2025-04-05-accounts

"| CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees’ Annual Report for the period

From Period start date 6 April 2024 to Period end date 5 April 2025

Charity name: Friends of East Portlemouth Parish Church

Charity registration number: 1029258

Objectives and Activities

||
Summary ofthe purposes of | Para1.17
To furtherthe charitable purposes ofthe||
Summary ofthe purposes of | Para1.17
To furtherthe charitable purposes ofthe||
Summary ofthe purposes of | Para1.17
To furtherthe charitable purposes ofthe||
Summary ofthe purposes of | Para1.17
To furtherthe charitable purposes ofthe| |---|---|---|---| |the charity as set out in its||Church of England and the inhabitants of|| |governing document||East Portlemouth|| |Summary ofthe main
activities in relation tothose ||os 1.17and
~|To preserve, maintain, repair, renew,
improveand restorethestructure and||| |purposes for the public||fabric, fixtures and fittings of East|| |benefit, in particular, the||Portlemouth Parish Church and its grounds|| |activities, projects or||including the bells and organs.|| |services identified in the|||| |accounts.|||| |Statement confirming|Para 1.18|The Trustees understand and have|| |whether the trustees have||complied with their duty in Section 17(5) of|| |had regard to the guidance||the Charities Act 2011 to have due regard|| |issued by the Charity||to guidance published by the Charity|| |Commission on public||Commission.|| |benefit||||

Additional information (optional)

Additional information (optional)	Additional information (optional)	Additional information (optional)
You may choose to include further statements where relevant about: pf 0RP erence
		Para 1.38
Policy on grant making		where grants for capital projects are
		discussed.
. Policy on social investment	Para1.38	Thecharitybymaintainingthe only building of active Christi n worship in this
including program related		community is able to help and support the
investment		local community.
	Para 1.38	The trustees are all volunteers with no
Contribution made by		salaries being paid. A nominal £200pa
volunteers		honorarium is paid to the secretary, nota
*		trustee, who types and distributes the
		agendaandminutes.

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Pe, ”
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Achievements and Performance

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|||||||| |---|---|---|---|---|---|---| |ae| |Summary of|the main|East Portlemouth|Parish Church|is a grade| |achievements|of the|charity,|2 star listed|building|at the centre|of the| |identifying the difference the|village. The Friends|charity|is independent| |charity’s work has made to|Para 1.20|of|the church|of England and|provides| |the circumstances|of its|financial support to|help the|Parochial!| |beneficiaries and any wider|Church|Council meet the costs|of capital| |benefits to society as a|projects to help|maintain|this|historic| |whole.|building.|Without these|grants the church|is| |at|risk|of serious|deterioration.|

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||||||| |---|---|---|---|---|---| |Additional|information|(optional)| |You|may|choose to|include further statements where|relevant|about:| |Achievements|against| |objectives|set|Para|1.44|N/A| |Performance|of fundraising| |activities|against objectives|||Para|1.41|N/A| |set| |Investment performance|The investments have|recently been| |against objectives|Para 1.41|reviewed to reduce|risk and|increase| |performance.|The|investment|objectives| |are|being|achieved.| |ie|ee|

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Financial Review

financial position atthe end
ofthe period		;
Statement explaining the	Para 1.22	During the period ofthis reportthe charity
policy for holding reserves		has received a bequest of£150,000 which
stating whythey are held		has enabled the charity to make grants
		towards urgent church repairs in the
		following year.
Amount of reserves held	Para 1.22	Reserves are held at a level considered
		appropriate forthe future financial needs of
		the church.
reserves
deficit
Explanation ofany	Para 1.23	No current concerns.
uncertainties aboutthe
charity continuing as a going
concern

Additional information (optional)

You may choose to include further statements where relevant about:

		The principal source offunds are standing
		ordersfrom members ofthe community,
The charity's principal sources offunds (including	Pat 1.47
any fundraising)		visitors to the church aboutthe Friends
		Charity.
Investment policy and		The investment policy is to distribute the
objectives including any		funds between equities, bonds and cash to
social investment policy	Para 1.46	help managethe risk into the future. The
adopted		investment policy is regularly reviewed.
		The charity, thanks to the recent large
		donation, is currently in a stable position
A description ofthe principal	Para 1.46
risks facing the charity		Parochial Church Council. The risk is the
	.	decreasing numbers ofpeoplewho see the
		church ofEngland and its buildings as Jess
		relevant in today’s society. However East
		Portlemouth Parish Church is an important
		historic building as well as a place of
		worship and attracts supportfrom the local
		community andvisitors..

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Structure, Governance and Management

Description ofcharity's
trusts:
Type ofgoverning document	Jrust dced, royal chat.»
How isthe charity constituted?	Para1.25	Unincorporatedtrust
(€ g unincorporated
association. ClO)
Trusteeselectionmethods including detailsofany constitutional provisions e.g. election to post orname of	Para1.25	Thetrusteesarevolunteerswho areknown inthechurch orlocalcommunity.
any person orbody entitled to appoint one ormore
trustees
Additional information (optional) Youmay chooseto include furtherStatementswhere		where relevant about:
Policies and procedures
adopted forthe induction
and training oftrustees	Para 1.54
The charity's organisational
structure and anywider
networkwith which the	Para 1.51
charity works
Relationshipwithany		The charityby itsnatureworkscloselywith
fe

Reference and Administrative details

Charity name | Friends of East Porlemouth Parish Church -Olher name the charity uses[WA Charity’s principal address C/O Dr A Jones Rickham Farm East Portlemouth Salcombe Devon TQ8 8PQ

Names of the charity trustees who manage the charity

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4 Mark Lanwer Chairman
Jephcott
9 Prof Lindsey Mary
Lindley
3 Ann Mary Monica __| Treasurer
Jones
Robin Kier
4 | Wedderburn
Piggott
5 Caroline Ruth
Jephcott Lamdin
7[Steventayor | |
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Corporate trustees — names of the directors at the date the report was approved [Directorname |Tid PNA LO RD J COO nN

Name of trustees holding title to property belonging to the charity

[Trusteename —Ss—~d «Dette acted iffnotforwholeyear | NA a a

Funds held as custodian trustees on behalf of others

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Description of the assets held in this capacity

7 ;

Name and objects ofthe	N/A
charity onwhose behaifthe
assetsare heldandhowthis falls within the custodian
charity's objects
Details ofarrangements for	N/A safe custody and
segregation ofsuch assets
from the charity’s own
assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser CS a Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of° ersonnel details

Other-_ information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Full name(s) [rote ctuesr | Li nDsty MARY LI aLeY Position (eg 1 Secretary, Chair, Chee Le. | tugtee. etc) Date Glralre.

FRIENDS OF EAST PORTLEMOUTH PARISH CHURCH CHARITY NO 1029258 RECEIPTS AND PAYMENTS FOR THE YEAR ENDING 5 APRIL 2025

RECEIPTS INVESTMENT INCOME IFSL CAF income fund ( Previously IM CAF distributions) Charities Property Fund M&G Charifund income DIVIDEND VOUCHERS (REINVESTED) M&G Charibond dividend M&G charifund dividend BNY Mellon Schroders Eq value Schroders Multiasset VOLUNTARY DONATIONS TAX REPAYMENTS 2023 TAX REPAYMENTS 2024 Investment fund sales and repurchase Legacy - The Late Lady Mary Jephcott TOTAL RECEIPTS including Div Voucher PAYMENTS Hall hire Secretarial expenses Leaflet printing Organ recital TOTAL PAYMENTS CONTRIBUTION TO RESERVES SUMMARY OF CHARITY RESERVES Contribution to reserves Investments and cash b/fwd Unrealised gains/losses in year Investments and cash at the year end	£ 0 804 118	2025 £ £ 189 952 112 922 1,994 0 745 0 0 5,142 2,075 0 0 3,419 (1,931) 0 150,000 159,483 20 300 0 0 411 159,072 2025 £ 159,072 149,644 1,706 310,422	2024 £ 1,253 2,739 2,075 (1,931)
	952 1,707 734 925 824
	2,715 260 444
	0 150,000
	25 200 72 114
			4,136 320
			3,816
			2024 £ 3,816 141,088 4,740 149,644

independent examiner’s report to the trustees of the Friends of East Portlemouth Church

| report to the trustees on my examination of the accounts of the Friends of East Portlemouth Church for the year ended 5" April 2025.

Responsibilities and basis of report

As the charity trustees of the Friends of East Portlemouth Church you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

| report in respect of my examination of the Friends of East Portlemouth Church accounts carried out under section 145 of the 2011 Act and in carrying out my examination | have followed all the applicable Directions given by the Charity Commission under section 145(5}(b) of the Act.

Independent examiner’s statement

| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1. accounting records were not kept in respect of the Friends of East Portlemouth Church as required by section 130 of the Act; or

2. the accounts do not accord with those records.

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

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Signed: pad Lf Uy.
Name: i MiecceR_ 3/202.
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Relevant professional qualification or membership of professional bodies (if any):

Address:

Date: