Finance Score: -3

Governance Score: 2

Support Score: 0

Volatile income: -3
No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: -1

THE CHESTER CLERGY FAMILY CHARITABLE TRUST

Relief of need, hardship & distress, and promotion of education, family life and recreation among the families of clergy & licensed lay workers of the Church of England in the Diocese of Chester.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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 has been volatile recently

Established: 24 years

bpchester@chester.anglican.org

01244350864

Charity Commission for England and Wales

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
30/09/22		£31	£28	£3	n/a	n/a	n/a	n/a	n/a
30/09/21	*	£30	£25	£5	n/a	n/a	n/a	n/a	n/a
30/09/20		£35	£41	£-6	n/a	n/a	n/a	n/a	n/a
30/09/19		£47	£47	£0	n/a	n/a	n/a	n/a	n/a
30/09/18		£41	£31	£10	£0	£0	£0	n/a	0
30/09/17		£43	£51	£-8	£0	£0	£0	n/a	0
30/09/16		£42	£50	£-8	£0	£0	£0	n/a	0
30/09/15		£46	£25	£21	£0	£0	£0	n/a	0
30/09/14		£40	£38	£3	£0	£0	£0	n/a	0
30/09/13		£39	£41	£-2	£0	£0	£0	n/a	0
30/09/12		£34	£28	£6	£0	£0	£0	n/a	0
30/09/11		£24	£44	£-20	£0	£0	£0	n/a	0
30/09/10		£35	£27	£8	£0	£0	£0	n/a	0
30/09/09		£44	£39	£5	£0	£0	£0	n/a	0
30/09/08		£34	£35	£-1	£0	£0	£0	n/a	0
30/09/07		£31	£41	£-10	£0	£0	£0	n/a	0
30/09/06		£38	£42	£-3	£0	£0	£0	n/a	0
30/09/05		£34	£37	£-3	£0	£0	£0	n/a	0
30/09/04		£42	£32	£10	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals

Where it operates

Cheshire East, Cheshire West & Chester, Halton, Stockport, Tameside, Trafford, Warrington, Wirral,

Who it helps

Children/Young People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

MRS SANDY VERITY

REV GEORGINA JANE ANN WATMORE Appointed: 2021

RT REVD JULIE ANNE CONALTY Appointed: 2021, Other trusteeship: THE CHESTER DIOCESAN BOARD OF FINANCE,

RT REVD MARK SIMON AUSTIN TANNER Appointed: 2020, Other trusteeships: BISHOP JACOBSON MEMORIAL SCHOLARSHIP FUND, DEVELOPMENT OF THE YOUTH OF CHESTER CHARITY,

RT REVD SAMUEL JON CLINT CORLEY Appointed: 2021, Other trusteeship: THE CHESTER DIOCESAN BOARD OF FINANCE,

RUTH HAZEL WILLIAMS Appointed: 2021

SARAH DENISE HOLMES Appointed: 2021

JOHN GEORGE MCDAKIN SIMPSON Appointed: 2019, Other trusteeships: THE SIR THOMAS MOULSON TRUST, GEORGE CLARKE, MRS D M FRANCE-HAYHURST FOUNDATION,

JULIE HELEN WITHERS Appointed: 2021, Other trusteeships: ST PETER'S HERITAGE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE,

REV DR ROBERT SPEIGHT MUNRO Appointed: 2021, Other trusteeships: CHURCH SOCIETY, FELLOWSHIP OF WORD AND SPIRIT, THE UPPER ROOM, CHEADLE, THE LATIMER TRUST,

JOHN PHILIP MASON Appointed: 2021, Occupation: Retired, Other trusteeships: THE CHESTER DIOCESAN BOARD OF FINANCE, OPEN SYNOD GROUP, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BUNBURY, THE JOHN MASON FAMILY TRUST,

Legal constitution

Charity registered in England & Wales on 01/03/2000, number: 1079645

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR21: 4 days late,

Main office

The Chester Clergy Family Charitable Trust
Bishops House
1 Abbey Street
CHESTER
CH1 2JD

Objectives

1. THE RELIEF OF NEED HARDSHIP AND DISTRESS AMONG THE FAMILIES OF CLERGY, ORDINANDS, AND OF LICENSED LAY WORKERS OF THE CHURCH OF ENGLAND FOR THE TIMEBEING SERVING IN THE DIOCESE OF CHESTER.2. THE PROMOTION OF THE EDUCATION OF THE FAMILIES OF CLERGY, ORDINANDS, AND OF LICENSED LAY WORKERS OF THE CHURCH OF ENGLAND FOR THE TIME BEING SERVING IN THEDIOCESE OF CHESTER AND WHO ARE IN FINANCIAL NEED.3. THE PROMOTION OF THE FAMILY LIFE AND RECREATION OF THE CLERGY, ORDINANDS, AND OF LICENSED LAY WORKERS OF THE CHURCH OF ENGLAND FOR THE TIME BEING SERVING IN THEDIOCESE OF CHESTER AND THEIR FAMILIES AND WHO ARE IN FINANCIAL NEED.

Defined Area of Benefit:

DIOCESE OF CHESTER

Data Sources