"| 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|The trustees have two meetings per year| |Policy on grant making||where grants for capital projects are| |||discussed.| |.
Policy on social investment|Para1.38|Thecharitybym**a**intainingthe 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.| **----- Start of picture text -----**
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Achievements and Performance , , **----- Start of picture text -----**
|||||||| |---|---|---|---|---|---|---| |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.| **----- End of picture text -----**
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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| **----- End of picture text -----**
## 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||with the occasional one-offlarger donation.
The church distributes leaflets informing| |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||and abletomake grants available to the| |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..| **----- Start of picture text -----**
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## Structure, Governance and Management |Description ofcharity's||| |---|---|---| |trusts:||| |Type ofgoverning document|
Jrust dced, royal chat.»|| Para 1.25|Trustdeed| |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 **----- Start of picture text -----**
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 | 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. **----- Start of picture text -----**
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: