||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**|
|---|---|---|---|---|---|---|---|---|
||**From**|Period start date|||**To**|Period end date|||
|||01|01|2022||31|12|2022|



|Section A                        Reference and administration details|Section A                        Reference and administration details|
|---|---|
|**Charity name**|<br>The Retired Clergy Association of the Church of 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** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Rt Revd Colin<br>Fletcher|Chair|||
||Revd. Canon David<br>Pritchard|Vice-Chair|||
||Revd Canon Nick<br>Feist||||
||Revd Canon David<br>C Knight||||
||Revd David Lewis||||
||Revd. Canon Dr.<br>Gregory Clifton-<br>Smith||||
||Revd. C. Harper||||
||Revd. G. Marshall||||
||Revd. John Scott||||
||Revd.R.Daborn||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

March **2012** 

**TAR** 

1 



**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)** 

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** 

**Summary of the objects of the charity set out in its governing document** 

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. 

b) To relieve the needs of retired clergy by providing information, support 

March **2012** 

**TAR** 

2 



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. 

**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)** 

March **2012** 

**TAR** 

3 



You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

Section D                      Achievements and performance 

March **2012** 

**TAR** 

4 



## Section D                      Achievements and performance 

The Charity held one General Meetings for all members during the year. **Summary of the main achievements of the charity** The Charity held three Trustees’ meetings during the year. **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 134 new members and lost 62 members through death,. 

## **Section E                    Financial review** 

March **2012** 

**TAR** 

5 



**Brief statement of the charity’s policy on reserves** 

The Charity holds Church of England Central Board of Finance fixed interest securities. At the end of 2023 these had a value of £12, 668 

**Details of any funds materially in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

The Charity’s principal source of funds is the Life Membership subscriptions from new members. During the year these realised £6900. Dividends from the CBF securities realised £273 

- 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, Chair,** Secretary **etc) Date** 13/09/2024 

March **2012** 

**TAR** 

6 



## RCACoE Accounts 

## Income Gift Aid 

## Opening Balance (Current A/c) 

|Deposit Account|||||
|---|---|---|---|---|
|January|5|FPI|Guy Hewlett|50.00|
||9||Bank interest||
||13|BGC|OxfordDBF||
||20|BGC|RochDBFWood||
||23|FPI|BishSt.AlbDuncan||
||25|Dep|LichfeldDBF||
|||Dep|Lichfeld DBF||
||26|FPI|Bish NorwichCartwright||
||30|FPI|Bish Chichester||
||31|BGC|LiverpoolDBF||
|||FPI|BishSt.AlbWinslade||
|February|1|BGC|ElyDBF||
||3|BGC|RochesterDBF||
||9||Bank interest||
||13|FPI|Mercer|50.00|
||20|Dep|LichfeldDBF||
|||FPI|Dick|50.00|
||23|FPI|Arguile|50.00|
||24|FPI|Snowden|50.00|
||28|FPI|Brown|50.00|
||||CBF Fixed interest||
|March|2|FPI|BishDerby||
||6|FPI|Thomson|50.00|
||9||Bank Interest||
||10|FPI|Bp BlackburnPhilips||
||14|FPI|BishChi||
||16|Dep|Dibbens|50.00|
|||FPI|Garton|50.00|
||24|BGC|ManchesterDBF||
|||Dep|Burns|50.00|
||29|BGC|ChesterDBF||
|April|4|FPI|Figg|50.00|
||11||Bank interest||
||11|BGC|OxfordDBF||
||17|FPI|Humphries|50.00|
||18|Dep.|Killwick+Roberts|100.00|
|May|5|BGC|RochesterDBfHayes||
|||FPI|Norwich Avery||
||9|Dep|GuildfordBish||
||||Bank Interest||
||12|FPI|BishSt.AlbDavies||
|||FPI|BishDerby||





||24|Dep|White|50.00|
|---|---|---|---|---|
||30|BGC|ChesterDBF||
||31|CBF|Fixed Interest||
|June|2|BGC|RochesterDBFFrench(2)||
||||Bank Interest||
||14|FPI|Hurst|50.00|
||16|BGC|ElyDBF||
||26|Dep|Moran Gonzalez|50.00|
||27|FPI|Wilson|50.00|
||28|Dep|LichfeldDBF Robertson||
||29|FPI|Bish Chi Smith||
|||FPI|Bishchi Mallinson||
|July|4|FPI|Newby|50.00|
||7|FPI|BishBlack Whittaker||
||10||Bank interest||
||11||BishNorWakefeld||
||18|Dep|Franklin|50.00|
||||Mansfeld|50.00|
||||Chamberlain|50.00|
||19|FPI|Morrison|50.00|
||27|FPI|Bish Der||
||31|FPI|BishChi Preece||
||||CBF Fixed interest||
|August|1|BGC|LeicesterDBFMackay||
||2|Dep|GuildfordBish||
||||Lichfeld||
||||Exeter||
||3|FPI|Humphrey|50.00|
||4|FPI|CantDBF||
||9||Bank interest||
||10|Dep|Lichfeld||
||11|BGC|ManchesterDBF||
||15|BGC|OxfordDBF||
||17|BGC|ChesterDBF||
||17|Dep|Farnworth|50.00|
||18|BGC|HMRC||
||25|BGC|RochesterGlass||
|September|4|BGC|Oxford DBF||
|||FPI|BishStAlb||
||5|BGC|Pboro Westwood||
||11||Bank interest||
||12|BGC|CAF|50.00|
||15|BGC|ElyDBFPrice||
||18|BGC|OXFORDDBF||
|||BGC|HerefordDBF Lee||
|||Dep|DonationBishopthorpe|285.00|
|||FPI|BishDerby||
|||Dep|BishLich||
||20|FPI|BishBlackburnScargill||
||21|BGC|ChesterDBFNewman/Marshall||





|||FPI|BishChiEvans||
|---|---|---|---|---|
||25|FPI|Lillicrap|50.00|
|||FPI|Davis|50.00|
||27|Dep|Stone/Kasibante|100.00|
||29|FPI|BishChiMason||
|October|3|FPI|Monds|50.00|
|||FPI|BishNorPollard||
||4|FPI|Atkins|50.00|
||5|Dep|Carter|50.00|
|||Dep|BishguidPotter||
||9|Bank Interest|||
|||FPI|BishSt,AlbWilliams||
||20|FPI|RochesterDBF||
||26|FPI|DerbyDBFJanvier||
||31|FPI|ShefDBF||
|November|3|FPI|BishChich||
||7|Dep|Bott|50.00|
||||Bp.Lich||
||7|FPI|Bish NorwichWyer||
||9||Bank interest||
|||FPI|BishSt.Awaller||
||20|Cheque|Sayers||
||21|FPI|BishSt.A Loveridge||
|||FPI|Robinson|50.00|
||22|FPI|Wright|50.00|
||24|FPI|DioRochDBFPetersen||
||30|FPI|Langley|50.00|
||||CCLA fxed interest||
|December|11||Bank interest||
||12|BGC|ChesterDBF||
|||Dep|Catley|50.00|
||||LichfeldBish Smith/Evans||
||18|FPI|B+Wbish Wright||
||20|BGC|ElyDBF||
||27|FPI|Hobson|50.00|





## Year 2023 

## Expenses 

|9746.45||||||
|---|---|---|---|---|---|
|4269.29||||||
|50.00|5|January|5|FPO|Malcolm Liles January ma|
|1.82|3||12|FPO|Malcolm Liles microsoft s|
|50.00|5||23|FPO|Malcolm Liles Honorarium|
|50.00|5|February|1|DD|Hymns A+M Crockford su|
|50.00|5||3|FPO|Malcolm Liles postage sta|
|50.00|3||6|FPO|Malcolm Liles Februarym|
|50.00|5||20|FPO|Malcolm Liles honorarium|
|50.00|5|March|6|FPO|Malcolm Liles March mai|
|200.00|5||10|FPO|Malcolm Liles Zoom subs|
|50.00|1||23|FPO|Malcolm Liles travel to Yo|
|50.00|5||27|FPO|Malcolm Liles honorarium|
|100.00|5||28|FPO|Malcolm Liles inkjets|
|50.00|5|April|3|FPO|MalcolmLiles postage sta|
|2.18|2||4|FPO|MalcolmLilesmailchimp A|
|50.00|5||24|FPO|MalcolmLilesparthonorar|
|50.00|5|||FPO|MalcolmLilesparthonorar|
|50.00|5|May|9|FPO|MalcolmLilesmailchimpM|
|50.00|5||24|FPO|MalcolmLilesparthonorar|
|50.00|5|||FPO|MalcolmLilesparthonorar|
|50.00|3|June|5|FPO|MalcolmLiles mailchimp|
|73.52|5||23|FPO|Malcolm Liles parthonora|
|50.00|5|||FPO|MalcolmLiles parthonora|
|50.00|5|July|21|FPO|Malcolm Liles Julymailchi|
|2.03|5|||FPO|Malcolm Lilesinkjetpaper|
|50.00|3|||FPO|MalcolmLiles parthonora|
|50.00|5|||FPO|MalcolmLilesparthonorar|
|50.00|5|August|14|FPO|MalcolmLilesAugustmailc|
|50.00|5|||FPO|MalcolmLilesprinterinks|
|50.00|5||21|FPO|MalcolmLilespart honora|
|50.00|5|||FPO|MalcolmLilesparthonorar|
|50.00|5|September|8|FPO|Malcolm LilesmailchimpS|
|50.00|3||15|FPO|MalcolmLiles AGM travel|
|2.75|5|||FPO|CliveHarperAGMtravel|
|50.00|1|||FPO|MichaelParsonsAGMtrave|
|50.00|5|||FPO|DavidLewisAGMtravel|
|100.00|5|||FPO|DavidKnightAGMtravel|
|50.00|2|||FPO|RobertDabornAGMtravel|
|50.00|5|||FPO|ColinFletcherAGMtravel|
|50.00|5|||FPO|David PritchardAGMtrave|
|2.47|5||18|FPO|MalcolmLileshonorarium|
|50.00|5||25|FPO|WaterlooAGMhalldeposit|
|50.00|5|October|9|FPO|Malcolm Liles mailchimp|





|50.00|5|||FPO|MalcolmLilesinkjets|MalcolmLilesinkjets|
|---|---|---|---|---|---|---|
|300.00|5|||FPO|Malcolm Lileszoompayme||
|70.02|5|||FPO|Archbishop|of York|
|100.00|5||12|FPO|David Pritchard travel cla||
|2.79|6|||FPO|Nick Feist|travel claim|
|50.00|3||18|FPO|Malcolm Lileshonorarium||
|50.00|5||30|FPO|MalcolmLilescomputer re||
|50.00|3|November|6|FPO|MalcolmLilespostage sta||
|50.00|5|||FPO|MalcolmLiles November m||
|50.00|5||17|FPO|Davidpritchard travel exp||
|50.00|5||20|FPO|MalcolmLileshonorarium||
|50.00|5||30|FPO|MalcolmLilesinkjets||
|50.00|5|December|5|FPO|MalcolmLilesmailchimpD||
|50.00|5|||FPO|MalcolmLilesEnvelopes||
|3.01|5||15|FPO|Malcolm Lilespart honora||
|50.00|5|||FPO|malcolmlilesparthonorari||
|50.00|5||||||
|50.00|5||||||
|50.00|1||||||
|50.00|5||||||
|100.00|3||||||
|50.00|5||||||
|61.26|5||||||
|50.00|5||||||
|150.00|5||||||
|100.00|5||||||
|50.00|5||||||
|50.00|5||||||
|50.00|3||||||
|3.28|5||||||
|190.00|5||||||
|150.00|5||||||
|200.00|5||||||
|100.00|5||||||
|50.00|5||||||
|452.47|5||||||
|50.00|5||||||
|100.00|5||||||
|50.00|3||||||
|50.00|5||||||
|4.16|5||||||
|50.00|5||||||
|50.00|5||||||
|50.00|2||||||
|50.00|5||||||
|285.00|5||||||
|50.00|2||||||
|50.00|5||||||
|50.00|5||||||
|100.00|1||||||





