Finance Score: 0

Governance Score: 3

Support Score: 6

No PartB

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 9

THE BENEFICE OF EGLWYSILAN AND CAERPHILLY PCC

The provision of regular public worship, and sacred space for personal payer and contemplation. Pastoral work, including visiting the sick and bereaved. Teaching of Christianity through sermons, small groups and assemblies in local schools. Promoting the mission of the Church in Wales in aiding community cohesion through provision of activities for older people, children and other specific groups,

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 18 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

Established: 15 years

https://beneficeofeglwysilanandcaerphilly.org

EmmaRees-Kenny@cinw.org.uk

02920888728

Charity Commission for England and Wales

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
31/12/23	£480	£232	£249	n/a	n/a	n/a	n/a	n/a	50
31/12/22	£219	£253	£-34	n/a	n/a	n/a	n/a	n/a	50
31/12/21	£158	£160	£-1	n/a	n/a	n/a	n/a	n/a	50
31/12/20	£324	£311	£13	n/a	n/a	n/a	n/a	n/a	50
31/12/19	£250	£247	£4	n/a	n/a	n/a	n/a	n/a	40
31/12/18	£225	£219	£6	£0	£0	£0	n/a	0	0
31/12/17	£244	£231	£13	£0	£0	£0	n/a	0	0
31/12/16	£457	£433	£24	£0	£0	£0	n/a	0	0
31/12/15	£223	£249	£-26	£0	£0	£0	n/a	0	0
31/12/14	£198	£217	£-18	£0	£0	£0	n/a	0	0
31/12/13	£226	£186	£40	£0	£0	£0	n/a	0	0
31/12/12	£290	£245	£45	£0	£0	£0	n/a	0	0
31/12/11	£188	£179	£9	£0	£0	£0	n/a	0	0
31/12/10	£186	£186	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities

How it operates

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

Where it operates

Caerphilly,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
50 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
National Lottery Heritage Fund - Grant to Benefice of Eglwysilan and Caerphilly
£31,600	18/08/2020	COVID19 benefice of Eglwysilan and Caerphilly
National Lottery Heritage Fund - Grant to Benefice of Eglwysilan and Caerphilly
£37,800	17/12/2019	St Martin's External Repairs Phase 1
Garfield Weston Foundation - Main Grants award
£7,500	05/07/2018	St Ilan's Church Tower Repairs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (18)

Current Trustees appointed

Gender Split

Based on 16/18 persons

ANGELA ANDERSON BA, MA (Chair) Appointed: 2012

ALAN DIXON Appointed: 2018

BRONWEN PARISH Appointed: 2022

CLIVE MARTIN EVANS Appointed: 2017

DERYN GAY MCANDREW MA CANTAB

DAVID HANKS Appointed: 2023

EMILY BURNISTON MA, PGCE Appointed: 2022

GERALD REES FCA Appointed: 2023

HEULWEN HANDLEY Appointed: 2022

JANICE MARGARET ROBERTS BSC M ED Appointed: 2016

JOHN CHILD DL FCA

JULIA RAWLINS Appointed: 2021

LAURENCE HARRY BROWN Appointed: 2022

MARGARET ELIZABETH WARE Appointed: 2017, Other trusteeship: TWYN COMMUNITY CENTRE MANAGEMENT COMMITTEE,

PETER MORGRUGYN JONES

REV PAULINE PATRICIA SMITH Appointed: 2018

REV EMMA REES-KENNY Appointed: 2023

RONALD ANTHONY LEWIS Appointed: 2023

Legal constitution

Charity registered in England & Wales on 18/08/2009, number: 1131172

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
Investing charity funds 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

Filing Record

14 returns made; all on time

Main office

The Rectory
Rectory Close
Caerphilly
CF83 1EQ

Objectives

The promotion of the whole mission of the Church, pastoral, evangelistic, social and ecumenical, in the parish.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources