Finance Score: 0

Governance Score: -1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Dynamic board: +3
All male board: -3

No supporters identified

Overall GiG Score: -1

THE BROTHERS OF THE FIRST ORDER OF THE SOCIETY OF ST FRANCIS

An Anglican Religious Community for men under a Franciscan rule of life.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,003,438 available, equivalent to 102 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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
30/06/23	£1,065	£827	£237	£9	£7,299	£7,003	101.6	1	25
30/06/22	£1,313	£825	£488	£9	£7,078	£6,952	101.1	1	13
30/06/21	£713	£899	£-186	£5	£6,625	£6,450	86.1	1	8
30/06/20	£880	£851	£29	£15	£6,710	£6,597	93	1	11
30/06/19	£709	£913	£-204	£16	£6,614	£6,535	85.9	1	150
30/06/18	£833	£911	£-77	£36	£6,449	£6,400	84.3	1	0
30/06/17	£874	£900	£-26	£29	£6,484	£6,456	86.1	1	0
30/06/16	£816	£790	£26	£29	£6,411	£6,405	97.3	1	0
30/06/15	£824	£875	£-50	£60	£6,360	£6,354	87.2	1	0
30/06/14	£1,100	£888	£212	£55	£6,340	£6,334	85.6	1	0
30/06/13	£803	£967	£-164	£59	£6,085	£6,079	75.5	1	0
30/06/12	£1,260	£1,065	£194	£57	£6,195	£6,186	69.7	0	0
30/06/11	£938	£1,196	£-258	£63	£6,018	£6,012	60.3	0	0
30/06/10	£1,147	£1,079	£68	£71	£6,211	£6,202	69	0	0
30/06/09	£1,048	£2,078	£-1,030	£805	£6,108	£6,108	35.3	1	0
30/06/08	£998	£1,227	£-230	£37	£7,218	£7,218	70.6	1	0
30/06/07	£1,177	£1,055	£123	£33	£7,517	£7,517	85.5	1	0
30/06/06	£845	£1,525	£-679	£0	£0	£0	n/a	0	0
30/06/05	£1,452	£900	£552	£0	£0	£0	n/a	0	0
30/06/04	£1,028	£1,010	£18	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 101.6 months
Net Current Assets/Spending: 9 months
Quick Ratio: 9.6

Asset Split ?

Established: 55 years

www.franciscans.org.uk

bursarssf@franciscans.org.uk

01300342311

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Other religious associations

How it operates

Other charitable activities
Provides human resources
Provides services

Where it operates

Australia, Birmingham City, Dorset, Ireland, Italy, Kent, Leeds City, New Zealand, Newham, Northern Ireland, Northumberland, Papua New Guinea, Scotland, Solomon Islands, South Korea, Sri Lanka, United States, Worcestershire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

1 employee
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
Community Foundation serving Tyne & Wear and Northumberland - A grant to Society of St Francis
£400	20/05/2021	Supporting the charity's purposes

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

BR CRISTIAN BULIGA SSF Appointed: 2022

BR ALF MICAEL CARLSTROM SSF (Chair) Appointed: 2022

BR BENEDICT WINSPER SSF Appointed: 2022

BR CHRISTOPHER JOHN SSF Appointed: 2017

BR DAVID LANSTROM SSF Appointed: 2020

BR HUGH COBBETT Appointed: 2022

BR JAMES MOHUN YONGE SSF Appointed: 2019

BR JOHN RICHARD HENNINGS SSF Appointed: 2019

BR MALCOLM FOUNTAIN SSF Appointed: 2021

BR MARTIN PRICE SSF Appointed: 2018

BR NICHOLAS ALAN WORSSAM Appointed: 2022

BR PETER ZELTINS SSF Appointed: 2021

BR RICHARD SYDNEY DOUBLE SSF Appointed: 2022

Legal constitution

Charity registered in England & Wales on 21/01/1969, number: 236464

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
Volunteer management

Filing Record

20 returns made; all on time

Main office

Society of St. Francis
The Friary
Hilfield
Dorchester
DT2 7BE

Objectives

TO BUILD UP A BODY OF MEN WHO, ACCEPTING CHRIST AS THEIR LORD AND MASTER, WILL SEEK TO FOLLOW HIM IN THE WAY OF RENUNCIATION AND SACRIFICE AS AN ACT OF WITNESS AND FOR THE LOVING SERVICE OF HIS BRETHREN IN THE WORLD. TO MINISTER TO THE UNCARED-FOR, SICK AND SUFFERING AND THE NEEDY. TO SHOW OTHERS BY EXAMPLE AND INSTRUCTION, THE BEAUTY AND POWER OF CHRIST. TO RELIEVE THOSE WHO COME TO THEM FOR HELP OR COUNSEL.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources