Finance Score: 0

Governance Score: 6

Support Score: 0

No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE MONMOUTH DIOCESAN CLERGY WIDOWS & DEPENDANTS SOCIETY

TO GIVE FINACIAL ASSISTANCE AND ADVICE TO FAMILIES OF DECEASED CLERICS WHO, AT THE TIME OF THEIR DEATH(OR PREVIOUS RETIREMENT), WERE IN RECEIPT OF A STIPEND FROM THE CHURCH IN WALES ARISING FROM AN APPOINTMENT IN TH DIOCESE OF MONMOUTH.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	Volun- teers
31/12/22	£35	£33	£2	n/a	n/a	n/a	n/a	n/a	1
31/12/21	£33	£33	£-1	n/a	n/a	n/a	n/a	n/a	1
31/12/20	£31	£32	£-1	n/a	n/a	n/a	n/a	n/a	1
31/12/19	£33	£36	£-3	n/a	n/a	n/a	n/a	n/a	1
31/12/18	£30	£36	£-5	£0	£0	£0	n/a	0	1
31/12/17	£34	£38	£-3	£0	£0	£0	n/a	0	0
31/12/16	£28	£32	£-5	£0	£0	£0	n/a	0	0
31/12/15	£31	£30	£1	£0	£0	£0	n/a	0	0
31/12/14	£27	£30	£-3	£0	£0	£0	n/a	0	0
31/12/13	£27	£29	£-1	£0	£0	£0	n/a	0	0
31/12/12	£28	£30	£-2	£0	£0	£0	n/a	0	0
31/12/11	£28	£30	£-2	£0	£0	£0	n/a	0	0
31/12/10	£27	£25	£2	£0	£0	£0	n/a	0	0
31/12/09	£30	£25	£6	£0	£0	£0	n/a	0	0
31/12/08	£36	£21	£15	£0	£0	£0	n/a	0	0
31/12/07	£32	£33	£-1	£0	£0	£0	n/a	0	0
31/12/06	£29	£21	£8	£0	£0	£0	n/a	0	0
31/12/05	£28	£19	£9	£0	£0	£0	n/a	0	0
31/12/04	£76	£73	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 25 years

01873890265

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees:

JENNIFER VICTORIA NEALE Appointed: 2017

MRS C EDWARDS Appointed: 2016

VALERIE MARY WILLIE

REV CANON BRIAN ROY PIPPEN Appointed: 2023, Other trusteeship: R.D.M. PARAKKANVILAI FUND,

THE VENERABLE IAN KENDALL REES Appointed: 2021, Other trusteeships: MONMOUTH DIOCESAN TRUST, MONMOUTH DIOCESAN BOARD OF FINANCE, THE REPRESENTATIVE BODY OF THE CHURCH IN WALES,

VENERABLE STELLA BAILEY Appointed: 2023, Other trusteeships: MONMOUTH DIOCESAN TRUST, MONMOUTH DIOCESAN BOARD OF FINANCE,

THE RIGHT REVEREND CHERRY ELIZABETH VANN Appointed: 2020, Occupation: Bishop, Other trusteeships: MONMOUTH DIOCESAN TRUST, BRIDGET BEVAN'S FOUNDATION, POWIS EXHIBITION FUND, MONMOUTH DIOCESAN BOARD OF FINANCE,

VENERABLE JONATHAN SIMON WILLIAMS Appointed: 2012, Occupation: Minister Of Religion, Other trusteeships: MONMOUTH DIOCESAN TRUST, THE WIDOWS, ORPHANS AND DEPENDANTS SOCIETY OF THE CHURCH IN WALES, MONMOUTH DIOCESAN BOARD OF FINANCE, THE CATHEDRAL CHURCH OF ST WOOLOS, NEWPORT,

Legal constitution

Charity registered in England & Wales on 01/02/1999, number: 1073775

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

19 returns made; all on time

Main office

Llwyn-Gwyn House
Old Hereford Road
Abergavenny
NP7 7LE

Objectives

TO GIVE GRANTS OR OTHER ASSISTANCE TO THE SURVIVOR(S) OF A DECEASED CLERIC WHO AT THE TIME OF HIS OR HER DEATH WAS:I) IN RECEIPT OF A STIPEND OR PENSION FROM THE CHURCH IN WALES; AND II) SERVING IN THE DIOCESE OF MONMOUTH OR WHOSE LAST OFFICE BEFORE RETIREMENT WAS WITHIN THAT DIOCESE. 'SURVIVOR' MEANS THE SURVIVING SPOUSE OF A MARRIAGE RECOGNISED BY THE CHURCH IN WALES OR ANY SURVIVING RELATIVE WHO BECAUSE OF AGE OF INFIRMITY WAS FINANCIALLY DEPENDANT UPON THE DECEASED CLERIC.

Defined Area of Benefit:

MONMOUTH

Data Sources