GOVERNORS OF THE CHARITY FOR RELIEF OF THE POOR WIDOWS AND CHILDREN OF CLERGYMEN (COMMONLY CALLED CLERGY SUPPORT TRUST)

Charity number: 207736
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Clergy Support Trust, formerly Sons & Friends of the Clergy, is a clergy support charity established in 1655. Our mission is to support Anglican clergy families through difficult times, whether caused by financial hardship, health problems or other difficulties. We do this mainly through cash grants to individual beneficiaries and through working with other clergy wellbeing organisations.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£4,641,398

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Donations and legacies £361.97k
Charitable activities £0
Other trading activities £0
Investments £4.28m
Other £0

Total expenditure:
£8,543,210

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Raising funds £559.29k
Charitable activities £7.98m
Other £0

£3,944,863 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £559.29k
Charitable expenditure £7.98m

People

21 Employee(s)

13 Trustee(s)

2 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1
£90k to £100k 1

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 Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Ireland
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 24 April 1963: Standard registration
  • 27 January 1995: Removed
Organisation type:
Other
Other names:
  • CLERGY ORPHAN CORPORATION (Working name)
  • CLERGY SUPPORT TRUST (Working name)
  • SONS AND FRIENDS OF THE CLERGY (Working name)
  • CORPORATION OF THE SONS OF THE CLERGY (Previous name)
  • GOVERNORS OF THE CHARITY FOR RELIEF OF THE POOR WIDOWS AND CHILDREN OF CLERGYMEN (COMMONLY CALLED SONS AND FRIENDS OF THE CLERGY) (Previous name)
  • GOVERNORS OF THE CHARITY FOR RELIEF OF THE POOR WIDOWS AND CHILDREN OF CLERGYMEN (COMMONLY CALLED THE CORPORATION OF THE SONS OF THE CLERGY) (Previous name)
  • GOVERNORS OF THE CHARITY FOR THE RELIEF OF POOR WIDOWS AND CHILDREN OF CLERGYMEN (COMMONLY CALLED THE CORPORATION OF THE SONS OF THE CLERGY) (Previous name)
  • SONS OF THE CLERGY (Previous name)
  • THE SONS OF THE CLERGY CORPORATION (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RICHARD DAVID FARMBROUGH Chair 08 November 2018
None on record
THE VEN ANTONY CHARLES MACROW-WOOD Trustee 01 July 2024
VISCOUNT PORTMAN'S CHARITABLE TRUST
Received: On time
THE SALISBURY DIOCESAN BOARD OF FINANCE
Received: On time
MILTON ABBEY HERITAGE TRUST
Received: On time
THE SOCIETY OF THE WOMEN OF NAZARETH (KNOWN AS THE LADIES OF THE GRAIL)
Received: On time
WOMEN OF NAZARETH (KNOWN AS THE LADIES OF THE GRAIL) CIO
Recently registered
Anna McDonald Trustee 16 November 2023
None on record
The Most Revd Patricia Louise Storey Trustee 18 November 2021
None on record
Dr Mayowa Sarah Marcus Trustee 18 November 2021
None on record
TSANAGURAI CONSTANCE CHINHENGO Trustee 12 November 2020
None on record
STEPHEN SLACK Trustee 12 November 2020
OXFORDSHIRE HISTORIC CHURCHES TRUST (2016)
Received: On time
THE OVERSEAS BISHOPRICS' FUND
Received: On time
ADAM CHAMBERLAIN Trustee 14 November 2019
None on record
MARTIN LUKE COOPER Trustee 14 November 2019
RIVERSIDE CHURCH (SOUTHWELL)
Recently registered
SOUTHWELL AND NOTTINGHAM DIOCESAN GUILD OF CHURCH BELL RINGERS BELL FUND
Received: On time
RIVERSIDE CHURCH (SOUTHWELL)
Received: On time
THE REVD NANCY ELISABETH GOODRICH Trustee 14 November 2019
None on record
JACQUELINE EMILY JORDAN Trustee 08 November 2018
None on record
Canon Simon Butler Trustee 08 November 2018
Royal Grammar School Guildford
Received: On time
1509 GROUP
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY WITH SAINT MARY
Received: On time
JEREMY ARTHUR HARGREAVES Trustee 08 November 2018
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 £4.27m £3.67m £4.26m £4.71m £4.64m
Total expenditure £4.34m £3.73m £4.57m £6.90m £8.54m
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
Income - Donations and legacies £127.14k £311.48k £116.38k £320.25k £361.97k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £4.13m £3.36m £4.15m £4.39m £4.28m
Income - Other £13.69k £0 £0 £0 £0
Income - Legacies £46.89k £236.78k £41.00k £223.05k £280.83k
Expenditure - Charitable activities £4.06m £3.46m £4.26m £6.36m £7.98m
Expenditure - Raising funds £282.98k £271.12k £314.71k £540.58k £559.29k
Expenditure - Governance £29.53k £20.08k £16.26k £38.43k £23.78k
Expenditure - Grants institution £10.00k £90.10k £170.48k £139.14k £170.10k
Expenditure - Investment management £268.47k £255.39k £278.17k £382.09k £301.54k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £698.00k £668.51k £656.20k £630.26k £620.13k
Long-term investments £117.29m £116.23m £132.60m £108.12m £109.05m
Other assets £1.91m £1.96m £1.76m £7.62m £6.91m
Defined benefit pension scheme asset or liability -£5.00k £0 £0 £0 £0
Total liabilities £208.35k £271.79k £301.58k £355.85k £434.97k

