Finance Score: -2

Governance Score: 4

Support Score: 4

Multiple Deficits: -2
No PartB

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

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 6

ST PHILIP AND ST PAUL WITH WESLEY, SOUTHPORT

We carry out the celebration of public worship and occasional offices.We teach the Christian faith.We engage in mission and evangelism seeking to share our Christian faithWe engage in pastoral work which includes visiting the sick and bereaved.We provide facilities with a Christian ethos for the local community.We support other charities in the UK and overseas.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
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 16 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
On several occasions in recent years income has been less than spending

Established: 10 years

www.stphilipandstpaulwithwesley.org.uk

stppw.office@gmail.com

01704531615

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	£68	£66	£2	n/a	n/a	n/a	n/a	n/a	25
31/12/21	£59	£66	£-8	n/a	n/a	n/a	n/a	n/a	40
31/12/20	£80	£69	£12	n/a	n/a	n/a	n/a	n/a	30
31/12/19	£79	£99	£-20	n/a	n/a	n/a	n/a	n/a	30
31/12/18	£72	£81	£-9	£0	£0	£0	n/a	0	55
31/12/17	£73	£77	£-4	£0	£0	£0	n/a	0	0
31/12/16	£73	£82	£-9	£0	£0	£0	n/a	0	0
31/12/15	£81	£78	£3	£0	£0	£0	n/a	0	0
31/12/14	£83	£81	£2	£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

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Sefton,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
25 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 Churches Trust - Maintenance award to SOUTHPORT, St Philip & St Paul with Wesley
£3,000	08/11/2018	Repairs to clerestory windows and surrounding stonework

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

ANNE STEWART Appointed: 2022

ANTHONY RICHARD ALLEN Appointed: 2023

BARRY JAMES STEWART Appointed: 2021, Other trusteeships: SOUTHPORT METHODIST CIRCUIT, LIVERPOOL ROAD METHODIST CHURCH,

BETH MATTHEWS Appointed: 2016

CAROL ELIZABETH NEWMAN Appointed: 2022

GAIL KAREN ROOKE Appointed: 2018

HELEN RUTH BALL Appointed: 2019

JEREMY PAUL HOOPER Appointed: 2019

MARGARET IRENE HARWOOD Appointed: 2013

MARK CHRISTOPHER PATERSON Appointed: 2013

MICHAEL SWINNERTON Appointed: 2022

PETER RONALD JONES Appointed: 2017, Other trusteeships: THE GRUNDY HOMES, THE JOHN FERNLEY EDUCATIONAL FUND,

REV MARIE-ANNE KENT (Chair) Appointed: 2015, Other trusteeships: SOUTHPORT METHODIST CIRCUIT, LEYLAND ROAD METHODIST CHURCH, LIVERPOOL DISTRICT METHODIST CHURCH,

REV RACHEL ELIZABETH BRAY Appointed: 2013, Other trusteeship: THE GRUNDY HOMES,

SAMANTHA ODESSA RAMSAY Appointed: 2019

SHIRLEY POTTS Appointed: 2022

Legal constitution

Charity registered in England & Wales on 16/12/2013, number: 1155030

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

9 returns made; all on time

Main office

SCARISBRICK NEW RD
SOUTHPORT
MERSEYSIDE
PR8 6QF

Objectives

THE PURPOSE OF THE CHARITY IS TO ADVANCE THE CHRISTIAN FAITH IN THE AREA OF BENEFIT IN ACCORDANCE WITH THE PRINCIPLES AND PRACTICES OF THE PARTICIPATING CHURCHES.

Data Sources