THE CHICHESTER DIOCESAN FUND AND BOARD OF FINANCE (INCORPORATED)

Charity Number: 243134
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity's principal activity is to promote, assist and advance the work of the Church of England in the Diocese of Chichester.

Income and expenditure

Data for financial year ending 31 December 2023

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.

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for another benefit.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Religious Activities
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
  • Other Charitable Activities
Where the charity operates:
  • Brighton And Hove
  • East Sussex
  • West Sussex

Governance

Registration history:
  • 22 July 1965: Standard registration
  • 14 November 2019: Funds received from 307367 SAYERS COMMON SCHOOL
Organisation type:
Charitable company
Other names:

No other names

Company number:
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

23 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gillian Mary Bradnam Trustee 30 January 2025
None on record
Janet Christina Nay Trustee 30 January 2025
None on record
Nigel Martin Stalley Trustee 01 January 2025
None on record
MARTIN THOMAS AUTON-LLOYD Trustee 01 January 2025
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS OF MYRA, BRIGHTON
Received: On time
Rev Martin Peter James King Trustee 01 January 2025
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, RUDGWICK
Received: On time
OLD NATIONAL SCHOOL, SOUTHWATER
Received: On time
Andrew Charles Crighton Trustee 01 January 2025
THE SNOWFLAKE TRUST LIMITED
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JOHN THE EVANGELIST UPPER ST LEONARDS ON SEA
Received: On time
Rev JAMES ALEXANDER DI CASTIGLIONE Trustee 01 January 2025
ASHINGTON CHURCH OF ENGLAND SCHOOL AND SCHOOL HOUSE
Received: On time
Rev Daniel Millest Trustee 01 January 2025
SPEAR BRIGHTON TRUST
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WHITEHAWK
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BRIGHTON, ST PETER
Received: On time
ST PAUL'S THEOLOGICAL CENTRE
Received: On time
William Telford Trustee 01 January 2025
CHARITY OF JOHN WISHART LYELL
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF TRINITY IN LEWES
Received: On time
Gary Stephen Hoyles Trustee 01 January 2025
LINDFIELD CHRISTIAN CARE HOME
Received: On time
Jonathan Warden Sharp Trustee 01 January 2025
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BISHOP HANNINGTON MEMORIAL CHURCH, HOVE
Margaret Caroline Lumley Trustee 14 July 2022
None on record
Rev Helen Louise Fontana Garratt Trustee 06 February 2022
None on record
The Venerable Angela Frances Martin Trustee 04 July 2021
PAROCHIAL CHURCH COUNCIL OF ST ANDREW'S NUTHURST AND CHURCH OF THE GOOD SHEPHERD MANNINGS HEATH
Recently registered
The Right Reverend Ruth Kathleen Frances Bushyager Trustee 15 July 2020
CHURCH PASTORAL AID SOCIETY
Received: On time
The Right Reverend William Peter Guy Hazlewood Trustee 15 July 2020
None on record
Amelia Dawn Zenobia Murphy Trustee 01 January 2019
None on record
Rev Philip James Coekin Trustee 01 January 2019
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, EASTBOURNE
Received: On time
TRINITY FOUNDATION TRUST
Received: On time
SARA JANE STONOR DL Trustee 19 January 2018
THE SUSSEX HISTORIC CHURCHES TRUST
Received: On time
THE MOTHER AGNES TRUST
Received: On time
The Venerable Edward Dowler Trustee 18 September 2016
THE FOREIGN ANGLICAN CHURCH AND EDUCATIONAL ASSOCIATION LIMITED
Received: On time
BISHOP OTTER TRUST
Received: On time
THE MOTHER AGNES TRUST
Received: On time
THE MORSE-BOYCOTT BURSARY FUND
Received: On time
THE CATHEDRAL CHURCH OF THE HOLY TRINITY IN CHICHESTER
Recently registered
The Reverend Canon Mark Gilbert Trustee 01 January 2016
Chichester Pilgrimage Trust
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY THE VIRGIN, PETWORTH
Received: On time
THE VENERABLE MARTIN LLOYD-WILLIAMS Trustee 01 March 2015
CHALVINGTON PARISH SCHOOL SITE FOUNDATION
Received: On time
BISHOP OTTER TRUST
Received: On time
REVEREND FREDERICK W ROBERTSON TRUST
Received: On time
TOGETHER IN SUSSEX
Received: On time
THE HOVE DEANERY SYNOD MISSION FUND
Received: On time
The Right Reverend Dr Martin Clive Warner Trustee 09 July 2013
THE JOHN BOOTH CHARITABLE FOUNDATION
Received: On time
THE MOTHER AGNES TRUST
Received: On time
BISHOP OTTER TRUST
Received: On time
THE ECCLESIASTICAL LAW SOCIETY
Received: On time
THE SOCIETY OF ST STEPHEN'S HOUSE
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £18.46m £17.83m £17.87m £19.71m £21.26m
Total expenditure £16.82m £17.71m £17.93m £19.10m £22.06m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £120.80k £209.07k £22.40k N/A N/A
Income - Donations and legacies £14.77m £14.70m £14.38m £15.54m £16.74m
Income - Other trading activities £456.00k £487.00k £696.00k £757.00k £593.00k
Income - Charitable activities £868.00k £811.00k £817.00k £894.00k £933.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.18m £1.72m £1.93m £2.16m £2.29m
Income - Other £185.00k £121.00k £54.00k £359.00k £701.00k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £16.36m £17.55m £17.74m £18.93m £21.92m
Expenditure - Raising funds £458.00k £159.00k £186.00k £164.00k £139.00k
Expenditure - Governance £19.00k £22.00k £24.00k £25.00k £33.00k
Expenditure - Grants institution £1.85m £1.83m £1.96m £1.81m £3.72m
Expenditure - Investment management £147.00k £143.00k £155.00k £128.00k £128.00k
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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £229.45m £229.54m £252.69m £261.93m £267.23m
Long-term investments £49.80m £43.70m £49.80m £47.44m £48.61m
Other assets £11.66m £16.68m £17.49m £17.83m £18.64m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £4.97m £6.65m £6.25m £6.39m £6.53m

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 25 October 2024 On Time
Accounts and TAR 31 December 2023 25 October 2024 On Time Download Open in new window
Annual return 31 December 2022 24 October 2023 On Time
Accounts and TAR 31 December 2022 24 October 2023 On Time Download Open in new window
Annual return 31 December 2021 26 October 2022 On Time
Accounts and TAR 31 December 2021 26 October 2022 On Time Download Open in new window
Annual return 31 December 2020 22 October 2021 On Time
Accounts and TAR 31 December 2020 22 October 2021 On Time Download Open in new window
Annual return 31 December 2019 27 October 2020 On Time
Accounts and TAR 31 December 2019 27 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
CHURCH HOUSE
211 NEW CHURCH ROAD
HOVE
BN3 4ED
Phone:
01273421021