Finance Score: -2

Governance Score: 3

Support Score: 6

Deficit latest year: -2
No PartB

Gender balanced board: +3

Large volunteers +3
Overall weighted support: +3

Overall GiG Score: 7

THE COVENHAM ST BARTHOLOMEW HERITAGE TRUST

To maintain the church of Covenham St Bartholomew for the benefit of the nation

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
30/06/24	£19	£26	£-7
30/06/23	£16	£0	£15
23/07/22	£2	£1	£1
23/07/21	£33	£31	£1
23/07/20	£6	£1	£5

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

https://stbartstrust.org.uk

contact@stbartstrust.org.uk

07920163987

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Provides financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Lincolnshire,

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
DCMS - St Bartholemews, Covenham
£12,875	01/04/2022	Excavation of trial holes in foundations/ wallsSampling stone, mortar & plaster Provision of high-level access (CCTV) Drainage survey- CCTV and/or excavationsInspection/ possible replacement of ....more Excavation of trial holes in foundations/ wallsSampling stone, mortar & plaster Provision of high-level access (CCTV) Drainage survey- CCTV and/or excavationsInspection/ possible replacement of temporary nave roof covering
DCMS - St Bartholomew, Covenham
£25,950	08/10/2020	Repair and replacement of south transept roof.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ANNE FIONA MARIA GRAY (Chair) Appointed: 2019

DR ALLAN BENJAMIN BARTON Appointed: 2023

IAN CHARLES FAZAKERLEY Appointed: 2019

NICOLA ANN GULLEY-BROWN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 17/06/2019, number: 1183927

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

5 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE COVENHAM ST BARTHOLOMEW HERITAGE TRUST on 14/12/2019

Main office

Ashtree House
Main Road
Covenham St. Bartholomew
LOUTH
LN11 0PF

Objectives

THE OBJECTS OF THE CIO ARE(I) FOR THE PUBLIC BENEFIT TO SECURE THE PRESERVATION, CONSERVATION, REPAIR, MAINTENANCE, IMPROVEMENT, UPKEEP, BEAUTIFICATION AND RECONSTRUCTION OF THE CHURCH OF COVENHAM ST BARTHOLOMEW, LINCOLNSHIRE AND OF FIXTURES AND FITTINGS IN SUCH CHURCH AND;(II) TO USE THE SAID CHURCH FOR SUCH RELIGIOUS AND OTHER CHARITABLE PURPOSES AS SHALL BE PERMISSIBLE UNDER THE REDUNDANCY SCHEME PROVIDING FOR THE APPROPRIATION OF THE SAID CHURCH UNDER THE PROCEDURES OF THE PASTORAL MEASURE 1983 AS SUPERSEDED BY THE MISSION AND PASTORAL MEASURE 2011.

Data Sources

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