Finance Score: 0

Governance Score: 0

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

No supporters identified

Overall GiG Score: 0

WARNEFORD CLERICAL TRUST

In accordance with the terms of the Foundation Deed dated 31st March 1862, the Trustees meet annually to distribute the income received from the Trust Funds by way of appropriate grants to Clergy within the present and ancient Diocese of Gloucester.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/10/23		£7	£14	£-7	n/a	n/a	n/a	n/a	n/a
31/10/22		£6	£1	£5	n/a	n/a	n/a	n/a	n/a
31/10/21		£6	£4	£2	n/a	n/a	n/a	n/a	n/a
31/10/20		£6	£3	£3	n/a	n/a	n/a	n/a	n/a
31/10/19		£7	£2	£5	n/a	n/a	n/a	n/a	n/a
31/10/18	*	£6	£2	£4	£0	£0	£0	n/a	0
31/10/17		£6	£3	£3	£0	£0	£0	n/a	0
31/10/16		£5	£7	£-2	£0	£0	£0	n/a	0
31/10/15		£6	£7	£-1	£0	£0	£0	n/a	0
31/10/14		£6	£9	£-2	£0	£0	£0	n/a	0
31/10/13		£7	£6	£1	£0	£0	£0	n/a	0
31/10/12		£7	£6	£1	£0	£0	£0	n/a	0
31/10/11		£7	£6	£1	£0	£0	£0	n/a	0
31/10/10		£7	£7	£0	£0	£0	£0	n/a	0
31/10/09		£7	£7	£0	£0	£0	£0	n/a	0
31/10/08		£7	£8	£-1	£0	£0	£0	n/a	0
31/10/07		£6	£11	£-4	£0	£0	£0	n/a	0
31/10/06		£7	£10	£-3	£0	£0	£0	n/a	0
31/10/05	*	£7	£10	£-3	£0	£0	£0	n/a	0
31/10/04		£7	£2	£5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 28 years

michaeleliot@btinternet.com

07999 783668

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Gloucestershire, South Gloucestershire, Warwickshire, West Berkshire, Worcestershire,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

BRUCE EVANS, Other trusteeship: WARNEFORD ECCLESIASTICAL CHARITY,

HUGH FREDERICK PURKESS Appointed: 2014, Other trusteeship: WARNEFORD ECCLESIASTICAL CHARITY,

MARY ADLARD Appointed: 2013, Other trusteeship: WARNEFORD ECCLESIASTICAL CHARITY,

MICHAEL CHARLES STOREY Appointed: 2023, Other trusteeships: WARNEFORD ECCLESIASTICAL CHARITY, THE COLN RIVER GROUP CHURCH CENTRE COMMITTEE,

REV HILARY DAWSON Appointed: 2019, Occupation: Archdeacon, Other trusteeships: THE GLOUCESTER DIOCESAN BOARD OF FINANCE, GLOUCESTER DIOCESAN TRUST, SHARED CHURCHES (GLOUCESTER) LIMITED, WARNEFORD ECCLESIASTICAL CHARITY, THE VINEY HILL CHRISTIAN ADVENTURE CENTRE,

THE RIGHT REVEREND RACHEL TREWEEK (Chair) Appointed: 2015, Other trusteeships: GLOUCESTER MAGDALEN CHARITY, THE GLOUCESTER DIOCESAN BOARD OF FINANCE, GLOUCESTER DIOCESAN TRUST, WARNEFORD ECCLESIASTICAL CHARITY, THE DIOCESE OF GLOUCESTER EDUCATION TRUST, FEEDING BRITAIN, GLOUCESTER DIOCESAN BOARD OF EDUCATION,

THE VENERABLE PHILIP JOHN ANDREW Appointed: 2017, Other trusteeships: SYLVANUS LYSONS CHARITY, WARNEFORD ECCLESIASTICAL CHARITY,

THE VERY REVEREND ANDREW STEPHEN ZIHNI Appointed: 2023, Other trusteeships: GLOUCESTER MAGDALEN CHARITY, WARNEFORD ECCLESIASTICAL CHARITY, THE FRIENDS OF GLOUCESTER CATHEDRAL CIO,

Legal constitution

Charity registered in England & Wales on 13/02/1996, number: 1052935

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

20 returns made; AR18: 120 days late, AR05: 21 days late,

Main office

Ampney Cottage
Ampney St. Mary
CIRENCESTER
GL7 5SN

Objectives

TO GRANT PENSIONS TO WIDOWS AND WIDOWERS OF MEMBERS OF THE CLERGY & DONATIONS TO SUCH WIDOWS & WIDOWERS IN TEMPORARY DIFFICULTY. TO GRANT PENSIONS OR DONATIONS TO SONS AND DAUGHTERS OF DECEASED MEMBERS OF THE CLERGY WHO MAY BE INCAPACITATED FROM EARNING OR UNABLE TO OBTAIN A SUITABLE MAINTENANCE. TO GRANT PENSIONS TO THE SEPARATED OR DIVORCED SPOUSES OF MEMBERS OF THE CLERGY & DONATIONS TO SUCH SEPARATED AND DIVORCED SPOUSES IN TEMPORARY DIFFICULTY. TO AFFORD CONTINUOUS OR OCCASIONAL ASSISTANCE TO MEMBERS OF THE CLERGY WHEN IN NEED FROM MENTAL OR BODILY INFIRMITY, THE REVERSE OF FORTUNE, OR THE HEAVY EXPENSES INCIDENTAL TO LARGE FAMILIES OR FROM ANY OTHER CAUSE BEYOND THEIR CONTROL.

Defined Area of Benefit:

DIOCESE OF GLOUCESTER AND DENEFICES IN THE ANCIENT DIOCESE OF GLOUCESTER (AS DETAILED IN THE SCHEME DATED 3RD OCTOBER 1995)

Data Sources