Finance Score: -1

Governance Score: -3

Support Score: 2

Volatile income
spending growth: -1
No PartB

No conflicts policy: -1
Narrow trustee age band: -2

Grant maker support: +2

Overall GiG Score: -2

THE LICHFIELD DIOCESAN TRUST

To promote and assist the work of the Church of England in the Diocese of Lichfield by supporting parishes in correct and lawful stewardship of investments and property, and the trustees of local ecclesiastical trusts in the administration and management of the trusts whose assets are vested in the Diocesan Trust as Custodian Trustees. Therefore the Charity does not have assets or liabilities.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

Established: 57 years
(122 years as a company)

www.lichfield.anglican.org

finance@lichfield.anglican.org

01543306030

Charity Commission for England and Wales

Tweets

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		£22	£22	£0	n/a	n/a	n/a	n/a	n/a	4
31/12/21		£36	£36	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£35	£35	£0	n/a	n/a	n/a	n/a	n/a	12
31/12/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/17		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/16		£115	£2,019	£-1,904	£0	£0	£0	n/a	0	0
31/12/15		£141	£1,289	£-1,148	£0	£0	£0	n/a	0	0
31/12/14		£217	£294	£-77	£0	£0	£0	n/a	0	0
31/12/13		£217	£294	£-77	£0	£0	£0	n/a	0	0
31/12/12		£151	£574	£-423	£0	£0	£0	n/a	0	0
31/12/11		£90	£197	£-107	£0	£0	£0	n/a	0	0
31/12/10		£125	£209	£-84	£0	£0	£0	n/a	0	0
31/12/09		£1,288	£1,353	£-65	£57	£3,224	£0	n/a	1	0
31/12/08		£1,143	£2,196	£-1,053	£58	£3,187	£0	n/a	2	0
31/12/07	*	£1,244	£1,320	£-76	£61	£4,906	£0	n/a	1	0
31/12/06		£1,330	£1,348	£-18	£0	£0	£0	n/a	0	0
31/12/05		£1,154	£1,166	£-12	£0	£0	£0	n/a	0	0
31/12/04		£2,019	£2,867	£-848	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Other Charitable Purposes
Religious Activities

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides other finance

Where it operates

Sandwell, Shropshire, Staffordshire, Walsall, Wolverhampton,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
4 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 Churches Trust - Repair award to UPTON MAGNA, St Lucia
£10,000	05/07/2018	Re-laying Nave and North aisles roofs as no existing roofing felt on these areas, replacing underlying ceiling panels and plaster between rafters to nave south slope, and patch repairing north slopes ....more Re-laying Nave and North aisles roofs as no existing roofing felt on these areas, replacing underlying ceiling panels and plaster between rafters to nave south slope, and patch repairing north slopes in nave _x000D_ and north aisle. Tying tower wall to the nave
National Lottery Heritage Fund - Grant to St Lucia's Church, Upton Magna
£212,800	05/09/2017	Urgent repairs to St Lucia's Church to preserve and share it's valuable ancient Heritage.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 58-68

DR SUSAN KAREN WELLER Appointed: 2015, Occupation: Clerk In Holy Orders - Archdeacon Of Walsall, Other trusteeship: THE LICHFIELD DIOCESAN BOARD OF FINANCE (INCORPORATED),

JONATHAN HILL Appointed: 2023, Occupation: Chartered Management Accountant

RT REV MATTHEW PARKER Appointed: 2013, Other trusteeships: SOPHIA ANNE MOSLEY BEQUEST, LICHFIELD THEOLOGICAL COLLEGE GENERAL PURPOSES FUND (TRUST 142), THE LICHFIELD DIOCESAN BOARD OF FINANCE (INCORPORATED),

THE VEN PAUL THOMAS Appointed: 2011, Occupation: Clerk In Holy Orders, Other trusteeships: NORTH SHROPSHIRE COMMUNITY CARE TRUST, SHROPSHIRE HISTORIC CHURCHES TRUST, THE LICHFIELD DIOCESAN BOARD OF FINANCE (INCORPORATED),

Legal constitution

Charitable company registered in England & Wales on 14/04/1967, number: 250157
Registered at Companies House on 02/08/1901, number: 00071045

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management

Filing Record

19 returns made; AR19: 7 days late, AR07: 7 days late,

Main office

Diane Holt
LICHFIELD DIOCESAN TRUST
ST. MARYS HOUSE
THE CLOSE
LICHFIELD
WS13 7LD

Objectives

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH OF ENGLAND IN THE DIOCESE OF LICHFIELD AND TO CARRY ON AND FURTHER OPERATIONS AND MEASURES IN CONNECTION WITH SAID CHURCH, OR DESIGNED TO CARRY OUT ANY OF ITS OBJECTS OR PURPOSES

Defined Area of Benefit:

DIOCESE OF LICHFIELD

Data Sources