Finance Score: 1

Governance Score: -2

Support Score: 8

Low unrestricted reserves: -2
Strong growth: +2
Deficit latest year: -2
Fundraising costs low: +3

No volunteer policy: -2

Overall weighted support: +8

Overall GiG Score: 7

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE COLLEGIATE CHURCH OF ST MARY, WARWICK

Religious activities

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£976	£1,654	£-678	£33	£694	£264	1.9	7	60
31/12/22		£1,118	£459	£660	£100	£1,356	£179	4.7	6	60
31/12/21		£671	£695	£-24	£1	£735	£171	3	7	37
31/12/20		£437	£415	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£492	£490	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£433	£468	£-35	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	*	£335	£774	£-439	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£440	£671	£-231	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£473	£717	£-244	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£759	£530	£229	£33	£1,110	£190	4.3	11	0
31/12/13		£736	£404	£332	£23	£765	£43	1.3	11	0
31/12/12		£322	£430	£-108	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£333	£393	£-61	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£404	£399	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£313	£458	£-145	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 3.8%
Fundraising Costs/Total Spending: 2%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.7

Asset Split ?

Balance Sheet History

Established: 16 years

www.stmaryswarwick.org.uk

om@stmaryswarwick.org.uk

01926403940

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Makes grants to individuals
Provides buildings/facilities/open space

Where it operates

Warwickshire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Heritage Fund	£249,703
Garfield Weston Foundation	£25,000
Department for Environment, Food and Rural Affairs	£23,327
DCMS	£21,549

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Collegiate Church of St Mary
£249,703	17/11/2022	Understanding the past, imagining the future
Garfield Weston Foundation - Main Grants award
£25,000	23/09/2022	Urgent Tower Repair St Mary's Warwick
Department for Environment, Food and Rural Affairs - Environmental Stewardship Transferred to DEFRA NSA P2
£23,327	01/04/2022	This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation ....more This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation of a successful bid and remainder paid during final year of implementing the business plan. Payment is subject to correct implementation of the business plan. This measure supports development and creation of rural micro / small businesses and farm diversification activity where the investments benefit the wider rural economy. RPA administers for measures in England.
DCMS - Porte cochere & Grand Entrance at Trentham Hall, Swynnerton
£2,800	01/02/2021	Repayment of professional fees incurred in putting together application (works in application are not eligible for funding)
DCMS - Remains of Trentham Hall: Orangery, Sculpture Gallery & Clock Tower
£18,749	04/11/2020	Works to strip, repair, reform and re-lead roof to the Orangery staircase and parapet gutters; external stonework/brickwork repairs; new rainwater goods

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Gender Split

ANTHONY RICHARD MAYELL KING, Occupation: Retired

ANNE BRAR Appointed: 2020

CAROL WARREN Appointed: 2013

DESMOND MICHAEL JACK

DOREEN JOAN MILLS

ELISABETH ANTROBUS Appointed: 2022

GILL JAMES

JAYNE ALISON MCHALE

JOHN STEPHEN LUXTON

VICTORIA JANE BARTHOLOMEW Appointed: 2017

Legal constitution

Charity registered in England & Wales on 16/02/2009, number: 1128087

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events 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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

15 returns made; AR18: 57 days late, AR17: 29 days late,

Recent reorganisation events:

Asset transfer in from FRIENDS OF THE COLLEGIATE CHURCH OF ST MARY, WARWICK on 01/02/2022

Main office

OLD SQUARE
WARWICK
CV34 4RA

Objectives

PROMOTING IN THE ECCLESIASTICAL PARISH THE WHOLE MISSION OF THE CHURCH.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources

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