LEEDS DIOCESE CHARITABLE SOCIETY TRUST
ANNUAL REPORT
AND
FINANCIAL STATEMENTS
YEAR ENDED 31 DECEMBER 2024
CHARITY NUMBER '. 232081

ADMINISTRATIVÈ INFORMATION
DDRE
CHURCH HOUSE
17-19 YORK PLACE
LEEDS
LS12EX
STEE
LEEDS DIOGESAN BOARD OF FINANCE
NDEP
NDE
GEOFF PARK
CHIEF FINANCIAL OFFICER
LEEDS DIOCÉSAN BOARD OF FINANCE
BANK
SANTANDER
BOOTLE, MERSEYSIDE
IN
ENT
ERS
CCLA INVESTMENT MANAGEMENT LTD
SENATOR HOUSE. 85 QUEEN VICTORIA STREET
LONOON, EC4V 4ET

BACKGROUNDAND OWECTIVES
The object oftha charfty Is lo appty th8 clegr Sne4)me in r61ievlng th& need arnong ctergy, deacone5$95 and
licensed lay workers who are resident in or have 59rvod In the D￿¢0$9 of Leeds and among pgr50ns who
ara dep8ndenl ielallv65 of any Mom￿r$ of the ¢ler9y by maklno grants of momy.
Qualifylng Persons
Clergy
Deacone558S
Lken88d lay W0￿er$
Dopand6nt relalve$ Df clergy
ACTMTIES L)URING THE YEAR
The Leeds Diocese Charilabb SocEty Trusl12320811 I'lha Tru51'1 gav? grants durfng tha year In occordanco
w￿h the purpo$a$ of the TNyVs owectives lo the valuo of£15,48412023.. £21.2001.
Dlvk1end$ and inleio$1 r8celv8d durlng th8 year amourtad to £37.64912023.. £30,786> gmng a surplus of
rec8lpts over payments of £22,185 (2023.. £9,5861.
Thg Investments Showed On unreallsed oaln In the year of £18,50712023.' galn £70.085).
Total funds at tha end ofiho year were £1.193,36412023.. £1,IS2,9621
STRUCTURE, OOVERNANCEAND MANAGEMENT
The Leeds DiwA5an Board of Flnance ILDBFI 1$ Ihe managlng tNstee of the Trust.
During 2024 grant 8ppllcallon$ We￿ ￿eNed aThJ r&￿eWed by thè La8d8 Dbcg$8n Board of Flnance Hardshlp Commlttee.
Commttl88 members..
Jonathan Wood- CEO- Le8dy Dloce8an Board al Finance
Geoff Park- CFO- Leeds Oloce8an Boartl of Finance
Revd Ra¢ho1 Flrth- Leeds Board M8mber- Chalr ofthe Dlocese of Lee(Lq Hou8e DI Clergy
MallhewAmbfer- L8ed8 Board Member- Chair of the Dl¢)rese House of Larty
The V8n8rable Paul Ayars- Ar¢hda8¢on of L8¢ds
DECLARATION
The Tru¥teas have apwoved Ihe
rustees report above.
Signatur6
Ful Name
Po8Nlon
Dot8

INDEPENDENT EXAMINER'S REPORT
ON THE ACCOUNTS
LEEDS DIOCESE CHARITABLE SOCIETY TRUST
Rtyl$tor8d ¢harlty number 232081
On 8¢counts forth8 ygar ended 3111212024
I report to the liustees on my examinallon of the accounts of the above chthty I'th¢ TTu8fi f)r Iha
yèar ended 31st December2024whl¢l ar8 Sel out on pages 5 te 7.
R8sponslbilltlo¥ and basis of report
As Ihe charity's trustotrs, you are 1o$pon5ible for tha preparation of thg acceunts In occortlancowlth
tlw requirenwnl$ of the Charitias A¢t 20111.lhe Act'l.
l ieport In r88pecl of my examinBlion of the Tru8t's accounts ¢arrlad out utM1er secllon 145 of the 2011
Act and In carrying out my examination. I have follow8d 811 the applicable direc￿on5 gnien by the
Charty Comm188ion und8r section 14q5llbl of th8 AGI.
Indèpend8ntex8mlnerf$ $¢atom8nt
I have Completed my axaminatlon. l ¢onfirm that ntr material malters have ¢ome10 my aitention In
conn8Ction wllh the 8xamin&tion whieh glvgs me ¢au$e lo believe that in. any m8lerkg1 respect..
the %c4untlng record$ ware not kept in accordance wlth section 130 of th? Charities Act,. or
the ￿ounts dkl not 8c¢erd with th8 accountlng records,. or
thè accounts dld nol comply with th8 applirAbl& requlremenls con¢emSng the form and
content of accoun18 8el out In the Charill8s lkn¢ounts and Reports) Regu181ion$ 2008
oth81 than any requlremenl that the o¢¢ounls glve a'lrue and lalrf ¥18wwhlch 15 not
maller ¢onsideted as part of an lThJ8pendenl examlnalion.
I h8ve no Con￿￿3 and havo come acr05$ no other m¥tt8r8 in connection wtth thg examlnalloThlo
whlch altenlion Should be drawn In Ihls report In orderto enable a pr9￿r uthr518nding olthe
a¢¢ounts lo be tegched.
Slgnatur8.......-.
Geoff Park
Ghk9f Financ8 Offlcer
Leeds 0￿￿en Board of Flnane

LEEDS DIOCESE CHARITABLE SOCIETY TRUST
STATEMENT OF FINANCIAL ACTMTIES FOR THE YEAR ENDED 31 DECEMBER 2024
Total
Note8 Endowrnent Funds
Total
Funds
Fund¥
2024
2023
Incomlng M80ur¢o¥
Donab"tsns, le98oe8 & Slmilar Incomlng
resources~
Invéstrnènl Sncome
Total Incomlng r080ureg8
37,649
37,649
37,649
37,649
30,786
30,786
Rosourcos OXP0nd*d
Ch8rtsbl& expenditure-
Grants Pay8bl8'.
g8nèral
Totsl rèsou￿9￿ expended
15,484
15.d84
15,484
15,484
21,200
21,200
Nat In¢omin9 resouri£s balore
Iransfars
22,165
22,166
9.586
Net Incomlng r080ur¢8s before
di$p05als of Invesbn6nt assets
Gains and losses on ￿valUatiOnS and
In￿strnenl a5seis
22,165
22.16S
9,586
18.507
Net movamènt In tund8
Totsl fund5 brought forward al 1
January
40,872
40,672
79,672
1,152,692 1.152,692 1,073.020
Total funds e8rrl•d forw4rd at 31
Dec8mb#r
1,193,364 1.193,364 1.152.692

LEEDS DIOCESE CHARITABLE socIErY TRUST
BALANCE SHEET AS AT 31 DE¢EM8ER 2024
Nots$
2024
2023
Flxoil assots
Investments
827.071
827.071
806,564
808,564
Current a#*•ts
Debtors
Cash at bank and in hand
386,293
J66.293
344.128
344,128
366,293
344,128
Current Llabllltle8
cred￿r5
Net current assets
Total as$?ts 18s8 current Ilabllit10$
1,193,364
1,152,692
Totsl not a$89ts
1.193,364
1.152.692
Capltal and rg#èrv•s
Endowmentfunds
1.193,364
1,152,692
Total Re8orvg8
1.193.364
1,152.692
The note8 on P400 7 fonn part of thes8 accounts.
Sign•d
Full Name
Posltion
Dat

LEEDS DIOCESE CHARITABLE SOCIETY TRUST
NOTES ro THE FINANCIAL STATEMENTS FOR THE YEAR ENDEO 31 DECEMBER.2024
ACCOUNTING POLICY
Ba¥18 of a¢countlng
Tho financial 8tatements are prepared under the hlstoric cost conv6nb.on a5 rnodified by tha rovaluation
of investrnents In accordan¢e ￿1th appll(abl6 8ccounting stsnd8rd3 and the Statemant of Recommonded
Practi￿ lor Charities.
Inva8lm•nts
Inv8Stm8nts are ststed at Bid Market Valuo. Realised and Unrealised gainsnossag are r8ffected In the
stat6manl ¢f FinanrAal Activiti&$.
R#$8rvo8
The Reserves Pollcy sèts targgl free Tos&fv88 al 3 months of 8XP8ctsd expendItu￿. Given that grants are
approved by the Trustees on an application basls and would not ordin4rily exceed tho annual Income of
C4rca £38,000, Irao rtrsetve8 are significanuy above the r8quir8d level.
2. INVESTMENT INCOME
2024
2023
DEpos11 Fund Interest
Dividends Recefv&d
14,844
22,806
37,649
8.685
22.102
30.786
3. GRANTS
2024
2023
Grants
16
21,200
21,200
4. FIXED ASSET INVESTMENTS
2024
2023
M8rk8tValue 811 January
Addits'ons
Di8pos81$
N&t unrealised1108sll98in
Mad(et Value at 31 D8c8mber
808.684
738,478
808,564
Historical cost at 31 December
401349
No shares wer6 bo(Jghl or sold during tha year
6. RESERVES
Rovanuo
Capltal
Total
Balance at 1.1.2024
Gain I (Lossl for the year
Balancs a131.12,2024
613,446
539,246
1.152,692
40,672
1193364
835S11
557 763