Finance Score: 0

Governance Score: 5

Support Score: 3

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

Grant maker support: +3

Overall GiG Score: 8

THE CHELMSFORD DIOCESAN BOARD OF FINANCE

1. Mission & Ministry in the Parishes - paying clergy stipends incl pension contribs, providing & maintaining houses for clergy & training clergy & other parish officers.2. Education - providing support for head teachers & governors, facilitating capital expenditure on schools & sponsoring certain schools with Academy status.3.Contributions to NCIs4. Provision of the Diocesan Retreat House

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker 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
This charity does not have a Conflict of Interests policy
There are 26 trustees whereas the Charities Commission recommends a maximum of 12

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		£23,752	£24,140	£-388	£0	£375,922	£40,375	20.1	89	285
31/12/21		£24,842	£22,881	£1,961	£0	£356,450	£33,081	17.3	94	300
31/12/20	*	£23,022	£23,270	£-248	£0	£325,298	£28,038	14.5	98	450
31/12/19		£24,113	£21,770	£2,343	£310	£307,300	£27,235	15	126	450
31/12/18		£25,076	£25,269	£-193	£307	£297,618	£28,207	13.4	111	450
31/12/17		£23,758	£22,669	£1,089	£367	£292,860	£28,430	15	128	0
31/12/16		£23,859	£22,289	£1,570	£557	£275,786	£23,683	12.8	139	0
31/12/15		£23,905	£22,049	£1,856	£886	£248,757	£20,998	11.4	116	0
31/12/14		£22,836	£23,552	£-716	£751	£235,296	£18,966	9.7	63	0
31/12/13		£21,647	£22,227	£-580	£50	£220,602	£17,211	9.3	56	0
31/12/12		£20,937	£21,184	£-247	£52	£207,737	£17,289	9.8	54	0
31/12/11		£22,256	£21,010	£1,246	£47	£207,942	£17,297	9.9	53	0
31/12/10		£21,183	£21,064	£119	£49	£205,467	£16,236	9.2	54	0
31/12/09		£20,871	£20,381	£490	£38	£198,719	£15,700	9.2	57	0
31/12/08		£20,475	£20,284	£191	£37	£192,710	£14,165	8.4	55	0
31/12/07		£19,097	£19,757	£-660	£33	£225,999	£16,533	10	57	0
31/12/06		£19,106	£19,207	£-101	£0	£0	£0	n/a	0	0
31/12/05		£19,762	£20,346	£-584	£0	£0	£0	n/a	0	0
31/12/04		£19,148	£19,381	£-233	£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: 1%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 4%
Liabilities/Income: 66%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 20.1 months
Net Current Assets/Spending: 6 months
Quick Ratio: 0.6

Asset Split ?

Established: 58 years
(109 years as a company)

www.chelmsford.anglican.org

Finance@chelmsford.anglican.org

01245294400

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Barking And Dagenham, Essex, Havering, Newham, Redbridge, Southend-on-sea, Suffolk, Thurrock, Waltham Forest,

Who it helps

Other Defined Groups

Who works here?

89 employees
285 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
DCMS - Chelmsford DAC Support Officer, Chelmsford DAC, The Diocesan Office, 53 New Street, Chelmsford, CM1 1AT
£25,000	01/04/2022	Regional Capacity Building grant for DAC Support Officer Post at Chelmsford DAC
DCMS - Chelmsford DAC Support Officer, Chelmsford DAC, The Diocesan Office, 53 New Street, Chelmsford, CM1 1AT
£18,750	01/04/2021	This grant is to part-fund a 3 year Places of Worship Support Officer post in the Chelmsford Diocese to support churches with repairs, fundraising, etc.
DCMS - ALB-Historic England - Chelmsford DAC Support Officer
£6,250	01/04/2020	Places of Worship Support Officer Post. The wider aim of the scheme is: For this programme Historic England have three specific targets for support. Activities and projects must help to reduce or ....more Places of Worship Support Officer Post. The wider aim of the scheme is: For this programme Historic England have three specific targets for support. Activities and projects must help to reduce or avoid risk to the historic environment through at least one of the following: . Projects which build up the capacity and commitment of local communities to champion the conservation and enhancement of their own local historic environments Projects which promote best-practice standards and skills for the conservation, documentation, interpretation and sustainable management of the resources of Englands historic environment Projects directed towards meeting regional-based information needs.
Essex Community Foundation - All Saints' Community Hall
£10,000	07/06/2017 5	To contribute to the windows and flooring of a community hall as an extension to the church in Creeksea
London Catalyst - Emmanuel Church - 1
£3,250	06/12/2014	Health and Belief 2014 - Vol. Co-ord MH project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (26)

Current Trustees appointed

Gender Split

Based on 23/26 persons

Age Range of Trustees: 37-75

JOHN GOODWIN BLACKFORD TIPPING Appointed: 2021, Occupation: Retired

MICHELLE AGNESS KAA TACKIE OBENDE Appointed: 2021, Occupation: Business Consultant

