THE DURHAM DIOCESAN BOARD OF FINANCE
Charity overview
Activities - how the charity spends its money
The objects of the charity are to hold real and personal property for purposes connected with the Church of England and to transact business in connection with the Church of England and the Diocese. The charity is responsible for the collection, custody, disbursement and account of the Diocesan Synod's funds and the employment of all persons in receipt of salaries paid directly from those funds.
Income and expenditure
Data for financial year ending 31 December 2024
Total income:
£12,907,000
| Donations and legacies | £9.25m | |
| Charitable activities | £631.00k | |
| Other trading activities | £574.00k | |
| Investments | £1.10m | |
| Other | £1.36m |
Total expenditure:
£13,092,000
| Raising funds | £55.00k | |
| Charitable activities | £13.04m | |
| Other | £0 |
£1,097,000 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
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.
| Raising funds and other expenditure | £55.00k | |
| Charitable expenditure | £13.04m |
People
47 Employee(s)
20 Trustee(s)
83 Volunteer(s)
Employees with total benefits over £60,000
| Number of employees | |
|---|---|
| £60k to £70k | 2 |
| £80k to £90k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Religious Activities
- Children/young People
- Other Charities Or Voluntary Bodies
- The General Public/mankind
- 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
- Darlington
- Durham
- Gateshead
- Hartlepool
- South Tyneside
- Stockton-on-tees
- Sunderland
Governance
- 16 August 1966: Standard registration
- 18 August 2021: Funds received from 248037 THE LIGHTFOOT FUND FOR THE DIOCESE OF DURHAM
- 12 May 2023: Funds received from 527318 WESTGATE BARRINGTON SCHOOLS
- 01 June 2023: Funds received from 527209 WILLIAM DOVE'S FOUNDATION
- 02 June 2023: Funds received from 248040 BARRINGTON PRAYER BOOK FUND (DURHAM BRANCH)
No other names
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
- Volunteer management
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
20 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Reverend Canon Daine Maria Lindley | Trustee | 18 December 2025 |
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| Lilian Mary Jordon | Trustee | 18 December 2025 |
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| Barnaby Thomas Huish | Trustee | 19 December 2024 |
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| Ursula Ruth Hicks | Trustee | 19 December 2024 |
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| Matthew James Levinsohn | Trustee | 19 December 2024 |
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| Katherine Janet Bagnall | Trustee | 24 October 2024 |
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| Nigel Ralph Wyrley-Birch | Trustee | 24 October 2024 |
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| Stephen Lyndon Pickering | Trustee | 24 October 2024 |
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| Dr Philip James John Plyming Very Revd | Trustee | 07 September 2023 |
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| Rev Paul Andrew Arnold | Trustee | 05 November 2021 |
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| James Hall | Trustee | 01 November 2021 |
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| Paul William Hobbs | Trustee | 01 November 2021 |
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| Alison Blackburn | Trustee | 01 November 2021 |
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| Frances Ruth Stenlake | Trustee | 01 November 2021 |
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| Ven Elizabeth Mary Wilkinson | Trustee | 17 August 2020 |
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| Sarah Elizabeth Clark | Trustee | 07 April 2019 |
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| The Venerable Richard Lee Simpson | Trustee | 11 February 2018 |
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| Canon Dr JAMES HERBERT HARRISON | Trustee | 14 November 2015 |
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| FRANK ANDREW ROGERS | Trustee | 14 November 2015 |
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| MARGARET LOUISE VAUGHAN | Trustee | 01 November 2015 |
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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 | £12.25m | £12.76m | £12.63m | £12.40m | £12.91m | |
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Total expenditure | £10.32m | £12.01m | £13.08m | £13.00m | £13.09m | |
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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 | |
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Income - Donations and legacies | £9.26m | £9.45m | £10.12m | £9.84m | £9.25m | |
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Income - Other trading activities | £437.52k | £562.20k | £589.67k | £637.94k | £574.00k | |
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Income - Charitable activities | £689.91k | £667.22k | £628.11k | £640.49k | £631.00k | |
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Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
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Income - Investment | £665.52k | £780.17k | £963.27k | £1.04m | £1.10m | |
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Income - Other | £1.20m | £1.31m | £335.56k | £240.79k | £1.36m | |
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Income - Legacies | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Charitable activities | £10.31m | £11.99m | £13.06m | £12.92m | £13.04m | |
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Expenditure - Raising funds | £10.99k | £24.00k | £24.39k | £79.52k | £55.00k | |
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Expenditure - Governance | £240.00k | £288.96k | £285.00k | £347.43k | £365.00k | |
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Expenditure - Grants institution | £910.12k | £943.02k | £1.04m | £906.53k | £518.00k | |
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Expenditure - Investment management | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Other | £0 | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
| Asset / Liability | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Own use assets | £34.68m | £33.54m | £33.58m | £35.76m | £36.02m | |
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Long-term investments | £27.72m | £35.64m | £34.17m | £36.81m | £37.03m | |
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Other assets | £7.93m | £6.65m | £4.77m | £3.73m | £4.78m | |
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Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
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Total liabilities | £963.00k | £663.00k | £506.00k | £1.58m | £2.20m |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
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| Annual return | 31 December 2024 | 16 June 2025 | On time | |
| Accounts and TAR | 31 December 2024 | 16 June 2025 | On time | Download Open in new window |
| Annual return | 31 December 2023 | 04 June 2024 | On time | |
| Accounts and TAR | 31 December 2023 | 04 June 2024 | On time | Download Open in new window |
| Annual return | 31 December 2022 | 16 May 2023 | On time | |
| Accounts and TAR | 31 December 2022 | 16 May 2023 | On time | Download Open in new window |
| Annual return | 31 December 2021 | 05 May 2022 | On time | |
| Accounts and TAR | 31 December 2021 | 05 May 2022 | On time | Download Open in new window |
| Annual return | 31 December 2020 | 20 May 2021 | On time | |
| Accounts and TAR | 31 December 2020 | 20 May 2021 | On time | Download Open in new window |