CCEW Charity Commission profile

BANGOR DIOCESAN TRUST

Registered charity 234156 · organisation 234156

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 June 1964
Removed
Not supplied
Company number supplied
00204176
Financial period
1 April 2024 – 31 March 2025
Latest income
£482,028
Latest expenditure
£664,420
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Diocesan Centre, Ty Deiniol, Cathedral Close, BANGOR, LL57 1RL

Website recorded by the regulator: bangor.churchinwales.org.uk (displayed as text)

02 Activities

What the charity does

TO HOLD AND MAINTAIN FUNDS FOR THE DIOCESE OF BANGOR, ITS CHURCHES AND SCHOOLS

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
29 January 2026
Date Accounts Received
29 January 2026
Total Gross Income
£482,028
Total Gross Expenditure
£664,420
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
24 October 2024
Date Accounts Received
24 October 2024
Total Gross Income
£1,045,935
Total Gross Expenditure
£274,942
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
31 January 2024
Date Accounts Received
31 January 2024
Total Gross Income
£264,477
Total Gross Expenditure
£103,624
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
17 January 2023
Date Accounts Received
17 January 2023
Total Gross Income
£344,021
Total Gross Expenditure
£209,340
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
22 December 2021
Date Accounts Received
22 December 2021
Total Gross Income
£282,855
Total Gross Expenditure
£157,503

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
29 January 2026
Total Gross Income
£482,028
Total Gross Expenditure
£664,420
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
24 October 2024
Total Gross Income
£1,045,935
Total Gross Expenditure
£274,942
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Total Gross Income
£264,477
Total Gross Expenditure
£103,624
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
17 January 2023
Total Gross Income
£344,021
Total Gross Expenditure
£209,340
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
22 December 2021
Total Gross Income
£282,855
Total Gross Expenditure
£157,503
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
24 October 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
315523
Income Other
730412
Income Total Income And Endowments
1045935
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£274,942
Expenditure Other
0
Expenditure Total
274942
Expenditure Investment Management
0
Expenditure Grants Institution
274942
Expenditure Governance
0
Expenditure Support Costs
73588
Expenditure Depreciation
8349
Gain Loss Investment
842996
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,398,464
Assets Total Fixed
11743476
Assets Own Use
826579
Assets Long Term Investment
10916897
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,316,602
Assets Total Liabilities
£99,765
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,960,313
Creditors One Year Total Current
99765
Creditors Falling Due After One Year
0
Assets Cash
£2,198,424
Funds Endowment
0
Funds Unrestricted
4398464
Funds Restricted
9561849
Funds Total
13960313
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Gwynedd
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Powys
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Isle Of Anglesey
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Conwy
Welsh Ind
Yes

07 Official extract

Charity Classification

Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance

08 Official extract

Charity Event History

Charity Name
BANGOR DIOCESAN TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1964-06-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 24 FEBRUARY 1925
Charitable Objects
TO ASSIST AND PROMOTE THE WORK OF THE CHURCH IN WALES IN THE DIOCESE OF BANGOR
Area Of Benefit
DIOCESE OF BANGOR

10 Official extract

Charity Policy

Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Investment
Policy Name
Risk management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints handling
Policy Name
Safeguarding policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures