Finance Score: -4

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2

Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 5

THE SOCIETY OF MARY AND MARTHA

Support for people in ministry at times of stress or crisis. Retreat and education resources open to everyone. Self-catering accommodation for schools, churches, community, family and special needs groups.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,516,967 available, equivalent to 78 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
31/12/22	£578	£692	£-113	£31	£4,808	£4,517	78.4	21	50
31/12/21	£552	£563	£-11	£52	£4,959	£4,625	98.5	22	60
31/12/20	£552	£516	£36	£53	£4,910	£4,616	107.4	26	30
31/12/19	£570	£672	£-102	£76	£4,846	£4,618	82.5	26	50
31/12/18	£768	£602	£166	£73	£4,895	£4,705	93.8	22	50
31/12/17	£666	£591	£74	£34	£4,738	£4,587	93.1	22	0
31/12/16	£698	£418	£280	£75	£4,646	£4,368	125.5	22	0
31/12/15	£973	£500	£473	£85	£4,343	£4,334	104	20	0
31/12/14	£654	£407	£247	£75	£3,871	£3,863	113.9	19	0
31/12/13	£587	£398	£188	£75	£3,623	£3,608	108.7	20	0
31/12/12	£628	£367	£261	£71	£3,435	£3,417	111.6	4	0
31/12/11	£794	£381	£413	£66	£3,174	£3,159	99.5	21	0
31/12/10	£694	£399	£295	£90	£2,707	£2,302	69.2	21	0
31/12/09	£564	£352	£211	£72	£2,412	£2,260	77	7	0
31/12/08	£380	£326	£54	£0	£0	£0	n/a	0	0
31/12/07	£384	£363	£21	£0	£0	£0	n/a	0	0
31/12/06	£464	£314	£151	£0	£0	£0	n/a	0	0
31/12/05	£431	£272	£158	£0	£0	£0	n/a	0	0
31/12/04	£280	£240	£40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 18.4%
Fundraising Costs/Total Spending: 12.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 78.4 months
Net Current Assets/Spending: 11 months
Quick Ratio: 2.3

Asset Split ?

Established: 37 years

www.sheldon.uk.com

smm@sheldon.uk.com

01647252752

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England,

Who it helps

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

Who works here?

21 employees
50 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
Henry Smith Charity - Grant to Society of Mary and Martha
£50,000	14/06/2022 24	towards two years' costs of development and maintenance of the Sheldon Hub providing online mutual support and resources for people in ministry nationally.
The Charity of Sir Richard Whittington - Grant to Society of Mary and Martha
£60,000	02/07/2020 36	To establish the sustainability of the "Sheldon Hub" providing confidential mutual support forums and 'yellow pages for ministry' resource listings.
The Leathersellers' Company Charitable Fund - Grant to Society of Mary and Martha
£60,000	10/03/2017	Main Grant unrestricted core costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

CARL ANTHONY LEE Appointed: 2015

HILLARY ANN HANSON Appointed: 2016

ISABEL BRENDA GARTY (Chair) Appointed: 2015

JACQUELINE MARY HENRETTY Appointed: 2018

REVEREND CANON LYNDA MARY BARLEY Appointed: 2015

REV CLAIRE ENGLISH ROBSON Appointed: 2022

REV FRANK ALBERT WRIGHT Appointed: 2018

ANTHONY JAMES DAY Appointed: 2017, Other trusteeship: A J AND B A DAY CHARITABLE TRUST,

IAN EDWARD POWELL Appointed: 2022, Other trusteeships: SYLVAN TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE PARISH OF HOLY TRINITY EXETER,

Legal constitution

Charity registered in England & Wales on 12/03/1987, number: 327394

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

SHELDON
SHELDON LANE
DODDISCOMBSLEIGH
EXETER
EX6 7YT

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL SUM OF TWO THOUSAND POUNDS AND THE INCOME THEREOF TOGETHER WITH ANY FURTHER CAPITAL AND INCOME THEREOF TOGETHER WITH ANY FURTHER CAPITAL AND INCOME THERON AND ANY MONEY OR OTHER PROPERTY RECEIVED FOR THE SOCIETY UPON TRUST FOR A THE ADVANEMENT OF THE CHRISTIAN RELIION AND B THE RELIEF AND PREVENTION OF SUFFERING CAUSED BY MENTAL OR PHYSICAL ILL-HEALTH OR BY SOCIAL OR ECONOMIC CIRCUMSTANCES

Defined Area of Benefit:

NOT DEFINED

Data Sources