THE YORK DIOCESAN MINISTERS, RELIEF {2009) FUND FINANCIAL STATEMENTS 31 DECEMBER 2024 INDEX Page Trustees, Report Report of the Independenl Examiner Stalemenl of Financial Activities Balance Sheet Notes to the Accounts CHARITY NUMBER 1134193
THE YORK DIOCESAN MINISTERS. RELIEF (20091 FUND Trustees, Annual Report for the year ended 31 December 2024 Reference and administration details Charity name The York Diocesan Ministers, Relief {20091 Fund Reglstered charlty number The charity was created under a scheme dated 4 September 2009. On 31 December 2009 The York Diocesan Ministers, Relief Fund, The Diocese of York North Riding Char¢table Fund 111143771 and York Wesl Riding Charitable So¢iety110020281 gifted their assets lo the charty. The registered charity number is 1134193. Charity'$ principal address Diocesan 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 Iruslees. During 2024 and lo the date of this report, except where indicated. the Iruslees were as follows.. Ex Officio trustees: The Venerable SJ Rushlon The Venerable AC Broom The Venerable A Bloor Canon PJ Wary Archdeacon ol York Iresigned 31 March 2025} Archdeacon of the East Riding - Archdeacon of Cleveland - Diccesan Secretsry Nominated trustees: Mr J Longbottom Mr D Millican lappoinled 26 September 2024) Co-opted trustees: Mrs HS Truefitt Structure, governance and management Type of governing document Scheme of the Charity Commissioners dated 4 September 2009. Objectives and activities Summary ofthe oblects of the charlty set out In Its governing document The object of the charty is lo relieve need, hardship and distress among clergy and licensed lay workers who reside or serve in or who have resided or served in the Diocese ol York and 8mong persons who a dependanl relatives of or who have acted as housekeepers lo any member of the clergy OT licensed lay worker who is or was qualified as aforesaid.
THE YORK DIOCESAN MINISTERS, RELIEF {2009) FUND ststement of trustees, responsibilities The Iru$lees are responsible for preparing the trustees, report and the financial ststements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally A¢cepted Accounting Praclicel. The law applicable to charities in England & Wales requires the ITLislees lo prepare financial slalemenls for each financial year which give 8 true and fair view of the slate of affairs of the charity and of the incoming resources and application of resources of the charty for that period. In preparing these financial slalemenls, the Iruslees are required to.. select suitable accounting policies and then apply them consistently". observe the methods and principles in the Charities SORP IFRS1021". make judgements and estimates that are reasonable and prudent., state whether applicable accountin9 standards have been followed, subject lo any material departures disclosed and explained in the financial statements., and prepare the financial statements on the going concern basis unless rt is inappropriate to presume that the charity will continue in business. The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy al any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charrties Act 2011, applicable accounting regulation5. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and olhei irregularities. The trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity's websf(e. Legislation in the Unrted Kingdom goveming the preparation and dissemination of financial statements may drffer from legislation in other jurisdictions Achlevements and perfomiance Achievements During the year the Iruslees made 28 grants 12023.. 431 lo beneficiaries totalling £59,308 {2023.' £86,124). The market value of the Irusl'5 investments increased by £42,112 10 £1,850,726. Financial Review The total value of the fund increased by £32,277 which was mainly due lo an increase in the value of the Trust's Investments. The total reserves al 31 December 2024 were £1,899.754 of which £196,161 was unrestrided and £1,703,593 was permanent endowment. Reserves The level of unrestricted reserves1£196,161 8131 Demtser 20241 is considered by the trustees to be sufficient lo allow them lo make grants under the charity's primary object. that is for the relief of need. and also under ils secondary object, that is in order to further the religious and other charitable work of the Church ol England in the area of benefit. The Trustees have determined that should unreslrieted reserves reduce to £80,000 il will be ne¢essary for them to reconsider this decision and lo priorrtise grants which are focussed on the relief of need. hardship and distress. In selecting the £80,000 floor, the Trustees are min(Jful of the need lo have in reserve sufficient funds available lo meet the needs of occasional cases that require a larger than average grant. A5 the year end reserves are significantly above this level, the Trustees continue to seek addrtional grant making opportunities.
