Finance Score: 1

Governance Score: 7

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 11

THE SPIRITUALISTS' NATIONAL UNION

We promote SNU Spiritualism, administer a College, run educational courses, conduct examinations, award Certificates, Diplomas, etc., appoint Ministers and Officiants, promote spiritual healing, put on publicity events and conferences, publish literature, enrol Churches and individuals in membership, provide information, advice and support, act as Trustee for Churches, and promote missionary work.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive benefits from the charity
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £16,188,221 available, equivalent to 59 months of spending and so may not be able to utilise additional funding

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		£3,653	£3,295	£358	£18	£16,952	£16,188	59	63	160
31/12/21		£2,727	£2,232	£495	£82	£17,625	£16,760	90.1	63	160
31/12/20		£2,151	£2,639	£-488	£18	£16,399	£15,631	71.1	63	160
31/12/19		£6,161	£3,854	£2,307	£72	£16,468	£15,683	48.8	70	160
31/12/18		£4,054	£3,665	£389	£43	£13,581	£12,889	42.2	69	160
31/12/17		£3,573	£3,667	£-94	£67	£13,450	£12,699	41.6	70	0
31/12/16		£3,295	£3,199	£96	£27	£13,403	£12,698	47.6	69	0
31/12/15		£3,862	£3,084	£779	£149	£13,080	£12,421	48.3	65	0
31/12/14		£3,511	£3,181	£330	£104	£11,941	£11,292	42.6	55	0
31/12/13		£5,665	£2,866	£2,798	£123	£11,601	£11,037	46.2	52	0
31/12/12		£4,223	£2,721	£1,503	£143	£8,697	£8,210	36.2	56	0
31/12/11		£2,794	£2,537	£257	£108	£7,105	£6,635	31.4	54	0
31/12/10		£2,409	£2,194	£214	£152	£6,880	£6,013	32.9	51	0
31/12/09		£2,883	£2,137	£746	£104	£6,501	£5,650	31.7	50	0
31/12/08		£2,100	£2,063	£38	£93	£5,734	£5,145	29.9	60	0
31/12/07		£2,219	£1,874	£345	£105	£5,772	£5,074	32.5	63	0
31/12/06		£1,728	£1,673	£55	£0	£0	£0	n/a	0	0
31/12/05		£1,981	£1,767	£214	£0	£0	£0	n/a	0	0
31/12/04	*	£1,938	£1,680	£258	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.5%
Fundraising Costs/Total Spending: 1.5%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 5%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 59 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Established: 38 years
(122 years as a company)

www.snu.org.uk

snu@snu.org.uk

01279816363

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian religious associations

How it operates

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

Where it operates

Northern Ireland, Scotland,

Who it helps

The General Public/Mankind

Who works here?

63 employees
160 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-72

ADAM BERRY Appointed: 2022, Occupation: Fra Site Supervisor

JAMES UNDERWOOD Appointed: 2023, Occupation: Senior Accountant

MARIE LISSEMAN Appointed: 2023, Occupation: Director

RICHARD CUTHBERT Appointed: 2022, Occupation: Minister

SEAN TAYLOR Appointed: 2024, Occupation: Senior Social Worker

MINISTER JACQUELINE WRIGHT (Chair) Appointed: 2019, Occupation: Minister Of Religion

PATRICIA ANN REDMAN Appointed: 2024, Occupation: Retired Police Inspector, Other trusteeship: FIRST NATIONAL SPIRITUALIST CHURCH,

JEAN SMART Appointed: 2019, Occupation: Retired, Other trusteeship: ATTERCLIFFE SPIRITUALIST CHURCH,

JULIA ALMOND Appointed: 2021, Occupation: Retired, Other trusteeship: ALLERTON BYWATER COMMUNITY PARTNERSHIP,

Legal constitution

Charitable company registered in England & Wales on 27/03/1986, number: 261898
Registered at Companies House on 22/10/1901, number: 00071661

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: LONDON HEADQUARTERS FUND IN CONNECTION WITH THE SPIRITUALISTS' NATIONAL UNION
Linked charity: SPIRITUALIST NATIONAL UNION FUND OF BENEVOLENCE
Linked charity: THE HEADQUARTERS PUBLISHING COMPANY LTD
01/10/2018 - Asset transfer in from NEW RENASCENCE
02/02/2022 - Asset transfer in from DEWSBURY SPIRITUALIST CHURCH
22/03/2022 - Asset transfer in from BATTERSEA SPIRITUALIST CHURCH
22/12/2023 - Asset transfer in from SOUNDWELL ROAD SPIRITUALIST CHURCH

Policies in force

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

Filing Record

19 returns made; AR04: 15 days late,

Recent reorganisation events:

Asset transfer in from DEWSBURY SPIRITUALIST CHURCH on 02/02/2022
Asset transfer in from BATTERSEA SPIRITUALIST CHURCH on 22/03/2022
Asset transfer in from SOUNDWELL ROAD SPIRITUALIST CHURCH on 22/12/2023

Main office

Spiritualist National Union
Redwoods
Burton End
Stansted
CM24 8UD

Objectives

TO PROMOTE THE ADVANCEMENT AND DIFFUSION (PARTICULARLY IN THE UNITED KINGDOM) OF A KNOWLEDGE OF THE RELIGION AND RELIGIOUS PHILOSOPHY OF SPIRITUALISM AND SUCH OTHER CHARITABLE ACTIVITIES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources