Finance Score: -5

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Excess reserves: -3
Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

Good trustee age range: +3

Overall weighted support: +6

Overall GiG Score: 4

THE MONASTERY OF ST FRANCIS GORTON TRUST LTD

To restore, conserve and maintain the Monastery of St. Francis (EW Pugin in 1866) in the Gorton district of Manchester, being of historical, architectural and constructional merit. Our main pillars of work are; Heritage & Culture, Health & Wellbeing, Ceremony & Celebration, Wisdom & Consciousness and supporting other charities and trusted partners who share our heritage site.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,040,247 available, equivalent to 40 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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£1,303	£1,201	£102	£1,149	£9,203	£4,040	40.4	18	30
31/12/22		£1,135	£1,374	£-239	£1,363	£7,320	£3,830	33.5	13	40
31/12/21		£1,189	£1,367	£-178	£1,356	£7,558	£3,650	32	9	40
31/12/20?		£1,332	£977	£355	£952	£7,737	£3,287	40.4	30	40
03/01/18		£1,504	£1,490	£14	£1,469	£7,780	£-503	-4.1	53	0
03/01/17		£3,190	£1,448	£1,742	£1,427	£7,766	£-330	-2.7	50	0
03/01/16		£2,115	£1,533	£582	£1,480	£6,028	£-208	-1.6	39	0
03/01/15		£1,583	£1,386	£197	£1,121	£5,431	£-215	-1.9	26	0
03/01/14		£1,561	£1,590	£-28	£1,255	£5,238	£-287	-2.2	25	0
03/01/13		£1,368	£1,457	£-90	£36	£5,270	£-333	-2.7	15	0
03/01/12		£1,383	£1,396	£-13	£1,189	£5,371	£-372	-3.2	14	0
03/01/11		£1,426	£1,599	£-173	£1,371	£5,442	£-419	-3.1	10	0
03/01/10		£638	£940	£-301	£743	£5,618	£-386	-4.9	8	0
03/01/09?		£617	£890	£-272	£606	£5,905	£-186	-2.5	7	0
30/09/07	*	£3,446	£415	£3,032	£96	£6,190	£-29	-0.8	6	0
30/09/06		£159	£214	£-55	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£333	£125	£207	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£396	£379	£17	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 494.2%
Fundraising Costs/Total Spending: 95.7%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 8%
Liabilities/Income: 57%
Unrestricted Funds/Total Funds: 44%
Reserves/Spending: 40.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.1

Asset Split ?

Balance Sheet History

Established: 28 years

www.themonastery.co.uk

Trust@themonastery.co.uk

01612233211

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Manchester City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Monastery of St Francis & Gorton Trust
£232,000	16/03/2023	Unlocking Social and Cultural Capital at the Modern Day Monastery
DCMS - CRF21 The Monastery of St. Francis & Gorton Trust
£439,700	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: The Monastery of St. Francis & Gorton Trust
£691,800	14/10/2020	Culture Recovery Fund for Heritage 2020-21
One Manchester - Community stone carving project
£5,000	15/01/2019	Funding to support the "Carve Out Your Future At The Monastery" project. Upcycling damaged stone from the monastery renovation into carvings to be sold to support community work, involving local people in the stone masonry and carving ....more Funding to support the "Carve Out Your Future At The Monastery" project. Upcycling damaged stone from the monastery renovation into carvings to be sold to support community work, involving local people in the stone masonry and carving process.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-76

DAVID OLIVER Appointed: 2014, Occupation: Management Consultant

DAVID SMITH-MILNE Appointed: 2024, Occupation: Chief Executive/Director

ELEANOR HOLMES Appointed: 2023, Occupation: Project Director

JANET LOUISE WALLWORK Appointed: 1998, Occupation: Librarian

PAUL GRIFFITHS DL Appointed: 1996

PIERS STURRIDGE Appointed: 2008, Occupation: Consultant

RAY HANKS Appointed: 2010, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 20/03/1997, number: 1061457
Registered at Companies House on 19/09/1996, number: 03251869

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; AR07: 1 days late,

Main office

THE MONASTERY
89 GORTON LANE
MANCHESTER
M12 5WF

Objectives

1.1 The Objects for which the Trust is established are:1.1.1 To restore, conserve and maintain the Monastery of St Francis (designed by Edward Welby Pugin in 1866) in the Gorton district of Manchester, being of historical, architectural and constructional merit and to advance the education of the public in those features of its historical, architectural and constructional heritage that exists in and around the said Monastery and its place within Gorton and its surrounding areas;1.1.2 To further or benefit the residents of the Gorton district of Manchester and its surrounding areas, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents;1.1.3 To advance the education of the public in general including (but without prejudice to the generality of the foregoing) the provision of facilities for education and the education of the public in the creation, enjoyment, appreciation and understanding of the arts through performance, exhibitions and educational programmes;1.1.4 The relief of unemployment for the benefit of the public in such ways as may be thought fit, including (but without prejudice to the generality of the foregoing) providing training opportunities for young people and ex-offenders;1.1.5 To preserve and protect the health of residents of the Gorton district of Manchester and its surrounding areas by (but without prejudice to the generality of the foregoing) providing and assisting in the provision of facilities, support services and equipment not normally provided by the statutory authorities and advancing the education of the public in health care by the provision of classes and other resources devoted to healthcare;1.1.6 The prevention or relief of poverty in the Gorton district of Manchester and its surrounding areas by (but without prejudice to the generality of the foregoing) the provision of assistance to those who are homeless or facing homelessness in the form of advice, employment and education assistance, signposting on issues related to housing and working with other agencies to develop housing solutions for those in necessitous circumstances;1.1.7 The promotion of equality and diversity for the public benefit by (but without prejudice to the generality of the foregoing) advancing education and raising awareness in equality and diversity, promoting activities to foster understanding between people from diverse backgrounds and cultivating a sentiment in favour of equality and diversity;1.1.8 The promotion of religious harmony for the benefit of the public by (i) educating the public in different religious beliefs including an awareness of their distinctive features and their common ground to promote good relations between persons of different faiths; and (ii) promoting knowledge and mutual understanding and respect of the beliefs and practices of different religious faiths;1.1.9 Such other exclusively charitable purposes according to the law of England and Wales as the Trustees determine from time to time.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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