THE YORK DIOCESAN MINISTERS. RELIEF120091 FUND Trustees, Annual Report for the year ended 31 December 2024 (cont'dl Public Benefit The Trustees are aware of the Ch8rity Commission's guidan¢e on public benefit and have had regard lo il in their administration of the Irusl. The Trustees believe that the objectives of the trust meet the public benefrt requirements and that the activrties for the year are in accordance with the objectives. Declaration The trustees declare that they have approved the trvslees. report above. Signed on behalf of the trustees Canon P J War 2025
THE YORK DIOCESAN MINISTERS, RELIEF {20091 FUND Independent Examiner's Report to The Trustees of The York Diocesan Ministers, Relief (2009> Fund I report lo the Trustees on my examination of the accounts of The York Diocesan Ministers. Relief 120091 Fund for the year ended 31 December 2024 which are sel out on pages 5 to 8. Respective responsibilities of trustees and exarniner As the Charity Iruslees you are responsible for the preparation of the aecounts in accordance with the requirements of the Charrties A¢t 2011 {"Ihe 2011 A¢l'l. I report in respect of my examination of the Trust's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed the requirements of the applicable Directions given by the Charity Commission under section 14515llbl of the 2011 Act. Basls of Independent examlner's report My examination w85 carried out in accordance with the general Directions gNen by the Charrty Commission. An examination includes a review of the accounting records kept by the charity 8nd a comparison of the a¢¢ounls presented wlch those records. It also includes consideration of any unusijal items or disclosures in the accounls.and seeking explanations from you as trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as lo whether the accounts present a 'lrue and fair view, and the report is limited lo those matters set out in the statement below. Independent examlner's statement I have completed my examination. I confimi that no matters have come to my attention giving me cause to beli8ve that in any material respect.. accounting records were not kept in respect of the charty as qUired by section 130 of the 2011 Act.. or 2. the accounts do not accord wf(h those records,. or 3. the accounts do not cornply with the applicable requirements concerning the fom and content of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination. I have no COnrnS and have eome across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a propel understanding of the accounts lo be reached. Sally Appleton FCA Saffery LLP 10 Wellington Place Leeds LS14AP Dale.. 27 October 2025
THE YORK DIOCESAN MINISTERS. RELIEF (20091 FUND STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDING 31 DECEMBER 2024 Notes Unrestricted Pemanent Funds Endowment Funds Total 2024 Total 2023 Income and endowments from: Investments 52,409 52,409 51,836 Total Income 52.409 51,836 Expenditure on: Charitable activities Govemaneè costs 59.308 2.936 59,308 2,936 86,124 4,512 Total expendttur• 62.244 90,636 N•t Incom• b•for• Inv•stm•nt galnslllo$se$l 19.8351 19,8351 138,8001 Gainslllossesl on investhents.. 3,976 38,136 42,112 159.369 Net movement in funds 5.859 38,136 120.569 Funds brought forward 1 January Funds rArried forward 31 December 202,020 1 665 457 1 867 477 1.746 908 196.161 1,703,593 1,899,754 1,867,477 Thè Charity's income and expenditure all relates to continuing operations. Included with the cornparats.ve amounts ar8 unrealis&d gains on investments of £14A,360 wllch late wholly to the pemianent endowrnent funds. All other comparative amounts relate to the unrestricted funds.
THE YORK DIOCESAN MINISTERS, RELIEF120091 FUND BALANCE SHEET AS AT 31 DECEMBER 2024 Notes Unrestricted Endowment Fund5 Funds Totsl 2024 Total 2023 Flxed assets Investments 147.133 1.703.593 1 860,726 1.838,614 147,133 1,703,593 1850 726 1.838 614 Current assets Deposits Cash at bank 51,228 61,228 30,137 326 30,463 51.228 51,228 CredStors Arnounts falling duè within one ar 12,2001 12.21JOI 11,6001 Net current assets 49.028 49,028 28.863 Net assets 196,161 1 703 593 1899 7S4 1.887 477 Funds of the charlty unstrICted Prm8nent en¢Jownent 196.161 196,161 202,020 1.703.593 1.703.693 1,665,457 196.161 1,703.593 1 899 754 1,867,477 Induded wthin comparative amounts are investment assets of £1.665.457 relatlll9 to perrnanent endowment funds. Atproved by th8 Board of Trusteès and authorised for Issue on 11 2025 and signed on behalf of the Board by.. Cawjn P J Warry The notes on page5 7 10 8 form part of these a¢wunts
THE YORK DIOCESAN MINISTERS, RELIEF (2009) FUND Notes to the accounts for the year ended 31 December 2024 l. Basis of preparation 1.1 Basls of accounting These accourbts have been prepared on the basis of historieal cost lexeept that investments are shown at mark8t valu81 in accordancè with". The StatenEnt of RernMened Pradice for Charitiès ISORP 2019).. the Charities Act 2011. and Financial Reporting Standard (FRSI 102. 2. Accounting policies FUNDS Unrestricted Fund5 These funds Comprise those which the trustees are free to use in accordance wrth the charitable objects_ Endowment Fund This fund represents those assets which must be held pemianent5y by the charity. principally investments. Income arising on Ihe endowment fund can be used in a¢(x)rdance with the objects of the harity and 15 included as unrestricted income. Any capital gains or losses on the investments form part of the fund. INCOMING RESOUCES Investment Income This is induded in the accounts when receivablè Interest receivable Interest is included on an accruals basis EXPENDITURE AND LIABILITIES Grants payable Expenditure on grants is recorded once the fund has made an uncondition81 commitment to pay the grant and this has been communicated to the benefioary or the grant ha5 been paid. ASSETS Investment galns and 108808 Investments held as fixed assets are includ8d at market value at the year end. Any gain or loss on revaluation is taken to the Statement of Financial Activities.
THE YORK DIOCESAN MINISTERS. RELIEF {2009} FUND Notes to the accounts for year ended 31 Dgcember 2024 (continued} 3. Income ant1 endowments from.. Unrestricted Endowment Funds Funds Totsl 2024 Tot81 2023 Inv•stm•nts Dividends Interest 51.038 1.371 51,038 1.371 50,257 1,579 Total Income 52.409 52.409 61.836 4. Expendbtur• on.. Charltable activities Grants payable 27 grants to individuals12023". 411 1 grant to instilutions12023'. 21 44,308 44,308 86,124 20,000 88.124 59,308 Govemance ¢08ts Acknin èxpèns8S 4,512 4,512 2,936 2,936 Total gxpendlture 62 244 S. Trustee expenses No expenses were paid lo any trustses in either 2024 or 2023. No othar paymants wets made to any trustees, pètsons clL6dy connected to them or related paities. 6. Pald employees There are no Specific ernploy8e5 of th8 charity or related costs. 7. Cr•dltorn 2024 2023 Grant5 awarded Other creditors 11,0001 1,200 2,200 11,0001 600 1,600 8. Flxed asset Investments Quoted investments 2024 2023 maet value at 1 January Purch8S8S 8t cost Disposal at opening matket value Revalu8tion Market value at 31 December 1,838,614 1.679,245 130,0001 159,369 1.838,614 1 850 726 Histo¢ Cost 962,932 992,932 9. Fund movemtnts UnrestrFctecl Pemianent lund endowment fund Total funds 2024 Balan at 1 January 2024 Incorning resources Resources expende(I Revaluation Balance at 31 Decernber 2024 202,020 52.409 162,2441 3,976 1,665,457 1,867,477 52,409 162,2441 42,112 1 899 754 38.136 1 703 693 2023 comparative8 Balan at 1 January 2023 ncoming resources Resources expended Revalu8tion 8alance at 31 December 2023 225.811 51.836 190,6361 15.009 202 020 1.521.097 1,746,908 61.836 190,6361 159,369 1 867.477 144,360 1 665.457