Finance Score: 1

Governance Score: 4

Support Score: 1

Liabilities <10%: +3
Excess reserves: -2
Accounts filed more than 5 days late: -3 times
Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 6

THE GENERAL ASSEMBLY OF UNITARIAN AND FREE CHRISTIAN CHURCHES

Promotion of Religion

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of 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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,861,600 available, equivalent to 27 months of spending and so may not be able to utilise additional funding
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Established: 57 years

www.unitarian.org.uk

info@unitarian.org.uk

02072402384

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
30/09/22	*	£1,127	£1,291	£-164	£5	£10,170	£2,862	26.6	27	65
30/09/21		£889	£1,084	£-195	£4	£10,568	£3,392	37.6	20	54
30/09/20	*	£1,660	£1,080	£579	£34	£9,537	£2,989	33.2	19	19
30/09/19		£1,091	£1,277	£-186	£48	£9,339	£2,434	22.9	10	100
30/09/18	*	£1,290	£778	£512	£7	£6,134	£2,205	34	10	100
30/09/17		£1,298	£708	£590	£4	£5,113	£2,000	33.9	10	0
30/09/16		£2,072	£704	£1,367	£6	£4,452	£1,989	33.9	10	0
30/09/15		£714	£710	£4	£343	£2,497	£1,539	26	13	0
30/09/14		£714	£794	£-80	£333	£2,557	£1,590	24	8	0
30/09/13		£767	£710	£57	£320	£2,660	£1,663	28.1	8	0
30/09/12		£823	£738	£85	£311	£2,411	£1,390	22.6	8	0
30/09/11		£664	£698	£-34	£339	£2,130	£1,250	21.5	10	0
30/09/10		£656	£763	£-107	£281	£2,226	£1,299	20.4	9	0
30/09/09		£660	£759	£-99	£330	£2,198	£1,391	22	8	0
30/09/08		£939	£709	£230	£281	£2,351	£1,449	24.5	7	0
30/09/07		£738	£731	£7	£260	£2,673	£1,716	28.2	8	0
30/09/06		£625	£575	£49	£0	£0	£0	n/a	0	0
30/09/05		£568	£575	£-8	£0	£0	£0	n/a	0	0
30/09/04		£585	£602	£-18	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 26.6 months
Net Current Assets/Spending: 11 months
Quick Ratio: 7.8

Asset Split ?

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

27 employees
65 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
Co-Operative Group - Grant to Fulwood Old Chapel
£3,831	19/11/2018	We plan to redecorate and rewire the school room and install broadband and telephone connections.
National Churches Trust - Repair award to BRIGHTON, Brighton Unitarian Church
£10,000	05/07/2018	Structural repairs, rainwater goods
Garfield Weston Foundation - Main Grants award
£7,500	09/05/2018	Renovation and repair of classical facade to Regency church
National Lottery Heritage Fund - Grant to Newcastle Under Lyme Unitarian Meeting House
£30,100	31/08/2016	Faith, Reason, Arson and Riot: The Old Meeting House and it’s 300 year heritage
National Lottery Heritage Fund - Grant to Brighton Unitarian Church
£278,400	22/06/2016	Halting Deterioration of Iconic, Regency Brighton Unitarian Church Classic Portico

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ALEXANDER JOHN BATES Appointed: 2023, Other trusteeship: THE NIGHTINGALE CENTRE (UNITARIAN),

DR SUE MORRISON Appointed: 2023, Other trusteeship: THE NIGHTINGALE CENTRE (UNITARIAN),

JENNIFER ANNE JACOBS Appointed: 2021, Other trusteeships: THE NIGHTINGALE CENTRE (UNITARIAN), PROGRESSIVE CHRISTIANITY NETWORK - BRITAIN,

REV CELIA MARGARET CARTWRGHT Appointed: 2021

REV JAMES EDWARDS JO JAMES Appointed: 2021

REV ROB WHITEMAN Appointed: 2017, Other trusteeship: THE NIGHTINGALE CENTRE (UNITARIAN),

REV WYN THOMAS Appointed: 2023, Other trusteeships: THE NIGHTINGALE CENTRE (UNITARIAN), UNITARIAN COLLEGE,

SARAH BENFIELD Appointed: 2023, Other trusteeship: THE NIGHTINGALE CENTRE (UNITARIAN),

SIMON HALL Appointed: 2021, Other trusteeship: THE NIGHTINGALE CENTRE (UNITARIAN),

Legal constitution

Charity registered in England & Wales on 21/02/1967, number: 250788

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: INDIA FUND
Linked charity: OLD MEETING HOUSE, BIRMINGHAM FREE CHRISTIAN FUND
Linked charity: UNITARIAN NEW MEETING BIRMINGHAM (DR EADES BEQUEST) FUND
07/11/2018 - Asset transfer in from THE SUSTENTATION FUND
13/04/2023 - Asset transfer in from THORNTON FUND

Policies in force

Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 89 days late, AR20: 12 days late, AR18: 20 days late,

Recent reorganisation events:

Asset transfer in from THORNTON FUND on 13/04/2023

Main office

THE GENERAL ASSEMBLY OF UNITARIAN &
ESSEX HALL
1-6 ESSEX STREET
LONDON
WC2R 3HY

Objectives

TO PROMOTE A FREE AND INQUIRING RELIGION THROUGH THE WORSHIP OF GOD AND THE CELEBRATION OF LIFE; THE SERVICE OF HUMANITY AND RESPECT FOR ALL CREATION; AND THE UPHOLDING OF THE LIBERAL CHRISTIAN TRADITION.

Defined Area of Benefit:

NATIONAL AND OVERSEAS.

Data Sources