Overall GiG Score: 8 ?
Finance Score: 0
Governance Score: 8
Support Score: 0
    • 12+ Trustees: -1
    • Good trustee age range: +3
    • Dynamic board: +3
    • Gender balanced board: +3
    • No supporters identified

    THE BATH AND WELLS DIOCESAN BOARD OF FINANCE 

    To promote and assist the work and purposes of the Church of England in the Diocese of Bath and Wells; to organise and provide funds in aid of the work and ministry of the church.
    Analysis by Giving is Great

    Positives:

    • This charity has an endowment fund which generates most of its income
    • 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 26 trustees whereas the Charities Commission recommends a maximum of 12
    Established: 58 years
    (109 years as a company)

    www.bathandwells.org.uk

    general@bathwells.anglican.org

    01749670777

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?

    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£15,289£15,157£132£229£103,063£9,6937.762277
    31/12/21£12,132£15,576£-3,444£196£104,896£10,3037.970351
    31/12/20£13,712£15,909£-2,197£200£101,163£11,4548.672229
    31/12/19£14,292£14,498£-206£99£103,635£14,07511.666209
    31/12/18£14,412£14,506£-94£77£98,818£13,54411.260160
    31/12/17£14,586£14,103£483£92£101,157£13,96411.9570
    31/12/16£13,774£11,082£2,692£158£98,187£14,40515.6550
    31/12/15£13,714£12,652£1,062£43£92,757£13,09512.4580
    31/12/14£12,951£13,189£-238£35£93,813£11,96910.9560
    31/12/13£12,978£13,023£-45£31£92,889£12,31911.4560
    31/12/12£12,101£12,419£-318£35£86,130£10,75210.4560
    31/12/11£11,716£13,104£-1,388£31£83,915£10,3699.5580
    31/12/10£11,915£13,613£-1,698£37£81,756£10,4929.2570
    31/12/09£11,920£12,409£-489£64£80,428£7,4847.2590
    31/12/08£10,993£15,508£-4,515£62£76,226£7,1365.5540
    31/12/07£10,559£11,751£-1,192£36£81,342£9,80410480
    31/12/06£10,043£11,073£-1,030£0£0£0n/a00
    31/12/05£10,035£10,811£-776£0£0£0n/a00
    31/12/04£9,745£10,403£-658£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Senior Staff Costs/Total Spending: 2%
    Highest pay band: £70,000-£80,000
    Liabilities/Assets: 10%
    Liabilities/Income: 75%
    Unrestricted Funds/Total Funds: 9%
    Reserves/Spending: 7.7 months
    Net Current Assets/Spending: -0 months
    Quick Ratio: 0.6
    Asset Split ?
    What it does
    • Accommodation/Housing
    • Education/Training
    • Religious Activities
    Who works here?
    • 62 employees
    • 277 volunteers
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • Other Charities Or Voluntary Bodies
    • Other Defined Groups
    • People Of A Particular Ethnic Or Racial Origin
    • People With Disabilities
    • The General Public/Mankind
    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
    • Bath And North East Somerset, North Somerset, Somerset, Zambia,

    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
    National Lottery Community Fund - Support for rural communities
    £10,000 03/12/2014
    12
    Not Available
    National Lottery Heritage Fund - Grant to West Monkton PCC
    £123,700 25/11/2014
    St Augustine's Heritage Project, West Monkton

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (26)
    Current Trustees appointed
    Gender Split
    Based on 22/26 persons

    Age Range of Trustees: 39-79
    Legal constitution
    • Charitable company registered in England & Wales on 05/10/1966, number: 249398
    • Registered at Companies House on 06/03/1915, number: 00139557
    Gift Aid
    • Registered with HMRC for Gift Aid
    Event History
    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

    Flourish House
    2 Cathedral Avenue
    WELLS
    Somerset
    BA5 1FD

    Objectives

    TO PROMOTE AND ASSIST THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND IN THE DIOCESE OF BATH AND WELLS.

    Defined Area of Benefit:

    DIOCESE OF BATH AND WELLS

    Data Sources

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

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