01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 23 January 1998
- Removed
- Not supplied
- Company number supplied
- 03489945
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £4,159,967
- Latest expenditure
- £4,122,535
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Diocese of Monmouth, Diocesan Board of Finance, 64 Caerau Road, NEWPORT, Gwent, NP20 4HJ
Website recorded by the regulator: www.churchinwales.org.uk/monmouth/index.html (displayed as text)
02 Activities
What the charity does
To ensure that there is sufficient revenue to maintain the level of stipendiary ministry for the diocese and to enable the administrative functions of the diocese to be properly exercised.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 15 October 2026
- Date Accounts Received
- 15 October 2026
- Total Gross Income
- £4,159,967
- Total Gross Expenditure
- £4,122,535
- 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
- 8 October 2025
- Date Accounts Received
- 8 October 2025
- Total Gross Income
- £3,774,334
- Total Gross Expenditure
- £3,732,962
- 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
- 27 August 2024
- Date Accounts Received
- 27 August 2024
- Total Gross Income
- £4,163,580
- Total Gross Expenditure
- £3,130,151
- 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
- 31 October 2023
- Date Accounts Received
- 31 October 2023
- Total Gross Income
- £3,350,539
- Total Gross Expenditure
- £2,868,391
- 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
- 30 September 2022
- Date Accounts Received
- 30 September 2022
- Total Gross Income
- £3,930,405
- Total Gross Expenditure
- £3,815,340
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 15 October 2026
- Total Gross Income
- £4,159,967
- Total Gross Expenditure
- £4,122,535
- 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
- 1
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 50
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 8 October 2025
- Total Gross Income
- £3,774,334
- Total Gross Expenditure
- £3,732,962
- 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
- 1
- Count Volunteers
- 50
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 27 August 2024
- Total Gross Income
- £4,163,580
- Total Gross Expenditure
- £3,130,151
- 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
- 1
- Count Volunteers
- 50
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 31 October 2023
- Total Gross Income
- £3,350,539
- Total Gross Expenditure
- £2,868,391
- Charity Raises Funds From Public
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 50
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 30 September 2022
- Total Gross Income
- £3,930,405
- Total Gross Expenditure
- £3,815,340
- Charity Raises Funds From Public
- 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
- 50
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 15 October 2026
- Income Donations And Legacies
- 3865328
- Income Other Trading Activities
- 108836
- Income Charitable Activities
- 0
- Income Investments
- 184457
- Income Other
- 1346
- Income Total Income And Endowments
- 4159967
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £19,366
- Expenditure Charitable Expenditure
- £4,103,169
- Expenditure Other
- 0
- Expenditure Total
- 4122535
- Expenditure Investment Management
- 19366
- Expenditure Grants Institution
- 330027
- Expenditure Governance
- 57017
- Expenditure Support Costs
- 360695
- Expenditure Depreciation
- 4939
- Gain Loss Investment
- 219080
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -5000
- Gain Loss Other
- 0
- Reserves
- £4,474,735
- Assets Total Fixed
- 4036296
- Assets Own Use
- 483785
- Assets Long Term Investment
- 3552511
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,994,029
- Assets Total Liabilities
- £1,064,934
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,965,391
- Creditors One Year Total Current
- 942634
- Creditors Falling Due After One Year
- 122300
- Assets Cash
- £2,691,194
- Funds Endowment
- 0
- Funds Unrestricted
- 6338452
- Funds Restricted
- 626939
- Funds Total
- 6965391
- Count Employees
- 17
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 8 October 2025
- Income Donations And Legacies
- 3450587
- Income Other Trading Activities
- 122711
- Income Charitable Activities
- 0
- Income Investments
- 198584
- Income Other
- 2452
- Income Total Income And Endowments
- 3774334
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £19,013
- Expenditure Charitable Expenditure
- £3,713,949
- Expenditure Other
- 0
- Expenditure Total
- 3732962
- Expenditure Investment Management
- 19013
- Expenditure Grants Institution
- 245842
- Expenditure Governance
- 55686
- Expenditure Support Costs
- 341282
- Expenditure Depreciation
- 3562
- Gain Loss Investment
- 135016
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 80000
- Gain Loss Other
- 0
- Reserves
- £4,158,250
- Assets Total Fixed
- 3836519
- Assets Own Use
- 484650
- Assets Long Term Investment
- 3351869
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,866,751
- Assets Total Liabilities
- £989,391
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,713,879
- Creditors One Year Total Current
- 792091
- Creditors Falling Due After One Year
- 197300
- Assets Cash
- £2,973,429
- Funds Endowment
- 0
- Funds Unrestricted
- 6067327
- Funds Restricted
- 646552
- Funds Total
- 6713879
- Count Employees
- 14
