THE LIVERPOOL DIOCESAN BOARD OF FINANCE

Registered charity 249740 · accounts filings on the Charity Commission register

The development and implementation of mission and church growth strategies.The provision of advisory services to bishops, parishes, schools and church bodies (mainly through employed staff).The support, training, payment and housing of clergy.The support and training of lay people.The management and development of staff members.Contributing to the national work of the Church of England.

Objects

TO ADVANCE RELIGION AND TO ACT AS THE ADMINISTRATIVE UNIT OF THE CHURCH OF ENGLAND IN THE DIOCESE.

Area of benefit: DIOCESE OF LIVERPOOL

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

Causes: Education/training · Religious Activities · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Liverpool, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net increase in funds of £62,685 for the year, despite management accounts showing a deficit of £306,389 due to a shortfall in Parish Share collection. The unrestricted reserves stand at £11.1 million, which the trustees note is below their stated policy target of four months' operating expenditure, representing only three months' expenditure. The charity remains dependent on national church investment and parish giving to support its mission amid financial pressures.

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

What the accounts disclose

Accounts audited by Mitchell Charlesworth (Audit) Limited. Discloses 4 of 6 completeness components.

Charity Commission inquiry

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
• Complaints policy and procedures
• 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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Diocese of Liverpool (matched by registered charity number).

Property (HM Land Registry)

348 registered titles in England and Wales held by the charity’s company or corporate body (323 freehold); recorded price paid £3.3m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~3.2 months of spending — below the median for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (85% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.7%) (benchmarks).

Register events

• Received assets from another charity (13/10/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Angela Michele Matthewson · trustee of 1 other charity
• Canon Margaret Anne Swinson
• Carol Wilson · trustee of 2 other charities
• Ian Crowe
• Philip John Stott
• Rev Canon Peter William Dawkin
• Rev Emma Louise Williams · trustee of 1 other charity
• Rev Nicholas Johnson
• Richard Christopher Somer Denno · trustee of 3 other charities
• Rt Rev Simon Joseph Robinson
• Stephen Philip Derringer
• The Venerable Dr Miranda Threlfall-Holmes · trustee of 2 other charities
• Venerable Peter Hendry Spiers · trustee of 1 other charity
• Venerable Simon John Plumley Fisher

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

Operates in: Cheshire East · Cheshire West & Chester · Halton · Knowsley · Lancashire · Liverpool City · Sefton · St Helens · Warrington · Wigan

Income and spending

Common questions

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

• Angela Michele Matthewson — trustee here and at THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WIGAN WEST

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ARCHDIOCESE OF LIVERPOOL.

• ARCHDIOCESE OF LIVERPOOL income £41.2m
• LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST income £0
• THE CORPORATION OF THE CATHEDRAL CHURCH OF CHRIST IN LIVERPOOL income £4.6m
• THE LICHFIELD DIOCESAN BOARD OF FINANCE (INCORPORATED) income £17.7m
• THE ARCHBISHOPS' COUNCIL income £234.9m
• THE CHELMSFORD DIOCESAN BOARD OF FINANCE income £23.0m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.