2023-12-31-accounts

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THE YORK DIOCESAN MINISTERS. RELIEF {20091 FUND FINANCIAL STATEMENTS 31 DECEMBER 2023 INDEX Page Trustees, Report Report of the Independent Examiner Statemenl of Financial Activities Balance Sheet Notes to the Accounts 7-8 CHARITY NUMBER 1134193

THE YORK DIOCESAN MINISTERS, RELIEF (2009) FUND Trustees, Annual Report for the year ended 31 December 2023 Reference and administration detsils Charity name The York Diccesan Ministers. Relief120091 Fund Registered charity number The charity was created under a scheme dated 4 September 2009. On 31 Dember 2009 The York Diocesan Ministers, Relief Fund. The Diocese of York North Riding Charitable Fund 111143771 and York West Riding Charttable Society110020281 gifted their assets to the tharrty. The regtstered Charty number is 1134193. Charity's prlncipal addTrss Drocesan House Amy Johnson Way Clrfton Moor York Y030 4XT Names of the charity trustees who manage the charity The charity is administered by its managing trustees. During 2022 and to the date of this repo except where induted. the trustees were as follows.. Ex OfficTO trustees: The Venerable SJ Rushton The Venerable AC Broom The Venerable A Bloor Canon PJ Warry - Archdeacon of York - Archdeacon of the East Riding - Archdeacon of Cleveland - Ditxesan Secretsry Nominated trustees: Mr MA Griggs (resigned 11 Juty 2023) Mr J Longbotlom Co-opted trustees: Mrs HS Truefitt Structure, governance and management Type of goveming document Scheme of the Charity Commissioners dated 4 September 2009. Objectives and activities Summary of the objects ofthe charity set out in its goveming document The object of the charity is to relieve need, hardship and distress among clergy and linSed lay workers who reside or serve in or who have resided or served in the DioTrse of York and among persons who are dependant relatives of or who have acted as housekeepers lo any member of the clergy or licensed lay worker who is or was qualified as aforesaid.

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THE YORK DIOCESAN MINISTERS, RELIEF (2009) FUND Trustees. Annual Report for the year ended 31 December 2023 convd) Public Benefit The Trustees are aware of the Charity Commission's guidan on public benefft and have had regard lo il in their adminislratK)n of the trust. The Trustees believe that the objectives of the trust meet the public benefit requirements and that the activities for the year are in accordance with the objectives. Declaration The trustees declare that they have approved the trustees. report above. Signed on behalf of the trustees Canon P J Wary 3trr*4 2024

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Sally Appleton FCA Saffery LLP 10 Wellington Place Leeds LS1 4AP

�� 24 October 2024

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THE YORK DIOCESAN MINISTERS. RELIEF (2009) FUND STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDING 31 DECEMBER 2023 Notes Unrestricted Peant Funds Endowment FuThJs Totsl 2023 Total 2022 Income and endowments from: Invastments 51.836 51.836 50,960 Total incom• 51.836 51.836 50,960 Expenditure on: Charitable activities Govemance costs 86.124 4.512 86,124 4.512 71.361 829 Total expendlture 90,636 72.1 Net income before investment galnsllloss•sl 138.8(M)) 138,8001 121,2301 Gains11105ses) on investrnents.. 15.Crf)9 144.3 159,369 (225,4781 Not movtmènt in funds 3.791 144,360 120.569 246,708 Funds brought foThv3rd 1 January Funds carried forward 31 0mber 225.811 1.521,097 1.746,908 1.993.616 202.020 1.665,457 1,867.477 1.746.908 The Charivs itKome and expenditure all relates to u)ntinuing operation5. Induded wrth the comparative amounts are unrealised losses on investments of£204.243 relate whjlly to the pemanent endowment furvjs. All other comparative amounts relate to the unrestrthd funds.

