Finance Score: 0

Governance Score: 5

Support Score: 0

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

No supporters identified

Overall GiG Score: 5

THE BATH AND WELLS DIOCESAN BOARD OF FINANCE

To promote and assist the work and purposes of the Church of England in the Diocese of Bath and Wells; to organise and provide funds in aid of the work and ministry of the church.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates much of its income
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 28 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
31/12/22	£15,289	£15,157	£132	£229	£103,063	£9,693	7.7	62	277
31/12/21	£12,132	£15,576	£-3,444	£196	£104,896	£10,303	7.9	70	351
31/12/20	£13,712	£15,909	£-2,197	£200	£101,163	£11,454	8.6	72	229
31/12/19	£14,292	£14,498	£-206	£99	£103,635	£14,075	11.6	66	209
31/12/18	£14,412	£14,506	£-94	£77	£98,818	£13,544	11.2	60	160
31/12/17	£14,586	£14,103	£483	£92	£101,157	£13,964	11.9	57	0
31/12/16	£13,774	£11,082	£2,692	£158	£98,187	£14,405	15.6	55	0
31/12/15	£13,714	£12,652	£1,062	£43	£92,757	£13,095	12.4	58	0
31/12/14	£12,951	£13,189	£-238	£35	£93,813	£11,969	10.9	56	0
31/12/13	£12,978	£13,023	£-45	£31	£92,889	£12,319	11.4	56	0
31/12/12	£12,101	£12,419	£-318	£35	£86,130	£10,752	10.4	56	0
31/12/11	£11,716	£13,104	£-1,388	£31	£83,915	£10,369	9.5	58	0
31/12/10	£11,915	£13,613	£-1,698	£37	£81,756	£10,492	9.2	57	0
31/12/09	£11,920	£12,409	£-489	£64	£80,428	£7,484	7.2	59	0
31/12/08	£10,993	£15,508	£-4,515	£62	£76,226	£7,136	5.5	54	0
31/12/07	£10,559	£11,751	£-1,192	£36	£81,342	£9,804	10	48	0
31/12/06	£10,043	£11,073	£-1,030	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£10,035	£10,811	£-776	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£9,745	£10,403	£-658	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: £70,000-£80,000
Liabilities/Assets: 10%
Liabilities/Income: 75%
Unrestricted Funds/Total Funds: 9%
Reserves/Spending: 7.7 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.6

Asset Split ?

Balance Sheet History

Established: 58 years
(109 years as a company)

www.bathandwells.org.uk

general@bathwells.anglican.org

01749670777

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
Religious Activities

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Bath And North East Somerset, North Somerset, Somerset, Zambia,

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
National Lottery Community Fund - Support for rural communities
£10,000	03/12/2014 12	Not Available
National Lottery Heritage Fund - Grant to West Monkton PCC
£123,700	25/11/2014	St Augustine's Heritage Project, West Monkton

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (28)

Current Trustees appointed

Gender Split

Based on 24/28 persons

Age Range of Trustees: 39-80

DR AXEL ANTHONY PALMER Appointed: 2018, Occupation: Visiting Lecturer And Examiner

DR CAROLINE FRANCES MASON Appointed: 2019, Occupation: Retired Gp

DR ROBERT MICHAEL SAGE Appointed: 2019, Occupation: Administrator

DUNCAN IAN THEODORESON Appointed: 2021, Occupation: Retired

HAYDEN LLOYD TAYLOR Appointed: 2024, Occupation: Guest House Owner

JAMES LORING Appointed: 2018, Occupation: Retired

MARILYN LEE Appointed: 2018, Occupation: Retired

NICHOLAS DAVID TALL Appointed: 2022, Occupation: Charity Administrator

PHILIP CHARLES EDGE Appointed: 2019, Occupation: Retired

REV ANN ELIZABETH FULTON Appointed: 2022, Occupation: Clerk In Holy Orders

REV BRUCE STEPHEN FAULKNER Appointed: 2024, Occupation: Clerk In Holy Orders

REV MOREY ALISDAIR CHRISTOPHER ANDREWS Appointed: 2022, Occupation: Clerk In Holy Orders

REV ROGER DRIVER Appointed: 2017, Occupation: Clerk In Holy Orders

REV RICHARD JAMES MILES Appointed: 2022, Occupation: Clerk In Holy Orders

REV RUTH WORSLEY Appointed: 2015, Occupation: Bishop Of Taunton

REV TIMOTHY MARK PHILIP LEWIS Appointed: 2024, Occupation: Clerk In Holy Orders

REVD PREB JULIAN BERNARD VERE LAURENCE Appointed: 2022, Occupation: Clerk In Holy Orders

REVD PREB NARINDER TEGALLY Appointed: 2022, Occupation: Clerk In Holy Orders

ROBERT DEAN Appointed: 2022, Occupation: None

SARAH GRACE BULT Appointed: 2022, Occupation: None

STEPHEN GRIMSHAW Appointed: 2016, Occupation: Civil Servant

THE RT REVD DR NOEL MICHAEL ROY BEASLEY Appointed: 2022, Occupation: Bishop

THE VEN ANNE GELL Appointed: 2017, Occupation: Archdeacon Of Wells

THE VEN CHARLES SCOTT PEER Appointed: 2024, Occupation: Clerk In Holy Orders

THE VEN SIMON HILL Appointed: 2016, Occupation: Archdeacon

THE VERY REVD TOBY CHRISTOPHER WRIGHT Appointed: 2024, Occupation: Clerk In Holy Orders

TIMOTHY HIND Appointed: 2008, Occupation: Chartered Insurer

TRACEY JANE KHODABANDEHLOO Appointed: 2021, Occupation: Retired Head Teacher

Legal constitution

Charitable company registered in England & Wales on 05/10/1966, number: 249398
Registered at Companies House on 06/03/1915, number: 00139557

Gift Aid

Registered with HMRC for Gift Aid

Event History

26/11/2017 - Asset transfer in from TWERTON FELLOWSHIP
21/11/2018 - Asset transfer in from THE ABBEY HOUSE, GLASTONBURY

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

Flourish House
2 Cathedral Avenue
WELLS
Somerset
BA5 1FD

Objectives

TO PROMOTE AND ASSIST THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND IN THE DIOCESE OF BATH AND WELLS.

Defined Area of Benefit:

DIOCESE OF BATH AND WELLS

Data Sources

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