50.00 5 50.00 5 50.00 5 100.00 5 50.00 5 50.00 5 50.00 50.00 50.00 50.00 4.14 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 4.97 50.00 50.00 50.00 50.00 68.27 5.71 50.00 50.00 100.00 50.00 50.00 50.00 



Current account balance
Deposit Account

|ailchimp|39.83|28|
|---|---|---|
|subsciption|59.99|28|
|m|333.33|28|
|ubscription|120.00||
|amps|38.08||
|mailchimp|39.30||
|m|333.33||
|lchimp|39.75||
|scription|149.86||
|ork meeting|55.00||
|m|333.33||
||50.74||
|amps|70.72||
|April|38.62||
|rium|33.33||
|rium|300.00||
|May|38.04||
|rium|60.00||
|rium|273.33||
||38.06||
|arium|80.00||
|rium|253.33||
|mp|37.45||
|r|52.33|27|
|rium|290.33|27|
|rium|40.00|28|
|chimp|49.68|29|
||58.61|27|
|rium|33.33|28|
|rium|300.00|29|
|Sept.|49.81||
||54.00||
||73.80||
|el|172.70||
||181.75||
||176.30||
||134.55||
||168.30||
|el|112.97||
||333.33||
||27.50||
|Oct.|51.30||





||87.60|
|---|---|
|ent|81.79|
||285.00|
|aim|92.45|
||23.25|
|m|333.33|
|epair|240.00|
|mps|90.00|
|mailchimp|51.53|
|penses|28.65|
||333.33|
||22.20|
|ecember|54.96|
||21.90|
|arium|33.33|
|ium|300.00|





3018.94
3531.52
6550.46

## **RETIRED CLERGY ASSOCIATION OF THE  CHURCH OF ENGLAND** 

## **Annual Accounts 2023 (December)** 

|**Receipts**<br>1Dividends<br>2Donations<br>3Interest Deposit Account<br>4Offerings at General Meetings<br>5Subscriptions<br>6HMRC Gift Aid<br>7Presentation<br>8<br>**Payments**<br>20Bursaries<br>21Council meetings expenses<br>22Council members expenses<br>23Chairman's expenses<br>24Crockford's subscription<br>25General meetings costs<br>26IT Support and Microsoft Office sub.<br>27Newsletter costs<br>28Printing, postage, stationery,computer<br>29Secretary's honorarium<br>30Secretary's travel and accommodation<br>32Presentation<br>33Legal fees<br>34Flyers<br>35Website<br>Miscellaneous<br>Excess income over payments<br>Increase in value of investments<br>Bank current account as at 1.01.23<br>Deposit account as at 1.01.23<br>CBF fixed interest securities as at 1.01.23<br>Bank current account as at 31.12.23<br>CBF deposit account as at 31.12.23<br>CBF fixed interest securities as at 31.12.23|Current<br>Deposit<br>Suspense<br>**Total**<br>Total<br>Account<br>Account<br>Account<br>**2023**<br>2022<br>£<br>£<br>£<br>**£**<br>£<br>273<br>273<br>345<br>110<br>39<br>39<br>3<br>285<br>285<br>6900<br>6900<br>8200<br>452<br>452<br>651|
|---|---|
||7637<br>312<br>7949<br>9309<br>231<br>231<br>98<br>996<br>996<br>52<br>168<br>168<br>42<br>120<br>120<br>120<br>313<br>313<br>300<br>300<br>578<br>578<br>562<br>490<br>490<br>443<br>4000<br>4000<br>3250<br>109<br>109<br>78<br>15|
||7305<br>7305<br>4800<br>644<br>644<br>4559<br>712<br>-945<br>9746<br>4269<br>11956<br>25971<br>10079<br>4580<br>12668<br>27327|