Finance Score: 2

Governance Score: 8

Support Score: 3

Liabilities <10%: +3
Excess reserves: -4
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 13

THE SOUTHWARK DIOCESAN BOARD OF EDUCATION (INCORPORATED)

Primary function is to develop Church of England Education. Services are provided in the form of 1: Advice and Guidance to Teachers, Governors, Trustees and Chaplains. 2: Training and Development for School Staff and Governors 3: Project Manangement and support for the development of School Buildings and Facilities and 4: Support for the provision and development of Education Chaplaincy.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 20 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £20,065,144 available, equivalent to 50 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
31/12/22	£8,879	£4,788	£4,091	£396	£25,086	£20,065	50.3	16
31/12/21	£9,234	£10,899	£-1,666	£487	£21,806	£20,250	22.3	16
31/12/20	£17,279	£6,442	£10,837	£324	£31,518	£27,300	50.9	15
31/12/19	£2,775	£2,445	£330	£165	£20,463	£18,152	89.1	17
31/12/18	£2,619	£2,276	£344	£93	£19,855	£17,515	92.4	16
31/12/17	£2,136	£2,166	£-30	£117	£17,594	£15,171	84.1	17
31/12/16	£1,932	£2,015	£-82	£144	£24,314	£21,872	130.3	18
31/12/15	£1,971	£2,414	£-442	£8	£34,995	£32,659	162.4	14
31/12/14	£1,627	£1,409	£218	£77	£8,900	£6,313	53.8	13
31/12/13	£1,519	£1,777	£-257	£185	£8,569	£6,184	41.8	14
31/12/12	£1,577	£2,117	£-541	£191	£8,670	£6,143	34.8	17
31/12/11	£1,633	£1,978	£-345	£108	£9,021	£6,022	36.5	15
31/12/10	£1,743	£2,149	£-406	£106	£9,410	£5,654	31.6	14
31/12/09	£1,655	£2,355	£-700	£52	£9,236	£4,629	23.6	13
31/12/08	£2,317	£1,725	£592	£52	£9,786	£4,551	31.7	15
31/12/07	£1,439	£1,587	£-148	£43	£9,504	£4,850	36.7	13
31/12/06	£1,067	£1,307	£-241	£0	£0	£0	n/a	0
31/12/05	£1,481	£1,449	£32	£0	£0	£0	n/a	0
31/12/04	£1,518	£1,173	£345	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 9%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 8%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 50.3 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.3

Asset Split ?

Established: 57 years
(118 years as a company)

http://education.southwark.anglican.org/

sdbe@southwark.anglican.org

02072349200

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Throughout London,

Who it helps

Children/Young People

Who works here?

16 employees

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
DCMS - ALB-Sport England-Enclosing of swimming pool and changing room improvements
£13,000	23/07/2020	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Enclosed pool and changing rooms. This project lists its main activity as Swimming & Diving.
London Marathon Charitable Trust - Swimming Pool Enclosure and Improved Changing Room Facilities
£94,000	24/07/2019	Towards a new swimming pool enclosure (for an outdoor pool), improved changing rooms and equipment to support disabled pool access at St Stephen's C of E Primary School in Godstone, Surrey. The ....more Towards a new swimming pool enclosure (for an outdoor pool), improved changing rooms and equipment to support disabled pool access at St Stephen's C of E Primary School in Godstone, Surrey. The improvements will mean the pool can be used throughout the year and the school can support more children to swim and by promoting greater community use of the facilities, the school will encourage more local people and community groups to become physically active.
Sport England - Resurfacing of artificial grass pitch
£20,000	25/04/2019 3	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Resurfacing of artificial grass pitch. This project lists its main activity as Multi Sports

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (20)

Current Trustees appointed

Gender Split

Based on 17/20 persons

Age Range of Trustees:

HELEN POYTON Appointed: 2023, Occupation: Headteacher

RIGHT REV DR ROSEMARIE MALLETT Appointed: 2020, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL, CHURCHES TOGETHER IN BRITAIN AND IRELAND,

REV TOMOS REED Appointed: 2022, Occupation: Curate, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

ALBERTA ROSENIOR Appointed: 2022, Occupation: Retired Senior Leader, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

ARIADNE ROLANDA VAN DEN HOF Appointed: 2017, Other trusteeships: ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

DR CATHARINA STIBE-HICKSON Appointed: 2014, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

EKUNDAYO OLOMU Appointed: 2017, Occupation: Unknown, Other trusteeships: BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

ELIZABETH BROAD Appointed: 2019, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

HELEN DIXON Appointed: 2020, Occupation: Headteacher, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

IRENE WOLSTENHOLME Appointed: 2022, Occupation: Chartered Accountant, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

JULIA CORBY Appointed: 2020, Other trusteeships: THE FRIENDS OF CHEAM CHURCH SCHOOLS, THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

MARIA MCBEAN Appointed: 2020, Occupation: Teaching Assistant, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

MARTIN BRECKNELL Appointed: 2001, Occupation: Management Consultant, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL, THE LIVING WORD TRUST, RAINBOW FUND FOR SOUTH AFRICA,

MILES WINTER Appointed: 2022, Occupation: Assistant Headteacher, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

PROFESSOR PETER FLEW Appointed: 2023, Occupation: University Senior Leader, Other trusteeship: ROYAL ACADEMY OF DANCE,

REV ANDREW JOHN WILLIAMS Appointed: 2017, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

REV ERICA MIELLE WOOFF Appointed: 2013, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL, FRIEND'S OF ST MICHAEL,

REV PAMELA ANN KURK Appointed: 2014, Occupation: Priest-In-Charge And School Chaplain, Other trusteeships: HINTON BEQUEST FUND, CHURCH HALL, WHYTELEAFE (LITERARY INSTITUTE), THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

VEN SIMON GATES Appointed: 2022, Occupation: Archdeacon Of Lambeth, Other trusteeships: THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL,

THE RT REVD CHRISTOPHER THOMAS JAMES CHESSUN Appointed: 2013, Occupation: Bishop (Church Of England), Other trusteeships: THE SOUTH LONDON CHURCH FUND AND SOUTHWARK DIOCESAN BOARD OF FINANCE, SOCIETY OF SAINT FRANCIS CENTRAL FUND, THE WINTER EXHIBITION, BACON'S EDUCATIONAL FOUNDATION, KENNINGTON OVAL NATIONAL SCHOOL (NOW KNOWN AS LAMBETH, ST MARK'S CHURCH OF ENGLAND PRIMARY SCHOOL, GREEN COAT EDUCATIONAL TRUST, ST BARTHOLOMEW'S SCHOOL SYDENHAM, TRUST FUND, THE EASTERBROOK THORLEY SCHOLARSHIP ICW THE BOUTCHER SCHOOLS, SHIRLEY CHURCH OF ENGLAND SCHOOL, THE NIKAEAN ECUMENICAL TRUST, THE BISHOP OF SOUTHWARK'S LENT FUND,

Legal constitution

Charitable company registered in England & Wales on 30/01/1967, number: 313001
Registered at Companies House on 28/11/1905, number: 00086641

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; all on time

Main office

Southwark Diocesan Board Of Edn
48 Union Street
LONDON
LONDON
SE1 1TD

Objectives

2 Objects(a) The Objects of the Charity are for the public benefit and specifically restricted to:2.1.1 promoting or assisting in the promotion of education in the Diocese that is consistent with the faith and practice of the Church of England;2.1.2 promoting or assisting in the promotion of religious education and religious worship in schools in the Diocese; 2.1.3 promoting or assisting in the promotion of church schools in the Diocese; 2.1.4 promoting co-operation between itself and other persons concerned with education in the Diocese.

Defined Area of Benefit:

DIOCESE OF SOUTHWARK

Data Sources