Finance Score: -8

Governance Score: 9

Support Score: 0

Excess reserves: -3
Strong growth: +2
Multiple Deficits: -2
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE UNITED REFORMED CHURCH (WESSEX) TRUST LIMITED

To advance the Christian religion and propagate the Gospel in accordance with the doctrines, principles and usages of the United Reformed Church, with particular responsibility for the Wessex Synod of that Church.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and 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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £37,146,773 available, equivalent to 41 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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
31/12/22		£2,628	£10,745	£-8,117	£0	£38,902	£37,147	41.5	12
31/12/21		£2,767	£1,723	£1,044	£0	£48,560	£46,617	324.6	12
31/12/20		£1,966	£1,541	£425	£0	£44,037	£42,307	329.4	12
31/12/19		£1,919	£1,881	£38	£337	£42,904	£41,239	263	10
31/12/18		£1,291	£2,761	£-1,470	£0	£40,428	£39,180	170.3	9
31/12/17		£2,990	£2,183	£807	£315	£43,041	£41,752	229.5	9
31/12/16		£1,288	£840	£448	£0	£23,220	£22,033	314.8	9
31/12/15	*	£1,538	£2,538	£-999	£24	£20,961	£19,363	91.6	7
31/12/14		£1,076	£1,825	£-748	£26	£21,375	£19,586	128.8	7
31/12/13		£3,419	£3,600	£-182	£26	£22,047	£20,301	67.7	6
31/12/12		£1,824	£2,224	£-401	£27	£20,254	£18,837	101.6	6
31/12/11	*	£3,585	£2,503	£1,081	£26	£19,625	£18,313	87.8	6
31/12/10		£2,294	£2,615	£-322	£25	£18,754	£17,615	80.8	6
31/12/09		£1,840	£2,010	£-170	£60	£13,839	£12,680	75.7	6
31/12/08		£3,724	£2,828	£896	£55	£13,002	£11,903	50.5	4
31/12/07		£2,426	£3,255	£-829	£169	£16,249	£14,942	55.1	5
31/12/06		£2,535	£2,566	£-32	£0	£0	£0	n/a	0
31/12/05		£2,600	£3,659	£-1,060	£0	£0	£0	n/a	0
31/12/04		£2,503	£2,839	£-335	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 66.1%
Fundraising Costs/Total Spending: 6.2%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 21%
Liabilities/Income: 384%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 41.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.3

Asset Split ?

Established: 43 years

www.urcwessex.org.uk

trust@urcwessex.org.uk

02380674515

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

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 human resources
Provides other finance
Provides services

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

12 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 35-82

COLIN FORBES MACBEAN Appointed: 2013, Occupation: Retired

REV DR ROMILLY WAKEFIELD MICKLEM (Chair) Appointed: 2016, Occupation: Minister Of Religion

DAVID THOMAS NORTH Appointed: 2023, Occupation: Computer Programmer, Other trusteeship: ST COLUMBA'S OXFORD UNITED REFORMED CHARITY,

REVD DR MICHAEL HOPKINS Appointed: 2024, Occupation: Minister Of Religion, Other trusteeships: DR DANIEL WILLIAMS (COMMONLY KNOWN AS DR WILLIAMS'S TRUST), THE UNITED REFORMED CHURCH HISTORY SOCIETY, ROTARY CLUB OF FARNHAM WEYSIDE TRUST FUND, UNITED REFORMED CHURCH TRUST, FARNHAM UNITED REFORMED CHURCH CHARITY,

REV GLYN MILLINGTON Appointed: 2021, Occupation: Minister, Other trusteeships: BLUEBELLS DAY CENTRE, HENLEY ON THAMES CHURCHES DEBT CENTRE,

REV JULIAN JAMES MACRO, Other trusteeships: THE RETIRED MINISTERS' AND WIDOWS' FUND, THE CONGREGATIONAL MEMORIAL HALL TRUST, THE CMW CHARITABLE TRUST,

SUSAN ANNE BROWN Appointed: 2015, Occupation: Training Supervisor

ANDREW NAYSMITH GIBB Appointed: 2016, Occupation: Retired, Other trusteeships: WOKING UNITED REFORMED CHURCH CHARITY, WOKING STREET ANGELS,

HILARY BRIDGET MICKLEM Appointed: 2023, Occupation: Civil Servant, Other trusteeship: CHURCH INVESTORS GROUP,

MARGARET ROSE CARRICK SMITH, Occupation: Housewife, Other trusteeship: LONDON STREET (BASINGSTOKE) UNITED REFORMED CHURCH CHARITY,

RAYMOND MICHAEL DUNNETT Appointed: 2009, Occupation: Retired, Other trusteeship: GUILDFORD UNITED REFORMED CHURCH CHARITY,

Legal constitution

Charitable company registered in England & Wales on 07/07/1981, number: 282729
Registered at Companies House on 14/04/1981, number: 01555990

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR15: 1 days late, AR11: 1 days late,

Main office

120 ALMA ROAD
SOUTHAMPTON
SO14 6UW

Objectives

TO ADVANCE THE CHRISTIAN RELIGION AND PROPAGATE THE GOSPEL IN ACCORDANCE WITH THE DOCTRINES PRINCIPLES AND USAGES OF THE UNITED REFORMED CHURCH WITH PARTICULAR RESPONSIBILITY FOR THE WESSEX PROVINCE OF THAT CHURCH.

Defined Area of Benefit:

THE WESSEX PROVINCE OF THE UNITED REFORMED CHURCH

Data Sources