THE GEOFFREY AND ALICE BENNETT BEQUEST

Registered charity 1004746 · accounts filings on the Charity Commission register

Support (financial) for the retired Church of England clergy who have served in the Diocese of Carlisle.

Causes: Religious Activities · Get email alerts

Latest income
£29k
Latest spending
£26k
Registered
1991
Accounts read
FY2025

Financial health, per its FY2025 accounts

The charity reported a surplus of £3,398 for the year ended 5th April 2025, an increase from the previous year's surplus of £1,608. Total income rose to £28,974 from £25,401, driven by increased dividends and interest, while total expenditure decreased slightly to £25,576 from £23,793. Net assets declined from £823,205 to £779,454 due to realized/unrealized losses on investments, though unrestricted funds (cash and current accounts) remained positive.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
05/04/2025£29k£26k
05/04/2024£25k£24k
05/04/2023£25k£32k
05/04/2022£22k£26k
05/04/2021£20k£26k

Common questions

Is THE GEOFFREY AND ALICE BENNETT BEQUEST financially healthy?

Per its FY2025 accounts: The charity reported a surplus of £3,398 for the year ended 5th April 2025, an increase from the previous year's surplus of £1,608. Total income rose to £28,974 from £25,401, driven by increased dividends and interest, while total expenditure decreased slightly to £25,576 from £23,793. Net assets declined from £823,205 to £779,454 due to realized/unrealized losses on investments, though unrestricted funds (cash and current accounts) remained positive. Its FY2025 accounts were independently examined.