Finance Score: 3

Governance Score: 4

Support Score: 9

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +2
Fundraising costs low: +3

No conflicts policy: -1
12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 16

THE FRIENDS OF LICHFIELD CATHEDRAL

To draw into fellowship the people of the Diocese of Lichfield and the wider community in service and devotion to God and loyalty to the cathedral. To assist in funding the work of repairing and preserving the fabric of the cathedral and its precints, its furnishings and vestments and to beautify it with special gifts. To support the worship and music of the cathedral church.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received more than half of its income from legacies in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £907,206 available, equivalent to 448 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	Volun- teers
31/12/22		£825	£24	£801	£3	£907	£907	447.9	0	40
31/12/21		£111	£130	£-19	n/a	n/a	n/a	n/a	n/a	40
31/12/20		£32	£78	£-46	n/a	n/a	n/a	n/a	n/a	40
31/12/19		£43	£61	£-18	n/a	n/a	n/a	n/a	n/a	60
31/12/18		£52	£76	£-25	£0	£0	£0	n/a	0	50
31/12/17		£37	£107	£-70	£0	£0	£0	n/a	0	0
31/12/16	*	£42	£41	£1	£0	£0	£0	n/a	0	0
31/12/15		£67	£280	£-213	£0	£0	£0	n/a	0	0
31/12/14		£420	£23	£397	£0	£0	£0	n/a	0	0
31/12/13		£26	£25	£0	£0	£0	£0	n/a	0	0
31/12/12	*	£25	£47	£-22	£0	£0	£0	n/a	0	0
31/12/11	*	£32	£31	£0	£0	£0	£0	n/a	0	0
31/12/10		£69	£89	£-20	£0	£0	£0	n/a	0	0
31/12/09		£24	£121	£-97	£0	£0	£0	n/a	0	0
31/12/08		£59	£112	£-54	£0	£0	£0	n/a	0	0
31/12/07	*	£34	£12	£22	£0	£0	£0	n/a	0	0
31/12/06		£31	£27	£3	£0	£0	£0	n/a	0	0
31/12/05		£42	£31	£11	£0	£0	£0	n/a	0	0
31/12/04		£40	£71	£-32	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 11.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 447.9 months
Net Current Assets/Spending: 421 months
Quick Ratio: 129.9

Asset Split ?

Established: 20 years

www.lichfield-cathedral.org/friends

friends@lichfield-cathedral.org

01543306120

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities

GiG Classification

Christian religious associations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
40 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
The Pilgrim Trust - Grant to Lichfield Cathedral
£5,000	08/06/2021 3	Conservation of Virgin and Child by Sir Ninian Comper
Dulverton Trust - Restoration of South Nave Flying Buttresses
£50,000	21/10/2020	Restoration of South Nave Flying Buttresses

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

CHRISTOPHER CRADDOCK Appointed: 2022

JANE LESLEY MCKINVEN Appointed: 2024

KAY YVONNE MARTIN Appointed: 2021

NAOMI JOYCE PROVOST Appointed: 2017

NEIL PLATTS Appointed: 2018

PETER JOHN HARRIS Appointed: 2021

PETER RICHARD JONES Appointed: 2023

SANDRA COTTRELL Appointed: 2018

STEPHEN RODERICK SHAW Appointed: 2023

THE RT REVD JANET ELIZABETH MCFARLANE (Chair) Appointed: 2023

CHRISTOPHER JOHN SPRUCE Appointed: 2014, Other trusteeship: THE BOLEY PARK COMMUNITY HALL,

JOHN MAXWELL-JONES Appointed: 2014, Other trusteeships: DERBY AND DISTRICT ORGANISTS' ASSOCIATION, DERBY CHORAL UNION,

MARK HOPE-URWIN Appointed: 2021, Other trusteeship: THE CATHEDRAL CHURCH OF SAINT MARY AND SAINT CHAD IN LICHFIELD,

Legal constitution

Charity registered in England & Wales on 23/03/2004, number: 1102791

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR16: 10 days late, AR12: 27 days late, AR11: 17 days late, AR07: 85 days late,

Main office

THE FRIENDS OFFICE
19A THE CLOSE
LICHFIELD
WS13 7LD

Objectives

TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF LICHFIELD CATHEDRAL.TO ASSIST AND PROMOTE THE RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF THE CATHEDRAL AND TO SUPPORT THE WORSHIP, MUSIC AND MINISTRY OF THE CATHEDRAL

Defined Area of Benefit:

NOT DEFINED

Data Sources