Finance Score: -2

Governance Score: 5

Support Score: 3

Deficit latest year: -2

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

Grant maker support: +3

Overall GiG Score: 6

THE GLOUCESTER DIOCESAN BOARD OF FINANCE

The DBF undertakes three principle activities:i. It funds cost associated with the vast majority of Church of England clergy in the diocese,ii. It is responsible for the custody and management of the synod's fundsiii. It provides services to other councils and committees within the diocese, primarily PCCs and schools.

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 22 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income was lower than spending in the latest year

Established: 57 years
(104 years as a company)

http://www.gloucester.anglican.org/

reception@glosdioc.org.uk

01452410022

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	£11,388	£12,852	£-1,464	£165	£95,233	£13,846	12.9	49	51
31/12/21	£12,137	£12,189	£-52	£93	£98,971	£10,123	10	48	0
31/12/20	£10,902	£11,785	£-883	£69	£88,627	£10,445	10.6	46	0
31/12/19	£12,837	£12,321	£516	£1,332	£81,585	£11,514	11.2	46	0
31/12/18	£9,889	£11,083	£-1,194	£159	£75,751	£11,416	12.4	46	0
31/12/17	£13,120	£12,120	£1,000	£1,727	£76,655	£14,115	14	43	0
31/12/16	£13,328	£10,985	£2,343	£1,886	£74,190	£13,483	14.7	40	0
31/12/15	£9,818	£10,100	£-282	£968	£69,547	£12,229	14.5	38	0
31/12/14	£15,121	£15,867	£-746	£1,120	£75,495	£14,656	11.1	40	0
31/12/13	£13,440	£13,278	£162	£151	£73,719	£13,218	11.9	39	0
31/12/12	£11,513	£12,144	£-631	£1,178	£71,663	£13,229	13.1	52	0
31/12/11	£10,890	£12,040	£-1,150	£1,840	£68,601	£14,344	14.3	52	0
31/12/10	£10,242	£10,101	£141	£1,000	£70,404	£15,461	18.4	50	0
31/12/09	£8,333	£9,731	£-1,398	£225	£69,203	£15,740	19.4	50	0
31/12/08	£9,638	£8,866	£772	£115	£69,405	£16,298	22.1	45	0
31/12/07	£8,427	£8,557	£-130	£116	£72,125	£17,090	24	52	0
31/12/06	£8,332	£7,704	£628	£0	£0	£0	n/a	0	0
31/12/05	£7,900	£7,491	£409	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 1%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 15%
Reserves/Spending: 12.9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 7.8

Asset Split ?

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Bath And North East Somerset, Bristol City, Gloucestershire, Herefordshire, North Somerset, South Gloucestershire, Worcestershire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

49 employees
51 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.

Major supporters in last 5 years

DCMS	£18,750
National Lottery Community Fund	£3,952
Haberdashers' Company	£3,000

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
Haberdashers' Company - Donation for 2023
£2,000	11/01/2023	Annual award
National Lottery Community Fund - Church Hall Caretaker
£3,952	13/05/2022	The funding will be used to pay for a caretaker to maintain a community use space. The project aims to improve a space and place that matters to the community.
DCMS - Christ Church, Gloucester
£18,750	17/11/2020	Feasibility study and options appraisal for building repairs to protect the organ
National Lottery Community Fund - Community Pop Up Marquee
£9,800	18/04/2019 12	The funding will be used to set up a marquee at the Cheltenham festival. The project aims to promote engagement with the church and encourage involvement in their work with the local community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (22)

Current Trustees appointed

Gender Split

Based on 19/22 persons

Age Range of Trustees: 26-77

ALASTAIR JAMES MUGISHA TAYLOR Appointed: 2021, Occupation: Civil Servant, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

ANDY WILSON Appointed: 2021, Occupation: Lead Evangelist, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

BISHOP ROBERT SPRINGETT Appointed: 2011, Other trusteeships: GLOUCESTER MAGDALEN CHARITY, THE FOUNDATION OF SAINT MATTHIAS, THE QUEEN'S FOUNDATION FOR ECUMENICAL THEOLOGICAL EDUCATION,

CANON KAREN CZAPIEWSKI (Chair) Appointed: 2015, Occupation: Finance Lecturer, Other trusteeships: GLOUCESTER DIOCESAN TRUST, Sportily, THE AFRICAN FELLOWSHIP TRUST,

CAROLE ANN O'DONNELL Appointed: 2021, Occupation: Retired, Other trusteeships: GLOUCESTER DIOCESAN TRUST, GLOUCESTERSHIRE COUNTY SCOUT COUNCIL,

