Finance Score: -4

Governance Score: 5

Support Score: 7

Spending falling: -1
Volatile income: -3
No PartB

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 8

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SAINT MARY, BRIDGWATER

St Marys church is a Magnificat parish in the Bath and Wells Diocese. Our vision is to love, serve and welcome all, as a nourishing community, passionate and energised by our faith. Over the last number of years we have been growing as a community hub which exists for our local community of Bridgwater, and the surrounding area, and encourages flourishing of life for all.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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		£110	£100	£10	n/a	n/a	n/a	n/a	n/a	30
31/12/21		£81	£75	£6	n/a	n/a	n/a	n/a	n/a	20
31/12/20		£168	£118	£50	n/a	n/a	n/a	n/a	n/a	8
31/12/19		£219	£230	£-11	n/a	n/a	n/a	n/a	n/a	15
31/12/18	*	£170	£150	£20	£0	£0	£0	n/a	0	30
31/12/17		£450	£732	£-282	£0	£0	£0	n/a	0	0
31/12/16		£456	£419	£37	£0	£0	£0	n/a	0	0
31/12/15		£76	£74	£1	£0	£0	£0	n/a	0	0
31/12/14		£73	£93	£-21	£0	£0	£0	n/a	0	0
31/12/13		£112	£86	£26	£0	£0	£0	n/a	0	0
31/12/12		£96	£91	£5	£0	£0	£0	n/a	0	0
31/12/11		£73	£111	£-38	£0	£0	£0	n/a	0	0
31/12/10		£81	£111	£-30	£0	£0	£0	n/a	0	0
31/12/09		£101	£90	£11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 15 years

https://www.stmarysbridgwater.org/

saintmarybridgwater@gmail.com

01278 424972

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
30 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
Somerset Community Foundation - Creating more workspace in a community kitchen in Bridgewater.
£2,500	25/11/2022	Grant to St Mary's, Bridgwater
Somerset Community Foundation - Salary costs for a toddlers group at community church
£1,500	21/07/2022	Contribution towards salary costs of a toddler play group
Somerset Community Foundation - Mums and Toddler Group
£5,000	17/12/2021	Play equipment for a new toddler/carer group
DCMS - CRF21 The Parochial Church Council of the Ecclesiastical Parish of Saint Mary, Bridgwater
£7,800	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20 The Parochial Church Council of the Ecclesiastical Parish of Saint Mary, Bridgwater
£20,900	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Garfield Weston Foundation - Main Grants award
£15,000	29/06/2017	Reordering of church interior
National Lottery Community Fund - Provision of 250 stackable chairs for community use in our reordered c
£10,000	17/08/2016 12	The group will use the funding to replace pews in their church to provide a flexible place for a range of community activities. This will allow a variety of community groups to use the church for ....more The group will use the funding to replace pews in their church to provide a flexible place for a range of community activities. This will allow a variety of community groups to use the church for different activities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

ITZIAR SIMO-ARROYO Appointed: 2023

GRAHAM JOHN COOK Appointed: 2023

JULIET MARION SULLY

JULIAN NICHOLAS ARTHUR HIGGS Appointed: 2018

LESLEY CAROL GRIFFIN

NORMAN LLOYD HUCKER Appointed: 2019

RICHARD EDWARD STRANGE Appointed: 2022

RICHARD PHILPOTT Appointed: 2020

STEPHEN RICHARD CROSS Appointed: 2023

THERESA CLARE STRANGE Appointed: 2022

MARGARET LEE Appointed: 2020, Other trusteeship: THE BATH AND WELLS DIOCESAN ASSOCIATION OF CHANGE RINGERS BELL FUND,

PERCY RICHARD SMITH Appointed: 2022, Other trusteeships: JAMES COOK BEQUEST, THE EMMA PEARCE MEMORIAL FUND,

REV SUSAN JANE OSMOND (Chair) Appointed: 2020, Other trusteeship: JAMES COOK BEQUEST,

Legal constitution

Charity registered in England & Wales on 12/03/2009, number: 1128525

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

14 returns made; AR18: 2 days late,

Main office

St. Marys Church
St. Mary Street
BRIDGWATER
Somerset
TA6 3EQ

Objectives

Promoting in the ecclesiastical parish the whole mission of the Church.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources