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.

Objects

ANY RETIRED CLERGYMAN OR CLERGYMEN OR HIS WIDOW OR THEIR WIDOWS OR WOMEN CLERGY WHO HAVE SERVED IN THE DIOCESE OF CARLISLE

Area of benefit: CARLISLE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Religious Activities · Get email alerts

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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• 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
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Helen Strachan Weston
• Martin Lester Reeves · trustee of 1 other charity
• Rev ELEANOR MARY CATHERINE HANCOCK · trustee of 1 other charity
• Richard Platt · trustee of 4 other charities

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

Operates in: Cumbria

Income and spending

Common questions