Finance Score: -1

Governance Score: -2

Support Score: 6

Excess liquidity: -1
Accounts filed more than 5 days late: -3 times
Fundraising costs low: +3

No conflicts policy: -1
Mainly male board: -1

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 3

SWANSEA AND BRECON DIOCESAN BOARD OF FINANCE

To support the Ministry and Mission of the Church in Wales, particularly in the Diocese of Swansea and Brecon, as carried out through its Bishop, Clergy and Laity.

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 several prominent grant makers recently
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

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	*	£3,610	£3,591	£19	£0	£6,096	£4,711	15.7	19	1,050
31/12/21		£3,691	£3,583	£108	£0	£6,736	£5,052	16.9	19	1,143
31/12/20		£3,770	£3,655	£115	£0	£5,977	£4,587	15.1	19	677
31/12/19	*	£3,810	£4,329	£-519	£0	£5,903	£4,474	12.4	17	681
31/12/18	*	£3,787	£3,762	£25	£0	£5,930	£4,429	14.1	15	2,000
31/12/17	*	£3,902	£3,459	£443	£0	£6,313	£4,594	15.9	10	0
31/12/16		£3,842	£3,352	£490	£0	£5,564	£4,124	14.8	9	0
31/12/15		£3,804	£3,641	£164	£61	£4,525	£3,342	11	9	0
31/12/14		£3,647	£3,433	£214	£64	£4,356	£3,380	11.8	7	0
31/12/13		£3,585	£3,404	£181	£66	£4,038	£3,110	11	7	0
31/12/12		£3,517	£3,634	£-117	£62	£3,498	£2,660	8.8	7	0
31/12/11		£3,485	£3,274	£212	£49	£3,411	£2,457	9	7	0
31/12/10		£3,398	£3,200	£198	£45	£3,380	£2,467	9.3	7	0
31/12/09		£3,329	£3,262	£67	£42	£2,927	£2,136	7.9	7	0
31/12/08		£3,268	£3,009	£258	£32	£2,613	£1,922	7.7	7	0
31/12/07		£3,160	£2,891	£269	£31	£2,707	£1,913	7.9	7	0
31/12/06		£2,435	£2,268	£168	£0	£0	£0	n/a	0	0
31/12/05	*	£2,667	£2,543	£124	£0	£0	£0	n/a	0	0
31/12/04		£2,492	£2,365	£127	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 12%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.3

Asset Split ?

Established: 56 years

www.churchinwales.org.uk/swanbrec/

diocese.swanbrec@churchinwales.org.uk

01874623716

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources

Where it operates

Blaenau Gwent, City Of Swansea, Merthyr Tydfil, Monmouthshire, Neath Port Talbot, Powys, Rhondda Cynon Taff,

Who it helps

The General Public/Mankind

Who works here?

19 employees
1,050 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 Lottery Heritage Fund - Grant to Brecon Cathedral
£9,000	05/11/2020	#15 - 1000 Years of Calm: A Heritage Landscape Trail at Brecon Cathedral
The Pilgrim Trust - Grant to St Peters church Evenjobb Church in Wales
£6,000	19/09/2019 3	Reordering of Nicholson pipe organ so it can serve the community for another 100 years
Co-Operative Group - Grant to Gower Ministry Area: Sub committee for children, young people and families
£7,796	19/11/2018	We want to expand the scope of what we are doing already to encompass all Gower with new initiatives.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees:

BISHOP JOHN DERRICK LOMAS Appointed: 2022, Occupation: Bishop Of Swansea And Brecon Diocese, Other trusteeship: CHRIST COLLEGE, BRECON,

JEFFREY BROWN Appointed: 2023, Other trusteeship: WESTCOTT HOUSE,

REV ALBERT PAUL SHACKERLEY MA PHD Appointed: 2015, Other trusteeships: FRIENDS OF BRECON CATHEDRAL, BRECON CATHEDRAL CHOIR TRUST, THE DEAN AND CHAPTER OF BRECON CATHEDRAL,

SISTER SONIA PARKIN BSC HONS Appointed: 2017, Other trusteeship: OYSTERMOUTH PAROCHIAL CHURCH COUNCIL,

THE VENERABLE JONATHAN BYRON DAVIES Appointed: 2016, Occupation: Cleric

MR GWYN LEWIS, Occupation: Retired, Other trusteeships: SWANSEA AND BRECON DIOCESAN TRUST (INCORPORATED), ELLEN DALTON EDUCATIONAL FOUNDATION, PARISH OF MORRISTON PAROCHIAL CHURCH COUNCIL,

THE VENERABLE ALAN NEIL JEVONS Appointed: 2012, Occupation: Clerk In Holy Orders, Other trusteeships: SWANSEA AND BRECON DIOCESAN TRUST (INCORPORATED), The Wellbeing Project Brecon, CHRIST COLLEGE, BRECON, THE LLANGASTY RETREAT HOUSE TRUST, SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY,

Legal constitution

Charitable company registered in England & Wales on 17/04/1968, number: 249810
Registered at Companies House on 13/12/1967, number: 00924565

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 115 days late, AR19: 398 days late, AR18: 14 days late, AR17: 78 days late, AR05: 20 days late,

Main office

Diocesan Centre
Cathedral Close
Brecon
LD3 9DP

Objectives

TO PROMOTE AID FURTHER AND ASSIST SUCH WHOLLY CHARITABLE OBJECTS AND WORK OF THE CHURCH IN WALES IN THE PRINCIPALITY OF WALES AND IN THE COUNTY OF MONMOUTH GENERALLY AND IN PARTICULAR IN THE ECCLESIASTICAL AREA KNOWN AS THE DIOCESE OF SWANSEA AND BRECON

Defined Area of Benefit:

DIOCESE OF SWANSEA AND BRECON

Data Sources