THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY

Registered charity 1073775 · accounts filings on the Charity Commission register

TO GIVE FINACIAL ASSISTANCE AND ADVICE TO FAMILIES OF DECEASED CLERICS WHO, AT THE TIME OF THEIR DEATH(OR PREVIOUS RETIREMENT), WERE IN RECEIPT OF A STIPEND FROM THE CHURCH IN WALES ARISING FROM AN APPOINTMENT IN TH DIOCESE OF MONMOUTH.

Causes: The Prevention Or Relief Of Poverty · Get email alerts

Latest income

£87k

Latest spending

£38k

Registered

1999

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the society reported a net income of £50,983 and unrestricted fund balances of £878,986 at year-end. The trustees confirmed that systems are in place to mitigate risks and expressed reasonable expectation that the society has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Reserves policy: unclear (held: £879k)

“Reserves need to be held at a level to cover any known expenditure and possible calls on funds should there be an increase in the number of widows and dependants who have need of help from the society. The trustees are content with the present level of reserves.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Jennifer Victoria Neale
Mrs C Edwards
PETER EVANS LEA · trustee of 1 other charity
Rev Canon Brian Roy Pippen · trustee of 1 other charity
The Right Reverend Cherry Elizabeth Vann · trustee of 4 other charities
The Venerable Ian Kendall Rees · trustee of 3 other charities
The Venerable Stella Bailey · trustee of 3 other charities
VALERIE MARY WILLIE

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2025	£87k	£38k
31/12/2024	£34k	£37k
31/12/2023	£36k	£36k
31/12/2022	£35k	£33k
31/12/2021	£33k	£33k

Common questions

Is THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY financially healthy?

Per its FY2025 accounts: The accounts state that the society reported a net income of £50,983 and unrestricted fund balances of £878,986 at year-end. The trustees confirmed that systems are in place to mitigate risks and expressed reasonable expectation that the society has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.