CARLISLE DIOCESAN BOARD OF FINANCE
Registered charity 251977 · accounts filings on the Charity Commission register · also known as CARLISLE DBF, CARLISLE DIOCESE, DIOCESE OF CARLISLE
Resourcing the Church of England's mission and ministry primarily in the parishes of the Diocese of Carlisle and contributing towards the work of the Church nationally.
Causes: Religious Activities · website · Get email alerts
Financial health, per its FY2024 accounts
The accounts state that the charity reported a net surplus of £1.814 million for the year, with total funds increasing to £87.144 million. The Trustees confirm that free reserves are held at a level equivalent to at least two months of expenditure, which they consider sufficient to meet normal commitments. The charity is prepared on a going concern basis with no material uncertainties identified regarding its ability to continue operating.
Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: two months expenditure (held: £2.2m)
“the Diocese policy has been to hold a level of free reserves equivalent to at least two months expenditure.”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Grants received from Church Commissioners
“Payments were made to the Archbishops’ Council for contributions to the National Church and for training of Ordinands totalling £519,000 (2023: £514,000). Payments of £2,540,000 (2023: £2,486,000) were made to the Church Commissioners for clergy stipends and the Church of England Pensions Board was paid £516,000 (2023: £545,000) for clergy pensions.” — page 65
“During the year Rydal Hall Ltd paid £17,000 (2023: £16,000) to Carlisle DBF as its Ministry Offer contribution, in support of its Chaplain.” — page 65
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Subsidiary Rydal Hall Ltd paid Ministry Offer
“Payments were made to the Archbishops’ Council for contributions to the National Church and for training of Ordinands totalling £519,000 (2023: £514,000). Payments of £2,540,000 (2023: £2,486,000) were made to the Church Commissioners for clergy stipends and the Church of England Pensions Board was paid £516,000 (2023: £545,000) for clergy pensions.” — page 65
“During the year Rydal Hall Ltd paid £17,000 (2023: £16,000) to Carlisle DBF as its Ministry Offer contribution, in support of its Chaplain.” — page 65
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Subsidiary Rydal Hydro Ltd paid rent and dividends
“Payments were made to the Archbishops’ Council for contributions to the National Church and for training of Ordinands totalling £519,000 (2023: £514,000). Payments of £2,540,000 (2023: £2,486,000) were made to the Church Commissioners for clergy stipends and the Church of England Pensions Board was paid £516,000 (2023: £545,000) for clergy pensions.” — page 65
“During the year Rydal Hall Ltd paid £17,000 (2023: £16,000) to Carlisle DBF as its Ministry Offer contribution, in support of its Chaplain.” — page 65
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Subsidiary Restore (Cumbria) received grants
“Payments were made to the Archbishops’ Council for contributions to the National Church and for training of Ordinands totalling £519,000 (2023: £514,000). Payments of £2,540,000 (2023: £2,486,000) were made to the Church Commissioners for clergy stipends and the Church of England Pensions Board was paid £516,000 (2023: £545,000) for clergy pensions.” — page 65
“During the year Rydal Hall Ltd paid £17,000 (2023: £16,000) to Carlisle DBF as its Ministry Offer contribution, in support of its Chaplain.” — page 65
Per its FY2024 accounts as filed with the Charity Commission.
Accounts audited by Dodd & Co Audit Limited. Discloses 5 of 6 completeness components.
In the news
Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).
Corporate structure
Leadership, per the charity’s website
- Dave Roberts — Head of Communications (source)
- Derek Hurton — Diocesan Secretary (source)
- Ric Jaques — Deputy Diocesan Secretary and Head of Finance (source)
- Rachel Head — Director of Mission and Ministry, Support and Innovation (source)
- Kelly Hodkinson — HR Manager (source)
Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.
Company officers (Companies House)
Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.
- HURLEY, Mark Robert William — director, appointed 17/09/2025on trustee list
- SANER-HAIGH, Robert James, Rt Rev — director, appointed 01/09/2025on trustee list
- HEBDON, Trevor — director, appointed 26/03/2025on trustee list
- HOPE, Charles Henry, Rev — director, appointed 01/01/2025on trustee list
- NEWTON, Ruth Elizabeth, Ven — director, appointed 01/08/2024on trustee list
- FYFE, Stewart John, The Venerable — director, appointed 24/01/2022on trustee list
- BUSK, Claire Janet — director, appointed 03/10/2019on trustee list
- BRADLEY, Derek John — director, appointed 01/01/2019not on trustee list
- ROSS, Vernon — director, appointed 25/02/2017on trustee list
- JOHNSON, James Alfred Earlam — director, appointed 16/07/2014not on trustee list
- HURTON, Derek Simon — secretary, appointed 01/11/2004
Official officers record.
Property (HM Land Registry)
226 registered titles in England and Wales held by the charity’s company or corporate body (218 freehold); recorded price paid £995k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Public profiles (found on the charity’s own website): facebook · instagram
Structured financials (annual return, FY ending 31/12/2024)
Cost of raising funds
£228k
Reported reserves equal ~1.8 months of spending — in the bottom quarter for charities its size (median 4.6 months; benchmarks).
Per its annual return, largest income source: Donations and legacies (55% 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: 2.0% of total income — below the median for charities its size (3.8%) (benchmarks).
Register events
- Received assets from another charity (06/02/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Trustee list from the Charity Commission register (current, not historical).
Operates in: Cumbria
Income and spending
Common questions
Is CARLISLE DIOCESAN BOARD OF FINANCE financially healthy?
Per its FY2024 accounts: The accounts state that the charity reported a net surplus of £1.814 million for the year, with total funds increasing to £87.144 million. The Trustees confirm that free reserves are held at a level equivalent to at least two months of expenditure, which they consider sufficient to meet normal commitments. The charity is prepared on a going concern basis with no material uncertainties identified regarding its ability to continue operating. Its FY2024 accounts were audited by Dodd & Co Audit Limited.
Who funds CARLISLE DIOCESAN BOARD OF FINANCE?
Funders whose own accounts filings name CARLISLE DIOCESAN BOARD OF FINANCE as a grant recipient include THE ARCHBISHOPS' COUNCIL.
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 THE SALISBURY DIOCESAN BOARD OF FINANCE.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.