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 27 August 2024
- Income Donations And Legacies
- 3840507
- Income Other Trading Activities
- 146984
- Income Charitable Activities
- 0
- Income Investments
- 169177
- Income Other
- 6912
- Income Total Income And Endowments
- 4163580
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £18,436
- Expenditure Charitable Expenditure
- £3,111,715
- Expenditure Other
- 0
- Expenditure Total
- 3130151
- Expenditure Investment Management
- 18436
- Expenditure Grants Institution
- 148186
- Expenditure Governance
- 82677
- Expenditure Support Costs
- 352113
- Expenditure Depreciation
- 2897
- Gain Loss Investment
- 55570
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,883,989
- Assets Total Fixed
- 3639049
- Assets Own Use
- 406509
- Assets Long Term Investment
- 3232540
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,756,944
- Assets Total Liabilities
- £938,502
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,457,491
- Creditors One Year Total Current
- 721202
- Creditors Falling Due After One Year
- 217300
- Assets Cash
- £3,092,489
- Funds Endowment
- 0
- Funds Unrestricted
- 5660120
- Funds Restricted
- 797371
- Funds Total
- 6457491
- Count Employees
- 10
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 31 October 2023
- Income Donations And Legacies
- 3112200
- Income Other Trading Activities
- 105832
- Income Charitable Activities
- 0
- Income Investments
- 131023
- Income Other
- 1484
- Income Total Income And Endowments
- 3350539
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £18,927
- Expenditure Charitable Expenditure
- £2,849,464
- Expenditure Other
- 0
- Expenditure Total
- 2868391
- Expenditure Investment Management
- 18927
- Expenditure Grants Institution
- 164647
- Expenditure Governance
- 71513
- Expenditure Support Costs
- 312486
- Expenditure Depreciation
- 1464
- Gain Loss Investment
- -370428
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,687,116
- Assets Total Fixed
- 3598985
- Assets Own Use
- 403909
- Assets Long Term Investment
- 3195076
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,726,862
- Assets Total Liabilities
- £957,355
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,368,492
- Creditors One Year Total Current
- 740055
- Creditors Falling Due After One Year
- 217300
- Assets Cash
- £2,116,160
- Funds Endowment
- 0
- Funds Unrestricted
- 4810220
- Funds Restricted
- 558272
- Funds Total
- 5368492
- Count Employees
- 9
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 30 September 2022
- Income Donations And Legacies
- 3673502
- Income Other Trading Activities
- 153251
- Income Charitable Activities
- 0
- Income Investments
- 103646
- Income Other
- 6
- Income Total Income And Endowments
- 3930405
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £18,478
- Expenditure Charitable Expenditure
- £3,796,862
- Expenditure Other
- 0
- Expenditure Total
- 3815340
- Expenditure Investment Management
- 18478
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 47139
- Expenditure Support Costs
- 297138
- Expenditure Depreciation
- 1430
- Gain Loss Investment
- 268000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £429,613
- Assets Total Fixed
- 3870058
- Assets Own Use
- 402961
- Assets Long Term Investment
- 3467097
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,653,050
- Assets Total Liabilities
- £1,266,336
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,256,772
- Creditors One Year Total Current
- 1006086
- Creditors Falling Due After One Year
- 260250
- Assets Cash
- £1,786,974
- Funds Endowment
- 0
- Funds Unrestricted
- 4695574
- Funds Restricted
- 561198
- Funds Total
- 5256772
- Count Employees
- 9
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Caerphilly
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cardiff
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Blaenau Gwent
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Torfaen
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Newport City
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Monmouthshire
- Welsh Ind
- Yes
07 Official extract
Charity Classification
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
- Classification Code
- 309
- Classification Type
- How
- Classification Description
- Acts As An Umbrella Or Resource Body
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
08 Official extract
Charity Event History
- Charity Name
- MONMOUTH DIOCESAN BOARD OF FINANCE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1998-01-23T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM OF ARTICLES AND ASSOCIATIONS INCORPORATED ON 2 JANUARY 1998 AS AMENDED 26 JUNE 2003.
- Charitable Objects
- TO PROMOTE AND ASSIST THE PURPOSES OF THE CHURCH IN WALES AND IN THE PROVINCE OF WALES GENERALLY AND IN THE DIOCESE OF MONMOUTH FOR THE TIME BEING IN PARTICULAR AND TO COMPLY WITH THE CONSTITUTION OF THE CHURCH IN WALES AND THE DIOCESAN CONFERENCE IN SO FAR AS IS CONSISTENT WITH ITS REGISTRATION AS AN AUTONOMOUS INSTITUTION UNDER THE CHARITIES ACT 1993.
- Area Of Benefit
- WALES AND DICESE OF MONMOUTH
10 Official extract
Charity Other Names
- Charity Name Id
- 420414
- Charity Name Type
- Working name
- Charity Name
- MONMOUTH DBF
11 Official extract
Charity Policy
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investment
- Policy Name
- Serious incident reporting policy and procedures