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 De￿mtser 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 COn￿rnS 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
un￿strICted
P*rm8nent 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 1*1
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 Re￿rnMen￿ed 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
ma￿et 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