## **Trustees' Annual Report for the period** ## **From** Period start date Period end date **To** 01 01 2021 31 12 2021 **TAR** December 2021 1 Section A Reference and administration details **Charity name** ## **ISLWYN MINISTRY AREA** **Other names charity is known by** Rectorial Benefice of Upper Islwyn **Registered charity number (if any)** 1135366 **TAR** December 2021 2 ## **Charity's principal address** The Vicarage Commercial Street Pengam ## **Postcode** NP123TX **Names of the charity trustees who manage the charity** **TAR** December 2021 3 1 ## **Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any)** Rev CanonMark Owen Chairperson 2 Pamela Matthews 3 Rosa Brace Benefice Warden 4 **TAR** December 2021 4 Keith Morgan 5 Vicar Jane Butler Marian Joyce Dew Venmore Roberts Marian Curtis Secretary 6 7 8 **TAR** December 2021 5 9 Ray Bevan 10 Ken Powe 11 David John Phillips 12 Jon Mark Summers **TAR** December 2021 6 13 David Brace 14 Ann Coombes 15 Susan Gladwyn 16 **TAR** December 2021 7 17 18 19 20 **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **TAR** December 2021 8 ## **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** ## **Type of adviser Name Address** **TAR** December 2021 9 ## **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 (eg. trust deed, constitution) Constitution adopted 01 January 2000 How the charity is constituted (eg. trust, association, company) Trustee selection methods (eg. appointed by, elected by) The constitution provides election to be: The Incumbent Vicars and Assistant Curates, 2 Wardens and up to 3 co-opted members per church, co-opted Secretary and Treasurer. ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** ## **Summary of the objects of the charity set out in its governing document** The promotion of the whole mission of the church pastoral, evangelistic, social and ecumenical, in the parish. **TAR** December 2021 10 ## **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)** 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. Provision of a Foodbank that distributes food to those who have difficulty purchasing enough to avoid hunger, ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **TAR** December 2021 11 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** The Benefice through its churches provided resources and facilities for public worship, pastoral care spiritual, moral and intellectual development both for its members and for anyone who wished to benefit from what the church offered. Charitable activities, Children’s school clubs, fund raising events were held throughout the year. The Home/World expenditure amounted to £6701.00 These donations included The Archbishop of Wales Children Fund. Various local needs of people and children in the community. Food Bank support. **TAR** December 2021 12 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** The Ministry’s charity policy on reserves is to retain at least six months expenditure as free reserves to meet future shortfalls in income or unexpected expense. The balance at 31/12/2021 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: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **----- Start of picture text -----**
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**TAR** December 2021 13 **Full name(s)** Mr Nigel Kaszubowski **Position (eg Secretary, Chair, etc)** Treasurer **Date** 29/9/2022 **TAR** December 2021 14 Monmouth ISL4VYN MINISTRY AREA Newrt Parish of. ANNUAL FINANCIAL RETURN FOR 2021 DèYtsb"on of41 Chuth nlhis r*um ISLWYN AIINISTRY AREA INCOME AND EXPENDrruRE Tt*al of a8 Fund5 INCOMING RESOURCES I RECEIPTS 73.326 20,402 42.880 512 19,990 20 21.683 11,980 11.653 2.462 12.192 217.11JO 60 73,386 20,402 43.585 14,502 19.990 20 58.944 11.980 16,317 1,900 12.193 273.219 705 13.991 37,261 TOTAL INCOMING RESOURCES I RECElVts 56.120 RESOURCES EXPENDED I PAYMENTS 86.830 6.939 37.379 2.138 6,978 80,235 25,396 8.687 29.583 6.701 6.939 731 2.138 6.978 80.235 15.382 8.687 3.140 6,701 36,648 10.014 26,443 841 291.707 TOTAL RESOURCES EXPENDEDIPAYMENTS 218,602 73,105 BALANCE OF TOTAL FUNDS Brought fotward 1st January 2021 Carrigj fonvard 31st D￿ber 2021 4￿,720 473.216 173,835 144.862 636,555 618,078 473.216 144.862 SwJskn: The TrEa5Ut￿ 15 requi￿1 to 5vJn thi5 ￿[￿ L•is & Co SyJTthre'. CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of 1SLk)4￿ MIn￿re¥ ( On accounts for the year ended 31 DELEM&trI ZOLI Charity no (if any) Set out on pages -vl S11￿ts) I report to the trustees on my examination of the accourrts of the above charity Cthe Trusf) for the year endgJ Responsibilities and basis of report As the chartWs trustees, you are responsibte for the preparation of the accounts in accordan￿ with the requirements of the Charities Act 2011 (llhe Acr). I report in respect of my examination of the Trusys accounts oarried OLrt under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent trhe charitys gross income exceeded £250,000 and l am qualffied to examinerfs statement undertake the examination by being a qualtfied member of EiAsEF I have completed my examination. l Gonfimi that no material matters have come to my attention in connectton wtth the examination (other than that disdosed below") which grves me ￿use to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charibes Act" or the accounts did not acwrd with the accounting records., or the accounts did not compty with the applicable r￿uIrements con￿MIng the fom and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no con￿M$ and have come across no other matters in connection th the examination to vlhich attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the wonls in the brackets If they do not apply. IsJo4-ILoz Signed: Date: Name: JtNèT PHILLIP Relevant professional qualrfication(s) or body Fccfv IER Oct 2018 (if any): Address: Lo ￿￿eLGiftL srtL&& T Isc 11 6 Pltsj Section B Disclosure Only complete if the examiner needs to h￿hlIght material matters of ¢oncern (see CC32, Independent examination of chartty accounts". directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018