REVD CANON NICHOLAS EDWARD ROWAN Appointed: 2021, Occupation: Clergy

RT REVD DR GULNAR ELEANOR FRANCIS-DEHQANI Appointed: 2021, Occupation: Bishop, Other trusteeships: THE OVERSEAS BISHOPRICS' FUND, ST MELLITUS COLLEGE TRUST, CHURCHES TOGETHER IN ESSEX AND EAST LONDON, GUY HARLINGS ESTATE,

RT REVD LYNNE SUSAN CULLENS Appointed: 2022, Occupation: Minister Of Religion, Other trusteeships: THE CHARITY FOR LICENSED MINISTERS IN THE DIOCESE OF CHELMSFORD, RIPON COLLEGE CUDDESDON,

THE VENERABLE JONATHAN CROUCHER Appointed: 2023, Occupation: Archdeacon Of Chelmsford

THE VENERABLE KATE PEACOCK Appointed: 2023, Occupation: Archdeacon

BRIAN SMITH Appointed: 2018, Occupation: None, Other trusteeship: GUY HARLINGS ESTATE,

CANON ADRIAN JAMES SMITH Appointed: 2021, Occupation: Retired, Other trusteeship: HACKBLOCK EDUCATIONAL CHARITY,

CANON ROBERT IAN HAMMOND, Occupation: Civil Servant

HAZEL THOMAS Appointed: 2023, Occupation: Retired Nurse, Other trusteeship: PARISH OF EAST HAM, HOLY TRINITY,

ISABEL RUTH ADCOCK Appointed: 2014, Occupation: Retired, Other trusteeship: ROBERT TAILLER (OR TAYLOR),

JEFFREY STEPHEN PETER MUSHENS (Chair) Appointed: 2022, Occupation: Director, Other trusteeship: CHURCH OF OUR SAVIOUR,

JILL ELIZABETH READINGS Appointed: 2023, Occupation: Semi Retired Teacher, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY WITH ST. LEONARD, BROOMFIELD,

LESLEY VICTORIA JUDD Appointed: 2021, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE GOOD SHEPHERD, COLLIER ROW, ROMFORD,

MARY CAROLINE DURLACHER Appointed: 2021, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF FORDHAM & EIGHT ASH GREEN,

PHILIP CARNELLEY Appointed: 2021, Occupation: It Market Analyst, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY WITH CHRIST CHURCH, WANSTEAD,

ROGER JAMES ENNALS Appointed: 2016, Occupation: Retired

REV JOHN PAUL KENNINGTON Appointed: 2023, Occupation: Clerk In Holy Orders, Other trusteeships: THE CHELMSFORD CATHEDRAL RESTORATION REFURBISHMENT AND DEVELOPMENT FUND, CATHEDRAL CHURCH OF ST MARY THE VIRGIN, ST PETER AND ST CEDD, CHELMSFORD,

REV KATHERINE ELIZABETH DE BOURCIER Appointed: 2021, Other trusteeships: HELENA SANT'S RESIDUARY TRUST FUND, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ANDREW WITH HOLY TRINTY HALSTEAD,

RIGHT REVEREND ADAM ATKINSON Appointed: 2023, Occupation: Bishop, Other trusteeship: BETHNAL GREEN SPEAR TRUST,

RT REVD ROGER ANTHONY BRETT MORRIS Appointed: 2014, Occupation: Bishop, Other trusteeship: INNERVATION TRUST LIMITED,

THE VENERABLE ELWIN WESLEY COCKETT, Other trusteeships: THE REVEREND DOCTOR GEORGE RICHARDS' CHARITY FOR POOR CLERGYMEN, Forest School, London,

THE VENERABLE RUTH JANET PATTEN Appointed: 2018, Occupation: Minister Of Religion, Other trusteeships: THE DEDHAM ECCLESIASTICAL LECTURESHIP, THE REVEREND DOCTOR GEORGE RICHARDS' CHARITY FOR POOR CLERGYMEN, DYNAMIC NEW ANGLIAN NETWORKS,

VENERABLE MICHAEL POWER Appointed: 2022, Occupation: Archdeacon, Other trusteeship: GUY HARLINGS ESTATE,

THE VENERABLE CHRISTOPHER MARK BURKE Appointed: 2019, Occupation: Clerk In Holy Orders, Other trusteeships: SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD, ST MELLITUS COLLEGE TRUST, BRENTWOOD SCHOOL CIO,

Legal constitution

Charitable company registered in England & Wales on 13/10/1966, number: 249505
Registered at Companies House on 16/07/1914, number: 00137029

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR20: 11 days late,

Main office

53 NEW STREET
CHELMSFORD
CM1 1AT

Objectives

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH OF ENGLAND IN THE DIOCESE OF CHELMSFORD.

Defined Area of Benefit:

DIOCESE OF CHELMSFORD.

Data Sources