Finance Score: -3

Governance Score: 2

Support Score: 3

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 2

THE CORNWALL RETIRED CLERGY, WIDOWS OF THE CLERGY AND THEIR DEPENDANTS FUND

Providing grants to any widow, widower, former spouse, separated spouse or a child of a deceased member of the clergy in the Diocese of Truro who are in need by reason of poverty.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender

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 and on several occasions in recent years less than spending

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	*	£10	£17	£-8	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£10	£12	£-2	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£18	£15	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£12	£13	£-1	n/a	n/a	n/a	n/a	n/a	9
31/12/18		£15	£10	£5	£0	£0	£0	n/a	0	0
31/12/17		£15	£7	£8	£0	£0	£0	n/a	0	0
31/12/16		£12	£7	£5	£0	£0	£0	n/a	0	0
31/12/15		£12	£3	£10	£0	£0	£0	n/a	0	0
31/12/14		£13	£5	£8	£0	£0	£0	n/a	0	0
31/12/13		£14	£6	£8	£0	£0	£0	n/a	0	0
31/12/12		£15	£11	£5	£0	£0	£0	n/a	0	0
31/12/11		£14	£14	£0	£0	£0	£0	n/a	0	0
31/12/10		£16	£12	£4	£0	£0	£0	n/a	0	0
31/12/09		£14	£12	£1	£0	£0	£0	n/a	0	0
31/12/08		£13	£19	£-7	£0	£0	£0	n/a	0	0
31/12/07		£12	£8	£4	£0	£0	£0	n/a	0	0
31/12/06		£11	£9	£2	£0	£0	£0	n/a	0	0
31/12/05		£14	£18	£-5	£0	£0	£0	n/a	0	0
31/12/04		£8	£4	£4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 40 years

finance@truro.anglican.org

01872274351

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

Cornwall,

Who it helps

Other Defined Groups

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£47,369	01/04/2021	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

MRS VIVENNE MALSOM Appointed: 2015

REVD CANON PATRICIA ANNE ROBSON MBE Appointed: 2015

REV BRIAN ANTHONY MCQUILLEN Appointed: 2022

REV CANON JOHN HARRIS Appointed: 2019

REV CLIVE FREDERICK MORTON Appointed: 2019

REV HELEN CHARLOTTE BABER Appointed: 2019

TERENCE LESLIE HODGE Appointed: 2017

THE REVEREND GORDON CRYER

THE VENERABLE KELLY ANNE BETTERIDGE Appointed: 2021, Other trusteeship: THE TRURO DIOCESAN BOARD OF FINANCE LIMITED,

Legal constitution

Charity registered in England & Wales on 21/06/1984, number: 289675

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR22: 89 days late,

Main office

Truro Diocesan Board of Finance Ltd
Church House
Woodland Court
Truro Business Park
Threemilestone
TR4 9NH

Objectives

1) TO PROVIDE GRANTS FOR THE BENEFIT OF ANY WIDOW, WIDOWER, FORMER SPOUSE, SEPARATED SPOUSE, OR CHILD OF A DECEASED MEMBER OF THE CLERGY OR FORMER SPOUSE OR SEPARATED SPOUSE OF ANY MEMBER OF THE CLERGY, IN EITHER CASE WHO HAD AT ANY TIME BEEN BENEFICED OR LICENSED OR HELD ANY ECCLESIASTICAL PREFERMENT IN THE DIOCESE OF TRURO AND WHO IS IN NEED BY REASON OF POVERTY.2) TO PROVIDE GRANTS FOR THE BENEFIT OF ANY WIDOW, WIDOWER, FORMER SPOUSE, SEPARATED SPOUSE, OR CHILD OF A DECEASED MEMBER OF THE CLERGY OR FORMER SPOUSE OR SEPARATED SPOUSE OF ANY MEMBER OF THE CLERGY, IN EITHER CASE WHO HAD AT ANY TIME BEEN BENEFICED OR LICENSED OR HELD ANY ECCLESIASTICAL PREFERMENT IN ANY DIOCESE OF THE ANGLICAN COMMUNION AND WHO IS IN NEED BY REASON OF POVERTY, PROVIDED THAT THE WIDOW ETC. IS RESIDENT IN THE DIOCESE OF TRURO.3) TO PROVIDE GRANTS FOR THE BENEFIT OF ANY RETIRED MEMBER OF THE CLERGY OF THE CHURCH OF ENGLAND WHO HAS AT ANY TIME BEEN BENEFICED OR LICENSED OR HELD ANY ECCLESIASTICAL PREFERMENT WITHIN THE DIOCESE OF TRURO WHO IS IN NEED BY REASON OF POVERTY.4) TO PROVIDE GRANTS FOR THE BENEFIT OF ANY RETIRED MEMBER OF THE CLERGY OF THE CHURCH OF ENGLAND WHO HAS BEEN BENEFICED OR LICENSED OR HELD ANY ECCLESIASTICAL PREFERMENT IN ANY DIOCESE OF THE ANGLICAN COMMUNION AND IS RESIDENT IN THE DIOCESE OF TRURO AND IN NEED BY REASON OF POVERTY.

Defined Area of Benefit:

DIOCESE OF TRURO

Data Sources