Finance Score: 5

Governance Score: 8

Support Score: 5

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

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

Grant maker support: +5

Overall GiG Score: 18

THE EXETER DIOCESAN BOARD OF FINANCE

The Board acts as financial executive of the Diocesan Synod to promote the activities of the Church of England in the Diocese of Exeter. The Board also acts as Custodian Trustee for parochial, educational and other trusts within the Diocese.

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 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:

There are 28 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

Established: 57 years
(101 years as a company)

www.exeter.anglican.org

01392272686

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	£17,795	£16,577	£1,218	£181	£115,011	£31,927	23.1	66	5
31/12/21	£15,714	£14,058	£1,656	£265	£115,011	£31,927	27.3	65	5
31/12/20	£16,507	£14,265	£2,242	£199	£107,387	£29,547	24.9	69	5
31/12/19	£15,179	£12,905	£2,274	£188	£103,025	£28,173	26.2	55	5
31/12/18	£15,334	£14,385	£949	£254	£97,310	£25,069	20.9	64	5
31/12/17	£15,636	£14,634	£1,002	£260	£96,766	£25,872	21.2	51	0
31/12/16	£14,586	£13,378	£1,208	£282	£93,574	£25,257	22.7	51	0
31/12/15	£14,389	£12,491	£1,898	£394	£91,157	£24,367	23.4	48	0
31/12/14	£13,903	£13,591	£312	£403	£95,675	£23,281	20.6	43	0
31/12/13	£13,927	£13,153	£774	£390	£93,318	£22,000	20.1	42	0
31/12/12	£13,495	£13,645	£-150	£390	£88,359	£20,232	17.8	45	0
31/12/11	£12,754	£13,782	£-1,028	£395	£86,523	£19,652	17.1	44	0
31/12/10	£13,840	£12,703	£1,137	£417	£87,312	£20,382	19.3	42	0
31/12/09	£12,981	£12,537	£444	£385	£84,273	£18,382	17.6	42	0
31/12/08	£12,931	£12,492	£439	£355	£82,537	£17,322	16.6	40	0
31/12/07	£12,221	£12,030	£192	£328	£86,056	£17,999	18	40	0
31/12/06	£11,291	£11,235	£56	£0	£0	£0	n/a	0	0
31/12/05	£11,283	£10,831	£452	£0	£0	£0	n/a	0	0
31/12/04	£10,242	£10,471	£-228	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.3%
Fundraising Costs/Total Spending: 1.7%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 3%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 23.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body

Where it operates

Devon, Plymouth City, Torbay,

Who it helps

Other Defined Groups

Who works here?

66 employees
5 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.

Specific Donations

Amount	When Months	To be used for
Devon Community Foundation - Drewsteignton Temporary Community Store
£1,200	07/02/2023	To equip and purchase goods in order to establish a Community Store in the village of Drewsteignton, West Devon.
Ministry for Housing, Communities and Local Government - Faith New Deal
£120,000	01/04/2022	The Faith New Deal Pilot Fund will provide £1.427m (alongside the wider National Faith & Hate Crime portfolio of projects) to test a Faith New Deal
National Churches Trust - Repair award to EAST ANSTEY, St Michael
£10,000	05/07/2018	Tower roof, stonework and rainwater goods repairs, install lightning conductor and rewiring
Sport England - Fire safety improvements
£3,100	11/04/2018 4	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Fire safety improvements. This project lists its main activity as Multi Sports
DCMS - ALB-Sport England-Fire safety improvements
£3,100	11/04/2018	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'Fire safety improvements'. This project lists its main activity as Multi Sports. This funding has ....more Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'Fire safety improvements'. This project lists its main activity as Multi Sports. This funding has contributed towards a Village/Community Hall - Village/Community Hall (No Sub-Facility)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (28)

Current Trustees appointed

Gender Split

Based on 26/28 persons

Age Range of Trustees: 35-80

ANNIE PENELOPE JEFFERIES Appointed: 2016, Occupation: Retired Chartered Physiotherapist, Other trusteeship: THE EXETER DIOCESAN TRUST,

DAVID NIGEL PRICE Appointed: 2022, Occupation: Chartered Accountant, Other trusteeships: THE SEAMEN'S FRIENDLY SOCIETY OF ST PAUL, THE ORDER OF ST BENEDICT AT ALTON ABBEY,

DR LYSTRA HAGLEY-DICKINSON Appointed: 2023, Occupation: Criminologist

DR MICHAEL CHARLES WYKES Appointed: 2019, Occupation: Self Employed, Other trusteeship: ST LUKES COLLEGE FOUNDATION,

