Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE FOUNDATION OF SAINT MATTHIAS

The Foundation's primary object is the advancement of education in the area of benefit, in particular the Dioceses of Bath & Wells, Bristol and Gloucester but extending to the whole of the United Kingdom, with a preference for higher or further education; such education contributing to the advancement of the Church of England.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

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
31/12/22	£242	£360	£-118	n/a	n/a	n/a	n/a	n/a
31/12/21	£222	£321	£-98	n/a	n/a	n/a	n/a	n/a
31/12/20	£234	£337	£-103	n/a	n/a	n/a	n/a	n/a
31/12/19	£295	£344	£-49	n/a	n/a	n/a	n/a	n/a
31/12/18	£281	£389	£-108	£0	£0	£0	n/a	0
31/12/17	£261	£369	£-108	£0	£0	£0	n/a	0
31/12/16	£255	£319	£-64	£0	£0	£0	n/a	0
31/12/15	£248	£288	£-40	£0	£0	£0	n/a	0
31/12/14	£271	£269	£2	£0	£0	£0	n/a	0
31/12/13	£263	£252	£11	£0	£0	£0	n/a	0
31/12/12	£251	£341	£-91	£0	£0	£0	n/a	0
31/12/11	£253	£283	£-30	£0	£0	£0	n/a	0
31/12/10	£244	£257	£-13	£0	£0	£0	n/a	0
31/12/09	£239	£184	£55	£0	£0	£0	n/a	0
31/12/08	£247	£180	£67	£0	£0	£0	n/a	0
31/12/07	£212	£171	£41	£0	£0	£0	n/a	0
31/12/06	£195	£186	£9	£0	£0	£0	n/a	0
31/12/05	£189	£180	£9	£0	£0	£0	n/a	0
31/12/04	£184	£286	£-103	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

stmatthiastrust.org.uk

stmatthiastrust@bristoldiocese.org

01179060100

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Colleges and universities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

DR PAUL JOHN SMITH

LIZ TOWNEND Appointed: 2019

MS KATIE OWEN JONES

REV JANET SHELLARD-JAMES Appointed: 2017

SIMON JOHN TAYLOR Appointed: 2020

BERYL ELIZABETH GLEICH Appointed: 2016, Other trusteeship: GLOUCESTERSHIRE GUIDE ASSOCIATION,

BISHOP ROBERT SPRINGETT (Chair), Other trusteeships: GLOUCESTER MAGDALEN CHARITY, THE GLOUCESTER DIOCESAN BOARD OF FINANCE, THE QUEEN'S FOUNDATION FOR ECUMENICAL THEOLOGICAL EDUCATION,

EDWARD GREGORY Appointed: 2018, Other trusteeship: THE BATH AND WELLS DBE TRUST,

LISA GARDNER Appointed: 2023, Other trusteeship: BRISTOL INITIATIVE CHARITABLE TRUST 1996,

MAUREEN ELIZABETH LOMAS Appointed: 2014, Other trusteeship: OXFORD DIOCESAN BOARD OF EDUCATION,

REV ANTHONY DAVID EVERITT Appointed: 2016, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, REDCLIFFE,

Legal constitution

Charity registered in England & Wales on 26/03/1965, number: 311696

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Main office

FIRST FLOOR, HILLSIDE HOUSE
1500 PARKWAY NORTH
NEWBRICK ROAD
STOKE GIFFORD
BRISTOL
BS34 8YU

Objectives

THE OBJECT OF THE CHARITY IS THE ADVANCEMENT OF EDUCATION IN THE AREA OF BENEFIT WITH A PREFERENCE FOR HIGHER OR FURTHER EDUCATION; SUCH EDUCATION CONTRIBUTING TO THE ADVANCEMENT OF THE CHURCH OF ENGLAND, IN PARTICULAR THROUGH THE FOLLOWING MEANS:(1) THE EDUCATION AND TRAINING OF PERSONS WHO ARE, OR INTEND TO BECOME, ENGAGED IN SOCIAL WELFARE WORK AS SOCIAL WORKERS, COMMUNITY WORKERS, YOUTH WORKERS, TEACHERS, SUPERVISORS OF PRE-SCHOOL GROUPS OR OTHERWISE;(2) THE EDUCATION AND TRAINING OF PERSONS INTENDING TO BECOME MINISTERS OF THE CHURCH OF ENGLAND OR OF A CHURCH IN COMMUNION THEREWITH;(3) IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITIES OR FROM CENTRAL GOVERNMENT FUNDS IN SCHOOLS OR ACADEMIES (WITHIN THE MEANING OF THE EDUCATION ACTS) IN WHICH RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND IS GIVEN, IN THE DIOCESES OF BATH AND WELLS, BRISTOL OR GLOUCESTER AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE SCHOOL CONCERNED;(4) IN PROVIDING, OR ASSISTING IN THE PROVISION OF, A CHAPLAINCY FOR STUDENTS OF ESTABLISHMENTS OF HIGHER OR FURTHER EDUCATION BY PAYING, OR ASSISTING IN THE PAYMENT OF, THE STIPEND OF ONE OR MORE PRIESTS OF THE CHURCH OF ENGLAND OR OTHERWISE;(5) IN ASSISTING COLLEGES ESTABLISHED FOR CHARITABLE PURPOSES ONLY AT WHICH PROVISION IS MADE FOR THE TRAINING OF TEACHERS; AND(6) IN MAKING GRANTS TO PERSONS IN NEED OF FINANCIAL ASSISTANCE TO ENABLE THEM TO ATTEND AN ESTABLISHMENT OF HIGHER OR FURTHER EDUCATION, TO TRAVEL IN FURTHERANCE OF THEIR EDUCATION, TO STUDY MUSIC OR OTHER ARTS OR, ON LEAVING ANY EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ENTER A PROFESSION, TRADE OR CALLING.

Defined Area of Benefit:

BRISTOL

Data Sources