Finance Score: -2

Governance Score: 1

Support Score: 2

Multiple Deficits: -2
No PartB

Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 1

THE BRITISH AND FOREIGN UNITARIAN ASSOCIATION (INCORPORATED)

Acts as a Trust Corporation serving as a Custodian Trustee and holding funds for various Unitarian associated bodies

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
30/09/22		£134	£157	£-23	n/a	n/a	n/a	n/a	n/a	0
30/09/21		£132	£155	£-23	n/a	n/a	n/a	n/a	n/a	0
30/09/20		£146	£167	£-21	n/a	n/a	n/a	n/a	n/a	10
30/09/19		£591	£168	£423	£0	£3,617	£783	55.9	0	9
30/09/18		£153	£234	£-81	£0	£0	£0	n/a	0	0
30/09/17		£133	£239	£-105	£0	£0	£0	n/a	0	0
30/09/16		£130	£138	£-8	£0	£0	£0	n/a	0	0
30/09/15		£113	£115	£-2	£0	£0	£0	n/a	0	0
30/09/14		£106	£109	£-2	£0	£0	£0	n/a	0	0
30/09/13		£113	£115	£-2	£0	£0	£0	n/a	0	0
30/09/12		£102	£103	£-1	£0	£0	£0	n/a	0	0
30/09/11		£663	£106	£557	£7	£2,222	£464	52.4	0	0
30/09/10		£92	£127	£-34	£0	£0	£0	n/a	0	0
30/09/09		£158	£116	£42	£0	£0	£0	n/a	0	0
30/09/08		£122	£113	£9	£0	£0	£0	n/a	0	0
30/09/07	*	£116	£112	£3	£0	£0	£0	n/a	0	0
30/09/06		£96	£105	£-9	£0	£0	£0	n/a	0	0
30/09/05		£99	£91	£8	£0	£0	£0	n/a	0	0
30/09/04		£90	£86	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 56 years
(108 years as a company)

info@unitarian.org.uk

02072402384

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

New Zealand, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

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
Garfield Weston Foundation - Main Grants award
£10,000	19/03/2021	Restoration Project and Toilet and Access for People with Mobility Challenges
National Lottery Community Fund - Saving a Space for Lydgate Community
£10,000	19/12/2019 1	The organisation will use the funding to install a new heating system in the village hall. This will help to keep the building open and available to community groups.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 71-88

JENNIFER JANES Appointed: 2020, Occupation: Retired

JOAN COOK Appointed: 2020, Occupation: Retired

ROSEMARY RUSTON Appointed: 2018, Occupation: Retired

ALAN RUSTON, Occupation: Retired Civil Servant, Other trusteeships: UNITARIAN HISTORICAL SOCIETY, THE MANCHESTER ACADEMY TRUST,

DR DAVID WYKES (Chair), Other trusteeships: UNITARIAN HISTORICAL SOCIETY, THE MANCHESTER ACADEMY TRUST,

JEFFREY JAMES TEAGLE Appointed: 1994, Occupation: Retired, Other trusteeships: DR DANIEL WILLIAMS (COMMONLY KNOWN AS DR WILLIAMS'S TRUST), ESSEX HALL,

REV DR ANN SONJA PEART Appointed: 2013, Occupation: Retired Minister, Other trusteeships: DR DANIEL WILLIAMS (COMMONLY KNOWN AS DR WILLIAMS'S TRUST), UNITARIAN HISTORICAL SOCIETY, UNITARIAN COLLEGE, MANCHESTER,

WILLIAM FEATHERSTONE Appointed: 2018, Occupation: Retired

DOROTHY HEWERDINE Appointed: 2011, Occupation: Retired Change Management Consultant, Other trusteeship: LANCASHIRE COLLABORATIVE MINISTRY CIO,

DR NEIL SANDERS, Occupation: Retired Civil Servant, Other trusteeship: SOULDERN TRUST,

Legal constitution

Charitable company registered in England & Wales on 29/02/1968, number: 255205
Registered at Companies House on 28/07/1915, number: 00141130

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

05/09/2017 - Asset transfer in from BICKERTON TRUST
12/09/2017 - Asset transfer in from THE PHILIP BARKER CHAPEL FUND
12/09/2017 - Asset transfer in from TRIM STREET UNITARIAN CHAPEL FUND
12/09/2017 - Asset transfer in from GEORGE'S CHAPEL (UNITARIAN) EXETER
24/07/2023 - Asset transfer in from OLDBURY MEETING HOUSE

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR07: 12 days late,

Recent reorganisation events:

Asset transfer in from OLDBURY MEETING HOUSE on 24/07/2023

Main office

ESSEX HALL
ESSEX STREET
LONDON
WC2R 3HY

Objectives

THE PROMOTION OF RELIGION IN ACCORDANCE WITH THE PRINCIPLES OF THE GENERAL ASSEMBLY OF UNITARIAN AND FREE CHRISTIAN CHURCHES.

Defined Area of Benefit:

NATIONAL AND FOREIGN

Data Sources