Finance Score: -1

Governance Score: 6

Support Score: 6

Spending declining: -1

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 11

THE LINCOLN DIOCESAN TRUST AND BOARD OF FINANCE LTD

The objectives of the Trust can be summarised as being to support the development of a growing, worshipping, celebrating, proclaiming Christian presence in each community of the Diocese and to support projects and enterprises consonant with that purpose.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and 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
One or more trustees receive benefits from the charity
There are 20 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Spending is declining

Established: 57 years
(116 years as a company)

www.lincoln.anglican.org

helen.doyle@lincoln.anglican.org

01522504050

Charity Commission for England and Wales

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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		£10,932	£10,794	£138	£247	£172,616	£2,131	2.4	36	1,000
31/12/21		£10,531	£10,815	£-284	£304	£169,515	£1,992	2.2	34	3,000
31/12/20		£9,200	£12,020	£-2,820	£220	£162,838	£1,773	1.8	43	3,000
31/12/19		£10,829	£12,414	£-1,585	£86	£166,545	£2,055	2	45	2,500
31/12/18		£11,181	£17,019	£-5,838	£400	£164,994	£3,167	2.2	44	3,000
31/12/17		£10,608	£12,358	£-1,750	£901	£174,618	£2,405	2.3	65	0
31/12/16		£10,655	£12,770	£-2,115	£853	£173,134	£-102	-0.1	79	0
31/12/15		£12,663	£13,205	£-542	£1,730	£170,019	£471	0.4	54	0
31/12/14		£10,808	£14,287	£-3,479	£1,510	£169,288	£1,601	1.3	204	0
31/12/13		£12,280	£12,916	£-636	£1,088	£167,656	£2,927	2.7	195	0
31/12/12	*	£11,092	£12,005	£-913	£909	£156,148	£2,296	2.3	192	0
31/12/11		£10,699	£11,738	£-1,039	£361	£149,621	£2,445	2.5	206	0
31/12/10		£12,088	£12,827	£-739	£277	£144,470	£3,119	2.9	210	0
31/12/09		£11,867	£12,258	£-391	£132	£138,775	£3,255	3.2	209	0
31/12/08		£12,243	£12,713	£-470	£19	£135,920	£3,654	3.4	206	0
31/12/07		£11,802	£11,528	£274	£18	£142,146	£3,610	3.8	226	0
31/12/06		£11,296	£10,760	£536	£0	£0	£0	n/a	0	0
31/12/05		£11,102	£10,616	£486	£0	£0	£0	n/a	0	0
31/12/04		£10,046	£9,612	£434	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 1%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 2.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.8

Asset Split ?

Listed activities

General Charitable Purposes
Religious Activities

How it operates

Other charitable activities

Where it operates

Lincolnshire, North East Lincolnshire, North Lincolnshire,

Who it helps

The General Public/Mankind

Who works here?

36 employees
1,000 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£78,100
DCMS	£54,157
National Lottery Community Fund	£9,692
Co-Operative Group	£2,334

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to St Peter's Food Pantry
£2,334	22/10/2022	We will provide ongoing support and food for anyone in need, including those unable to afford food or those who are in isolation, by delivering it to them.
DCMS - Lincoln Diocese Historic Churches Support officer Post
£21,099	01/04/2022	Regional Capacity Building Grant for 3 year POWSO post, 4th term, years 12-14.
National Lottery Community Fund - Jubilee Celebration Sunday
£692	23/03/2022	The group will use the funding to deliver a community celebration event for the Queen’s Jubilee with refreshments and music. This will bring people together and reduce social isolation.
DCMS - Lincoln Diocese Historic Churches Support officer Post
£33,058	01/04/2021	3 year POWSO post, 4th term, years 12-14.
National Lottery Heritage Fund - Grant to St Edith's Church, Coates by Stow, Lincoln
£5,900	28/08/2020	COVID19: Information Point; St.Edith's Church, Coates
National Lottery Heritage Fund - Grant to St John The Baptist Parish Church, Great Hale
£72,200	25/02/2020	Regenerating the late anglo-saxon church at Great Hale
National Lottery Community Fund - Family Shape Up
£9,000	23/10/2019 12	Family Shape Up
National Lottery Heritage Fund - Grant to Diocese of Lincoln
£79,500	21/03/2019	POW:II - Building capacity in the rural parish church in Lincolnshire
Garfield Weston Foundation - Main Grants award
£30,000	26/11/2018	REConnecting LINCS
National Churches Trust - Maintenance award to WOOTTON, St Andrew
£2,500	08/11/2018	Death Watch beetle treatment to tower floor. Replacement of collapsing choir stall floors.
National Churches Trust - Maintenance award to HAGWORTHINGHAM, Holy Trinity
£2,500	01/11/2017	Remove vegetation from the roof, replace tiles to make water tight, replace lead flashing in valley gutter to make chimney water tight
National Lottery Heritage Fund - Grant to St Wilfrid's Church Alford
£9,600	22/08/2017	A Future for St Wilfrid's Church, Alford
National Lottery Heritage Fund - Grant to St Andrew's Heckington Lincolnshire
£10,000	18/05/2017	The Vision for the Medieval Masterpiece
National Churches Trust - Repair award to ULCEBY, St Nicholas
£8,000	01/03/2017	Repairs to the nave, north and south aisles roofs and chancel valley gutter area
National Lottery Heritage Fund - Grant to Sutterton Parochial Church Council
£207,700	07/09/2016	St Mary Sutterton Repair and reordering
National Lottery Community Fund - Reaching Riddings
£87,111	20/04/2016 35	The project will deliver youth activities including sport, music, cooking and craft sessions, job searching and CV writing. The project will also create volunteer opportunities including facilitating ....more The project will deliver youth activities including sport, music, cooking and craft sessions, job searching and CV writing. The project will also create volunteer opportunities including facilitating sports sessions, discussions and group work on topics such as healthy relationships, school, families, crime and personal safety. Participants will learn, develop confidence, social and emotional skills as well as gaining employability skills.
National Lottery Heritage Fund - Grant to St Vincent PCC, Caythorpe
£197,500	10/06/2014	The restoration of St Vincent's Church Caythorpe, Lincolnshire widening accessibility through major repairs, improved facilities and interpretation of its history

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (20)

Current Trustees appointed

Gender Split

Based on 19/20 persons

Age Range of Trustees: 49-79

DAVID COWELL Appointed: 2018, Occupation: Semi-Retired Consultant

DAVID THOMAS WRIGHT Appointed: 2016, Occupation: Consultant

NIGEL BACON Appointed: 2016, Occupation: Engineering Manager, Other trusteeships: OPEN SYNOD GROUP, THE EDENHAM REGIONAL HOUSE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIATICAL PARISH OF ST GUTHLAC, MARKET DEEPING,

PAUL DAVID BREWSTER Appointed: 2023, Occupation: Retired, Other trusteeships: LANGTON UNITED CHARITY, FRIENDS OF KIRKBY ON BAIN SCHOOL, KIRKBY ON BAIN PRIMARY SCHOOL FUND, LINCOLN DIOCESAN BOARD OF EDUCATION,

PROFESSOR MURIEL ANITA ROBINSON OBE Appointed: 2018, Occupation: Retired

PAUL DAVIE Appointed: 2021, Occupation: Senior Commercial Manager

RUTH BREWIN Appointed: 2021, Occupation: Retired Solicitor, Other trusteeships: ST JAMES (GRIMSBY) DEVELOPMENT TRUST, CHRISTIAN ACTION AND RESOURCE ENTERPRISE LTD,

REV ALYSON CHRISTINA BUXTON Appointed: 2018, Occupation: Clerk In Holy Orders

REV GEORGINA MACHELL Appointed: 2020, Occupation: Clerk In Holy Orders, Other trusteeships: THE WILLIAM AND EMMA AVERY MEMORIAL TRUST, LINCOLN DIOCESAN BOARD OF EDUCATION,

REV JULIE DONN Appointed: 2023, Occupation: Clerk In Holy Orders, Other trusteeship: IMMINGHAM UNIT 560 OF THE SEA CADET CORPS,

REV JUSTINE ALLAIN CHAPMAN Appointed: 2017, Other trusteeship: THE ERNIE WARRELL MEMORIAL TRUST,

REV NICHOLAS JAMES WATSON BROWN Appointed: 2024

REV RACHEL HESKINS Appointed: 2022, Occupation: Clerk In Holy Orders

REVD CANON MARTYN ANDREW NICHOLAS TAYLOR Appointed: 2023, Occupation: Clerk In Holy Orders, Other trusteeships: STAMFORD ST GEORGE'S CHURCH CHARITIES, STAMFORD ST GEORGE CHURCH ESTATE, SAINT GEORGE'S CHURCH TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GEORGE AND ST PAUL, STAMFORD,

SUSAN BARBARA ELIZABETH WATT Appointed: 2021, Occupation: Administrator/ Teacher

SUSAN GAY SLATER Appointed: 2018, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY AND ST NICOLAS SPALDING,

THE RT REVD DR DAVID ERIC COURT Appointed: 2018, Occupation: Bishop, Other trusteeships: BISHOPS CHARITY FUND (LINCOLN), GRIMSBY CLEETHORPES AND HUMBER REGION YMCA,

THE RT REVD DR NICHOLAS ALAN CHAMBERLAIN Appointed: 2018, Occupation: Bishop, Other trusteeships: BISHOPS CHARITY FUND (LINCOLN), ST HILD COLLEGE,

THE RT REVD STEPHEN DAVID CONWAY Appointed: 2023, Occupation: Bishop Of Lincoln, Other trusteeship: LINCOLN DIOCESAN BOARD OF EDUCATION,

THE VENERABLE GAVIN JOHN KIRK Appointed: 2018, Occupation: Clerk In Holy Orders, Other trusteeships: THE TINDALL TRUST FOR ORDINATION CANDIDATES, LINCOLNSHIRE CHURCHES TRUST,

Legal constitution

Charitable company registered in England & Wales on 14/11/1966, number: 249355
Registered at Companies House on 17/03/1908, number: 00097256

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR12: 14 days late,

Main office

Edward King House
Minster Yard
LINCOLN
LN2 1PU

Objectives

The charity’s object (‘Object’) is:the furthering primarily but not exclusively in the Diocese of the whole of the charitable works of the Church of England (hereinafter called ‘the Church’);

Defined Area of Benefit:

DIOCESE OF LINCOLN

Data Sources