Finance Score: -2
Governance Score: 5
Support Score: 4
  • Deficit latest year: -2
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +4
Overall GiG Score: 7 ?

THE SOUTH LONDON CHURCH FUND AND SOUTHWARK DIOCESAN BOARD OF FINANCE

Resourcing the Ministry and Mission in every parish Managing the number of clergy in post against budget, and collecting Fairer Shares contributionsProviding clergy training, housing, stipends, pension supporting parish based ministryContributing to national church institutionsProviding education & social outreach fundingProviding Diocesan Retreat House
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from several prominent grant makers recently
  • This charity has an endowment fund which generates much of its income. Its latest spending amounts to 9.2% of total funds
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Why are there 34 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£23,811£26,765£-2,954£0£289,912£43,04419.3660
31/12/22£26,120£25,907£213£0£306,119£53,62124.8580
31/12/21£29,011£24,381£4,630£0£306,416£55,39027.3570
31/12/20£25,278£23,904£1,374£24£289,134£50,34525.3610
31/12/19£24,601£20,711£3,890£0£291,993£52,59830.5870
31/12/18£27,147£24,096£3,052£0£283,578£52,14326900
31/12/17£25,867£22,403£3,464£0£287,108£56,37430.2790
31/12/16£24,949£21,260£3,689£42£280,913£53,91030.4600
31/12/15£23,829£19,527£4,302£121£268,830£46,05728.3500
31/12/14£21,447£24,985£-3,538£39£231,549£26,60312.8470
31/12/13£21,165£24,336£-3,171£56£226,561£28,08713.8460
31/12/12£20,566£23,901£-3,335£77£224,105£29,09514.6450
31/12/11£19,928£24,846£-4,918£111£222,372£29,92114.53970
31/12/10£24,572£23,296£1,276£112£227,060£32,40716.73980
31/12/09£23,730£23,111£619£107£222,542£30,27615.74050
31/12/08£21,398£24,289£-2,891£1,058£220,581£31,18515.44050
31/12/07£21,084£21,269£-185£120£192,231£29,16816.54060
31/12/06£19,069£19,114£-44n/an/an/an/an/an/a
31/12/05£19,537£18,866£671n/an/an/an/an/an/a
31/12/04£16,634£17,223£-589n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 2%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 15%
Reserves/Spending: 19.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.6
Asset Split ?
Balance Sheet History
Established: 58 years
(95 years as a company)

www.southwark.anglican.org

trinity@southwark.anglican.org

020 7939 9400

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • Religious Activities
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Christian congregations
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Kent, Surrey, Throughout London,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Haberdashers' Company - Uplift grant
£1,000 10/05/2023
Contribution to core costs in Cost of Living crisis
City Bridge Trust - Grant to Church of the Ascension, Blackheath
£31,100 11/04/2023
60
£31,100 over 5 years (5 x £6,220) to cover costs of the provision of free ESOL classes for 60 people per year in Lewisham.
Haberdashers' Company - Donation for 2023
£2,000 11/01/2023
Annual award
National Lottery Heritage Fund - Grant to St John the Baptist, Outwood, Surrey
£164,600 21/09/2016
Phase 1 of urgent external repairs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (34)
Current Trustees appointed

