01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 13 August 2003
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £56,346
- Latest expenditure
- £62,008
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 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
The Retired Clergy and Dependants Fund provides for the relief of poverty by assisting retired Church of England clergy, licensed lay workers or deserted spouses of clergy who reside or served in the Diocese of Carlisle and their dependants. It makes grants to assist with the costs of moving when clergy retire and provides support throughout the year but in particular at Christmas.
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
- 18 October 2025
- Date Accounts Received
- 18 October 2025
- Total Gross Income
- £56,346
- Total Gross Expenditure
- £62,008
- 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
- 26 October 2024
- Date Accounts Received
- 26 October 2024
- Total Gross Income
- £59,152
- Total Gross Expenditure
- £45,267
- 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
- £59,102
- Total Gross Expenditure
- £78,610
- 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
- £49,922
- Total Gross Expenditure
- £41,391
- 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
- 26 October 2021
- Date Accounts Received
- 26 October 2021
- Total Gross Income
- £51,673
- Total Gross Expenditure
- £40,942
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
- 18 October 2025
- Total Gross Income
- £56,346
- Total Gross Expenditure
- £62,008
- 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
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 26 October 2024
- Total Gross Income
- £59,152
- Total Gross Expenditure
- £45,267
- 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
- 5
- 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
- 31 October 2023
- Total Gross Income
- £59,102
- Total Gross Expenditure
- £78,610
- 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
- 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
- £49,922
- Total Gross Expenditure
- £41,391
- 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
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 26 October 2021
- Total Gross Income
- £51,673
- Total Gross Expenditure
- £40,942
- 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
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cumbria
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
07 Official extract
Charity Event History
- Charity Name
- CARLISLE DIOCESE RETIRED CLERGY AND DEPENDANTS FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2003-08-13T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- DECLARATION OF TRUST DATED 1 MAY 2003
- Charitable Objects
- FOR THE RELIEF OF POVERTY BY THE PROVISION OF GRANTS AND LOANS TO ASSIST: 1. RETIRED CLERGY WHO RESIDE OR WHO HAVE SERVED IN THE DIOCESE OF CARLISLE AND THEIR SPOUSES AND DEPENDANTS 2. DESERTED SPOUSES OF CLERGY WHO RESIDE OR WHO HAVE SERVED IN THE DIOCESE OF CARLISLE AND THEIR DEPENDANTS 3. RETIRED LICENSED LAY WORKERS WHO HAVE SERVED IN THE DIOCESE OF CARLISLE AND THEIR SPOUSES AND DEPENDANTS.
- Area Of Benefit
- CARLISLE DISOCESE
09 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Risk management
- Policy Name
- Investment
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints handling