Finance Score: -1
Governance Score: 5
Support Score: 6
  • Spending declining: -1
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +6
Overall GiG Score: 10 ?

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 several prominent grant makers recently
  • This charity has an endowment fund which generates much of its income. Its latest spending amounts to 5.3% of total funds
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Why are there 20 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • Spending is declining

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£11,749£9,625£2,124£0£183,029£2,1362.7420
31/12/22£10,932£10,794£138£247£172,616£2,1312.4361,000
31/12/21£10,531£10,815£-284£304£169,515£1,9922.2343,000
31/12/20£9,200£12,020£-2,820£220£162,838£1,7731.8433,000
31/12/19£10,829£12,414£-1,585£86£166,545£2,0552452,500
31/12/18£11,181£17,019£-5,838£400£164,994£3,1672.2440
31/12/17£10,608£12,358£-1,750£901£174,618£2,4052.3650
31/12/16£10,655£12,770£-2,115£853£173,134£-102-0.1790
31/12/15£12,663£13,205£-542£1,730£170,019£4710.4540
31/12/14£10,808£14,287£-3,479£1,510£169,288£1,6011.32040
31/12/13£12,280£12,916£-636£1,088£167,656£2,9272.71950
31/12/12*£11,092£12,005£-913£909£156,148£2,2962.31920
31/12/11£10,699£11,738£-1,039£361£149,621£2,4452.52060
31/12/10£12,088£12,827£-739£277£144,470£3,1192.92100
31/12/09£11,867£12,258£-391£132£138,775£3,2553.22090
31/12/08£12,243£12,713£-470£19£135,920£3,6543.42060
31/12/07£11,802£11,528£274£18£142,146£3,6103.82260
31/12/06£11,296£10,760£536n/an/an/an/an/an/a
31/12/05£11,102£10,616£486n/an/an/an/an/an/a
31/12/04£10,046£9,612£434n/an/an/an/an/an/a

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: 0%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 18 months
Quick Ratio: 22.6
Asset Split ?
Balance Sheet History
Established: 58 years
(116 years as a company)

www.lincoln.anglican.org

helen.doyle@lincoln.anglican.org

01522504050

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Other charitable activities
Where it operates
  • Lincolnshire, North East Lincolnshire, North Lincolnshire,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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
Co-Operative Group£2,334
National Lottery Community Fund£692
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 sports sessions, discussions and group work on ....more
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
Show more rows

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: 50-80
  • DAVID COWELL Appointed: 2018, Occupation: Semi-Retired Consultant
  • DAVID THOMAS WRIGHT Appointed: 2016, Occupation: Consultant
  • JAMES DRINNAN THOM TANNOCK Appointed: 2024, Occupation: Retired
  • NIGEL BACON Appointed: 2016, Occupation: Engineering Manager
  • PAUL DAVID BREWSTER Appointed: 2023, Occupation: Retired
  • PROFESSOR MURIEL ANITA ROBINSON OBE Appointed: 2018, Occupation: Retired
  • PAUL DAVIE Appointed: 2021, Occupation: Senior Commercial Manager
  • RUTH BREWIN Appointed: 2021, Occupation: Retired Solicitor
  • REV ALYSON CHRISTINA BUXTON Appointed: 2018, Occupation: Clerk In Holy Orders
  • REV JULIE DONN Appointed: 2023, Occupation: Clerk In Holy Orders
  • REV JUSTINE ALLAIN CHAPMAN Appointed: 2017
  • REV RACHEL HESKINS Appointed: 2022, Occupation: Clerk In Holy Orders
  • REVD CANON DR MARTYN ANDREW NICHOLAS TAYLOR Appointed: 2023, Occupation: Clerk In Holy Orders
  • SUSAN BARBARA ELIZABETH WATT Appointed: 2021, Occupation: Administrator/ Teacher
  • SUSAN GAY SLATER Appointed: 2018, Occupation: Retired
  • THE RT REVD DR DAVID ERIC COURT Appointed: 2018, Occupation: Bishop
  • THE RT REVD DR NICHOLAS ALAN CHAMBERLAIN Appointed: 2018, Occupation: Bishop
  • THE RT REVD STEPHEN DAVID CONWAY Appointed: 2023, Occupation: Bishop Of Lincoln
  • THE VENERABLE GAVIN JOHN KIRK Appointed: 2018, Occupation: Clerk In Holy Orders
  • THE VERY REVD DR SIMON MATTHEW JONES Appointed: 2024, Occupation: Dean Of Lincoln
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
  • 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
20 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

Charity Commission for England and Wales
360 Giving

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