## **Trustees' Annual Report for the period**
Period start date Period end date 01 01 2019 31 12 2019 **To**
**From**
## Section A Reference and administration details
The Retired Clergy Association of the Church of **Charity name** England
**Other names charity is known by**
Retired Clergy Association
**Registered charity number (if any)** 1172186
**Charity's principal address** 473 City Road
Sheffield
**Postcode S2 1GF**
## **Names of the charity trustees who manage the charity**
**Trustee name Office (if any)** Rt Revd Ian Chair 1 Brackley Revd. Canon Vice-Chair 2 David Pritchard Revd Canon Nick 3 Feist Revd Canon 4 David C Knight Revd David 5 Lewis Revd. Dr. John 6 Marvell
7 Revd. C. Harper Revd. G. 8 Marshall Revd. Canon 9 Richard Orchard Revd. Canon Dr. 10 Gregory CliftonSmith
**Dates acted if not for whole year**
From 01/03/2020
**Name of person (or body) entitled to appoint trustee (if any)**
- 11
- 12 13 14
- 15 16
- 17
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18 19 20
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
CIO Type of governing document
(eg. trust deed, constitution)
Association How the charity is constituted
(eg. trust, association, company)
Elected by members of the Association Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
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You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
a) To advance the Christian Religion for the public benefit by supporting the continuing work of retired clergy of the Church of England in their local activities and more widely.
**Summary of the objects of the charity set out in its governing document**
b) To relieve the needs of retired clergy by providing information, support and advice pertaining to housing, pensions and welfare and by encouraging the Church of England leaders at local and national levels to support retired clergy in their care in order to ensure their mental and physical health and wellbeing.
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**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
The Charity held two General Meetings for all members during the year. One of these was the Annual General Meeting.
The Charity held two Trustees’ meetings during the year.
Representatives of the Charity met twice during the year with senior officers of the Church of England Pensions Board, with representatives of the Human Resources Department of the Archbishops’ Council of the Church of England and with representatives of the Remuneration and Conditions of Service Committee or the Archbishops’ Council.
During the year the Charity gained 68 new members and lost 41 members through death,.
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## **Section E Financial review**
The Charity holds Church of England Central Board of Finance **Brief statement of the** fixed interest securities. At the end of 2020 these had a value of **charity’s policy on** £14,804 **reserves**
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
The Charity’s principal source of funds is the Life Membership You **may choose** to include subscriptions from new members. During the year these additional information, realised £5100. Dividends from the CBF securities realised where relevant about: £486.00
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Malcolm Liles **Full name(s)** Malcolm David Liles **Position (eg Secretary,** Secretary **Chair, etc) Date** 27/09/2021
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##
||||Gunent|Deposit|Suspense|Total|Total|
|---|---|---|---|---|---|---|---|
||||Account|Account|Account|2020|2019|
|||Receipts|f|ff||€|f|
|1|Dividends|||486||486|578|
|2|Donations||270|||270|742|
|3|lnterest Deposit Account||0|1||1|1|
|4|Offerings at General Meetings||0|||0|272|
|5|Subscriptions||5100|||5100|8025|
|6|HMRC Gift Aid||531|||531|715|
|7||||||||
|8||||||||
||||5901|487||638810333||
|||Payments||||||
|20|Bursaries||0|||0|63|
|21|Council meetings expenses||59|||59|1226|
|22|Council members expenses||676|||676|6,4|
|23|Chairman's expenses||111|||111|404|
|24|Crockford's subscription||120|||120|35|
|25|General meetings costs||0|||0|1229|
|26|lT support||0|||0|0|
|27|Newsletter costs||424|||424|1861|
|28|Printing, postage, stationery,computer||923|||923|879|
|29|Secretary's honorarium||3250|||3250|3250|
|30|Secretary's travel and|accommodation|1
22|||22|343|
|32|Presentation||0|||0|315|
|33|Legalfees||0|||0|0|
|34|Flyers||0|||0|0|
|35|Website||0|||0|0|
||Miscellaneous(repayment of membership feeParry)||50|||50.0|0|
||||5573||0|55739037||
||Excess income over payments||328|487||815|
1296|
||lncreaseinvalueof investments|||||497|282|
||Asset: LaptopComputer|||||300||
||Bankcunentaccount|as at 31.12.19|2690|||||
||Deposit account as at|31.12.19|3045|||||
||CBFfixedlnterest securities as at 31.12.19||14307|||||
||||||20442|||
||Bank current account|as at31.12.20|3019|||||
||Bank deposit account|as at 31.12.20|3531|||||
||CBF fixed interest securitiesas a|31.12.20||14804|||||
||||||27354|||