

THE VERY REVEREND CATHERINE OGLE Appointed: 2022, Occupation: Dean Of Winchester

VENERABLE JEAN ANN BURGESS Appointed: 2023, Occupation: Archdeacon Of Bournemouth

Legal constitution

Charitable company registered in England & Wales on 04/10/1966, number: 249276
Registered at Companies House on 08/12/1915, number: 00142351

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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

The Diocesan Office
Old Alresford Place
Old Alresford
ALRESFORD
SO24 9DH

Objectives

TO PROMOTE, AID AND FURTHER THE OBJECTS AND WORK OF THE CHURCH OF ENGLAND, PARTICULARLY IN THE DIOCESE OF WINCHESTER.

Defined Area of Benefit:

DIOCESE OF WINCHESTER

Data Sources