01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 1 May 1967
- Removed
- Not supplied
- Company number supplied
- 00039625
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £11,182,930
- Latest expenditure
- £10,722,670
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Carlilse Diocesan Board of Finance, Church House, 19-24 Friargate, Penrith, CA11 7XR
Website recorded by the regulator: www.carlislediocese.org.uk (displayed as text)
02 Activities
What the charity does
Resourcing the Church of England's mission and ministry primarily in the parishes of the Diocese of Carlisle and contributing towards the work of the Church nationally.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 23 October 2025
- Date Accounts Received
- 23 October 2025
- Total Gross Income
- £11,182,930
- Total Gross Expenditure
- £10,722,670
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 29 October 2024
- Date Accounts Received
- 29 October 2024
- Total Gross Income
- £10,246,506
- Total Gross Expenditure
- £9,928,042
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 23 October 2023
- Date Accounts Received
- 23 October 2023
- Total Gross Income
- £9,723,676
- Total Gross Expenditure
- £9,576,315
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 26 October 2022
- Date Accounts Received
- 26 October 2022
- Total Gross Income
- £9,166,900
- Total Gross Expenditure
- £8,760,394
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 31 October 2021
- Date Annual Return Received
- 20 October 2021
- Date Accounts Received
- 20 October 2021
- Total Gross Income
- £8,750,645
- Total Gross Expenditure
- £8,079,893
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 23 October 2025
- Total Gross Income
- £11,182,930
- Total Gross Expenditure
- £10,722,670
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 3
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 225
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 29 October 2024
- Total Gross Income
- £10,246,506
- Total Gross Expenditure
- £9,928,042
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 140001 150000
- 1
- Count Volunteers
- 224
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 23 October 2023
- Total Gross Income
- £9,723,676
- Total Gross Expenditure
- £9,576,315
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £9,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 232
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 26 October 2022
- Total Gross Income
- £9,166,900
- Total Gross Expenditure
- £8,760,394
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £5
- Income From Government Grants
- £200,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 228
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 20 October 2021
- Total Gross Income
- £8,750,645
- Total Gross Expenditure
- £8,079,893
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £7
- Income From Government Grants
- £387,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 225
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 23 October 2025
- Income Donations And Legacies
- 6152637
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2223619
- Income Investments
- 2073833
- Income Other
- 732841
- Income Total Income And Endowments
- 11182930
- Income Legacies
- 188343
- Income Endowments
- 0
- Expenditure Raising Funds
- £227,651
- Expenditure Charitable Expenditure
- £10,495,019
- Expenditure Other
- 0
- Expenditure Total
- 10722670
- Expenditure Investment Management
- 129748
- Expenditure Grants Institution
- 548000
- Expenditure Governance
- 59000
- Expenditure Support Costs
- 797000
- Expenditure Depreciation
- 56000
- Gain Loss Investment
- 377745
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,643,518
- Assets Total Fixed
- 83372661
- Assets Own Use
- 40419760
- Assets Long Term Investment
- 42952901
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £8,272,983
- Assets Total Liabilities
- £4,500,955
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £87,144,689
- Creditors One Year Total Current
- 4500955
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £5,608,574
- Funds Endowment
- 56284239
- Funds Unrestricted
- 5907196
- Funds Restricted
- 24953254
- Funds Total
- 87144689
- Count Employees
- 74
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 29 October 2024
- Income Donations And Legacies
- 5599336
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2102431
- Income Investments
- 1749166
- Income Other
- 795573
- Income Total Income And Endowments
- 10246506
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £185,804
- Expenditure Charitable Expenditure
- £9,742,238
- Expenditure Other
- 0
- Expenditure Total
- 9928042
- Expenditure Investment Management
- 129748
- Expenditure Grants Institution
- 354654
- Expenditure Governance
- 69000
- Expenditure Support Costs
- 670000
- Expenditure Depreciation
- 40000
- Gain Loss Investment
- 1558914
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £901,826
- Assets Total Fixed
- 83035823
- Assets Own Use
- 41253664
- Assets Long Term Investment
- 41782159
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £8,587,209
- Assets Total Liabilities
- £6,293,090
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £85,329,942
- Creditors One Year Total Current
- 6293090
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £4,116,761
- Funds Endowment
- 56889798
- Funds Unrestricted
- 5074584
- Funds Restricted
- 23365560
- Funds Total
- 85329942
- Count Employees
- 100
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 23 October 2023
- Income Donations And Legacies
- 5690809
- Income Other Trading Activities
- 345317
- Income Charitable Activities
- 2146056
- Income Investments
- 1533071
- Income Other
- 8423
