Finance Score: 0

Governance Score: -2

Support Score: 0

Narrow trustee age band: -2

No supporters identified

Overall GiG Score: -2

CONGREGATIONAL AND GENERAL CHARITABLE TRUST

Independent grant-making charity supporting churches, particularly United Reformed & Congregational denominations in the provision and repair of suitable buildings. Grants awarded for care and extension of churches, towards capital costs of church community projects and to promote the Christian religion including the United Reformed, Congregational and other churches of the Protestant tradition.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board has little diversity in terms of age

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		£534	£838	£-304	£13	£16,705	£16,705	239.3	0	0
31/12/22		£514	£699	£-185	£0	£15,996	£15,996	274.5	0	0
31/12/21		£474	£755	£-282	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£472	£579	£-107	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£543	£664	£-121	£0	£16,431	£16,431	297	0	0
31/12/18		£486	£506	£-20	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£458	£346	£113	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£287	£197	£90	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£212	£753	£-541	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£784	£586	£198	£404	£14,400	£14,400	294.9	0	0
31/12/13?		£266	£150	£116	£156	£13,396	£13,396	1071.7	0	0
31/03/12		£1,195	£187	£1,008	£18	£13,615	£13,615	873.7	0	0
31/03/11	*	£120	£176	£-57	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£394	£146	£248	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£73	£214	£-140	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£86	£331	£-246	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£185	£227	£-42	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£391	£95	£296	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£314	£87	£227	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£169	£69	£100	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%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 204%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 239.3 months
Net Current Assets/Spending: -12 months
Quick Ratio: 0.2

Asset Split ?

Balance Sheet History

Established: 37 years

www.candgtrust.org.uk

Enquiries@candgtrust.org.uk

07717744089

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian religious associations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

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 (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-78

ALASTAIR CHARLES FORSYTH Appointed: 2018, Occupation: Trustee

DR ANDREW HAMNETT Appointed: 2023, Occupation: Retired

REVEREND DAVID GEORGE COOTE Appointed: 2017, Occupation: Minister Of Religion

REV COLIN BONES Appointed: 2023, Occupation: Retired

REV DAVID GROSCH-MILLER Appointed: 2019, Occupation: Trustee

REV PAMELA WARD Appointed: 2013, Occupation: Retired Minister

REV RICHARD IAN TURNBULL Appointed: 2018, Occupation: Trustee

SUSAN AUSTIN Appointed: 2019, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 20/08/1987, number: 297013
Registered at Companies House on 24/03/1987, number: 02114948

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR11: 19 days late, AR04: 1 days late,

Main office

Con & Gen Charitable Trust
PO Box 1111
Beckingham
LINCOLN
LN5 0WJ

Objectives

(1) TO PROMOTE THE CHRISTIAN RELIGION AND IN PARTICULAR UNITED REFORMED CHURCH AND CONGREGATIONAL DENOMINATIONS AND OTHER CHURCHES (WHETHER WHOLLY INDEPENDENT OR ASSOCIATED WITH ANOTHER CHURCH OR GROUP OF CHURCHES) WHICH ARE OF THE PROTESTANT TRADITION (2) TO CONTRIBUTE TO THE FUNDS OF ANY CHARITABLE INSTITUTIONS ASSOCIATIONS FUNDS OR OBJECTS AND TO CARRY OUT ANY CHARITABLE PURPOSE

Defined Area of Benefit:

NOT DEFINED

Data Sources

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