Finance Score: -4

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -4 times
Strong growth: +2
Multiple Deficits: -2
No PartB

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -5

LIVERPOOL DIOCESAN PENSIONS FUND

To further religious and other charitable work in the diocese of Liverpool. The giving of grants or relieve to lay or ordained ministers who are licensed in diocese of Liverpool, and their dependants if in conditions of need, hardship or distress.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Established: 19 years

www.liverpool.anglican.org

01517099722

Charity Commission for England and Wales

Tweets

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	*	£20	£85	£-65	n/a	n/a	n/a	n/a	n/a	2
31/12/21		£20	£20	£0	n/a	n/a	n/a	n/a	n/a	2
31/12/20	*	£20	£10	£10	n/a	n/a	n/a	n/a	n/a	2
31/12/19	*	£20	£19	£1	n/a	n/a	n/a	n/a	n/a	2
31/12/18	*	£17	£20	£-4	£0	£0	£0	n/a	0	1
31/12/17		£25	£19	£6	£0	£0	£0	n/a	0	0
31/12/16		£16	£18	£-3	£0	£0	£0	n/a	0	0
31/12/15		£23	£22	£1	£0	£0	£0	n/a	0	0
31/12/14		£17	£15	£2	£0	£0	£0	n/a	0	0
31/12/13		£18	£15	£3	£0	£0	£0	n/a	0	0
31/12/12		£18	£17	£1	£0	£0	£0	n/a	0	0
31/12/11		£22	£11	£11	£0	£0	£0	n/a	0	0
31/12/10		£17	£12	£5	£0	£0	£0	n/a	0	0
31/12/09		£33	£9	£23	£0	£0	£0	n/a	0	0
31/12/08	*	£15	£12	£3	£0	£0	£0	n/a	0	0
31/12/07		£18	£17	£1	£0	£0	£0	n/a	0	0
31/12/06?		£17	£9	£8	£0	£0	£0	n/a	0	0
01/12/05		£14	£16	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals

Where it operates

Throughout England,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees:

RT REV BEVERLEY MASON Appointed: 2018

VEN SIMON FISHER Appointed: 2020

VENERABLE MICHAEL JOSEPH PATRICK MCGURK Appointed: 2017, Occupation: Clerk In Holy Orders, Other trusteeship: THE LIVERPOOL DIOCESAN BOARD OF FINANCE,

VENERABLE PETER HENDRY SPIERS Appointed: 2015, Occupation: Clerk In Holy Orders, Other trusteeship: THE LIVERPOOL DIOCESAN BOARD OF FINANCE,

Legal constitution

Charity registered in England & Wales on 10/11/2004, number: 1106692

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR22: 114 days late, AR20: 365 days late, AR19: 730 days late, AR18: 132 days late, AR08: 88 days late,

Main office

ST JAMES'HOUSE
20 ST. JAMES ROAD
LIVERPOOL
L1 7BY

Objectives

THE OBJECT OF THE CHARITY IS TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE DIOCESE OF LIVERPOOL AND IN PARTICULAR, TO RELIEVE (EITHER GENERALLY OR INDIVIDUALLY) ACCREDITED MINISTERS (LAY OR ORDAINED) WHO ARE LICENSED TO WORK IN THE CHURCH OF ENGLAND IN THE DIOCESE OF LIVERPOOL AND THEIR DEPENDANTS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. THE TRUSTEES MUST GIVE PREFERENCE TO THE CITY OF LIVERPOOL, THE PARISH OF WALTON ON THE HILL, THE TOWNSHIP OF TOXTETH (ALL AS CONSTITUTED ON 10 MAY 1886) AND THE DEANERY OF WIGAN.

Defined Area of Benefit:

THE CITY OF LIVERPOOL, THE PARISH OF WALTON ON THE HILL, THE TOWNSHIP OF TOXTETH

Data Sources