Finance Score: -13

Governance Score: 0

Support Score: 3

Poor Liquidity: -1
Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5

Grant maker support: +3

Overall GiG Score: -10

THE LICHFIELD DIOCESAN BOARD OF EDUCATION

To promote and assist in the promotion of education within the Lichfield Diocese, consistent with the faith and practice of the Church of England, including the promotion of religious education and worship in schools within the Diocese.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/05/22?		£567	£475	£92	£43	£0	£0	n/a	9
31/08/21		£599	£673	£-74	£89	£7,263	£3,361	59.9	10
31/08/20		£750	£860	£-110	£0	£6,520	£2,897	40.4	9
31/08/19	*	£638	£1,023	£-385	£0	£6,463	£2,810	33	8
31/08/18	*	£1,268	£1,591	£-323	£0	£6,580	£2,863	21.6	15
31/08/17		£1,468	£3,422	£-1,954	£0	£5,707	£1,794	6.3	13
31/08/16		£1,241	£1,355	£-114	£0	£7,367	£1,615	14.3	13
31/08/15		£5,331	£3,575	£1,756	£762	£85,313	£1,562	5.2	12
31/08/14	*	£13,848	£13,125	£723	£58	£83,228	£1,948	1.8	253
31/08/13	*	£19,828	£14,438	£5,390	£235	£88,837	£2,328	1.9	326
31/08/12?	*	£1,310	£1,984	£-674	£6	£83,372	£1,463	8.8	7
31/12/11		£3,652	£3,148	£504	£69	£83,963	£1,446	5.5	9
31/12/10		£4,527	£2,829	£1,698	£167	£80,996	£1,518	6.4	9
31/12/09		£4,393	£2,728	£1,665	£282	£79,188	£1,407	6.2	9
31/12/08		£7,939	£2,360	£5,579	£7	£77,406	£1,301	6.6	7
31/12/07		£2,601	£2,359	£241	£148	£72,996	£1,552	7.9	8
31/12/06		£2,239	£2,222	£17	£0	£0	£0	n/a	0
31/12/05		£2,241	£2,074	£167	£0	£0	£0	n/a	0
31/12/04		£2,769	£2,013	£756	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 15.9%
Fundraising Costs/Total Spending: 9.1%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £60,000-£70,000
Liabilities/Assets: NAN%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: NAN%
Reserves/Spending: 0 months
Net Current Assets/Spending: 0 months
Quick Ratio: NAN

Asset Split ?

Established: 63 years
(75 years as a company)

www.lichfield.anglican.org

jonathan.hill@lichfield.anglican.org

01543306054

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Religious Activities

GiG Classification

Christian congregations

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides other finance

Where it operates

Sandwell, Shropshire, Staffordshire, Stoke-on-trent City, Telford & Wrekin, Walsall, Wolverhampton,

Who it helps

The General Public/Mankind

Who works here?

9 employees

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
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£27,084	01/04/2020	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools.
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£17,617	01/04/2019	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£17,813	01/04/2019	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£17,378	01/04/2018	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£35,458	01/04/2018	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Age Range of Trustees: 50-87

DR MEGAN RACHEL SMITH Appointed: 2021, Occupation: Archdeacon Of Stoke Upon Trent, Other trusteeships: THE LICHFIELD DIOCESAN TRUST, THE LICHFIELD DIOCESAN BOARD OF FINANCE (INCORPORATED),

MRS HELEN FRANCES SINCLAIR MCKAY, Other trusteeship: ST MICHAEL'S C.E. (C) PRIMARY SCHOOL FUND (LICHFIELD),

THE REVD PREB MICHAEL RALPH METCALF (Chair), Occupation: Clerk In Holy Orders

CYRIL GEORGE RANDLES Appointed: 2007, Occupation: Computer Consultant, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF TETTENHALL REGIS,

TRACEY LOUISE CANSDALE Appointed: 2019, Occupation: Parish Volunteer, Other trusteeship: CRESSAGE SCHOOL P T A,

Legal constitution

Charitable company registered in England & Wales on 01/01/1961, number: 528561
Registered at Companies House on 23/11/1948, number: 00461505

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR19: 97 days late, AR18: 124 days late, AR14: 110 days late, AR13: 2 days late, AR12: 367 days late,

Main office

ST MARYS HOUSE
THE CLOSE
LICHFIELD
STAFFS
WS13 7LD

Objectives

I) TO PROMOTE OR ASSIST IN THE PROMOTION OF EDUCATION IN THE DIOCESE (HEREINAFTER CALLED THE DIOCESE) OF LICHFIELD BEING EDUCATION WHICH IS CONSISTENT WITH THE FAITH AND PRACTICE OF THE CHURCH OF ENGLAND; (II) TO PROMOTE OR ASSIST IN THE PROMOTION OF RELIGIOUS EDUCATION AND RELIGIOUS WORSHIP IN SCHOOLS IN THE DIOCESE; (III) TO PROMOTE OR ASSIST IN THE PROMOTION OF CHURCH SCHOOLS IN THE DIOCESE AND TO ADVISE THE GOVERNORS OF SUCH SCHOOLS AND TRUSTEES OF CHURCH EDUCATIONAL ENDOWMENTS AND ANY OTHER BODY OR PERSON CONCERNED ON ANY MATTER AFFECTING SUCH SCHOOLS IN THE DIOCESE; (IV) TO PROMOTE CO-OPERATION BETWEEN THE BOARD AND BODIES OR PERSONS CONCERNED IN ANY RESPECT WITH EDUCATION IN THE DIOCESE; TO CARRY OUT SUCH FUNCTIONS AS ARE ASSIGNED TO THE BOARD BY THE DIOCESAN BOARDS OF EDUCATION MEASURE 1991; AND (V) SUCH OTHER FUNCTIONS NOT CONTRARY TO THE SAID MEASURE AS ARE ASSIGNED TO THE BOARD BY THE DIOCESAN SYNOD OTHER THAN FUNCTIONS RELATING TO CHURCH SCHOOLS OR CHURCH EDUCATIONAL ENDOWMENTS.

Defined Area of Benefit:

DIOCESE OF LICHFIELD

Data Sources