Finance Score: 0

Governance Score: -2

Support Score: 0

Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

CC Inquiry: -2

No supporters identified

Overall GiG Score: -2

AMPLEFORTH ABBEY

The main object of the charity is for the furtherance of the Roman Catholic religion. The object is fulfilled by the formation and subsequent ministry of Benedictine monks of Ampleforth Abbey. The works of the monks include the maintenance of the monastic community and its property, education, the welcoming of guests and parish work in dioceses of the Roman Catholic Church.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

The Charities Commission has initated an Inquiry into this charity (see details below)
This charity uses a corporate trustee

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
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	Volun- teers
31/08/22	£27,174	£26,499	£675	£1,332	£45,284	£38,462	17.4	478	89
31/08/21	£21,679	£22,889	£-1,210	£1,026	£45,210	£37,209	19.5	478	95
31/08/20	£20,497	£23,259	£-2,762	£1,824	£45,583	£38,438	19.8	501	67
31/08/19	£23,038	£25,717	£-2,679	£2,159	£48,337	£41,042	19.2	539	95
31/08/18	£26,659	£26,838	£-179	£2,288	£51,308	£43,751	19.6	560	95
31/08/17	£24,637	£24,159	£478	£2,148	£51,142	£39,032	19.4	509	0
31/08/16	£24,713	£24,172	£541	£2,066	£50,006	£39,654	19.7	520	0
31/08/15	£26,164	£25,628	£536	£2,236	£49,244	£38,737	18.1	392	0
31/08/14	£25,629	£25,012	£617	£2,365	£48,869	£38,419	18.4	397	0
31/08/13	£25,400	£24,590	£810	£2,335	£47,954	£38,562	18.8	390	0
31/08/12	£26,082	£24,010	£2,072	£2,097	£46,105	£36,601	18.3	383	0
31/08/11	£24,624	£23,099	£1,525	£1,800	£43,740	£35,907	18.7	383	0
31/08/10	£23,193	£22,245	£948	£1,585	£41,494	£33,212	17.9	380	0
31/08/09	£22,098	£21,926	£172	£1,334	£39,867	£31,643	17.3	341	0
31/08/08	£10,007	£9,526	£481	£1,178	£40,277	£32,496	40.9	338	0
31/08/07	£9,667	£9,152	£515	£1,144	£39,749	£32,854	43.1	345	0
31/08/06	£18,016	£16,897	£1,119	£0	£0	£0	n/a	0	0
31/08/05	£16,956	£16,195	£761	£0	£0	£0	n/a	0	0
31/08/04	£20,939	£17,469	£3,470	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.7%
Fundraising Costs/Total Spending: 5%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 18%
Liabilities/Income: 36%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 17.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1

Asset Split ?

Established: 31 years

www.ampleforthabbey.org.uk

lfk@ampleforthabbey.org.uk

01439766071

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Christian congregations

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England, Zimbabwe,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

478 employees
89 volunteers

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
Masonic Trust - MCF Matched Funding
£350	20/01/2022	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

THE AMPLEFORTH ABBEY TRUSTEES

Legal constitution

Charity registered in England & Wales on 24/09/1993, number: 1026493

Gift Aid

Registered with HMRC for Gift Aid

Public Reports

2017-03-06 - STATEMENT OF INQUIRY

Policies in force

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

Filing Record

19 returns made; all on time

Main office

AMPLEFORTH ABBEY
YORK
YO62 4EN

Objectives

SUCH CHARITABLE PURPOSES AS THE ABBOT IN COUNCIL SHALL FROM TIME TO TIME DIRECT

Defined Area of Benefit:

NOT DEFINED

Data Sources