SOUTHWELL AND NOTTINGHAM DIOCESAN BOARD OF FINANCE

Registered charity 249359 · accounts filings on the Charity Commission register · also known as SOUTHWELL & NOTTINGHAM DIOCESAN BOARD OF FINANCE, THE DIOCESE OF SOUTHWELL & NOTTINGHAM

Growing Disciples of Christ with Compassion, Confidence and Courage, through the work of the Church of England in the Diocese of Southwell & Nottingham

Causes: Religious Activities · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£12.9m

Latest spending

£11.7m

Registered

1966

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that total income for the year was £12.9 million, with expenditure of £11.7 million, resulting in a net movement in funds of £2.962 million. Free reserves stood at £4.3 million, which the trustees consider prudent given economic uncertainty. The balance sheet shows total net assets of £92.8 million, including significant property and investment holdings.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: two months of general fund expenditure (held: £4.3m)

“the Trustees have determined that it is prudent to hold free reserves at least equivalent to general fund expenditure over two months i.e. £1.5m.”

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Reimbursement of salaries/office costs from Transforming Notts Together

“TNT paid the Board £nil (2023: £105,289) in respect of reimbursement for salaries and office costs.” — page 71

“The Multi Academy Trust paid the Board £40,644 (2023: £45,840) in respect of reimbursement for salaries and office costs.”

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Reimbursement of salaries/office costs from Diocese of Southwell & Nottingham Multi Academy Trust

“TNT paid the Board £nil (2023: £105,289) in respect of reimbursement for salaries and office costs.” — page 71

“The Multi Academy Trust paid the Board £40,644 (2023: £45,840) in respect of reimbursement for salaries and office costs.”

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Grant to Transforming Notts Together

“TNT paid the Board £nil (2023: £105,289) in respect of reimbursement for salaries and office costs.” — page 71

“The Multi Academy Trust paid the Board £40,644 (2023: £45,840) in respect of reimbursement for salaries and office costs.”

Per its FY2024 accounts as filed with the Charity Commission.

Governance: Safeguarding failings disclosed

“Serious past and more recent failings continue to come to light. We should be thankful they are coming into the light to be addressed, though they are painful and deeply humbling for the Church of England.” — page 4

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by BHP LLP. Discloses 4 of 6 completeness components.

Leadership, per the charity’s website

Andy Emerton — Bishop of Sherwood (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Property (HM Land Registry)

249 registered titles in England and Wales held by the charity’s company or corporate body (247 freehold); recorded price paid £7.5m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/12/2024)

Total income

£12.9m

Total spending

£11.7m

Cost of raising funds

£421k

Reserves (reported)

£4.3m

Employees

62

Reported reserves equal ~4.4 months of spending — below the median for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (68% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 3.3% of total income — below the median for charities its size (3.8%) (benchmarks).

Trustees · trustee networks

Bishop of Southwell and Nottingham · trustee of 2 other charities
FREDERICK GEORGE BRAND BA, MBA
Jane Briony Robins · trustee of 1 other charity
Mark Wreford · trustee of 1 other charity
Michael Bolton
Michael Wilson
Paul Lake · trustee of 1 other charity
Peter Fisher
Peter Harris · trustee of 1 other charity
Rev Colin Bourne
Rev Daniele Bocchetti
Rev Jake Hyatt
Rev Jonathan Mole
Rev Samantha Hustwayte · trustee of 1 other charity
Rev Victoria Ramsey · trustee of 1 other charity
Rev Zoe Burton
Revd Canon Mark Tanner
Robert Cleave · trustee of 1 other charity
Rt Revd Andrew Emerton
Susan Waterston
Thomas Bramall
Trine Pearse
Venerable PHILIP ANDREW Williams

Trustee list from the Charity Commission register (current, not historical).

Operates in: Nottinghamshire

Income and spending

Financial year end	Income	Spending
31/12/2024	£12.9m	£11.7m
31/12/2023	£12.1m	£11.4m
31/12/2022	£11.8m	£10.6m
31/12/2021	£10.8m	£10.6m
31/12/2020	£10.9m	£10.4m

Common questions

Is SOUTHWELL AND NOTTINGHAM DIOCESAN BOARD OF FINANCE financially healthy?

Per its FY2024 accounts: The accounts state that total income for the year was £12.9 million, with expenditure of £11.7 million, resulting in a net movement in funds of £2.962 million. Free reserves stood at £4.3 million, which the trustees consider prudent given economic uncertainty. The balance sheet shows total net assets of £92.8 million, including significant property and investment holdings. Its FY2024 accounts were audited by BHP LLP.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Heritage Fund	14/05/2026	£249k	"Restoring Traquair’s Vision: The Clayworth Murals Project"
UK government	01/04/2020	£42k	Devolved Formula Capital - Local Authority & Voluntary Aided Sector Recipients
The National Lottery Community Fund	24/01/2013	£10k	All Saints Building Project

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
ANNE FRENCH MEMORIAL TRUST	1	£308k
KESWICK HALL CHARITY	1	£100k
THE PILGRIM TRUST	1	£22k
NORFOLK COMMUNITY FOUNDATION	1	£20k
THE ANCHOR FOUNDATION	1	£7k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY SOUTHWELL NOTTS.

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY SOUTHWELL NOTTS income £160k
NOTTINGHAM ROMAN CATHOLIC DIOCESAN TRUSTEES income £13.5m
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET'S, ASPLEY NOTTINGHAM income £132k
THE NORWICH DIOCESAN BOARD OF FINANCE LIMITED income £13.4m
THE ELY DIOCESAN BOARD OF FINANCE income £11.1m
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS, NOTTINGHAM income £1.0m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
SOUTHWELL AND NOTTINGHAM DIOCESAN BOARD OF FINANCE	£12.9m	—	—	unclear	—	no doubt
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY SOUTHWELL NOTTS FY2025	£160k	—	0	within	—	no doubt
NOTTINGHAM ROMAN CATHOLIC DIOCESAN TRUSTEES FY2025	£13.5m	more than £60,000	1	unclear	—	no doubt
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET'S, ASPLEY NOTTINGHAM FY2024	£132k	—	0	below	—	no doubt
THE NORWICH DIOCESAN BOARD OF FINANCE LIMITED FY2024	£13.4m	—	—	unclear	—	no doubt
THE ELY DIOCESAN BOARD OF FINANCE FY2024	£11.1m	£180,001 - £190,000	10	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.