OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2020-12-31-accounts

Trustees' Annual Report for the period

Period start date Period end date 01 01 2020 31 12 2020 From To

Section A Reference and administration details

Benefice of U er Islw n pp y

Charity name Benefice of U pp Other names charity is known by None Registered charity number (if any) 1135366 Charity's principal address THE RECTORY VICARAGE LANE, PONTLLANFRAITH BLACKWOOD Postcode NP12 2DP

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee(if any)
Father Mark Owen Chairperson
Pamela Matthews
Rosa Brace Benefice Warden
Keith Morgan
Vicar Jane Butler
Marian Joyce Dew
Venmore Roberts
Marian Curtis Secretary
RayBevan
Ken Powe
David John Phillips
Jon Mark Summers
David Brace
Ann Coombes
Susan Gladwyn
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year

TAR

December 2020

1

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution adopted 01 January 2000

How the charity is constituted

The constitution provides election to be: The Incumbent Vicars and Trustee selection methods Assistant Curates, 2 Wardens and up to 3 co-opted members per church, (eg. appointed by, elected by) co-opted Secretary and Treasurer.

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Section C Objectives and activities

The promotion of the whole mission of the church pastoral, evangelistic, social and ecumenical, in the parish.

Summary of the objects of the charity set out in its governing document

TAR

December 2020

2

The provision of Ten churches for prayer and worship. Providing regular services of public worship. Teaching Christianity through sermons, Sunday schools, bereaved or anyone in difficulty. Supporting other charities in the UK and overseas. Providing activities for various groups to promote the mission of the church and its Christian values.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

TAR

December 2020

3

Section D Achievements and performance

TAR

December 2020

4

Section D Achievements and erformance p

The Benefice through its churches provided resources and facilities for Summary of the main public worship, pastoral care spiritual, moral and intellectual development achievements of the charity both for its members and for anyone who wished to benefit from what the during the year church offered. Charitable activities, Children’s school clubs, fund raising events were held throughout the year. The Home/World expenditure amounted to £12017.00 These donations included The Archbishop of Wales Children Fund. Various local needs of people and children in the community. Food Bank support.

TAR

December 2020

5

Section E Financial review

The Benefice charity’s policy on reserves is to retain at least six months Brief statement of the expenditure as free reserves to meet future shortfalls in income or charity’s policy on reserves unexpected expense. The balance at 31/12/2020 met this target.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Nigel Kaszubowski Full name(s) Mr Nigel Kaszubowski Position (eg Secretary, Chair, Treasurer etc) Date 01/06/2021

TAR

December 2020

6

BENEFICE OF UPPER ISLWYN
Charity Name		 BENEFICE OF UPPER ISLWYN
Charity Name		 BENEFICE OF UPPER ISLWYN
Charity Name		 1135366
No (if any)		 1135366
No (if any)		 1135366
No (if any)		 CC16a
For the period
from		 01/01/2020
Period start date		 To 31/12/2020
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
69,692
12,944
20,674
3,735
22,640
21,185
26,061
7,624
10,129
1,836
15,355

211,875
-
-
-
211,875
95,460
6,678
1,196
2,333
8,775
53,684
1,804
26,119
100
2,674
3,744
831
203,398
-
-
-
203,398
8,477
- 10,000
464,240
462,717		 Restricted
funds
to the nearest £
60
7,445
17,904
33,261
3,442
957
63,069
-
-
-
63,069
-
-
-
40
-
-
6,012
9,676
12,000
-
27,728
-
-
-
27,728
35,341
10,000
128,495
173,836		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
69,752
12,944
28,119
21,639
22,640
21,185
59,322
7,624
13,571
2,793
15,355
274,944
-
-
-
274,944
95,460
6,678
1,196
2,373
8,775
53,684
7,816
26,119
9,776
2,674
15,744
831
231,126
-
-
-
231,126
43,818		 Last year
to the nearest £
Planed Giving 69,692 82,418
Loose Collections 12,944 32,534
Donations 20,674 46,367
For Mission 3,735 1,787
Tax Refunds 22,640 29,191
LegacyGifts Received 21,185 36,339
Grants 26,061 73,142
MoneyRaising 7,624 27,512
Fees 10,129 28,728
Investment Income 1,836 2,530
Other incoming Resoucres
Sub total(Gross income for
AR)		 15,355 34,132

211,875		 394,680
A2 Asset and investment sales,
(see table).
-
-
 -
~~Sub total~~ - -
Total receipts
A3 Payments
394,680
Parish Share 95,460 122,820
Parochial Expenses of Clerics 6,678 9,586
Other 1,196 205
Maintenance of Services 2,333 5,861
General Parish Expenses 8,775 5,420
Maintenance of Churches 53,684 87,598
Maintenance of Other Property 1,804 22,089
Exceptional Expenditure 26,119 10,555
Parish 100 2,199
Home/World 2,674 2,217
Capital Payments 3,744 12,017
Cost of MoneyRaising 831 2,079
**Sub total ** 203,398 282,646
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
282,646
8,477 35,341 - 43,818 112,034
- 10,000 10,000 - -
464,240 128,495 - 592,735 460,105
462,717 173,836 - 636,553 572,139

CCXX R1 accounts (SS)

12/06/2021

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Current Accounts
Signature
Nigel Kaszubowski
Details
Details
Cash in Hand
Deposit Accounts
Building Society Accounts
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
1,608
-
249,502
66,281
117,130
39,599
94,477
67,956
462,717
173,836
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Nigel Kaszubowski		 Endowment
funds
to nearest £
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Nigel Kaszubowski Nigel Kaszubowski 01/06/2021

CCXX R2 accounts (SS)

12/06/2021

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of Charily Name ÉENeficc OF uPP(o On accounts for the year ended Charity no (if any) Set out on pages Iremernber to in¢luoe the ￿ge numbers of aclditional sheets) I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended Dn i i.fiiVI l YYYY. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparalion of the accounts in accordance with the requirements of the Charities Act 2011 (￿he Act.). I report in respect of my examination of the Trusys accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5){b} of the Act. Independent tThe charity's gross income exceeded £250.0(X) and l am qualified to examiner's statement undertake the examination by being a qualrfied member of linsert name of applicable listed bodyll. Delete [ ] rfnot appliGable. I have completed my examination. I confirm that no material matters have come to tny attention in connection with the examination (other than that disclosed below") which gives me cause to believe Ihat in, any material respect: the accounling records were not kept in accordance wth section 130 of the Charities Act; or the accounts did not accord wtth the accounting records,. or the accounts did not comply with the applicable requirements concerning the fom) and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement thal the accounts give a Irue and fair. view which is not a matter considered as part of an independent examination. I have no COn￿rn$ and have come aGross no other matters in Gonnection with the examination lo which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete thè words in the braGkets rf they do not apply. Signed: Date: 01 20LI Name: Relevant professional qualificationls) or body IER Oct 2018

(if any): Address: ¢Jfftm &TQ QISLP( Jfii Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts- directions and guidance for examiners)_ Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018