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 17 October 2024 On time
Accounts and TAR 31 December 2023 17 October 2024 On time Download Open in new window
Annual return 31 December 2022 31 October 2023 On time
Accounts and TAR 31 December 2022 31 October 2023 On time Download Open in new window
Annual return 31 December 2021 19 October 2022 On time
Accounts and TAR 31 December 2021 19 October 2022 On time Download Open in new window
Annual return 31 December 2020 11 October 2021 On time
Accounts and TAR 31 December 2020 11 October 2021 On time Download Open in new window
Annual return 31 December 2019 03 September 2020 On time
Accounts and TAR 31 December 2019 03 September 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.

THE ROYAL CHARTER GRANTED IN 1678 AMENDED BY THE SCHEME DATED 3/2/1971 BROUGHT INTO EFFECT BY AN ORDER IN COUNCIL DATED 5/4/1971 AND AMENDED BY THE SCHEME DATED 26 SEPTEMBER 2012 BROUGHT INTO EFFECT BY THE ORDER IN COUNCIL DATED 17 OCTOBER 2012 AND AS AMENDED BY RESOLUTION DATED 03/09/2013 AS AMENDED BY SCHEME DATED 19/10/2017 BROUGHT INTO EFFECT BY THE ORDER IN COURT DATED 15/11/2017 AS AMENDED ON 12 FEB 2019 AS AMENDED BY SCHEME DATED 28 NOV 2019 BROUGHT INTO EFFECT BY THE ORDER IN COURT DATED 12 FEBRUARY 2020.

Charitable objects

THE OBJECT OF THE CHARITY IS: FOR THE PUBLIC BENEFIT PROVIDING ASSISTANCE TO BENEFICIARIES, WHETHER DIRECTLY OR INDIRECTLY, IN SUCH MANNER AS AND BY SUCH MEANS AS THE COURT OF ASSISTANTS FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT FOR THE RELIEF OR PREVENTION OF POVERTY OR HARDSHIP OR FOR THE RELIEF OF ILLNESS AND THE PROMOTION OF HEALTH, WHETHER PHYSICAL OR MENTAL. "BENEFICIARIES" MEANS MEMBERS OF THE CLERGY, ORDINANDS AND THE SPOUSES, FORMER SPOUSES, CHILDREN AND DEPENDANTS OF LIVING OR DECEASED MEMBERS OR FORMER MEMBERS OF THE CLERGY OR OF ORDINANDS. (A) "CHILDREN" INCLUDES ADOPTED CHILDREN, STEP-CHILDREN AND PERSONS TREATED AS THE CHILDREN OF A MARRIAGE OR CIVIL PARTNERSHIP. (B) “CIVIL PARTNERS” MEANS THE MEMBERS OF A CIVIL PARTNERSHIP WITHIN THE MEANING OF SECTION 1(1) OF THE CIVIL PARTNERSHIP ACT 2004. (C) "CLERGY" AND "MEMBERS OF THE CLERGY" MEAN BISHOPS, PRIESTS AND DEACONS OF THE ANGLICAN COMMUNION. (D) "ORDINANDS" MEANS PERSONS WHO ARE PREPARING FOR ORDINATION AS MEMBERS OF THE CLERGY. (E) THE "SPOUSE" OF A PERSON MEANS HIS OR HER WIFE, HUSBAND, CIVIL PARTNER, WIDOW, WIDOWER OR SURVIVING CIVIL PARTNER.

Area of benefit

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

NOT DEFINED.

Linked charities

Linked charities
Linked charity 207736-25 ALETHEA MARIA STAFFORD
Governing document
SCHEME OF 17 DECEMBER 1957 AS CONFIRMED BY ACT OF 14 MAY 1958 AS VARIED BY SCHEMES OF 21 DECEMBER 1960 3 FEBRUARY 1971 20 MARCH 1974 AND 18 NOVEMBER 1976
Charitable objects
FOR THE BENEFIT OF TEN CURATES IN ENGLAND AND WALES WHOSE INCOME DOES NOT EXCEED ú40 PER ANNUM, PREFERECE GIVEN TO THOSE WHO ARE OR HAVE BEEN MARRIED
Area of benefit
NOT DEFINED
Registration history
  • 24 April 1963 : Standard registration
  • 27 January 1995 : Removed

Contact information

Address:
1 DEAN TRENCH STREET
WESTMINSTER
SW1P 3HB
Phone:
020 7799 3696
Email:
help@clergysupport.org.uk
Website:

www.clergysupport.org.uk Open in new window