## **ANNUAL REPORT** 

## **AND** 

## **FINANCIAL STATEMENTS OF** 

## **THE ARCHDEACONRY OF BATH** 

## **CLERICAL FAMILIES FUND** 

**FOR THE YEAR ENDED 31 OCTOBER 2023** 

REGISTERED CHARITY NUMBER 1195732 



**THE ARCHDEACONRY OF BATH CLERICAL FAMILIES FUND** 

## **TRUSTEES ANNUAL REPORT** 

## **FOR THE YEAR ENDED 31 OCTOBER 2023** 

The CIO, charity number 1195732, is constituted by the CIO – Foundation document and was registered on the 6[th] September 2021.  The charity, number 230676, will be transferring all its assets to the CIO at a future date. 

The principal office of the charity is Flourish House, Cathedral Park, Wells, BA5 1FD. 

## **Objectives & Activities** 

The objectives of the fund are the relief of: 

- Any financially needy clergy and their families licensed or with PTO (permission to officiate) from the Bishop of Bath and Wells within the Bath, Chew Magna, Locking, Midsomer Norton and Portishead deaneries. 

- Any financially needy clergy and their families residing within the said deaneries. 

- Any financially needy widows, widowers or partners, along with their children, of deceased clergy, who before they died were last licensed in the said deaneries. 

- Any financially needy former spouses or partners, along with their children, who immediately before the relationship broke down, were the spouses or partners of clergy who were licensed in the said deaneries. 

The activities are that the trustees paid out grants in accordance with the objectives. 

|**Trustees (Management Committee)**|**– Ex-officio**|
|---|---|
|The Archdeacon of Bath:<br>|The Venerable Dr Adrian Youings|
|The Area Dean of Bath:|The Revd Stephen Girling|
|The Area Dean of Chew Magna:|The Revd Stephen M’Caw (until 6 September 2023)|
|The Area Dean of Chew Magna:<br>|The Revd Ian Mills (from 7 September 2023)|
|The Area Dean of Locking:<br>|The Revd Andrew Hemming|
|The Area Dean of Midsomer Norton:|The Revd Matthew Street|
|The Areal Dean of Portishead:|The Revd Astrid Tiesema-Samsom|
|The Area Dean of Portishead:<br>|The Revd Robert Eastwood Dewing|



All trustees are appointed ex-officio in accordance with the fund’s rules. 

## **Financial Review** 

The BCFF, charity number 230676, has been bequeathed a large amount of money and this year has received funds from the sale of a house which was part of the estate.  The CIO has been set up in readiness, so the funds will be transferred to the CIO. 

Therefore the total receipts for the year, including investment income, were **NIL** . **NIL** was paid out in grants and professional fees. 

## **Public Benefit** 

The trustees have complied with their duty to have due regard to the guidance on benefit by the Commission in exercising their powers or duties. 



**THE ARCHDEACONRY OF BATH CLERICAL FAMILIES FUND CIO** 

## **YEAR ENDED 31 OCTOBER 2023** 

## **STATEMENT OF ASSETS AND LIABILITIES** 

||**Total Funds**|**Total Funds**|
|---|---|---|
||**2023**|**2022**|
||**£**|**£**|
|**Cash Funds**|||
|Current account|NIL|NIL|
||======|=====|
|**Cash Fund balances at 31 October 2023**|**NIL**|**NIL**|
||**=======**|**=======**|



Signed on behalf of the trustees on Saturday 24[th] August 2024 


Revd Matthew Street - Trustee 

## **Charity number 1195732**