Finance Score: 6

Governance Score: -1

Support Score: 5

Good reserves management: +3
Fundraising costs low: +3

Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 10

CARLISLE DIOCESAN BOARD OF FINANCE

Resourcing the Church of England's mission and ministry primarily in the parishes of the Diocese of Carlisle and contributing towards the work of the Church nationally.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

The Board is predominantly male

Established: 57 years
(130 years as a company)

www.carlislediocese.org.uk

enquiries@carlislediocese.org.uk

01768807777

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		£9,724	£9,576	£147	£51	£83,456	£4,556	5.7	81	232
31/12/21		£9,167	£8,760	£407	£47	£86,105	£5,048	6.9	70	228
31/12/20		£8,751	£8,080	£671	£48	£81,200	£4,446	6.6	73	225
31/12/19		£9,299	£8,892	£407	£50	£79,230	£3,921	5.3	73	220
31/12/18		£9,377	£8,501	£876	£44	£74,995	£3,350	4.7	73	215
31/12/17		£8,979	£8,713	£266	£40	£73,830	£2,626	3.6	65	0
31/12/16		£8,335	£8,928	£-593	£36	£69,812	£2,283	3.1	62	0
31/12/15	*	£9,077	£8,387	£691	£90	£68,687	£2,698	3.9	51	0
31/12/14		£9,362	£8,875	£488	£90	£52,463	£2,888	3.9	53	0
31/12/13		£8,724	£8,558	£166	£89	£50,219	£2,553	3.6	41	0
31/12/12		£8,921	£8,008	£912	£89	£48,162	£2,513	3.8	38	0
31/12/11		£9,256	£8,618	£637	£84	£47,594	£2,282	3.2	31	0
31/12/10		£7,605	£7,341	£265	£84	£47,435	£2,497	4.1	28	0
31/12/09		£7,454	£7,416	£38	£82	£46,266	£2,293	3.7	28	0
31/12/08		£7,380	£7,265	£115	£84	£44,805	£2,020	3.3	25	0
31/12/07		£7,430	£7,595	£-165	£85	£46,953	£2,183	3.4	25	0
31/12/06		£7,084	£7,346	£-263	£0	£0	£0	n/a	0	0
31/12/05		£6,512	£6,525	£-13	£0	£0	£0	n/a	0	0
31/12/04		£5,949	£5,993	£-44	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 2.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 7%
Liabilities/Income: 65%
Unrestricted Funds/Total Funds: 5%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.5

Asset Split ?

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body

Where it operates

Cumbria,

Who it helps

Other Defined Groups

Who works here?

81 employees
232 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

Department for Education	£204,050
Cumbria Community Foundation	£23,050
Garfield Weston Foundation	£10,000
DCMS	£3,500

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - St John's Heritage Project
£10,000	06/01/2022	St John's Heritage Project
Cumbria Community Foundation - Boys Group
£2,000	08/12/2021	Boys Group
Garfield Weston Foundation - Main Grants award
£10,000	08/10/2021	St John's Heritage Project
Cumbria Community Foundation - Set up costs and equipment for Girls' Group
£1,750	04/05/2021	Set up costs and equipment for Girls' Group
Cumbria Community Foundation - Running costs
£3,000	02/02/2021	Running costs
Cumbria Community Foundation - Contribution to running costs
£3,300	19/11/2020	Contribution to running costs
DCMS - CRF20: St John's Church
£3,500	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Cumbria Community Foundation - Contribution to running costs
£3,000	29/07/2020	Contribution to running costs
Department for Education - Full Fibre Broadband
£204,050	01/04/2020	Capital funding to support the roll out of full fibre broadband to rural schools.
National Churches Trust - Maintenance award to WABERTHWAITE, St John
£2,500	08/11/2018	Investigate existing drains and below ground conditions, replacement of inadequate drains and gullies to ensure water is directed away from the building and address standing water issues ....more Investigate existing drains and below ground conditions, replacement of inadequate drains and gullies to ensure water is directed away from the building and address standing water issues at_x000D_ the base of walls. Repairs to damaged rainwater goods.
Co-Operative Group - Grant to All Souls Church
£3,436	29/11/2017	We need to replace the remaining wooden windows in the church hall.
National Lottery Heritage Fund - Grant to St Bridget's Church, Brigham, Cumbria
£48,000	29/07/2013	Restoration of 1864/65 William Butterfield painted ceilings in St Bridget's Church Brigham Cumbria

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-77

ALASTAIR ROBERT HUGH COOK Appointed: 2019, Occupation: Retired, Other trusteeships: WILLIAM SOWERBY, THE ECCLESIASTICAL PARISH OF ST MICHAEL STANWIX WITH ST MARK'S BELAH, RESTORE (CUMBRIA),

CLAIRE JANET BUSK Appointed: 2019, Occupation: Chartered Accountant

DAVID GEORGE DALGOUTTE Appointed: 2019, Occupation: Retired

DEREK JOHN BRADLEY BSC FCA Appointed: 2019, Occupation: Chartered Accountant, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIAISTICAL PARISH OF SAINT PAUL, BARROW IN FURNESS,

JIM JOHNSON Appointed: 2014, Occupation: Retired

JOHN EDWARDS Appointed: 2018, Occupation: Retired Surveyor, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES CARLISLE,

NIGEL RHYL ROBSON Appointed: 2022, Occupation: Retired, Other trusteeships: Emmanuel Theological College, CHURCHES TRUST FOR CUMBRIA,

REV VERNON ROSS Appointed: 2017, Occupation: Archdeacon

THE VENERABLE STEWART JOHN FYFE Appointed: 2022, Occupation: Clergy, Other trusteeship: CHARITY OF JOHN WILSON,

Legal constitution

Charitable company registered in England & Wales on 01/05/1967, number: 251977
Registered at Companies House on 22/09/1893, number: 00039625

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; AR15: 0 days late,

Recent reorganisation events:

Asset transfer in from THE FRIENDS OF ST OSWALD'S CHURCH, RAVENSTONEDALE on 06/02/2023

Main office

Carlilse Diocesan Board of Finance
Church House
19-24 Friargate
Penrith
CA11 7XR

Objectives

THE ACQUISITION OF PROPERTY, BOTH REAL AND PERSONAL BY GIFT SUBSCRIPTION, DEVISE, BEQUEST, PURCHASE OR OTHERWISE FOR THE SUPPORT, MAINTENANCE OR DEVELOPMENT OF, OR OTHERWISE FOR THE BENEFIT OF ANY CHARITY, CHARITABLE INSTITUTION, ORGANISATION, SOCIETY, ASSOCIATION OR FUND IN CONNECTION WITH THE CHURCH OF ENGLAND, WHOLLY OR PARTLY WITHIN THE DIOCESE OF CARLISLE IN THE MANNER AS SET FORTH IN CLAUSE 3 OF THE MEMORANDUM OF ASSOCIATION.

Defined Area of Benefit:

DIOCESE OF CARLISLE.

Data Sources