Finance Score: 0

Governance Score: 8

Support Score: 1

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +1

Overall GiG Score: 9

THE OXFORD DIOCESAN BOARD OF FINANCE

In summary the charity's aims are to promote the work and purposes of the Church of England for the advancement of the Christian religion in the Diocese of Oxford and elsewhere.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has an endowment fund which generates much of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
There are 31 trustees whereas the Charities Commission recommends a maximum of 12

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	£28,414	£30,719	£-2,305	£32	£524,858	£101,915	39.8	105	429
31/12/22	£27,355	£30,940	£-3,585	£30	£520,404	£101,067	39.2	80	313
31/12/21	£25,352	£30,803	£-5,451	£1	£522,785	£97,549	38	80	262
31/12/20	£26,065	£29,862	£-3,797	£13	£479,643	£91,604	36.8	74	228
31/12/19	£26,526	£25,778	£748	£17	£459,566	£86,710	40.4	71	231
31/12/18	£26,136	£26,946	£-810	£85	£447,197	£85,959	38.3	72	0
31/12/17	£26,297	£26,125	£172	£63	£443,953	£83,217	38.2	64	0
31/12/16	£25,436	£23,308	£2,128	£97	£434,991	£80,489	41.4	67	0
31/12/15	£25,323	£23,759	£1,564	£175	£398,940	£77,743	39.3	62	0
31/12/14	£25,829	£23,422	£2,407	£171	£386,381	£70,759	36.3	63	0
31/12/13	£24,571	£23,422	£1,149	£184	£359,749	£63,225	32.4	63	0
31/12/12	£23,420	£23,756	£-336	£227	£334,663	£58,935	29.8	59	0
31/12/11	£22,546	£23,404	£-858	£200	£332,432	£58,883	30.2	59	0
31/12/10	£23,104	£24,108	£-1,004	£290	£318,411	£58,439	29.1	64	0
31/12/09	£23,162	£23,363	£-201	£288	£303,337	£57,071	29.3	59	0
31/12/08	£22,541	£22,864	£-323	£272	£288,232	£54,924	28.8	58	0
31/12/07	£21,794	£20,470	£1,324	£233	£334,866	£61,289	35.9	51	0
31/12/06	£19,982	£20,003	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£19,851	£19,893	£-42	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£19,103	£18,492	£611	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 1%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 19%
Reserves/Spending: 39.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.6

Asset Split ?

Balance Sheet History

Established: 58 years
(108 years as a company)

www.oxford.anglican.org

finance@oxford.anglican.org

01865208200

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Bracknell Forest, Buckinghamshire, Milton Keynes, Oxfordshire, Reading, Slough, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
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 Nicolas' Church, Taplow
£900	08/01/2021	Repairs to stained glass panel.. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, ....more Repairs to stained glass panel.. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
Garfield Weston Foundation - Main Grants award
£7,500	24/01/2020	Silent Knights'
National Lottery Heritage Fund - Grant to St Mary's Church Hampstead Norreys PCC
£57,800	28/08/2015	St Mary’s '3Rs' Churchyard Project - Restoration, Renovation and Revitalisation
National Lottery Heritage Fund - Grant to Parish Church of St Peter Ad Vincula Church, South Newington
£29,400	13/09/2013	Stabilisation and conservation of 14th century Doom painting

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (31)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-86

ALISON KIRK Appointed: 2023, Occupation: Teacher

DANIEL MBUSI SAJABI MATOVU Appointed: 2022, Occupation: Barrister

DR ANNA THOMAS-BETTS Appointed: 2012, Occupation: None

DR SHIRLEY NORTHOVER Appointed: 2020, Occupation: Consultant

GILLIAN HAMNETT Appointed: 2021, Occupation: Director

JOHN NEIL SYKES Appointed: 2018, Occupation: Consultant

JULIE PATRICIA DZIEGIEL Appointed: 2012, Occupation: Accountant

KATHRYN MARY WINROW Appointed: 2021, Occupation: Headteacher

MARK NICHOLAS BURTON Appointed: 2018, Occupation: Retired

MICHAEL POWELL Appointed: 2017, Occupation: Retired

PETER BARRETT Appointed: 2021, Occupation: Senior Marketing Manager

REV DARREN WILLIAM MCFARLAND Appointed: 2021, Occupation: Clerk In Holy Orders

REV DAVID JOHN MEAKIN Appointed: 2018, Occupation: Clerk In Holy Orders

REV JULIETTE MINTERN Appointed: 2021, Occupation: Clerk In Holy Orders

REV KAREN CHARMAN Appointed: 2023, Occupation: Minister Of Religion

REV SARAH SHARP Appointed: 2021, Occupation: Clerk In Holy Orders

RICHARD GAVIN MERRYLEES Appointed: 2021, Occupation: Retired Barrister

SUSAN ELIZABETH SCANE Appointed: 2017, Occupation: Retired

SIR HECTOR WILLIAM HEPBURN SANTS Appointed: 2022, Occupation: Chair Person

SUSAN SCOTT Appointed: 2021, Occupation: Teacher

THE RIGHT REVD DR STEVEN JOHN LINDSEY CROFT Appointed: 2016, Occupation: Bishop Of Oxford

THE REVD CANON DR GEOFFREY BRIAN TUDOR BAYLISS Appointed: 2020, Occupation: Clerk In Holy Orders

THE REVD CANON JANET VICTORIA BINNS Appointed: 2022, Occupation: Clerk In Holy Orders

THE REVD CANON RICHARD JOHN LAMEY Appointed: 2018, Occupation: Clerk In Holy Orders

THE RIGHT REVD GAVIN ANDREW COLLINS Appointed: 2021, Occupation: Minister Of Religion

THE RT. REVD OLIVIA GRAHAM Appointed: 2013, Occupation: Bishop Of Reading

THE VENERABLE DAVID TYLER Appointed: 2022, Occupation: Clerk Of Holy Orders

THE VENERABLE GUY CHARLES ELSMORE Appointed: 2016, Occupation: Archdeacon Of Buckingham

THE VENERABLE JONATHAN PAUL MICHAEL CHAFFEY Appointed: 2020, Occupation: Clerk In Holy Orders

THE VENERABLE STEPHEN JAMES PULLIN Appointed: 2020, Occupation: Clerk In Holy Orders

THE VERY REVD PROFESSOR SARAH ROSAMUND IRVINE FOOT Appointed: 2023, Occupation: Dean Of Christ Church

Legal constitution

Charitable company registered in England & Wales on 20/10/1966, number: 247954
Registered at Companies House on 10/02/1916, number: 00142978

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
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
Volunteer management

Filing Record

20 returns made; all on time

Main office

The Diocese Of Oxford
Church House Oxford
Langford Locks
KIDLINGTON
Oxfordshire
OX5 1GF

Objectives

TO PROMOTE AND ASSIST THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND FOR THE ADVANCEMENT OF THE CHRISTIAN RELIGION IN THE DIOCESE OF OXFORD (FOR FULL DETAILS SEE MEMORANDUM OF ASSOCIATION CLAUSE 3).

Defined Area of Benefit:

DIOCESE OF OXFORD

Data Sources

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