Finance Score: 0

Governance Score: 2

Support Score: 7

Spending falling: -1
but now stabilising: +1
No PartB

No volunteer policy: -2
No conflicts policy: -1
12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 9

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES THE GREAT, YEOVIL

Regular Christian Worship. Pastoral support to the local community. Teaching of the Christian Faith. Links with local schools. Provision of Christian Baptism, Marriage and Funerals.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
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
This charity does not have a Conflict of Interests policy
There are 20 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently

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	£277	£260	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£211	£187	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£211	£174	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£195	£178	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£933	£943	£-10	£16	£109	£39	0.5	7	40
31/12/18	£292	£234	£58	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£234	£291	£-57	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£317	£313	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£146	£141	£5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 10 years

http://www.stjamesyeovil.org.uk/

office@stjamesandstpeters.org.uk

01935414097

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Somerset,

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.

Specific Donations

Amount	When Months	To be used for
Joseph Rank Trust - St Peters Church, Yeovil
£21,000	13/10/2023	To fund the Christian Youth Worker
Somerset Community Foundation - Core costs for a community centre supporting disadvantaged people in Yeovil
£26,250	22/03/2023	Grant to St Peter's Community Centre
Somerset Community Foundation - Establishing a new youth work service in the Westfield area of Yeovil
£3,000	10/01/2023	Grant to St Peter's Community Centre
Somerset Community Foundation - Providing a warm space to support those experiencing fuel poverty during the cost-of-living crisis
£1,000	31/10/2022	Grant to St Peter's Community Centre
Somerset Community Foundation - COVID19 preparing staff and centre for reopening
£3,000	28/05/2021	COVID19 preparing staff and centre for reopening
Somerset Community Foundation - COVID19 Establishing a new community hub in a disadvantaged area of Yeovil
£6,700	01/09/2020 4	Grant to St Peters' Church Yeovil
Somerset Community Foundation - New Westfield Community Centre
£5,000	16/03/2018 14	Contribution towards new community building.
National Lottery Community Fund - New Westfield Community Centre
£499,999	07/12/2017 24	The funding will be used to provide a new hall building to provide opportunities to reduce loneliness and improve health and wellbeing, promote life skills and increase community cohesion in the ....more The funding will be used to provide a new hall building to provide opportunities to reduce loneliness and improve health and wellbeing, promote life skills and increase community cohesion in the local community. The committee hopes to be able to provide activities such as IT training, fuel poverty advice surgeries, a community café, a theatre group, a film club and mental health support.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (20)

Current Trustees appointed

Gender Split

BRIAN LANE Appointed: 2024

DR CARYL ROBIN PLEWES Appointed: 2023

DR KRISTINA MARY BAKER Appointed: 2020

EILEEN BERYL BANGAY Appointed: 2024

FRANCES ELIZABETH CROXFORD Appointed: 2019

GRAEME MATTHEWS Appointed: 2024

GRAHAM STUART HARDACRE Appointed: 2016

IAN CROXFORD Appointed: 2021

IAN HOLLOWAY Appointed: 2019

JOANNA LEE NEWTON Appointed: 2024

JOHN ROBERT HANSON Appointed: 2022

JOHN SIDNEY BULL Appointed: 2024

MALCOLM IREMONGER Appointed: 2023

MELODIE ANDREWS Appointed: 2022

PAMELA ANN KIRTON Appointed: 2018

PHILLIDA PATMAN Appointed: 2023

REV DAVID MARK KEEN Appointed: 2000

RHODA CLARA WILSON Appointed: 2020

ROBERT ELLIOTT KIRTON Appointed: 2019

SUSAN PENELOPE MCFADDEN Appointed: 2023

Legal constitution

Charity registered in England & Wales on 09/10/2014, number: 1158827

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

9 returns made; all on time

Main office

St. James Church
Preston Road
YEOVIL
BA20 2EZ

Objectives

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

Data Sources

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