Finance Score: 9

Governance Score: 2

Support Score: 5

Liabilities <10%: +3
Good reserves management: +3
Fundraising costs low: +3

Dynamic board: +3
Mainly male board: -1

Overall weighted support: +5

Overall GiG Score: 16

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 several prominent grant makers recently
This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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		£10,247	£9,928	£318	£56	£85,330	£5,075	6.1	100	224
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	0
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	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£6,512	£6,525	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£5,949	£5,993	£-44	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2.4%
Fundraising Costs/Total Spending: 1.9%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 7%
Liabilities/Income: 61%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.7

Asset Split ?

Balance Sheet History

Established: 58 years
(131 years as a company)

www.carlislediocese.org.uk

enquiries@carlislediocese.org.uk

01768807777

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body

Where it operates

Cumbria,

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.

Major supporters in last 5 years

Department for Education	£204,050
Cumbria Community Foundation	£24,300
Garfield Weston Foundation	£10,000
DCMS	£3,500

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - Maintenance of churchyard and burial ground
£500	16/03/2023 11	Maintenance of churchyard and burial ground
Cumbria Community Foundation - Winter Warm Spot
£750	31/10/2022 4	Winter Warm Spot
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 at_x000D_ the base of walls. Repairs to damaged rainwater ....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

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-78

ALASTAIR ROBERT HUGH COOK Appointed: 2019, Occupation: Retired

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

JIM JOHNSON Appointed: 2014, Occupation: Retired

JOHN EDWARDS Appointed: 2018, Occupation: Retired Surveyor

NIGEL RHYL ROBSON Appointed: 2022, Occupation: Retired

PETER YATES Appointed: 2024, Occupation: Retired Businessman

REV RUTH ELIZABETH NEWTON Appointed: 2024, Occupation: Archdeacon

REV VERNON ROSS Appointed: 2017, Occupation: Archdeacon

THE VENERABLE STEWART JOHN FYFE Appointed: 2022, Occupation: Clergy

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

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; 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

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