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home >> charity search >> the lichfield diocesan trust
Finance Score: -3
Governance Score: 5
Support Score: 1
  • Volatile income: -3
  • No PartB
  • No conflicts policy: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +1
Overall GiG Score: 3 ?

THE LICHFIELD DIOCESAN TRUST

To promote and assist the work of the Church of England in the Diocese of Lichfield by supporting parishes in correct and lawful stewardship of investments and property, and the trustees of local ecclesiastical trusts in the administration and management of the trusts whose assets are vested in the Diocesan Trust as Custodian Trustees. Therefore the Charity does not have assets or liabilities.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity only provides its support via other charities
  • This charity does not have a Conflict of Interests policy
  • 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
  • Income has been volatile recently
Find similar charities within: miles

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£22£22£0n/an/an/an/an/an/a
31/12/21£36£36£0n/an/an/an/an/an/a
31/12/20£35£35£0n/an/an/an/an/an/a
31/12/19*£0£0£0n/an/an/an/an/an/a
31/12/18£0£0£0n/an/an/an/an/an/a
31/12/17£0£0£0n/an/an/an/an/an/a
31/12/16£115£2,019£-1,904n/an/an/an/an/an/a
31/12/15£141£1,289£-1,148n/an/an/an/an/an/a
31/12/14£217£294£-77n/an/an/an/an/an/a
31/12/13£217£294£-77n/an/an/an/an/an/a
31/12/12£151£574£-423n/an/an/an/an/an/a
31/12/11£90£197£-107n/an/an/an/an/an/a
31/12/10£125£209£-84n/an/an/an/an/an/a
31/12/09£1,288£1,353£-65£57£3,224£0n/a10
31/12/08£1,143£2,196£-1,053£58£3,187£0n/a20
31/12/07*£1,244£1,320£-76£61£4,906£0n/a10
31/12/06£1,330£1,348£-18n/an/an/an/an/an/a
31/12/05£1,154£1,166£-12n/an/an/an/an/an/a
31/12/04£2,019£2,867£-848n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 58 years
(123 years as a company)

www.lichfield.anglican.org

finance@lichfield.anglican.org

01543306030

Charity Commission for England and WalesCompanies HouseX
Listed activities
  • Other Charitable Purposes
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to organisations
  • Other charitable activities
  • Provides other finance
Where it operates
  • Sandwell, Shropshire, Staffordshire, Walsall, Wolverhampton,
Who it helps
  • Other Charities Or Voluntary Bodies

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 Churches Trust - Repair award to UPTON MAGNA, St Lucia
£10,000 05/07/2018
Re-laying Nave and North aisles roofs as no existing roofing felt on these areas, replacing underlying ceiling panels and plaster between rafters to nave south slope, and patch repairing north slopes ....more
National Lottery Heritage Fund - Grant to St Lucia's Church, Upton Magna
£212,800 05/09/2017
Urgent repairs to St Lucia's Church to preserve and share it's valuable ancient Heritage.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed

Age Range of Trustees: 42-69
  • DR MEGAN RACHEL SMITH Appointed: 2024, Occupation: Archdeacon Clerk In Holy Orders
  • DR SUSAN KAREN WELLER Appointed: 2015, Occupation: Clerk In Holy Orders - Archdeacon Of Walsall
  • JONATHAN RICHARD LEIGH HILL Appointed: 2023, Occupation: Chartered Management Accountant
  • JESSAMINE ANNE DACE Appointed: 2024, Occupation: Accountant
  • THE VEN PAUL THOMAS Appointed: 2011, Occupation: Clerk In Holy Orders
Legal constitution
  • Charitable company registered in England & Wales on 14/04/1967, number: 250157
  • Registered at Companies House on 02/08/1901, number: 00071045
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Investment
  • Risk management
Filing Record
19 returns made; AR19: 7 days late, AR07: 7 days late,
Main office

Diane Holt
LICHFIELD DIOCESAN TRUST
ST. MARYS HOUSE
THE CLOSE
LICHFIELD
WS13 7LD

Objectives

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH OF ENGLAND IN THE DIOCESE OF LICHFIELD AND TO CARRY ON AND FURTHER OPERATIONS AND MEASURES IN CONNECTION WITH SAID CHURCH, OR DESIGNED TO CARRY OUT ANY OF ITS OBJECTS OR PURPOSES

Defined Area of Benefit:

DIOCESE OF LICHFIELD

Data Sources

Charity Commission for England and Wales
360 Giving

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