THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY

Charity number: 1073775
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

TO GIVE FINACIAL ASSISTANCE AND ADVICE TO FAMILIES OF DECEASED CLERICS WHO, AT THE TIME OF THEIR DEATH(OR PREVIOUS RETIREMENT), WERE IN RECEIPT OF A STIPEND FROM THE CHURCH IN WALES ARISING FROM AN APPOINTMENT IN TH DIOCESE OF MONMOUTH.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £36,379
Total expenditure: £36,113

People

8 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

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

Main way of carrying out purposes is grant making
What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 01 February 1999: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease 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
Rev Canon Brian Roy Pippen Trustee 05 June 2023
R.D.M. PARAKKANVILAI FUND
Received: On time
The Venerable Stella Bailey Trustee 20 March 2023
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
MONMOUTH DIOCESAN TRUST
Received: On time
LECTURESHIP ENDOWMENT OF EDWARD LEWIS
Received: On time
The Venerable Ian Kendall Rees Trustee 06 July 2021
THE REPRESENTATIVE BODY OF THE CHURCH IN WALES
Received: On time
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
MONMOUTH DIOCESAN TRUST
Received: On time
The Right Reverend Cherry Elizabeth Vann Trustee 03 March 2020
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
MONMOUTH DIOCESAN TRUST
Received: On time
POWIS EXHIBITION FUND
Received: On time
BRIDGET BEVAN'S FOUNDATION
Received: On time
Jennifer Victoria Neale Trustee 26 September 2017
None on record
Mrs C Edwards Trustee 11 March 2016
None on record
VENERABLE JONATHAN SIMON WILLIAMS Trustee 25 September 2012
THE CATHEDRAL CHURCH OF ST WOOLOS, NEWPORT
Received: On time
MONMOUTH DIOCESAN TRUST
Received: On time
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
VALERIE MARY WILLIE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £32.82k £31.05k £32.52k £34.65k £36.38k
Total expenditure £35.80k £32.11k £33.49k £32.85k £36.11k
Income from government contracts N/A N/A N/A N/A N/A
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 2023 21 July 2024 On Time
Accounts and TAR 31 December 2023 22 July 2024 On Time Download Open in new window
Annual return 31 December 2022 28 June 2023 On Time
Accounts and TAR 31 December 2022 28 June 2023 On Time Download Open in new window
Annual return 31 December 2021 12 August 2022 On Time
Accounts and TAR 31 December 2021 12 August 2022 On Time Download Open in new window
Annual return 31 December 2020 17 August 2021 On Time
Accounts and TAR 31 December 2020 17 August 2021 On Time Download Open in new window
Annual return 31 December 2019 23 June 2020 On Time
Accounts and TAR 31 December 2019 23 June 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 8 SEPTEMBER 1931.

Charitable objects

TO GIVE GRANTS OR OTHER ASSISTANCE TO THE SURVIVOR(S) OF A DECEASED CLERIC WHO AT THE TIME OF HIS OR HER DEATH WAS: I) IN RECEIPT OF A STIPEND OR PENSION FROM THE CHURCH IN WALES; AND II) SERVING IN THE DIOCESE OF MONMOUTH OR WHOSE LAST OFFICE BEFORE RETIREMENT WAS WITHIN THAT DIOCESE. 'SURVIVOR' MEANS THE SURVIVING SPOUSE OF A MARRIAGE RECOGNISED BY THE CHURCH IN WALES OR ANY SURVIVING RELATIVE WHO BECAUSE OF AGE OF INFIRMITY WAS FINANCIALLY DEPENDANT UPON THE DECEASED CLERIC.

Area of benefit

The area the charity can operate in, as set out in its governing document.

MONMOUTH

Contact information

Address:
Llwyn-Gwyn House
Old Hereford Road
Abergavenny
NP7 7LE
Phone:
01873890265
Email:
No information available
Website:

No information available