Finance Score: 1

Governance Score: 6

Support Score: 6

Low unrestricted reserves: -2
Large legacies income: +1
Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Gov Income
Overall weighted support: +3

Overall GiG Score: 13

FRIENDS OF WINCHESTER CATHEDRAL

i) to assist the Chapter in maintaining the fabric and monuments and the fittings and furnishings of Winchester Cathedral and its associated ground-works within the precincts; ii) to stimulate interest in the Cathedral; iii) to encourage and support activities calculated to preserve and beautify the Cathedral, its history and music.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
This charity has received considerable income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£537	£338	£199	£18	£779	£0	n/a	3	100
31/03/22	£304	£212	£92	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£182	£235	£-53	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£537	£636	£-98	£14	£501	£501	9.5	3	100
31/03/19	£254	£160	£94	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£267	£242	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£317	£248	£69	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£206	£230	£-24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£242	£287	£-45	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£342	£370	£-29	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£177	£97	£80	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£307	£396	£-89	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£228	£146	£82	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£195	£272	£-77	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	£462	£969	£-506	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	£392	£200	£192	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	£231	£201	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	£174	£189	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£213	£194	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£311	£432	£-120	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 5.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 10 months
Quick Ratio: 1.8

Asset Split ?

Balance Sheet History

Established: 60 years

www.winchester-cathedral.org.uk

friends@winchester-cathedral.org.uk

01962857244

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage
Religious Activities

GiG Classification

Other religious associations

How it operates

Makes grants to organisations

Where it operates

Hampshire,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ALISON EVANS Appointed: 2024

ANGELA FORDER-STENT Appointed: 2022

BRUCE RODNEY WINGATE PARKER MBE (Chair) Appointed: 2011

DR CINDY WOOD Appointed: 2020

JENNY HILTON Appointed: 2020

NIGEL SPICER Appointed: 2017

REV ANDY TRENIER Appointed: 2019

RICHARD LUMLEY GREEN-WILKINSON Appointed: 2021, Occupation: Chartered Accountant

THE VERY REVEREND CATHERINE OGLE Appointed: 2017

Legal constitution

Charity registered in England & Wales on 19/08/1964, number: 220218

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints 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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

2 THE CLOSE
WINCHESTER
HAMPSHIRE
SO23 9LS

Objectives

(A) TO ASSIST THE CHAPTER IN MAINTAINING THE FABRIC AND MONUMENTS AND THE FITTINGS AND FURNISHINGS OF WINCHESTER CATHEDRAL AND ITS ASSOCIATED GROUND- WORKS (AS DEFINED IN BOARD RULE 17- JULY 2001) WITHIN THE PRECINCTS, EXCLUDING PROPERTY USED FOR RESIDENTIAL OR ADMINISTRATIVE PURPOSES; (B) TO STIMULATE INTEREST IN THE CATHEDRAL; (C) TO ENCOURAGE AND SUPPORT ACTIVITIES TO PRESERVE AND BEAUTIFY THE CATHEDRAL, ITS MUSIC AND ITS HISTORY.

Defined Area of Benefit:

DIOCESE OF WINCHESTER