Finance Score: 0

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2

Mainly male board: -1

No supporters identified

Overall GiG Score: -1

SOUTHLANDS METHODIST TRUST

Supports educational activities, including research, chaplaincy and charitable work undertaken in and through Southlands College that reflect its Methodist foundation and ethos

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly male

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£517	£861	£-344	£0	£12,270	£11,470	159.8	5
31/08/21		£473	£506	£-33	n/a	n/a	n/a	n/a	n/a
31/08/20		£458	£684	£-226	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£466	£656	£-190	n/a	n/a	n/a	n/a	n/a
31/08/18		£449	£429	£20	£0	£0	£0	n/a	0
31/08/17		£439	£402	£37	£0	£0	£0	n/a	0
31/08/16		£441	£425	£16	£0	£0	£0	n/a	0
31/08/15		£438	£364	£74	£0	£0	£0	n/a	0
31/08/14		£1,081	£148	£933	£2	£5,390	£4,590	372.9	0
31/08/13		£443	£165	£278	£0	£0	£0	n/a	0
31/08/12		£442	£136	£306	£0	£0	£0	n/a	0
31/08/11?	*	£460	£106	£354	£0	£0	£0	n/a	0
31/07/10		£2,116	£85	£2,031	£6	£3,370	£2,570	360.9	0
31/07/09		£477	£68	£409	£0	£0	£0	n/a	0
31/07/08		£75	£38	£37	£0	£0	£0	n/a	0
31/07/07		£52	£56	£-4	£0	£0	£0	n/a	0
31/07/06		£46	£4	£42	£0	£0	£0	n/a	0
31/07/05		£48	£46	£2	£0	£0	£0	n/a	0
31/07/04		£851	£6	£845	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 3%
Liabilities/Income: 75%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 159.8 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.2

Asset Split ?

Established: 21 years

http://susannawesleyfoundation.org

SWF@roehampton.ac.uk

02083923401

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

5 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

REV JO COX-DARLING Appointed: 2014

ALAN DAVIES Appointed: 2020

REV JENNIFER H SMITH Appointed: 2020

REV TIMOTHY STUART ALEXANDER MACQUIBAN (Chair) Appointed: 2018

DR CLIVE NORRIS Appointed: 2015, Other trusteeship: PUTNEY METHODIST CHURCH,

REV GEOFFREY FARRAR Appointed: 2021, Other trusteeships: RICHMOND AND HOUNSLOW CIRCUIT OF THE METHODIST CHURCH, PUTNEY METHODIST CHURCH, BARNES METHODIST CHURCH,

REV STAN BROWN Appointed: 2017, Other trusteeship: SURBITON HILL METHODIST CHURCH,

Legal constitution

Charity registered in England & Wales on 12/11/2003, number: 1100660

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR22: 40 days late, AR19: 45 days late, AR11: 105 days late,

Main office

SOUTHLANDS COLLEGE
80 ROEHAMPTON LANE
LONDON
SW15 5SL

Objectives

THE CHARITABLE PURPOSES ARE SUCH OF THE EDUCATIONAL OR OTHER GENERAL CHARITABLE PURPOSES OF THE METHODIST CHURCH AS THE METHODIST COUNCIL SHALL FROM TIME TO TIME BY RESOLUTION DIRECT. UNTIL THE METHODIST COUNCIL OTHERWISE SO DIRECTS THE CHARITABLE PURPOSES ARE: 1 AS PART OF THE WORK CARRIED OUT THROUGH THE DISCIPLESHIP AND MINISTRIES LEARNING NETWORK, TO SUPPORT IN ASSOCIATION WITH THE COLLEGE AND UNIVERSITY THE DEVELOPMENT OF CHRISTIAN, AND SPECIFICALLY METHODIST, SCHOLARSHIP, RESEARCH AND INNOVATION OF LOCAL, NATIONAL AND GLOBAL SIGNIFICANCE AND TO FACILITATE THE PUBLIC DISSEMINATION OF SUCH DEVELOPMENTS 2 TO ENABLE MEMBERS OF THE METHODIST COMMUNITY AND WIDER PUBLIC IN BRITAIN AND INTERNATIONALLY TO BENEFIT FROM THE ACADEMIC AND OTHER EXPERTISE AND EXPERIENCE WITHIN THE COLLEGE AND THE UNIVERSITY AND THE FACILITIES AVAILABLE WITHIN THEM 3 TO ENRICH THE COMMUNITY LIFE OF THE COLLEGE AND THE WORK OF ITS CHAPLAINCY IN WAYS THAT REFLECT ITS METHODIST VALUES AND ETHOS 4 TO MAINTAIN AND DEVELOP THE RELATIONSHIP LINK BETWEEN THE METHODIST CHURCH, THE COLLEGE AND THE UNIVERSITY IN THE CONTEXT OF DEVELOPING THE CONTRIBUTION MADE TO THE WORK CARRIED OUT THROUGH THE DISCIPLESHIP AND MINISTRIES LEARNING NETWORK 5 TO FURTHER THE WIDER CHARITABLE PURPOSES OF THE METHODIST CHURCH THROUGH CLOSE WORKING WITH THE OTHER PERSONS AND BODIES RESPONSIBLE FOR THE WORK CARRIED OUT THROUGH THE DISCIPLESHIP AND MINISTRIES LEARNING NETWORK.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE ROEHAMPTON

Data Sources