Age Range of Trustees: 35-81
  • ADRIAN GREENWOOD Appointed: 2015, Occupation: None
  • ALAN GEORGE SAUNDERS Appointed: 2018, Occupation: Retired
  • APRIL ROSEMARY ALEXANDER Appointed: 2021, Occupation: Elected Laity (Hol) (Croydon)
  • DAVID RICHARD BEAMISH Appointed: 2018, Occupation: Retired
  • DESPINA FRANCOIS Appointed: 2018, Occupation: Administrator
  • DR NICHOLAS JOHN BURT Appointed: 2015, Occupation: Retired Civil Engineer
  • GILLIAN MARGARET REYNOLDS Appointed: 2021, Occupation: Elected Laity With Particular Experience
  • JONATHAN MAURICE SEDGWICK Appointed: 2021, Occupation: Bishop Nominee
  • JOSEPH AHOSU GOSWELL Appointed: 2019, Occupation: Civil Servant
  • LOTWINA SARUDZAYI FARODOYE Appointed: 2015, Occupation: None
  • MICHAEL ROBERT HARTLEY Appointed: 2015, Occupation: Retired
  • MIRANDA MAYO BASSEY OKON Appointed: 2022, Occupation: Elected Laity
  • NICHOLAS IRVIN STANSBURY Appointed: 2020, Occupation: Investment Manager
  • OLUSOLA OYELE Appointed: 2021
  • ROSEMARY GEORGIA WILSON Appointed: 2021, Occupation: Elected Laity (Hol) (Kingston)
  • RT REVD DR RICHARD IAN CHEETHAM Appointed: 2015, Occupation: Bishop
  • REBECCA JUSTINE CHAPMAN Appointed: 2018, Occupation: Civil Servant
  • REV EDWARD FRASER A SCRASE-FIELD Appointed: 2021, Occupation: Elected Clergy
  • REV FIONA WEAVER Appointed: 2021, Occupation: Elected Clergy (Croydon)
  • REV GREGORY STEPHEN PRIOR Appointed: 2018, Occupation: Clerk In Holy Orders
  • REV JONATHAN EDWARD GORDON MACY Appointed: 2018, Occupation: Clerk In Holy Orders
  • REV JUSTINE MIDDLEMISS Appointed: 2021, Occupation: Elected Clergy (Croydon)
  • REV MICHAEL JOHN Appointed: 2021, Occupation: Elected Clergy (Kingston)
  • RICHARD ALEXANDER HELLIWELL Appointed: 2015, Occupation: Tax Advisor
  • RT REVD DR WOYIN KAROWEI DORGU Appointed: 2017, Occupation: Bishop Of Woolwich
  • SOLABOMI ANIKE OGUN Appointed: 2018, Occupation: Retired
  • SUSAN JANE PATTERSON Appointed: 2022, Occupation: Elected Laity
  • THE RT REVD CHRISTOPHER THOMAS JAMES CHESSUN Appointed: 2011, Occupation: Bishop (Church Of England)
  • THE RT REVD DR MARLENE ROSEMARIE MALLETT Appointed: 2015, Occupation: Clerk In Holy Orders
  • THE VENERABLE ALASTAIR MURRAY CUTTING Appointed: 2013, Occupation: Archdeacon
  • THE VENERABLE MOIRA ANNE ELIZABETH ASTIN Appointed: 2016, Occupation: Archdeacon
  • THE VENERABLE SIMON PHILIP GATES Appointed: 2013, Occupation: Archdeacon
  • VASANTHA GNANADOSS Appointed: 2018, Occupation: Retired
  • VEN JOHN KIDDLE Appointed: 2015, Occupation: Archdeacon
Legal constitution
  • Charitable company registered in England & Wales on 13/10/1966, number: 249678
  • Registered at Companies House on 22/01/1929, number: 00236594
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

TRINITY HOUSE
4 CHAPEL COURT
BOROUGH HIGH STREET
LONDON
SE1 1HW

Objectives

THE OBJECTS ARE FOR THE PUBLIC BENEFIT TO ASSIST, PROMOTE AND FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK (INCLUDING, BUT NOT LIMITED TO, THE EDUCATIONAL WORK) OF THE SOUTH LONDON CHURCH FUND AND SOUTHWARK DIOCESAN BOARD OF FINANCE WITHIN THE DIOCESE, AND ANY OTHER DIOCESE WHICH SHALL AT ANY TIME BE FORMED, WHOLLY OR IN PART OUT OF THE DIOCESE, EITHER WITH OR WITHOUT THE ADDITION OF ANY PART OR PARTS OF OTHER DIOCESES.

Defined Area of Benefit:

DIOCESE OF SOUTHWARK

Data Sources

Charity Commission for England and Wales
360 Giving

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