Finance Score: 4

Governance Score: 8

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Pension deficit: -1
Fundraising costs low: +3

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

Grant maker support: +4

Overall GiG Score: 16

SOUTHWELL AND NOTTINGHAM DIOCESAN BOARD OF FINANCE

To join in the transforming Mission of God, through the work of the Church of England in the Diocese of Southwell & Nottingham.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are 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 22 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
There is a pension deficit of £108,000

Established: 58 years
(132 years as a company)

www.southwell.anglican.org

01636814331

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
31/12/22	£11,758	£10,623	£1,135	£0	£86,385	£15,100	17.1	54
31/12/21	£10,811	£10,579	£232	£0	£84,011	£13,850	15.7	61
31/12/20	£10,932	£10,396	£536	£317	£80,638	£13,106	15.1	65
31/12/19	£10,732	£9,293	£1,439	£0	£77,886	£13,023	16.8	67
31/12/18	£10,510	£10,483	£27	£412	£73,965	£13,408	15.3	50
31/12/17	£10,728	£10,158	£570	£343	£73,923	£13,339	15.8	79
31/12/16	£10,499	£9,129	£1,370	£0	£70,834	£12,179	16	70
31/12/15	£9,840	£9,636	£204	£244	£68,378	£12,493	15.6	44
31/12/14	£9,663	£9,846	£-183	£23	£71,027	£11,706	14.3	43
31/12/13	£9,732	£9,808	£-76	£33	£69,170	£11,277	13.8	44
31/12/12	£10,512	£9,481	£1,031	£35	£64,994	£10,781	13.6	42
31/12/11	£9,393	£8,935	£458	£33	£60,119	£10,231	13.7	39
31/12/10	£12,405	£9,525	£2,880	£34	£53,437	£9,455	11.9	40
31/12/09	£9,077	£9,454	£-377	£33	£48,952	£9,059	11.5	33
31/12/08	£9,444	£9,996	£-552	£32	£78,951	£11,949	14.3	34
31/12/07	£9,133	£9,584	£-450	£33	£96,545	£13,453	16.8	33
31/12/06	£8,813	£8,659	£154	£0	£0	£0	n/a	0
31/12/05	£8,299	£8,828	£-529	£0	£0	£0	n/a	0
31/12/04	£8,285	£7,992	£293	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.2%
Fundraising Costs/Total Spending: 4.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 3%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 17%
Reserves/Spending: 17.1 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.9

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 services

Where it operates

Nottinghamshire,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

54 employees

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
Department for Education - Full Fibre Broadband
£50,299	01/04/2021	Capital funding to support the roll out of full fibre broadband to rural schools.
Garfield Weston Foundation - Main Grants award
£7,500	21/02/2020	All Hallows Facilities Refurbishment Project
Garfield Weston Foundation - WAF award
£40,000	05/10/2018	Opening Doors
DCMS - Ruined Chapel of St James Haughton, Walesby, Nottinghamshire
£33,897	01/04/2018	Repairs to Ruined Chapel of St James Haughton, Walesby, Nottinghamshire
Joseph Rank Trust - St Saviour's Church, Nottingham
£22,500	04/05/2017 36	To part fund the costs of the Families Project
National Lottery Community Fund - All Saints Building Project
£10,000	24/01/2013 12	This community organisation in Broxtowe, Nottingham will use the funding to install a wheelchair friendly lavatory with baby changing facilities. This will enable people with disabilities to have ....more This community organisation in Broxtowe, Nottingham will use the funding to install a wheelchair friendly lavatory with baby changing facilities. This will enable people with disabilities to have easy access to services within the hall.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (22)

Current Trustees appointed

Gender Split

Based on 20/22 persons

Age Range of Trustees: 34-76

BISHOP OF SOUTHWELL AND NOTTINGHAM Appointed: 2015, Other trusteeships: THE BARROW EXHIBITION, NOTTS CLERGY WIDOWS AND DEPENDANTS FUND,

CAROLINE SHAW Appointed: 2021, Occupation: None

CHARLES BARBER Appointed: 2021, Occupation: None, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, ATTENBOROUGH.,

FREDERICK GEORGE BRAND BA, MBA Appointed: 2017

JANE BRIONY GRAY Appointed: 2018, Occupation: None, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF RUDDINGTON,

MR MICHAEL ARLINGTON

MICHAEL BOLTON Appointed: 2018, Occupation: Company Director

MICHAEL WILSON Appointed: 2015, Occupation: Retired School Teacher

PETER RICHARD BLOOMFIELD HARRIS Appointed: 2018, Occupation: None, Other trusteeship: SOUTHWELL LEISURE CENTRE,

REV LUIZ DE ANDRADE LIMA Appointed: 2021

REV PETER SHAW Appointed: 2021, Occupation: Vicar

REV SAMANTHA HUSTWAYTE Appointed: 2018, Occupation: Minister Of Religion

REV ZOE BURTON Appointed: 2021, Occupation: Vicar

REVD CANON MARK TANNER Appointed: 2021, Occupation: Vicar

REVD CANON STEPHEN SILVESTER Appointed: 2021, Occupation: Minster Of Religion

RICHARD GUTTERIDGE Appointed: 2021, Occupation: None

ROBERT CLEAVE Appointed: 2021, Occupation: None, Other trusteeship: BEREGA RELIEF EQUIPMENT AND DEVELOPMENT TRUST,

RT REVD ANDREW EMERTON Appointed: 2020, Occupation: Bishop

SUSAN WATERSTON Appointed: 2016, Occupation: Director

THE VERY REVD NICOLA SULLIVAN Appointed: 2016, Occupation: Dean

VENERABLE PHILIP ANDREW WILLIAMS Appointed: 2019, Occupation: Archdeacon

VENERABLE VICTORIA RAMSEY Appointed: 2021, Occupation: Archdeacon

Legal constitution

Charitable company registered in England & Wales on 05/10/1966, number: 249359
Registered at Companies House on 05/06/1891, number: 00034165

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

JUBILEE HOUSE
WESTGATE
SOUTHWELL
NOTTS
NG25 0JH

Objectives

FOR THE ADVANCEMENT OF THE RELIGION OF THE CHURCH OF ENGLAND IN THE DIOCESE OF SOUTHWELL.

Defined Area of Benefit:

DIOCESE OF SOUTHWELL

Data Sources