CHRISTOPHER HILL Appointed: 2019, Occupation: Retired, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

DR SUNKANMI OSUNSANMI Appointed: 2020, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

GEORGE COLLINS Appointed: 2021, Occupation: Farmer, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

KEVAN TAYLOR Appointed: 2019, Occupation: Finance Director, Other trusteeships: GLOUCESTER DIOCESAN TRUST, MOORE FRIENDS, ROTARY CLUB OF THE NORTH COTSWOLDS TRUST FUND, Sportily, HEADSPACE,

PROFESSOR PATRICIA BROADFOOT CBE FACSS Appointed: 2015, Other trusteeships: GLOUCESTER DIOCESAN TRUST, CAMPAIGN TO PROTECT RURAL ENGLAND,

ROBERT MICHAEL MCNEILL-WILSON Appointed: 2021, Occupation: Engineer, Other trusteeships: GLOUCESTER DIOCESAN TRUST, THE SAINT NICHOLAS SAINTBURY CHARITY,

REV ANDREW BLYTH Appointed: 2021, Occupation: Minister Of Religion, Other trusteeships: GLOUCESTER DIOCESAN TRUST, TRINITY CHELTENHAM TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, CHELTENHAM,

REV EDWARD PAUL SAUVEN Appointed: 2021, Occupation: Priest, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

REV HENRY CURRAN Appointed: 2021, Occupation: Vicar

REV HILARY DAWSON Appointed: 2019, Occupation: Archdeacon, Other trusteeships: GLOUCESTER DIOCESAN TRUST, SHARED CHURCHES (GLOUCESTER) LIMITED, WARNEFORD ECCLESIASTICAL CHARITY, WARNEFORD CLERICAL TRUST, THE VINEY HILL CHRISTIAN ADVENTURE CENTRE,

REV JOHN SWANTON Appointed: 2021, Occupation: Vicar, Other trusteeships: GLOUCESTER DIOCESAN TRUST, THE ROBERT PLEYDELL EDUCATIONAL CHARITY,

REV JAMES PHILIP FARAGHER Appointed: 2022, Occupation: Priest, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

REV JO PESTELL Appointed: 2021, Occupation: Vicar, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

REV KATRINA SCOTT Appointed: 2015, Occupation: Vicar, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

REV PHIL ANDREW Appointed: 2017, Occupation: Clerk In Holy Orders, Other trusteeships: GLOUCESTER DIOCESAN TRUST, @ THE ROCK,

THE RIGHT REVEREND RACHEL TREWEEK Appointed: 2015, Occupation: Bishop, Other trusteeships: GLOUCESTER MAGDALEN CHARITY, GLOUCESTER DIOCESAN TRUST, WARNEFORD ECCLESIASTICAL CHARITY, WARNEFORD CLERICAL TRUST, THE DIOCESE OF GLOUCESTER EDUCATION TRUST, FEEDING BRITAIN, GLOUCESTER DIOCESAN BOARD OF EDUCATION,

WILLIAM MARTIN KINGSTON Appointed: 2017, Occupation: Barrister, Other trusteeship: GLOUCESTER DIOCESAN TRUST,

Legal constitution

Charitable company registered in England & Wales on 03/02/1967, number: 251234
Registered at Companies House on 30/12/1919, number: 00162165

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/07/2021 - Asset transfer in from BISHOP MONK'S HORFIELD TRUST
04/10/2022 - Asset transfer in from THE WORSHIP FOUNDATION

Policies in force

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

Filing Record

18 returns made; all on time

Recent reorganisation events:

Asset transfer in from BISHOP MONK'S HORFIELD TRUST on 06/07/2021
Asset transfer in from THE WORSHIP FOUNDATION on 04/10/2022

Main office

GLOUCESTER D B F
CHURCH HOUSE
COLLEGE GREEN
GLOUCESTER
GL1 2LY

Objectives

(A) TO PROMOTE AND ASSIST THE WORK, OBJECTS AND PURPOSES OF THE CHURCH OF ENGLAND FOR THE ADVANCEMENT OF THE CHRISTIAN RELIGION IN (BUT NOT LIMITED TO) THE DIOCESE;(B) TO ADVANCE SUCH OTHER OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION CONSIDER MAY BE EXPEDIENT FOR THE BETTER PROMOTION AND ASSISTANCE OF THE WORK OF THE CHURCH OF ENGLAND.

Defined Area of Benefit:

DIOCESE OF GLOUCESTER

Data Sources