CARLISLE DIOCESE RETIRED CLERGY AND DEPENDANTS FUND

Registered charity 1098982 · accounts filings on the Charity Commission register

The Retired Clergy and Dependants Fund provides for the relief of poverty by assisting retired Church of England clergy, licensed lay workers or deserted spouses of clergy who reside or served in the Diocese of Carlisle and their dependants. It makes grants to assist with the costs of moving when clergy retire and provides support throughout the year but in particular at Christmas.

Objects

FOR THE RELIEF OF POVERTY BY THE PROVISION OF GRANTS AND LOANS TO ASSIST: 1. RETIRED CLERGY WHO RESIDE OR WHO HAVE SERVED IN THE DIOCESE OF CARLISLE AND THEIR SPOUSES AND DEPENDANTS 2. DESERTED SPOUSES OF CLERGY WHO RESIDE OR WHO HAVE SERVED IN THE DIOCESE OF CARLISLE AND THEIR DEPENDANTS 3. RETIRED LICENSED LAY WORKERS WHO HAVE SERVED IN THE DIOCESE OF CARLISLE AND THEIR SPOUSES AND DEPENDANTS.

Area of benefit: CARLISLE DISOCESE

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

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

Financial health, per its FY2024 accounts

The accounts state that the charity's capital fund increased to £1,455,206 due to investment valuation gains, while the accumulated surplus of income less costs was reduced to £361. Grants totaling £60,484 were paid to assist retired clergy and dependants, funded by investment income, a trust contribution, and reserves. The filing indicates the charity continues its activities with adequate resources.

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

What the accounts disclose

Accounts audited. 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 handling
• Conflicting interests
• 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
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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

Trustees · trustee networks

• CARLISLE DIOCESAN BOARD OF FINANCE · trustee of 1 other charity

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

Operates in: Cumbria

Income and spending

Common questions