NORTHERN BRETHREN'S FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 4 April 1968
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £308,215
Latest expenditure: £15,662
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: St. Roberts Presbytery, Oldgate, MORPETH, Northumberland, NE61 1QF

02 Activities

What the charity does

THE FUND PROVIDES LONG TERM ASSISTANCE TO RETIRED CLERGY TO HELP WITH THEIR UPKEEP AND MAINTENANCE

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 27 April 2026
Date Accounts Received: 27 April 2026
Total Gross Income: £308,215
Total Gross Expenditure: £15,662

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 2 January 2025
Date Accounts Received: 2 January 2025
Total Gross Income: £539,891
Total Gross Expenditure: £1,478

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 23 April 2024
Date Accounts Received: 23 April 2024
Total Gross Income: £829,363
Total Gross Expenditure: £128,778

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 14 March 2023
Date Accounts Received: 14 March 2023
Total Gross Income: £98,806
Total Gross Expenditure: £184,765

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 26 April 2022
Date Accounts Received: 26 April 2022
Total Gross Income: £206,485
Total Gross Expenditure: £238,716

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 27 April 2026
Total Gross Income: £308,215
Total Gross Expenditure: £15,662
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 2 January 2025
Total Gross Income: £539,891
Total Gross Expenditure: £1,478
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 23 April 2024
Total Gross Income: £829,363
Total Gross Expenditure: £128,778
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: 6

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 14 March 2023
Total Gross Income: £98,806
Total Gross Expenditure: £184,765
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 26 April 2022
Total Gross Income: £206,485
Total Gross Expenditure: £238,716
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 4

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 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 2 January 2025
Income Donations And Legacies: 40963
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 91289
Income Other: 407639
Income Total Income And Endowments: 539891
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £0
Expenditure Other: 1478
Expenditure Total: 1478
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 1478
Expenditure Depreciation: 0
Gain Loss Investment: 407639
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,756,212
Assets Total Fixed: 3411443
Assets Own Use: 3070300
Assets Long Term Investment: 341143
Defined Benefit Pension Scheme: 0
Assets Other Assets: £353,908
Assets Total Liabilities: £9,139
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,756,212
Creditors One Year Total Current: 9139
Creditors Falling Due After One Year: 0
Assets Cash: £353,908
Funds Endowment: 0
Funds Unrestricted: 3756212
Funds Restricted: 0
Funds Total: 3756212
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 23 April 2024
Income Donations And Legacies: 79096
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 58502
Income Other: 691765
Income Total Income And Endowments: 829363
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £128,778
Expenditure Other: 0
Expenditure Total: 128778
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1474
Expenditure Support Costs: 129143
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 691765
Gain Loss Other: 0
Reserves: £3,217,799
Assets Total Fixed: 3003804
Assets Own Use: 0
Assets Long Term Investment: 3003804
Defined Benefit Pension Scheme: 0
Assets Other Assets: £223,134
Assets Total Liabilities: £9,139
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,217,799
Creditors One Year Total Current: 9139
Creditors Falling Due After One Year: 0
Assets Cash: £223,133
Funds Endowment: 0
Funds Unrestricted: 3217799
Funds Restricted: 0
Funds Total: 3217799
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Northumberland
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Durham
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

08 Official extract

Charity Event History

Charity Name: NORTHERN BRETHREN'S FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1968-04-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: RULES AS AMENDED 15/09/1983
Charitable Objects: FOR THE RELIEF AND SUPPORT OF ITS MEMBERS IN TIMES OF INFIRMITY SICKNESS AND OLD AGE
Area Of Benefit: DIOCESE OF HEXHAM AND NEWCASTLE

10 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures