Finance Score: -2

Governance Score: 5

Support Score: 4

Excess reserves: -2

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

Grant maker 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 most of its income
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 34 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £53,621,000 available, equivalent to 25 months of spending and so may not be able to utilise additional funding

Established: 58 years
(95 years as a company)

www.southwark.anglican.org

trinity@southwark.anglican.org

020 7939 9400

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	£26,120	£25,907	£213	£0	£306,119	£53,621	24.8	58
31/12/21	£29,011	£24,381	£4,630	£0	£306,416	£55,390	27.3	57
31/12/20	£25,278	£23,904	£1,374	£24	£289,134	£50,345	25.3	61
31/12/19	£24,601	£20,711	£3,890	£0	£291,993	£52,598	30.5	87
31/12/18	£27,147	£24,096	£3,052	£0	£283,578	£52,143	26	90
31/12/17	£25,867	£22,403	£3,464	£0	£287,108	£56,374	30.2	79
31/12/16	£24,949	£21,260	£3,689	£42	£280,913	£53,910	30.4	60
31/12/15	£23,829	£19,527	£4,302	£121	£268,830	£46,057	28.3	50
31/12/14	£21,447	£24,985	£-3,538	£39	£231,549	£26,603	12.8	47
31/12/13	£21,165	£24,336	£-3,171	£56	£226,561	£28,087	13.8	46
31/12/12	£20,566	£23,901	£-3,335	£77	£224,105	£29,095	14.6	45
31/12/11	£19,928	£24,846	£-4,918	£111	£222,372	£29,921	14.5	397
31/12/10	£24,572	£23,296	£1,276	£112	£227,060	£32,407	16.7	398
31/12/09	£23,730	£23,111	£619	£107	£222,542	£30,276	15.7	405
31/12/08	£21,398	£24,289	£-2,891	£1,058	£220,581	£31,185	15.4	405
31/12/07	£21,084	£21,269	£-185	£120	£192,231	£29,168	16.5	406
31/12/06	£19,069	£19,114	£-44	£0	£0	£0	n/a	0
31/12/05	£19,537	£18,866	£671	£0	£0	£0	n/a	0
31/12/04	£16,634	£17,223	£-589	£0	£0	£0	n/a	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: £90,000-£100,000
Liabilities/Assets: 1%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 18%
Reserves/Spending: 24.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 9.6

Asset Split ?

Listed activities

General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

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 works here?

58 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
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	£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: 34-81

OLUSOLA OYELE Appointed: 2021

APRIL ROSEMARY ALEXANDER Appointed: 2021, Occupation: Elected Laity (Hol) (Croydon)

DESPINA FRANCOIS Appointed: 2018, Occupation: Administrator

JONATHAN MAURICE SEDGWICK Appointed: 2021, Occupation: Bishop Nominee

LOTWINA SARUDZAYI FARODOYE Appointed: 2015, Occupation: None

MIRANDA MAYO BASSEY OKON Appointed: 2022, Occupation: Elected Laity

RT REVD DR RICHARD IAN CHEETHAM Appointed: 2015, Occupation: Bishop

REV EDWARD FRASER A SCRASE-FIELD Appointed: 2021, Occupation: Elected Clergy

REV FIONA WEAVER Appointed: 2021, Occupation: Elected Clergy (Croydon)

REV JUSTINE MIDDLEMISS Appointed: 2021, Occupation: Elected Clergy (Croydon)

REV MICHAEL JOHN Appointed: 2021, Occupation: Elected Clergy (Kingston)

SOLABOMI ANIKE OGUN Appointed: 2018, Occupation: Retired

ADRIAN GREENWOOD Appointed: 2015, Occupation: None, Other trusteeships: LINK AGE SOUTHWARK, THE PAROCHIAL CHURCH COUNCIL OF ST. JAMES WITH CHRISTCHURCH AND ST. CRISPIN, BERMONDSEY, THE INASMUCH TRUST,

ALAN GEORGE SAUNDERS Appointed: 2018, Occupation: Retired, Other trusteeship: RICHMOND CHURCH CHARITY ESTATES,

