Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 3

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, SOUTHPORT

Regular public worship open to all providing: sacred space, pastoral support, teaching Christianity, taking religious assemblies, a supporting choir and music. Promoting Christianity through meetings, events and literature. Promoting the Church's mission through activities for senior citizens, parents & toddlers and other special need groups. Supporting charities locally, nationally and overseas.

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
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

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: 14 years

www.holytrinitysouthport.org.uk

anne.tudor@sky.com

01704535825

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
31/12/22	£241	£174	£68	n/a	n/a	n/a	n/a	n/a	50
31/12/21	£154	£168	£-14	n/a	n/a	n/a	n/a	n/a	50
31/12/20	£168	£138	£30	n/a	n/a	n/a	n/a	n/a	40
31/12/19	£196	£168	£28	n/a	n/a	n/a	n/a	n/a	50
31/12/18	£170	£214	£-45	£0	£0	£0	n/a	0	50
31/12/17	£467	£480	£-13	£0	£0	£0	n/a	0	0
31/12/16	£414	£414	£0	£0	£0	£0	n/a	0	0
31/12/15	£234	£230	£5	£0	£0	£0	n/a	0	0
31/12/14	£208	£184	£24	£0	£0	£0	n/a	0	0
31/12/13	£232	£183	£49	£0	£0	£0	n/a	0	0
31/12/12	£205	£171	£34	£0	£0	£0	n/a	0	0
31/12/11	£188	£209	£-21	£0	£0	£0	n/a	0	0
31/12/10	£232	£232	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Religious Activities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources

Where it operates

Sefton,

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
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 Holy Trinity Church Southport
£245,700	24/11/2016	An iconic church restoration and the extension of its use as a performance venue
National Churches Trust - Repair award to SOUTHPORT, Holy Trinity
£20,000	01/06/2016	Stonework and window repairs, installation of toilet pod in tower, installation of kitchen pod in north aisle, and creation of community space
National Lottery Heritage Fund - Grant to Holy Trinity Church Southport
£248,800	09/12/2014	Restoration of an iconic church and the extension of its community use as a local/regional performance venue

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ANNE TUDOR

BILL BENNION Appointed: 2011, Occupation: Security Manager, Other trusteeship: HOLY TRINITY RECREATION GROUND LIMITED,

IAN HOWARD BUTLER, Other trusteeships: HOLY TRINITY PARISH CHARITY, HOLY TRINITY RECREATION GROUND LIMITED,

JOAN MARSTON Appointed: 2018

MARGARET POSTANCE Appointed: 2017

MARLYN BANHAM Appointed: 2017, Other trusteeship: Compassion Acts,

NANCY HART Appointed: 2014

REV THOMAS DAVID LEONARD CARPENTER Appointed: 2019

ROBERT HOUGHTON BALL Appointed: 2015

SUE PALMER

VICKI MARGARET BUTLER

Legal constitution

Charity registered in England & Wales on 11/03/2010, number: 1134814

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

13 returns made; all on time

Main office

7 MORLEY ROAD
SOUTHPORT
PR9 9JS

Objectives

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

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources