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2023-12-31-accounts

ObjectivesandActiviti es
SORPreference
Summary ofthepurposesof
thecharity as setoutinits
Para1.17 1.
2.
The provisionofregularpublicworship.
Sacred spaceforpersonal prayerand
governing document contemplation
3. Pastoralworkincluding visiting thesick and
bereaved.
4. TeachingofChristianitythroughsermons,
smallgroupsand assembliesinlocal schools
5. Promoting themissionof theChurchin
Walesin aiding communitycohesion
through provision ofactivitiesfor older
people,childrenandotherspecificgroups
and byallowing community groupstouse
churchbuildingsforcommunitymeetings
andevents.
Summaryofthemain
activitiesin relation to those
Para1.17 and
1.19
1. Theprogrammeofpublic worship offered
bytheendof2023was:-
purposes forthepublic
benefit, in particular, the
activities, projects or
servicesidentifiedinthe
accounts.
.
Sundays
oWeeklyservicesatStMartin'sat
8.30amand10.30 am
oWeeklyservicesatSt
Catherine's at9.30 am
oWeeklyservicesatStAndrew's
at11.00 am
oMonthlyservicesatStllanat
11.00 am
oMonthly"MuddyChurch"inSt.
Martin'sat3.00pm
oWeekdays
oFortnightly(alternating)services
atStCatherine'sandSt
Andrew's on Wednesdayat7.00
pm
oWeeklyservicesatStMartin's
onTuesdavat10.30 am
2. Sacred spaceforpersonal prayer and
contemplationisavailableonrequestatall
churches,
3. PastoralWork,including visiting thesick
and bereavedwasperformedbytheclergy,
withassistancefromLayEucharistic
Ministers andtheMAchoirinvisitingCare
homes
4. TeachingofChristianitythroughsermons,
smallgroupsand schoolassemblies.All
performedbytheclergy
Promoting themissionof thechurchin
WalesthroughprovisionofactivitiesThese
includeBible Book Club.MuddyChurch,
Community Caf6,StTeiloCaf6, the
ministryareachoilSt.Martin'sSunday
Singers,bellringers,youthclub,craftclub,
gardeningteams,MothersUnion,offering
thesacramentsofBaptism and Marriage,
conductingfunerals and live streaming
weeklyserviceatStMartin's beingmade
availableonYou Tube.ln additionChurch
buildingsare regularly used bycommunity
groups includingRainbows,Brownies,
Guides, ParentsNetwork, Slimming world,
Aikido,Hartbeeps.Thechurchbuildingsare
made availableforpublicevents suchas
concerts,flowerfestival and Christmas tree
festival andThechurchcommunity support
foodbanks, Club7O7and StreetPastors.
Statement confirming Para1.18 The Trusteeshave been made awareof the
whether thetrusteeshave Charity Commission guidanceon publicbenefit.
had regard totheguidance
issuedbytheCharity
Commissiononpublic
benefit

Para1.38
Policy onsocialinvestment
includingprogramrelated
investment
Theclergy aresupportedbyateamoflay
Para1.38 volunteerswhocarry outawiderange of
Contributionmadeby duties.During servicesthisincludes roles
volunteers suchaswelcomers, sacristans,readers,
intercessorsandEucharisticministers.ln
addition,volunteersare responsiblefor
cleaninoofbuildinos. overseeino

Achievementsand Performanc e
SORPreference
Activitiesare providedforall age groups-
Summaryofthemain oArange of outreach and fundraising
achievementsofthecharity, eventswereheld throughouttheyear-
identifying the differencethe
charity'sworkhas made to
Para1.20 designedto engagepeopleyoungandold,
infellowshipwitheach other,andhence
thecircumstances of its increasewell-being.These are very well-
beneficiaries and anywider attended and enjoyed by all. Severallocal
benefitstosociety asa schoolscontributed todisplays of artand
whole. musical concerts. One of ourchurchesis
regularly used as a practice venuefor
Eisteddfodau pieces andthereare also
strong linkswithaschoolwhoengagein
gardeningprojectsinthechurch garden.
oLife events-Baptisms,Weddingand
Funerals-are focussed ongivingpeople
thebestexperienceofthesekeyeventsin
theirlives-andwehave had many
comments to the effect thatthisis much
appreciated.
.Our participation thisyearin aweek-long
diocesaninitiative of "Churches Unlocked"
provided opportunities towelcomepeople
into St.Martin'sChurch. Talksabout the
history and heritage of ourarea,visitsto
thebelltower, familyfunactivities,
music, arts, ecologyandcraftworkshops
andecumenical servicesarejustafew
oftheactivitiesthatwere undertaken.
Duringthefestival.Wewelcomedmore
than1500visitorsinto our church overa
period of 9 days duringwhich15separate
eventswerearranged.Thechurch was
open to visitors for an additional70hours
thanks tothesuoportof120volunteers.

wasalmost achieved-wearestillone
cleric short, but thanks tothesupportof
local retired clergy only two weekly
serviceshave not been recovered.
Wealso set outtoincreasefootfallin our
churches and although congregation
numbers have not returnedtopre-covid
numbers,footfallhas increased
significantly throughthereestablishment
ofregular usebyvarious groupsand the
provision of large communityeventssuch
as concerts and festivals.
Weplanneda reviewofthefuture ofour
oldest church (St llan), from the
perspective of sustainability. This was
doneandthechurchwas closedin
December
Weplannedtostrengthen linkswith other
local organizations, and thiswasachieved
toa large extent-especially through the
"Churches Unlocked" festival
The objectivethisyear wastorecover
Performanceoffundraising performancetopre-covid levels, and this was
activities against objectives
set
Para1,41 almost achieved - €26,000wasraised acrossall
our churches duringtheyear, compared to
f28,000in2019.
Planstor2024arenow underway with the
intention of exceed this fiqure.
Investment performance ChurchinWalesinvestmentsandFixed Term
against objectives bonds investments have paid well thisyearand
Para1.41 are continuingto do so.lnvestment ofthelarge
amount from thesaleof one of ourchurchhouses
willbefinalizedin2Q24.
Other

Statement explaining the Para1.22 As recommendedbythe ChurchinWales,
policyforholding reserves our policyistoholdfundsfor 6 monthsof
stating whythey areheld normal expenditureintheunrestricted
fundsincaseofunexpectedevents(as
happenedthroughcovid).Thepolicyisto
holdf92,000.
Amount ofreserves held Para 1.22 130,722 heldinourunrestricted fund.
Reasonsforholding zero Para 1.22 nla
reserves
Details offundmateriallyin Para 1.24 Theunrestricted funds
deficit
Explanation of any Para1.23 Whilst thisfinancialposition looks bleak,
uncertainties about the thereareseveralfactors which couldbe
charity continuing as a going usedtoaddress our continuation as a going
concern concern.
oAn"action plan"forrecovery-
including stewardship campaign,
increasedfundraisingand grant
opportunities.
oThe designatedfund forMission
holdsf23,000andtheFabricFund
holds€302,000fromthesaleof
oneofour church houses. The total
money available totheministry area
is, therefore,farinexcess of the
recommended reservesand
although ourtrusteeshave allocated
thistonamed fundsthisallocation
couldbe reviewed should this
becomenecessary.

Additional information(optional) Additional information(optional)
Youmav choosetoincludefurtherstatements whererelevant about:
The charity'sprincipal Regular income is achieved through
sources offunds(including plannedgivingby membersofthe
any fundraising) congregations of our churches.Wealso
Para1.47 have a rental incomefromregular bookings
ofthechurch buildings. Large events such
as concerts and ministry areafetes arealso
a sionificant sourceofincome.
lnvestmentpolicyand
objectivesincluding any
socialinvestment policy Para1.46
adopted
Adescription oftheprincipal
risks facingthecharity Para1.46
Other
Howisthecharity Para1.25 Unincorporated charity
constituted?
Trusteeselection methods Para1.25 Election fromthe annualVestrymeeting
includingdetailsof any (AGM)by all members onthe electoralroll.
constitutionalprovisionse.g. Proportional representation fromeachof
electiontopost or nameof the churches.
anyperson or body entitled Clergy are appointedbythediocese,and
toappoint one or more LayOfficersbythe trustees
trustees

anyperson or body entitled
toappoint one or more
trustees
Clergy are appointe
LayOfficersbythe

anyperson or body entitled
toappoint one or more
trustees
Clergy are appointe
LayOfficersbythe
Additional information(optional)
oum
Y u may choosetoincludefurtherstatementswhererelevant about
Policiesandprocedures
adopted fortheinduction
andtrainingoftrustees Para1.5'1
The charity'sorganisational
structure and anywider
network withwhichthe Para1.51
charity works
Relationshipwith anyrelated
parties Para1.51
Other

ReferenceandAdminis trative details
Charityname BeneficeofEglwysilan and Caerphilly
Othernamethecharity uses Caerphilly and AberValleyMinistryArea
Registered charity number 1131172
Charity'sprincipal address 51 St.MartinsRoad
Caerphilly
CF831EG

Trusteename Office (ifany) Datesacted ifnotfor whole
yeaf
Nameofpersion(or body)
entitled to appoint trustee
lifanvl
1 AngelaAnderson Warden,Chair AnnualVestry
2 AlanDixon AnnualVestry
3 BarbaraTurner AnnualVestry
4 BronwenParish AnnualVestry
5 CliveMartin Evans AnnualVestry
6 Daphne Melville
Holdsworth
AnnualVestry
7 Deryn Gay
McAndrew
Treasurer Trustees
8 David Hanks FromVestry2023 AnnualVestry
I Duncan Stuart
McAndrew
AnnualVestry
10 Emily Burniston AnnualVestry
11 GeraldRees FromVestry2023 AnnualVestry
Heulwen Handley Secretary AnnualVestry-office
12 appointedbythe
trustees
13 JaniceMargaret
Roberts
AnnualVestry
14 John Child AnnualVestry
15 JuliaRawlins Warden AnnualVestry
16 Laurence Harry
Brown
AnnualVestry
17 Margaret Elizabeth
Ware
AnnualVestry
18 Peter Morgruggan
Jones
GiftAidSecretary Trustees
19 Rev Pauline
Patricia Smith
Vicar Diocese
20 Rev Emma Rees-
Kenny
Vicarand Ministry
AreaLead
FromApril2023 Diocese
21 RonaldAnthony
Lewis
FromVestry2023 AnnualVestry
22 Nerys Rhiannon
Beckett
Operations Manager ToJuly 2023 AnnualVestry
Lesley Owens Secretary ToJuly2023 AnnualVestry-office
23 appointedbythe
trustees
ameoftrusteesholdi ng titletopropertybelonging tothech
Trusteename Datesacted ifnotfor whole vear
NONE
Funds heldascustodian trustees onbehalfof others Funds heldascustodian trustees onbehalfof others
Descriptionoftheassets NONE
heldinthiscapacity
Name and objects of the
charityonwhosebehalf the
assetsareheldandhowthis
fallswithin thecustodian
charity'sobjects
Details of arrangementsfor
safe custody and
segregation ofsuchassets
fromthe charity'sown
assets

Names andad dresses of adviser s (Optionalinformation)
Typeof Name Address
adviser
lndependent David Lo, Johns 15LambourneCrescent, Llanishen,Cardiff,CF145GF
Examiner Jones andLo
Bankers NATWEST 31CardiffRoad,Caerphilly
Architect Amanda VoluteArchitectsLld.,22MertonGreen,Caenarent,NP265AT
Needham
HRAdvisor Peninsula VictoriaPlace, Manchester M4 4FB
Nameof chief executiveornamesof seniorstaffmembers (Optionalinformation)

eaerphillrETtxtiValley-Central
poilGroup
Fortheperiodfrom01January2OZ3to31 Decem pr2O23
eaerphillrETtxtiValley-Central
poilGroup
Fortheperiodfrom01January2OZ3to31 Decem pr2O23
eaerphillrETtxtiValley-Central
poilGroup
Fortheperiodfrom01January2OZ3to31 Decem pr2O23
eaerphillrETtxtiValley-Central
poilGroup
Fortheperiodfrom01January2OZ3to31 Decem pr2O23
Genemland Restricted Endowment T6tal
LastYear
funds funds funds tunds
ln@me and endowments from:
Donationsand leoacies )lannedG,vino 62,034.0' 24 62.058.0i 5A2571
-oosecollections 6.848.4 6.848.4I 6582 76
)onations 13.591.8: 't.82'l.6( 15,413.4i 21625.35
:orMission 0.0t 3.445.0€
'axrefunds -Gift Aid 15,908.3i 15.908.3i 17.31 8.91
Tax refunds - GASDS 2,O75.5C 2.O75.5<
-eoacvoifts received oo( 1.000.0( 1.000.0(
3rants 19.588.6'l 4.000.0( 23.588.61 72,598.9(
lncome from charitable
activities :ees(see Note2) 16.363.2( 16,363.2( 19.243.9(
)thertradins activities \,lonevraisino 19.774.7i 6,718.1 26.492.4t 12.956.0i
nveslments lnvestrnent in@me 4.999.12 2.A20.O( 7.819.11 1.753.71
)therin@me llherlncomimResour@s 0.0( 302.675.0( 302.675.0( 5,003.0(
fotat Income and endowments 161.'183.7t 319,058.8: 48,O.212.6t 219.159.9u
on'
Raisinofunds lostof monev raisinq 251.3( 53C 791 3l
:XpenoltureOn
)haritable activities Parish Share 110457.9( 110,457.9( 1U.258.1
rarochialExDensesof Clerics (see Note3)
Other minislrvsuooort(seeNote3)
3375.4t
7551*
3 375 4t
7.551 .8/
8712.1
4,220.91
Maintenance of Services 4024.74 4.O24.71 4.051.84
3ereralparishexpenses 13580.7 20.141.8t 33.722.5t 38.693.81
Maintenaneof Churches 34219.4i 2,860.0( 37.079.8: 23 445',l
Maintenance of otheroroDertv(seemte1 20999.t 20,999.8( 144643(
:xceptional Expenditure I'1802l 9.180.2t 42.065.7i
\,,lission:oarish 569.64 569.6r 8.025.5i
Mission:home^ilorld 3768.( 3.7589( 4 931.4!
)therexpenditure ]apitaloavments 0.0(
lotalExDenditure 198.800.2( 32.7121e 231.5',12.4! 252.905.0i
:XCESS OF RECEIPTS OVER PAYMENTS -37,616.51 286,346.66 248,730.15 .33,749.0(
Transfere:
Grosslransfers between funds-in 93.532.67 4,157.3i 97,690.0( 10.224.1
imssiransfers helween funds- orrt .97690.00 -97690.0( 10.22A 1(
Otherrecoonised oains/losses
Gains/losseaon inveslment assets 2,510.1 1.980.8i 4,490.9{ -6.441.4C
:lains on revalualron fixedassetscharitvsoMuse
Net movemedtinfunds 4',1.773.8t 293.O14.', 1.980,82 253.221.1
Reconciliationoffunds
fdfaltunalshrdlhhl foMeral 95 8628( 18,16414E 1376'l ?9125,60( 331.4'16.5t
fotalfundsmriedfoward 54.088.9( 474.655 6( 15.742.6i 544 487I 291,266.08
Ourpolicyistohold6monthsworthof expenditurefromthe GeneralFund as a reserve aqainst
unforseen circumstances-asadvisedbvthe Churchin Wales
Soourpolicvwas setas 92,000.00
levelof genera!anddesignatedfundat end 54,088.96
ofyear,less desiqnated fund -23.366.34 (MissionActionFund)
Actualunrestrictedreserves 30.722.62
loan oftl16,466fro4the
lFf6 S-t
catherine's
RB lnvestment

NOTES TO THEFINANCIALSTATEMENTS (continued) This Year
LostYear
Year
LostYear
YE.ARENDED31DECEMBER. 2023 ef
2, Fe€sforFinancialStatements examination,/audit
lndependent examiners feesfor reportingontheFinancialstatements 132O.OO I260.00
Auditfees O.O0 O,OO
Other fees paidtoindependent examiner orauditor O.O0 0.OO
3. Paidemploy€es
Gross wag€sandsalaries
Employer's national insurancecosts
17930.9g
0.00
24237.27
O.OO
Pensioncontributions
Pensioncontributions
Tax lessSMP
7Z6.0g
1039.16
tO3g,SO
-4365.2g
Expenses
rotalstaffcosts
Averagenumberofemployeesin theyear
l- 15.66
tr6ol.gslT
l.OOl.O0
,or11,4tl
4. PalrmentstoMACmembers
ExpensespaidtoMAC members (other thanctergy) l---
OO0ll------nnd
NumberofMAC members paidexpenses O.OO
0.OO
Some insignificant clergyexpensesmay relatetotheir dutiesasMAC members.
MAC members receiving other benefits: onewasemployedtoend.,uty 2023(seeabove) f_l+ LOO
: C".rphllty,*dAberValleyMinistryArea
IiTOTES.TOTHEHNAI{CT,AI S'ATEICEiTTS
YEAR ENDED31DECEMBER
,
2023
,
2023
(cor*inued) (cor*inued) (cor*inued) thiliY€arLdstYeor
2
thiliY€arLdstYeor
2
t
6.Anatfrirofre'drrc UnBricted D6i9Bt€d R.sffied
hcordnganderpqrded EEI
I
!
Analysisofspecial FundraisingEvents
Fundraising events(seelist attached)
lesscost of fundraising
lxarvssorGHURcHYARDs
lncome receivedthroughspecified donations
plus churchyard fees
lessremedial work on traes and paths
lessexpenditure onGrasscuttingand refuse
f 730.00
19044j9
-251.39
441.00
4330.00
-80.00
-163r4.00
?oolf-8?garot
[- 671sls z6,ri92ssltzgs6.o7
-530.00-781.39
441.dt
212.W
433020
3940.00
-80.{xr
-879.00
-r63r4.(x,
-11040.00
618s.1s.
T-ii?trol---trrs6.oi
Nou,tr€at€dasp.rtof unlgltlctedfund,because
sll fullyerg€nd€d intheyear
tlusacies
stMartins
f--.0!-01 f-l1Er3rol T---- 0,00
0.00
lf-fiAzso-n-:
0.00
:ryiil.6.
StCatherine's 0.00 0.00 0.00
StAndrew's 1000.00 1000.00 0.00
:::ffi l!'11'"9':l,.
a.rnt
-'r*rrit"ttinJ
Diocesean grants 13497.?6 4000'00 7749726 12253.25
GAVO 4691.35 4591.35 0.40
Caerphilly T6wn Council 1400.00 1400.oo 800.00
HLF 7780.00
Comonwealth graves 5s.04
Penyrheol Council 200.00
WCVA.TSRF3ANDTSRF 3s500.00
ccBc s@0.00
LPOW 5952.68
Totalgrrnts 18188.61 23588.61 67540.93

NOTES TO THEFINANCIAI.STATEMENTS (continued) (continued)
9.Flsd$
I$ovqruntsonmdorfunds
A.NAI I',,, No. lnmiqg Trr$tr
Outgqns
:rit Je
i€s@s
f.
:f
''
an{loE
f,E
Setuis
.{
:3lrtl}ag
Pgilrangrt:andoufiErEs
Stllan's Churchvard investment F9 13751A1
1980.82
15742.63
RBlmrectments
StCatherine'sRBinvestments
StM's redevelopmentRBinvestments
F10
F11
20935.13
134',t0.40
2261?.49
14243.17
REstrict dfilllds
Benefice PropertyFund
Beneficeadminfund
F5
F6
804{}€r
25524,s4
3069r{r.83
11489.66
StMRe-development (s€eNote1) F7 113?29-5,0 ..:..+B€4il. 1l52ll.t2
Small restricted funds F8 1757.?'
Dr.igf.tedtnds 'cl,ec*- :474655.50
ParishMissionfund
Churchyards
Missions (charity)
STMartn's
STCatherine's
StAndrew's
5tllan's
theHall
Urie.trtrriadfund3
F4
F2
F3
D1
D2
D3
D4
D5
28709.15
0-00
o.00
,0.90
,000
10.00
0.00
?370.27
4771.20
?719.22
58052.65
24872.88
'17671.86
4750.31
8055.41
-3039.75-4673.33
-15394.00
I
-3643.90
-2129927., ,
-2U7.07:
-6194.27'516.00.,
-2877.31
-5885.43: :
23366.34
-11622.A0
-921.8
35753.38
22225.81
119!13.59
t87r.(x,
1169.98
Benefice
Majorfundraising events in 2023
date
description
venue amount
oeneralfundraisinq
19t12t2023 afternoontea(anqie) D1 330.60
varuious
sundav teas-weekly
D1 575.36
various
st teilos-fortniohtlv
D1 2.951.13
05t12t2023 tree festival D1 512.00
06t11t2023 halloween D3 55.20
27111t2023 misteltoe market D3 1.044.72
18t12t2023 oamDerdav D3 125.00
11t12t2023 volante D3 710.00
/anous
communitvcaf6(weeklv)
D5 3.749.51
charitv fundraisinq
26/09t2023 abba eveninoforlibva D3 227.40
10t1u2423 macmillan D1 483.50
09t0512023 Marv's meals D1 80.80
17t41t2023 open doors -WNOraffle D,1 170.00
24t10t2023 red cross-teilo D1 206.20
18t12t2A23 SCNSE D3 230.00
21t11t2023 unhcr D2 170.00
Missional fundraisino
06/06t2023 heritage day D1 11.20
06to6t2023 ioyful noise D1 31.61
13t06t2023 nature day afternoon tea etc D1 s62.03
ST Martin's redevelopment fundraisinq
13t06t2023 Aber Valley schoolconcert D1 1,378.07
15t08t2023 caerohillvs ladies concert D1 253.45
20t06t2023 concert-redlands D1 501.3'l
23t05t2023 Fete D,1 1.836.25
14t03t2023 STDavid's concert D1 584.05
23/05t2023 Volante D1 I.800.07

rants obt ainedin2 023
Date Account Codedescription Credit Description Fund
23tO1t2023 702 Non-recurrino one-off orants 5,212.9',1 fairer share rebate General
17t02t2023 702 Non-recurrinq one-offqrants 4,000.00 admin orant F6-Admin fund
20t04t2023 702 Non-recurrinq one-offqrants 2,761.45 rebateqrant1 General
09t05t2023 702 Non-recurrinq one-offqrants 500 flower festival F4 -Mission action
o910512023 702 Non-recurinqone-offqrants 500 flower festival F4 -Mission action
08to6t2023 702 Non-recurrino one-off orants 4,691.35 oavo-qrantforenerg General
churches unlocked
27t06t2023 702 Non-recurrino one-off orants 400 printing F4 -Mission action
071o8t2023 702 Non-recurrino one-off orants 2,761.45 rebate orantlldioc General
23110t2023 702 Non-recuninoone-off orants 2.761.45 rebate orant 3 General
23,588.61 23,588.61
Diocesan 17,497.26
GAVO 4,691.35
Caerphilly Council 1400
Total 23,588.61

Charity payments made from 111123 to 31112123 Caer hill & Aber Valle Cèntral Transactions re rts . Active transactions onl - Dotails Pun Fvnd D•b AudRpwmb•r 2￿4 04 04 2•04 2903 2904 £335 00 £28 00 t384 00 £91 00 £483 50 £90 80 £25 00 £150 00 £30 £200 00 £227 00 Ch￿s￿n9￿J com aB9K￿- rnonibi 352 1002C68 2710W2023 1610112023 2010212023 F3- Mi$siOnS F3- Wis>Dns DEC DEC macrnilhn 1001622 1002068 1002564 1002068 1W2683 1002537 De De$ F3- mis￿¢*7S F3- MISE￿n& F3- F3- Mis$p)nX De5 De5 d￿15 n doors Open awts red eYoss- LI8YA 1710112023 2904 F3- MLSwon? F3- Missjon 1002068 1002543 2710612023 OV10r2023 2904 2904 duplKato- coirected 2W12123 wrth ￿P￿￿m￿ntary don￿l￿n £227 00 £210 00 £$915 £25 00 E17Q 00 £22 80 £230 00 F3- Miwfs F3- Missnns F3- th$$￿Th$ I￿2645 1002656 1002534 0611112023 2903 2W3 2904 2903

04 2904 2903

h red ¢n)SS

smib train strept stus- monthl UNHCR Wodd VIs￿￿- fflonuII DOF De$ 275 F3- F3- MIS￿￿% F3- Mis%on$ 1002675 27111R023 2610112023 2738 Total ¢ha ivln £3,823.05 Street astors, World vision and com la5sion are pald from r8seNe8 - The rnst is funded b donalionslfundr#isin etc. 900.6 2922.45