- Income Total Income And Endowments
- 9723676
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £207,686
- Expenditure Charitable Expenditure
- £9,368,629
- Expenditure Other
- 0
- Expenditure Total
- 9576315
- Expenditure Investment Management
- 156579
- Expenditure Grants Institution
- 272098
- Expenditure Governance
- 61000
- Expenditure Support Costs
- 596000
- Expenditure Depreciation
- 32000
- Gain Loss Investment
- -3504850
- Gain Loss Pension Fund
- 61000
- Gain Loss Revaluation Fixed Investment
- 42000
- Gain Loss Other
- 0
- Reserves
- £2,612,465
- Assets Total Fixed
- 83109179
- Assets Own Use
- 41115437
- Assets Long Term Investment
- 41993742
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,715,456
- Assets Total Liabilities
- £6,368,487
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £83,456,148
- Creditors One Year Total Current
- 6268487
- Creditors Falling Due After One Year
- 100000
- Assets Cash
- £2,927,006
- Funds Endowment
- 56111397
- Funds Unrestricted
- 4555540
- Funds Restricted
- 22789211
- Funds Total
- 83456148
- Count Employees
- 81
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 26 October 2022
- Income Donations And Legacies
- 5513867
- Income Other Trading Activities
- 391247
- Income Charitable Activities
- 1443204
- Income Investments
- 1338415
- Income Other
- 480167
- Income Total Income And Endowments
- 9166900
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £177,118
- Expenditure Charitable Expenditure
- £8,583,276
- Expenditure Other
- 0
- Expenditure Total
- 8760394
- Expenditure Investment Management
- 130222
- Expenditure Grants Institution
- 283651
- Expenditure Governance
- 59000
- Expenditure Support Costs
- 547000
- Expenditure Depreciation
- 12000
- Gain Loss Investment
- 4085504
- Gain Loss Pension Fund
- 35000
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £756,820
- Assets Total Fixed
- 84764297
- Assets Own Use
- 41061906
- Assets Long Term Investment
- 43702391
- Defined Benefit Pension Scheme
- -148000
- Assets Other Assets
- £6,715,079
- Assets Total Liabilities
- £5,226,133
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £86,105,243
- Creditors One Year Total Current
- 5026133
- Creditors Falling Due After One Year
- 200000
- Assets Cash
- £3,573,620
- Funds Endowment
- 57719728
- Funds Unrestricted
- 5047614
- Funds Restricted
- 23337901
- Funds Total
- 86105243
- Count Employees
- 70
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 20 October 2021
- Income Donations And Legacies
- 5497239
- Income Other Trading Activities
- 361260
- Income Charitable Activities
- 1115605
- Income Investments
- 1389346
- Income Other
- 387195
- Income Total Income And Endowments
- 8750645
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £146,488
- Expenditure Charitable Expenditure
- £7,933,405
- Expenditure Other
- 0
- Expenditure Total
- 8079893
- Expenditure Investment Management
- 98819
- Expenditure Grants Institution
- 287467
- Expenditure Governance
- 60000
- Expenditure Support Costs
- 535000
- Expenditure Depreciation
- 30000
- Gain Loss Investment
- 1087351
- Gain Loss Pension Fund
- -23000
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 234812
- Reserves
- £931,494
- Assets Total Fixed
- 79764104
- Assets Own Use
- 42353916
- Assets Long Term Investment
- 37410188
- Defined Benefit Pension Scheme
- -342000
- Assets Other Assets
- £6,950,481
- Assets Total Liabilities
- £5,172,213
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £81,200,372
- Creditors One Year Total Current
- 4872213
- Creditors Falling Due After One Year
- 300000
- Assets Cash
- £3,893,755
- Funds Endowment
- 55745969
- Funds Unrestricted
- 4446328
- Funds Restricted
- 21008075
- Funds Total
- 81200372
- Count Employees
- 73
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cumbria
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 309
- Classification Type
- How
- Classification Description
- Acts As An Umbrella Or Resource Body
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
08 Official extract
Charity Event History
- Charity Name
- CARLISLE DIOCESAN BOARD OF FINANCE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1967-05-01T00:00:00
- Charity Name
- CARLISLE DIOCESAN BOARD OF FINANCE
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2023-02-06T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 5017906
- Assoc Registered Charity Number
- 1142078
- Assoc Charity Name
- THE FRIENDS OF ST OSWALD'S CHURCH, RAVENSTONEDALE
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMO & ARTICLES OF ASSOCIATION INCORPORATED 20 MAY 1893 AS AMENDED 2 AP 1913, 14 MAR 1922, 2 NOV 1926, 29 APRIL 1927, 2 APRIL 1946, 17 MAR 1950, 4 APRIL 1970, 12 MAY 1973, 8 JUNE 1979, 11 MAY 1988, 25 JAN 1995, 31 NOV 2003 , 12 JULY 2006 10 NOV 2007 as amended on 15 Jun 2021
- Charitable Objects
- THE ACQUISITION OF PROPERTY, BOTH REAL AND PERSONAL BY GIFT SUBSCRIPTION, DEVISE, BEQUEST, PURCHASE OR OTHERWISE FOR THE SUPPORT, MAINTENANCE OR DEVELOPMENT OF, OR OTHERWISE FOR THE BENEFIT OF ANY CHARITY, CHARITABLE INSTITUTION, ORGANISATION, SOCIETY, ASSOCIATION OR FUND IN CONNECTION WITH THE CHURCH OF ENGLAND, WHOLLY OR PARTLY WITHIN THE DIOCESE OF CARLISLE IN THE MANNER AS SET FORTH IN CLAUSE 3 OF THE MEMORANDUM OF ASSOCIATION.
- Area Of Benefit
- DIOCESE OF CARLISLE.
10 Official extract
Charity Other Names
- Charity Name Id
- 51137
- Charity Name Type
- Working name
- Charity Name
- CARLISLE DBF
- Charity Name Id
- 51157
- Charity Name Type
- Working name
- Charity Name
- CARLISLE DIOCESE
- Charity Name Id
- 51173
- Charity Name Type
- Working name
- Charity Name
- DIOCESE OF CARLISLE
11 Official extract
Charity Policy
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Conflicting interests