Finance Score: 1

Governance Score: 3

Support Score: 0

Low unrestricted reserves: -2
Fundraising costs low: +3

Good trustee age range: +3

No supporters identified

Overall GiG Score: 4

FRERE EDUCATIONAL TRUST

The principal activity of the Trust is religious education

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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
31/08/22	£541	£583	£-42	£0	£141	£141	2.9	8
31/08/21	£605	£617	£-12	£0	£196	£196	3.8	8
31/08/20	£593	£634	£-41	£0	£176	£176	3.3	7
31/08/19	£577	£626	£-49	£0	£232	£232	4.4	7
31/08/18	£568	£567	£1	£0	£282	£282	6	7
31/08/17	£630	£536	£94	£0	£281	£281	6.3	7
31/08/16	£631	£584	£46	£0	£266	£266	5.5	7
31/08/15	£620	£579	£41	£4	£209	£209	4.3	5
31/08/14	£622	£581	£41	£4	£168	£168	3.5	6
31/08/13	£511	£528	£-17	£3	£124	£124	2.8	7
31/08/12	£470	£481	£-11	£0	£0	£0	n/a	0
31/08/11	£436	£415	£21	£0	£0	£0	n/a	0
31/08/10	£496	£506	£-10	£0	£0	£0	n/a	0
31/08/09	£464	£492	£-28	£0	£0	£0	n/a	0
31/08/08	£627	£577	£50	£4	£158	£158	3.3	11
31/08/07	£422	£516	£-95	£0	£0	£0	n/a	0
31/08/06	£434	£518	£-83	£0	£0	£0	n/a	0
31/08/05	£684	£462	£222	£0	£0	£0	n/a	0
31/08/04	£652	£394	£257	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 15%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.9 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2

Asset Split ?

Established: 60 years
(94 years as a company)

www.mirfield.org.uk

treasurer@mirfield.org.uk

01924481901

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Kirklees,

Who it helps

The General Public/Mankind

Who works here?

8 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 48-78

FATHER OSWIN GARTSIDE (Chair) Appointed: 2018, Occupation: Clerk In Holy Orders, Other trusteeship: INCORPORATED TRUSTEES OF THE NUMBER 1 TRUST FUND,

REV PETER GEORGE ALLAN CR Appointed: 2022, Other trusteeship: GUILD OF CHURCH MUSICIANS,

THE VENERABLE LUKE THOMAS IRVINE-CAPEL Appointed: 2022, Occupation: Archdeacon Of Chichester/Clerk In Holy Orders, Other trusteeships: FRIENDS OF LANCING CHAPEL, THE CHICHESTER DIOCESAN FUND AND BOARD OF FINANCE (INCORPORATED), BISHOP OTTER TRUST,

THE VERY REVD DR FRANCES ELIZABETH FEARN WARD Appointed: 2019, Occupation: Clergy, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MICHAEL, WORKINGTON,

FATHER GEORGE PAUL ALFRED GUIVER, Occupation: Clerk In Holy Orders, Other trusteeships: THE COMMUNITY OF THE RESURRECTION, BIKO BOWCOTT CHARITABLE TRUST FOUNDATION, TARIRO - HOPE FOR YOUTH IN ZIMBABWE, THE SHEPHERDS LAW TRUST,

Legal constitution

Charitable company registered in England & Wales on 28/09/1964, number: 529320
Registered at Companies House on 07/03/1930, number: 00246351

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

COLLEGE OF THE RESURRECTION
THE MIRFIELD CENTRE
STOCKS BANK ROAD
MIRFIELD
WF14 0BW

Objectives

THE OBJECTS OF THE CHARITY ARE THE ADVANCEMENT OF RELIGIOUS EDUCATION FOR THE PUBLIC BENEFIT; AND IN PARTICULAR TO ESTABLISH AND MAINTAIN COLLEGES, HOSTELS OR OTHER INSTITUTES AT MIRFIELD IN YORKSHIRE, LONDON, SOUTH AFRICA OR ELSEWHERE FOR THE RECEPTION AND TRAINING OF STUDENTS IN THEOLOGY, SCIENCE, ARTS OR LETTERS, BUT MORE ESPECIALLY FOR STUDENTS WHO ARE OR WHO INTEND TO BECOME CANDIDATES FOR HOLY ORDERS.

Defined Area of Benefit:

NOT DEFINED

Data Sources