GILES RICHARD FRAMPTON (Chair) Appointed: 2015, Occupation: Chartered Accountant, Other trusteeships: ST LUKES COLLEGE FOUNDATION, THE POSBURY ST FRANCIS TRUST,

JULIAN NIGEL PAYNE Appointed: 2013, Occupation: Not Employed, Other trusteeship: PETER CULME'S GIFT,

KEITH DAVID RUSHFORTH Appointed: 2022, Occupation: Chartered Arboriculturist

LAURA FORD Appointed: 2022, Occupation: Solicitor

MICHAEL STUART JEFFERIES Appointed: 2019, Occupation: Retired

MRS ANNE FOREMAN, Occupation: Retired

ROBERT JOHN MILLS Appointed: 2019, Occupation: Retired, Other trusteeships: THE SIR ALISTER HARDY FOUNDATION FOR OCEAN SCIENCE, THE MARINE BIOLOGICAL ASSOCIATION OF THE UNITED KINGDOM,

REV ANDREW JOHN ATKINS Appointed: 2022, Occupation: Clerk In Holy Orders, Other trusteeship: CHARITY KNOWN AS THE THORNE CHARITY,

REV EDWARD QUINCEY HOBBS Appointed: 2019, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CULLOMPTON,

REV JANE JUDITH BAKKER Appointed: 2023, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN TRUST, PLYMOUTH PARTNERSHIP IN MISSION,

REV MICHAEL JOHN PARTRIDGE, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MICHAEL & ALL ANGELS, ALPHINGTON,

REV PETER JOHN MARCH Appointed: 2022, Occupation: Clerk In Holy Orders

REV ROSEMARY ELIZABETH AUSTIN Appointed: 2023, Occupation: Clerk In Holy Orders

REV TANYA HOCKLEY-STILL Appointed: 2023, Occupation: Clerk In Holy Orders, Other trusteeship: EXETER ST. MARK CHURCH BELLS RESTORATION FUND,

STEPHEN ANTHONY GEORGE MACEY Appointed: 2013, Occupation: Performance Information Analyst, Other trusteeship: CECIL COLLINGWOOD CHARITY,

THE REVEREND CANON DR MIKE WILLIAMS Appointed: 2018, Occupation: Clerk In Holy Orders

THE RIGHT REVEREND ROBERT ATWELL Appointed: 2014, Occupation: Clerk In Holy Orders

THE VENERABLE DOUGLAS JAMES DETTMER, Occupation: Clerk In Holy Orders

THE VERY REVEREND JONATHAN DESMOND FRANCIS GREENER Appointed: 2017, Occupation: Dean Of Exeter, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, ST LUKES COLLEGE FOUNDATION, DEAN BOYD'S CHARITY FOR APPRENTICING, REYNOLDS WHALE TRUST FOR ORDINANDS, REVEREND CHANCELLOR HARINGTON FOR CHORISTERS OF EXETER CATHEDRAL, THE CARYLL WENBORN TRUST FUND, DEAN AND CHAPTER OF EXETER CATHEDRAL SCHOOL PRIZE FUND, PHILLPOTTS AND BOYD EDUCATIONAL FOUNDATION, BOYD FOR EXHIBITIONS, THE MARY MARRIOTT TRUST, EXETER CATHEDRAL MUSIC FOUNDATION (CIO),

THE REVEREND SAMANTHA MARY STAYTE Appointed: 2019, Occupation: Clerk In Holy Orders

THE RIGHT REVEREND JACQUELINE ANN SEARLE Appointed: 2018, Occupation: Clerk In Holy Orders, Other trusteeship: EXETER DIOCESAN EDUCATION NETWORK,

THE RIGHT REVEREND JAMES EMERSON GRIER Appointed: 2022, Occupation: Clerk In Holy Orders, Other trusteeship: THE EXETER DIOCESAN TRUST,

THE VENERABLE ANDREW MARK BEANE Appointed: 2019, Occupation: Clerk In Holy Orders, Other trusteeship: THE EXETER DIOCESAN TRUST,

THE VENERABLE VERENA BREED Appointed: 2021, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN TRUST, CHURCHES TOGETHER IN DEVON,

Legal constitution

Charitable company registered in England & Wales on 13/02/1967, number: 249798
Registered at Companies House on 27/11/1922, number: 00186001

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

Recent reorganisation events:

Asset transfer in from THE CHURCH COLLEGE HOSTEL on 31/12/2019

Main office

Exeter Diocesan Board of Finance Lt
The Old Deanery
The Cloisters
Cathedral Close
EXETER
EX1 1HS

Objectives

TO ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE AREA FOR THE TIME BEING CALLED THE DIOCESE OF EXETER

Defined Area of Benefit:

THE DIOCESE OF EXETER

Data Sources