THE GEOFFREY AND ALICE BENNETT BEQUEST
Support (financial) for the retired Church of England clergy who have served in the Diocese of Carlisle.
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.
What the accounts disclose
Trustees
- Helen Strachan Weston
- Martin Lester Reeves
- Rev ELEANOR MARY CATHERINE HANCOCK
- Richard Platt
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.