DAVID RICHARD BEAMISH Appointed: 2018, Occupation: Retired, Other trusteeships: THE DULWICH SOCIETY, HANSARD SOCIETY LIMITED, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF DULWICH, ST BARNABAS,

GILLIAN MARGARET REYNOLDS Appointed: 2021, Occupation: Elected Laity With Particular Experience, Other trusteeship: THE CATHEDRAL AND COLLEGIATE CHURCH OF SAINT SAVIOUR AND SAINT MARY OVERIE, SOUTHWARK,

NICHOLAS IRVIN STANSBURY Appointed: 2020, Occupation: Investment Manager

ROSEMARY GEORGIA WILSON Appointed: 2021, Occupation: Elected Laity (Hol) (Kingston), Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS, TOOTING GRAVENEY,

REV GREGORY STEPHEN PRIOR Appointed: 2018, Occupation: Clerk In Holy Orders, Other trusteeships: SOUTHWARK DIOCESAN WELCARE, THE EVANGELICAL FELLOWSHIP IN THE ANGLICAN COMMUNION,

RT REVD DR WOYIN KAROWEI DORGU Appointed: 2017, Occupation: Bishop Of Woolwich, Other trusteeships: TOGETHER SOUTHWARK, THE JOSHUA DORGU FOUNDATION,

SUSAN JANE PATTERSON Appointed: 2022, Occupation: Elected Laity, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST STEPHEN'S, SOUTH DULWICH,

THE VENERABLE MOIRA ANNE ELIZABETH ASTIN Appointed: 2016, Occupation: Archdeacon, Other trusteeships: COLLEGE OF ST BARNABAS, SPARKFISH, REGINALD BAKER CHARITABLE TRUST, THE ECCLESIASTICAL LAW SOCIETY,

VASANTHA GNANADOSS Appointed: 2018, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BATTERSEA FIELDS,

VEN JOHN KIDDLE Appointed: 2015, Occupation: Archdeacon

DR NICHOLAS JOHN BURT Appointed: 2015, Occupation: Retired Civil Engineer, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JAMES WEST STREATHAM SOUTHWARK, FURZEDOWN CHURCHES LTD,

JOSEPH AHOSU GOSWELL Appointed: 2019, Occupation: Civil Servant, Other trusteeship: GOOD SHEPHERD MISSION HALL CHARITY,

MICHAEL ROBERT HARTLEY Appointed: 2015, Occupation: Retired, Other trusteeships: THE TISBURY TELEGRAPH TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY MAGDALENE CHURCH, PECKHAM, Concordia Chamber Choir,

MR ALEX HELLIWELL Appointed: 2015, Occupation: Tax Advisor, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ALL SAINTS, CARSHALTON,

REBECCA JUSTINE CHAPMAN Appointed: 2018, Occupation: Civil Servant, Other trusteeship: THE CHURCH AND MEDIA NETWORK,

REV JONATHAN EDWARD GORDON MACY Appointed: 2018, Occupation: Clerk In Holy Orders, Other trusteeship: NATIONAL ESTATE CHURCHES NETWORK,

THE RT REVD CHRISTOPHER THOMAS JAMES CHESSUN Appointed: 2011, Occupation: Bishop (Church Of England), Other trusteeships: SOCIETY OF SAINT FRANCIS CENTRAL FUND, THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL, THE SOUTHWARK DIOCESAN BOARD OF EDUCATION (INCORPORATED), THE NIKAEAN ECUMENICAL TRUST, THE BISHOP OF SOUTHWARK'S LENT FUND,

THE RT REVD DR MARLENE ROSEMARIE MALLETT Appointed: 2015, Occupation: Clerk In Holy Orders, Other trusteeships: LONDON CHURCH LEADERS, TOGETHER SOUTHWARK,

THE VENERABLE ALASTAIR MURRAY CUTTING Appointed: 2013, Occupation: Archdeacon, Other trusteeships: THAMESMEAD CHRISTIAN COMMUNITY LIMITED, ACG LIMITED, FULCRUM-ANGLICAN,

THE VENERABLE SIMON PHILIP GATES Appointed: 2013, Occupation: Archdeacon, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET THE QUEEN, STREATHAM HILL,

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

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 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