Finance Score: 1

Governance Score: -4

Support Score: 8

Liabilities <10%: +3
Excess reserves: -3
Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1
All female board: -3

Grant maker support: +8

Overall GiG Score: 5

THE ENGLISH DOMINICAN CONGREGATION (STONE) CHARITABLE FUND

Promoting the work of the Roman Catholic Church through education, through providing or assisting in healthcare and through pastoral and other work.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely female

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £21,887,845 available, equivalent to 32 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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
31/03/23		£7,282	£8,215	£-933	£61	£22,005	£21,888	32	254	12
31/03/22		£6,944	£6,721	£224	£3	£23,548	£23,365	41.7	233	3
31/03/21		£6,756	£6,511	£245	£0	£22,873	£22,615	41.7	239	15
31/03/20		£6,363	£6,645	£-282	£0	£21,382	£168	0.3	241	15
31/03/19		£6,000	£6,524	£-524	£0	£22,176	£229	0.4	234	74
31/03/18		£6,217	£6,455	£-238	£0	£22,343	£22,070	41	230	0
31/03/17		£5,936	£5,604	£332	£0	£22,498	£22,249	47.6	183	0
31/03/16		£5,495	£5,233	£262	£0	£21,225	£20,994	48.1	205	0
31/03/15		£5,290	£4,870	£420	£51	£21,361	£20,950	51.6	146	0
31/03/14		£5,265	£4,890	£375	£62	£20,443	£19,956	49	149	0
31/03/13		£7,362	£4,842	£2,520	£35	£19,922	£19,521	48.4	147	0
31/03/12		£4,702	£4,621	£81	£39	£16,996	£16,605	43.1	160	0
31/03/11		£6,532	£6,607	£-74	£34	£16,986	£15,491	28.1	217	0
31/03/10	*	£6,525	£6,170	£354	£37	£16,943	£16,191	31.5	224	0
31/03/09		£6,454	£6,251	£204	£38	£15,587	£14,917	28.6	238	0
31/03/08		£6,547	£6,095	£453	£37	£16,333	£15,694	30.9	231	0
31/03/07		£6,245	£5,554	£690	£32	£16,223	£15,637	33.8	253	0
31/03/06		£5,593	£5,154	£439	£0	£0	£0	n/a	0	0
31/03/05	*	£5,237	£5,225	£12	£0	£0	£0	n/a	0	0
31/03/04	*	£5,062	£5,004	£59	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 3%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 32 months
Net Current Assets/Spending: 7 months
Quick Ratio: 5.9

Asset Split ?

Established: 48 years

www.stonedominicans.org.uk

01785812091

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Christian congregations

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cambridgeshire, Gloucestershire, Leicestershire, Staffordshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

254 employees
12 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.

Major supporters in last 5 years

Wolfson Foundation	£75,000
Garfield Weston Foundation	£50,000
Barnwood Trust	£34,389

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to St Rose's Special School
£75,000	06/12/2023	Refurbishment and extension of college buildings supporting post-19 students with disabilities (the St Martin’s Connect project)
Barnwood Trust - Organisational and Groups Funding
£20,000	14/12/2021	New accommodation for disabled students
Barnwood Trust - Organisational and Groups Funding
£14,389	17/08/2021	Purchase communication devices
Garfield Weston Foundation - Main Grants award
£50,000	26/02/2021	Quentin House

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

SISTER ANGELA MARY LEYDON Appointed: 2013

SISTER JANE ANN ALVES Appointed: 2013

SISTER MARY TERESA BILLINGTON (Chair)

SISTER MAVIS BURTON Appointed: 2019

SISTER MARY JOHN SUSAN PERKS Appointed: 2019, Other trusteeship: FRANCIS CAUS CHARITY,

Legal constitution

Charity registered in England & Wales on 12/08/1976, number: 271922

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR10: 101 days late, AR05: 15 days late, AR04: 1 days late,

Main office

Dominican Sisters
St. Roses House
Beeches Green
STROUD
Gloucestershire
GL5 4AE

Objectives

(A) IN PROMOTING ADVANCING OR SUPPORTING SUCH CHARITABLE WORK OR WORKS OR SUCH CHARITABLE PURPOSES AS IN THE OPINION OF THE PRIORESS GENERAL SERVE TO ADVANCE THE ROMAN CATHOLIC RELIGION IN ANY PART OF THE WORLD AND AS THE PRIORESS GENERAL SHALL DIRECT AND DETERMINE. (B) IN DEFAULT OF SUCH DIRECTION AND DETERMINATION IN PROMOTING SUCH CHARITABLE WORK CARRIED ON PROMOTED ADVANCED OR SUPPORTED BY THE ENGLISH CONGREGATION AS THE TRUSTEES IN THEIR DISCRETION SHALL THINK FIT OR FOR SUCH CHARITABLE PURPOSES IN CONNECTION WITH THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL SELECT. (C) IF THE ENGLISH CONGREGATION SHALL CEASE TO CARRY ON CHARITABLE WORK OR WORKS THEN FOR THE PROMOTION ADVANCEMENT AND SUPPORT OF SUCH ROMAN CATHOLIC CHARITY OR CHARITIES AS THE TRUSTEES OR A MAJORITY OF THEM IN NUMBER SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources