ARCHDEACONRY OF BATH CLERICAL FAMILIES FUND

Registered charity 230676 · accounts filings on the Charity Commission register

The relief of widows and children of deceased clergymen who have been last beneficed or licensed in the Deaneries of Bath, Chew Magna, Locking, Midsomer Norton and Portishead and any needy clergy or families of clergy within those deaneries.

Causes: General Charitable Purposes · Religious Activities · Get email alerts

Latest income
£16k
Latest spending
£9k
Registered
1964
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves increased significantly to £640,538, comprising £230,313 in cash and £410,225 in investments, following a surplus of £66,719 for the year. The charity received £80,612 in total receipts, a decrease from the previous year, while expenditure on grants and fees was £13,893. The independent examiner confirmed that accounting records were kept and the accounts accorded with those records.

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

What the accounts disclose

Reserves policy: Reserves are held to generate income for the charity and this income is the primary resource for the charity’s expenditure, but not exclusively so. (held: £641k)
Reserves are held to generate income for the charity and this income is the primary resource for the charity’s expenditure, but not exclusively so. — page 3
Per its FY2024 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Bath And North East Somerset · North Somerset

Income and spending

Financial year endIncomeSpending
31/10/2025£16k£9k
31/10/2024£81k£14k
31/10/2023£161k£16k
31/10/2022£11k£7k
31/10/2021£4k£18k

Common questions

Is ARCHDEACONRY OF BATH CLERICAL FAMILIES FUND financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves increased significantly to £640,538, comprising £230,313 in cash and £410,225 in investments, following a surplus of £66,719 for the year. The charity received £80,612 in total receipts, a decrease from the previous year, while expenditure on grants and fees was £13,893. The independent examiner confirmed that accounting records were kept and the accounts accorded with those records. Its FY2024 accounts were independently examined.