Finance Score: -2

Governance Score: 4

Support Score: 0

Excess reserves: -5
Fundraising costs low: +3

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE UNITED REFORMED CHURCH (SOUTH WESTERN SYNOD) INCORPORATED

The provision of funds for the work of the South Western Synod of the United Reformed Church.Acting as property holding trustee of local churches.Acting as trustees of endowments of local churches.Acting as trustee for 'earmarked' funds not reflected in the accounts.Acting as trustee of various Charity Commissioners' schemes.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £14,519,046 available, equivalent to 237 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		£1,396	£736	£661	£0	£16,578	£14,519	236.9	13	10
31/12/21		£1,719	£3,679	£-1,960	£0	£17,071	£14,847	48.4	14	10
31/12/20		£749	£565	£183	£6	£17,243	£15,315	325	12	10
31/12/19		£2,026	£792	£1,234	£0	£16,290	£14,386	218	11	10
31/12/18		£493	£813	£-320	£0	£0	£0	n/a	0	10
31/12/17		£1,726	£687	£1,038	£0	£13,707	£12,036	210.1	10	0
31/12/16		£2,462	£701	£1,760	£0	£11,916	£10,344	177	10	0
31/12/15		£384	£617	£-233	£0	£0	£0	n/a	0	0
31/12/14		£736	£672	£64	£9	£9,357	£7,923	141.5	10	0
31/12/13		£806	£587	£219	£8	£8,836	£7,477	152.9	10	0
31/12/12		£428	£812	£-384	£0	£0	£0	n/a	0	0
31/12/11		£766	£968	£-201	£10	£8,030	£6,817	84.5	5	0
31/12/10		£1,270	£1,290	£-19	£10	£8,417	£7,176	66.8	8	0
31/12/09		£608	£672	£-64	£18	£7,631	£6,600	117.8	8	0
31/12/08		£612	£331	£280	£9	£7,428	£6,440	233.3	0	0
31/12/07		£333	£399	£-66	£0	£0	£0	n/a	0	0
31/12/06	*	£314	£816	£-502	£0	£0	£0	n/a	0	0
31/12/05		£792	£367	£425	£0	£0	£0	n/a	0	0
31/12/04		£222	£286	£-63	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 194%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 236.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.2

Asset Split ?

Established: 46 years

www.urcsouthwest.org.uk

synodoffice@urcsouthwest.org.uk

01823275470

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
Makes Grants to Organisations

Where it operates

Scotland, Throughout England,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-79

DR IAN BISHOP HARRISON Appointed: 2012, Occupation: Retired

JANET EILEEN RAVEN Appointed: 2021, Occupation: Teacher

REV DICK GRAY Appointed: 2011, Occupation: Retired, Other trusteeship: CHURCHES TOGETHER IN DEVON,

REV NEIL ROSS THOROGOOD Appointed: 2021, Occupation: Minister Of Religion, Other trusteeships: BRISTOL CHILD CONTACT CENTRE LIMITED, TRINITY-HENLEAZE BRISTOL UNITED REFORMED CHURCH CHARITY,

REV ROBERT WESTON Appointed: 2022, Occupation: Minister Of Religion, Other trusteeships: CATALYST TAVISTOCK, TAVISTOCK AREA FOODBANK,

REV SARAH CATHERINE SIMPSON Appointed: 2022, Occupation: Minister Of Religion, Other trusteeship: UPPER THAMES METHODIST CIRCUIT,

Legal constitution

Charitable company registered in England & Wales on 21/03/1978, number: 275364
Registered at Companies House on 05/09/1977, number: 01328728

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR06: 72 days late,

Recent reorganisation events:

Asset transfer in from CALEB BAILEY'S CHARITY on 06/04/2022

Main office

United Reformed Church
Paul Street
TAUNTON
TA1 3PF

Objectives

THE ADVANCEMENT OF THE CHRISTIAN RELIGION FOR THE BENEFIT OF THE PUBLIC IN ACCORDANCE WITH THE DOCTRINES, PRINCIPLES AND USAGES OF THE UNITED REFORMED CHURCH IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY SUPPORTING THE WORK OF THE SOUTH WESTERN SYNOD OF THAT CHURCH.

Defined Area of Benefit:

NOT DEFINED

Data Sources