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 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

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:
00182863 Open in new window
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
The Venerable James Andrew Henley Trustee 26 March 2026
THE CATHEDRAL CHURCH OF ST WOOLOS, NEWPORT
Received: On time
The Venerable Stella Bailey Trustee 20 June 2022
THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY
Received: On time
LECTURESHIP ENDOWMENT OF EDWARD LEWIS
Received: On time
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
Very Reverend Ian Christopher Black Trustee 13 September 2021
THE CATHEDRAL CHURCH OF ST WOOLOS, NEWPORT
Received: On time
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
The Venerable Ian Kendall Rees Trustee 13 September 2021
THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY
Received: On time
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
THE REPRESENTATIVE BODY OF THE CHURCH IN WALES
Received: On time
The Right Reverend Cherry Elizabeth Vann Trustee 01 February 2020
MONMOUTH DIOCESAN BOARD OF FINANCE
Received: On time
THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY
Received: On time
POWIS EXHIBITION FUND
Received: On time
BRIDGET BEVAN'S FOUNDATION
Received: On time
REBECCA PENN Trustee 10 September 2018
None on record
SUSAN GWYER-ROBERTS Trustee 10 September 2018
None on record
NICOLA PRICE Trustee 18 July 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £35.21k £27.15k £47.26k £40.88k £40.30k
Total expenditure £636.15k £629.15k £636.38k £653.04k £641.54k
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 2024 08 October 2025 On time
Accounts and TAR 31 December 2024 08 October 2025 On time Download Open in new window
Annual return 31 December 2023 06 September 2024 On time
Accounts and TAR 31 December 2023 06 September 2024 On time Download Open in new window
Annual return 31 December 2022 28 September 2023 On time
Accounts and TAR 31 December 2022 28 September 2023 On time Download Open in new window
Annual return 31 December 2021 30 September 2022 On time
Accounts and TAR 31 December 2021 30 September 2022 On time Download Open in new window
Annual return 31 December 2020 30 September 2021 On time
Accounts and TAR 31 December 2020 30 September 2021 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 19 JUNE 1922, AS AMENDED ON 17 DECEMBER 1997, 29 SEPTEMBER 2004 AND 9 MARCH 2005

Charitable objects

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH IN WALES IN THE DIOCESE OF MONMOUTH.

Area of benefit

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

DIOCESE OF MONMOUTH

Contact information

Address:
Monmouth Diocesan Trust
64 Caerau Road
Newport
Gwent
NP20 4HJ
Phone:
01633267490
Email:
bethandavies@churchinwales.org.uk
Website:

http://monmouth.churchinwales.org.uk/ Open in new window