THE YORK DIOCESAN MINISTERS. RELIEF {2009) FUND BALANCE SHEET AS AT 31 DECEMBER 2023 Ncrtes Unrestrided Endc*Atynent Funds Funds Total 2023 Total 2022 Flxed assets Investments 173.157 1,665.457 1.838.614 1,679,245 173,157 1.665,457 1.838,614 1,679,245 Current assets Debtors and accrued interesl Dep051ts Cash at bank 30,137 326 30,137 326 30,463 69.437 326 69,763 Crgditors Amounts falling due within one year (1.6CL)) 11.6001 12,100) Net current assets 28.863 28.863 67.663 Net assets 202,020 1,665,457 1.867.477 1.746.908 Funds of the charity Unrestricted Perman1 end¢)wment 202,020 202.020 225.811 1.665.457 1,665,457 1.521,097 202,020 1,665,457 1,867,477 1,746.908 Included vAthin comparative amounts are itwestment assets of £1.521,097 relating to permanent endovéTnent funds. Approved bythe Board of Trustees and althsed for issue qTh 2024 #Thy signej on behalfof the Board by". Can PJWaTry The notes on pages 7 to 8 fomi part of these cOUnt5

THE YORK DIOCESAN MINISTERS, RELIEF (2009) FUND Notes to the accounts for the year ended 31 December 2023 1. 8asls of preparatlon 1.1 B•sis of accountthg These accounts have been prepatsd on the basis historKal cost {except that investments shown at rnarkel value) in accordance with: The Statement of Recommended PractKe for Charities {SORP 20191; the Charities Act 2011.. and Financwql Reporting Standard IFRS) 1. 2. Accounting policies FUNDS Unrestricted Funds These fvnds comprise those which the trustees are free to use in accordance with the charttable objects. Endowment Fund This fvnd represents those assets whth must be held permanenlty by the charity. principally investments. Income artsing on the endowment fund can be used in accordance with the objects of the charity and is included as unrestricted income. Any c¥ital gains or losses on the investments form part of the fund. INCOMING RESOUCES Invgstment 5ncome This is induded in the accounts when receivable Interest recelvabl• Interest Is Included on ual$ ba¥is EXPENDITURE AND LIABILITIES Grants payable Expandtture on grants is recorded once the fijnd h&s made an uncondrtional commitment to pay the grant and this has beèn communicated to the beneficiary or the grant has been paid. ASSETS Investment gains and losses Investments held as fixed assets are incILed at market value at the year end. Any 9ain or loss on revaluation is taken to the Statement of Financial ActivitEs.

THE YORK DIOCESAN MINISTERS. RELIEF (2009) FUND Notes to the accounts for year ended 31 December2023 continued) 3. Income and endowments from: Unrestrided Endc¥•Ment Funds FuTrJ$ Total 2023 Total 2022 Instments Dividends Inleiest 50.257 1,579 50.257 1,579 49.981 979 Total in¢orne 51.836 51,836 50.960 4. Expenditure on.. Charfitsble activiti#s Grants payable 41 grants to irKlividuals (2022.. 62) 2 grdnt to insliiulions12022.. 1} 66.124 20.OCKI 86,124 66,124 20.000 86,124 56,361 15,000 71,361 Governance costs Admin expenses 4.512 4.512 4.512 4,S12 829 829 Total expenditurt ),636 90.636 72.190 5. Trustee expensès No trxpenses were paid to any trustees in ther 2023 or 2022. No otlw paymetts were made to any tnjstees. petsons dosely connected to them or related parties. 6. Paid employees The are no speafic employees ofthe charity or related ¢o$ts. 7. Crèdltors 2023 Grants awarded other creditors (1,C((l} {600 12.1(M)) 8. Fixed asset investments Quotsd investm?nts 2023 2022 Market value al 1 January Purchasés at cost Disposal at opening Maet value Revaluation Market value at 31 December 1.679.245 1.gM.723 159.369 1,838,614 225,478 1.679.245 Histori¢ Cost W2.932 992,932 9. Fund mov•ments Unrestricted Permanent fund endowment fuThJ Total funds 2023 Balance at 1 Janu8ry 2023 Incoming resources Resources e[led Revaluation Balance al 31 December 21r23 225.811 51.836 IW.6361 15.CX)9 202.020 1.521.097 1.746,908 51,836 190,6361 159,369 1.867,477 144,360 1,665,457 2022 comparatives BaL4nce at 1 January 2022 Incoming resources Resources expended Revaluation Balance at 31 Dember 2022 268.276 1.725,340 1.993.616 50.960 172.1901 {225.478 1,746,908 (72.1) 21.2351 225.811 (204.2431 1,521,097

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