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home >> charity search >> the exeter diocesan board of finance
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
  • Overall weighted 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
  • Spending has increased over the last 3 years relative to the previous period
  • 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:

  • Why are there 25 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

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£17,151£17,507£-356£146£126,845£29,71020.4605
31/12/22£17,795£16,577£1,218£181£115,011£31,92723.1665
31/12/21£15,714£14,058£1,656£265£115,011£31,92727.3655
31/12/20£16,507£14,265£2,242£199£107,387£29,54724.9695
31/12/19£15,179£12,905£2,274£188£103,025£28,17326.2555
31/12/18£15,334£14,385£949£254£97,310£25,06920.9640
31/12/17£15,636£14,634£1,002£260£96,766£25,87221.2510
31/12/16£14,586£13,378£1,208£282£93,574£25,25722.7510
31/12/15£14,389£12,491£1,898£394£91,157£24,36723.4480
31/12/14£13,903£13,591£312£403£95,675£23,28120.6430
31/12/13£13,927£13,153£774£390£93,318£22,00020.1420
31/12/12£13,495£13,645£-150£390£88,359£20,23217.8450
31/12/11£12,754£13,782£-1,028£395£86,523£19,65217.1440
31/12/10£13,840£12,703£1,137£417£87,312£20,38219.3420
31/12/09£12,981£12,537£444£385£84,273£18,38217.6420
31/12/08£12,931£12,492£439£355£82,537£17,32216.6400
31/12/07£12,221£12,030£192£328£86,056£17,99918400
31/12/06£11,291£11,235£56n/an/an/an/an/an/a
31/12/05£11,283£10,831£452n/an/an/an/an/an/a
31/12/04£10,242£10,471£-228n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 1.4%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 2%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 23%
Reserves/Spending: 20.4 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3.8
Asset Split ?
Balance Sheet History
Established: 58 years
(102 years as a company)

www.exeter.anglican.org

01392272686

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Acts as an umbrella or resource body
Where it operates
  • Devon, Plymouth City, Torbay,
Who it helps
  • Other Defined Groups

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
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 contributed towards a Village/Community Hall - ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (25)
Current Trustees appointed
Gender Split
Based on 22/25 persons

Age Range of Trustees: 35-81
  • DAVID NIGEL PRICE Appointed: 2022, Occupation: Chartered Accountant
  • DR KERRY GILLMOUR GILBERT Appointed: 2024, Occupation: Senior Lecturer
  • DR LYSTRA HAGLEY-DICKINSON Appointed: 2023, Occupation: Criminologist
  • DR MICHAEL CHARLES WYKES Appointed: 2019, Occupation: Self Employed
  • GILES RICHARD FRAMPTON (Chair) Appointed: 2015, Occupation: Chartered Accountant
  • 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
  • REV EDWARD QUINCEY HOBBS Appointed: 2019, Occupation: Clerk In Holy Orders
  • REV JANE JUDITH BAKKER Appointed: 2023, Occupation: Clerk In Holy Orders
  • REV MICHAEL JOHN PARTRIDGE, Occupation: Clerk In Holy Orders
  • 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
  • STEPHEN ANTHONY GEORGE MACEY Appointed: 2013, Occupation: Performance Information Analyst
  • THE REVEREND CANON DR MIKE WILLIAMS Appointed: 2018, 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
  • 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
  • THE RIGHT REVEREND JAMES EMERSON GRIER Appointed: 2022, Occupation: Clerk In Holy Orders
  • THE VENERABLE ANDREW MARK BEANE Appointed: 2019, Occupation: Clerk In Holy Orders
  • THE VENERABLE VERENA BREED Appointed: 2021, Occupation: Clerk In Holy Orders
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
  • 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
  • Volunteer management
Filing Record
20 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

Charity Commission for England and Wales
360 Giving

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