MONMOUTH DIOCESAN TRUST
Charity number: 232841
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To provide funding for new and existing Church in Wales schools in Monmouth diocese.
Income and expenditure
Data for financial year ending 31 December 2024
Total income: £40,299
Total expenditure: £641,540
People
8 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
What the charity does:
- Education/training
Who the charity helps:
- Children/young People
How the charity helps:
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Blaenau Gwent
- Cardiff
- Monmouthshire
- Newport City
- Torfaen
Governance
Registration history:
- 19 March 1964: Standard registration
Organisation type:
Charitable company
Other names:
No other names
Company number:
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls 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
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
8 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||
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| The Venerable James Andrew Henley | Trustee | 26 March 2026 |
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| The Venerable Stella Bailey | Trustee | 20 June 2022 |
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| Very Reverend Ian Christopher Black | Trustee | 13 September 2021 |
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| The Venerable Ian Kendall Rees | Trustee | 13 September 2021 |
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| The Right Reverend Cherry Elizabeth Vann | Trustee | 01 February 2020 |
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| REBECCA PENN | Trustee | 10 September 2018 |
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| SUSAN GWYER-ROBERTS | Trustee | 10 September 2018 |
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| NICOLA PRICE | Trustee | 18 July 2016 |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £35.21k | £27.15k | £47.26k | £40.88k | £40.30k | |
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Total expenditure | £636.15k | £629.15k | £636.38k | £653.04k | £641.54k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 December 2024 | 08 October 2025 | On time | |
| Accounts and TAR | 31 December 2024 | 08 October 2025 | On time | |
| Annual return | 31 December 2023 | 06 September 2024 | On time | |
| Accounts and TAR | 31 December 2023 | 06 September 2024 | On time | |
| Annual return | 31 December 2022 | 28 September 2023 | On time | |
| Accounts and TAR | 31 December 2022 | 28 September 2023 | On time | |
| Annual return | 31 December 2021 | 30 September 2022 | On time | |
| Accounts and TAR | 31 December 2021 | 30 September 2022 | On time | |
| Annual return | 31 December 2020 | 30 September 2021 | On time | |
| Accounts and TAR | 31 December 2020 | 30 September 2021 | On time |