SWANSEA AND BRECON DIOCESAN TRUST (INCORPORATED)

Registered charity 235831 · accounts filings on the Charity Commission register

Custodian Trustee for the Diocese of Swansea and Brecon Parochial Trusts

Objects

FOR THE BENEFIT OF ALL OR ANY SOCIETIES, INSTITUTIONS, TRUSTS, ORGANISATIONS AND CHARITIES NOW EXISTING OR HEREAFTER TO EXIST EITHER WHOLLY OR PARTIALLY WITHIN THE DIOCESE OF SWANSEA AND BRECON IN CONNECTION WITH THE CHURCH OF WALES.

Area of benefit: POWYS AND WEST GLAMORGAN.

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 accounts state that the charity holds total unrestricted reserves of £2,825, which is significantly lower than its total reserves of £4,560,359, the majority of which are restricted. The trustees consider the financial position to remain sound and the results for the year satisfactory, noting that the principal funding source is the investment portfolio which provided positive returns. The charity does not engage in fundraising activities, relying instead on investment income and grants.

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 4 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.

• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Trustee conflicts of interest policy and procedures

Property (HM Land Registry)

33 registered titles in England and Wales held by the charity’s company or corporate body (33 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

• CAROLYN KIRBY · trustee of 1 other charity
• Dr Susan Mitchell
• GWYNFOR LEWIS · trustee of 4 other charities
• ROBERT JOHN WIGLEY · trustee of 1 other charity
• THE VENERABLE ALAN NEIL JEVONS · trustee of 4 other charities
• THE VENERABLE Jonathon Davies
• The Right Reverend John Lomas · trustee of 1 other charity
• The Very Revd Dr Paul Shackerley
• Victor Stuart Batcup

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

Operates in: Throughout Wales

Income and spending

Common questions