## **Trustees’ Annual Report for the period** **From 01/01/2022 Period start date To 31/12/2022** ## **Charity name: ISLWYN MINISTRY AREA** ## **Charity registration number: 1135366** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|THE PROMOTION OF THE WHOLE MISSION
OF THE CHURCH PASTORAL,
EVANGELISTIC, SOCIAL AND ECUMENICAL,
IN THE PARISH.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|THE PROVISION OF 11 CHURCHES FOR PRAYER AND
WORSHIP.
PROVIDING REGILAR SERVICES OF PUBLIC WORSHIP.
TEACHING CHRISTIANITY THROUGH SERMONS,
SCHOOLS, BREAVED 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.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees have had regard to the
guidance issued by the Charity Commission
on public benefit when carrying out activities
to which it’s relevant.| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|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 school clubs.
Fund raising events were held throughout
the year.
The Home/World expenditure amounted to
£6551.00. These donations included The
Archbishop of Wales Children Fund. Various
local needs of people and children in the
community. Foodbank support.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The balance sheet shows that Islwyn
Ministry Area has enough funds to ensure it
will meet all its obligations in the following
year.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Ministry’s policy on reserves is to retain
at least six months expenditure as free
reserves to meet future shortfalls in income
or unexpected expense.
Funds are held in Churches, Foodbank and
the Ministry bank accounts.
The balance at 31/12/2022 met this target.| |Amount of reserves held|Para 1.22|£213709| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution adopted 01 January 2000| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|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 information (optional)** You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other ## **Reference and Administrative details** |Charity name|ISLWYN MINISTRY AREA| |---|---| |Other name the charity uses|Rectoral Benefice of Upper Islwyn| |Registered charity number|1135366| |Charity’s principal address|The Vicarage, Commercial Street, Pengam, NP12 3TX| ||| ## **Names of the charity trustees who manage the charity** |








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0|**Trustee name**|**Office (if any)**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Dates acted if not for whole**
**year**|**Dates acted if not for whole**
**year**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**|**Name of person (or body) entitled**
**to appoint trustee (if any)**| |---|---|---|---|---|---|---|---|---|---|---|---| |||REV CANNON
MARK OWEN|MINISTRY AREA
LEADER||||||||| |||Fr STEPHEN
SMITH|||||||||| |||REV NICK ADAMS|||||||||| |||REV RUFUS NOY|||||||||| |||REV HEULEN
REES|||||||||| |||MARIAN CURTIS|SECRETARY||||||||| |||NIGEL
KASZUBOWSKI|TREASURER||||||||| |||CAROL JONES|||||||||| |||RUTH LAWLER|||||||||| |||PAUL LAGO|||||||||| |||ANGELA
PERKINS|||||||||| |||JEFFREY JONES|||||||||| |||JANIE HUGHES|||||||||| |||SUSAN
GLADWYN|||||||||| |||RAY BEVAN|CO CHAIR||||||||| |||DAVID PHILLIPS|||||||||| |||ROSA BRACE|||||||||| |||VENMORE
ROBERTS|||||||||| |||PAM MATTHEWS|||||||||| |||MARIAN DEW|||||||||| |||EDWINA SAMUELS|||||||||| |||SARAH RUDGE|||||||||| ||
|MAUREEN
MORGAN|||||||||| |||KEVIN CELIESKI|||||||||| ||
|JANET
CUMPTONE|||||||||| |||MARION COLLER|||||||||| |||JOAN JELLY|||||||||| |||Corporate trustees–names of the directors at the date the report was approved
**Director name**|||||||||| |||**Director name**|||||||||| ||||||||||||| ||||||||||||| ||||||||||||| ||||||||||||| ||||||||||||| ||||||||||||| Name of trustees holding title to property belonging to the charity Trustèa nam& Datès act8d If not for whola aar ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how these falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** NIGEL KASZUBOWSKI **Position (e.g.,** TREASURER **Secretary, Chair, etc) Date** 30/10/2023 ## **ANNUAL FINANCIAL RETURN** ## **2022** ## **Diocese Monmouth** ## **Parish Church Islwyn Ministry Area** ## Number of Legacies received 1 |Number of Legacies received 1|||| |---|---|---|---| ||**Unrestricted**
**funds**|**Restricted**
**funds**|**Total**| |planned giving|77364.74|3877.01|81241.75| |money raising|52024.54|23.97|52048.51| |for mission|3177.53|0|3177.53| |donations|41093.24|9963.92|51057.16| |legacy gifts received|140061.89|0|140061.89| |grants|42498.67|59661.48|102160.15| |loose collections|24802.29|0|24802.29| |fees|22937.90|493.00|23430.90| |tax refunds - gift aid|24792.94|0|24792.94| |investment income|2455.63|71.57|2527.20| |other incoming resources|12367.00|0|12367.00| |tax refunds - gasds|13942.00|0|13942.00| |**Total for Income**|**457518.37**|**74090.95**|**531609.32**| |parochial expenses of clerics|13451.00|0|13451.00| |maintenance of services|6259.80|0|6259.80| |other ministry support|390.00|0|390.00| |parish share|157217.23|0|157217.23| |general parish expenses|10849.88|33662.40|44512.28| |maintenance of churches|89894.64|1365.56|91260.20| |maintenance of other property|25096.02|9488.18|34584.20| |mission:parish|1460.00|2979.75|4439.75| |mission:home/world|3451.50|3099.93|6551.43| |capital payments|6235.00|0|6235.00| |cost of money raising|1104.68|40.00|1144.68| |exceptional expenditure|61472.99|0|61472.99| |**Total for Expenditure**|**376882.74**|**50635.82**|**427518.56**| |**Net Income/Expenditure**|**80635.63**|**23455.13**|**104090.76**| |Balance as at 1st Jan|418019.30|687348.68|1105367.98| |Any transfers made between UF and RF|8066.64|-8066.64|0.00| |Any other recognised gains or losses|321560.24|173998.56|495558.80| |Net movement in funds|80635.63|23455.13|104090.76| |Balance as at 31 Dec|828281.81|876735.73|1705017.54| (29 October 2023 8:50 am) Page 1 of 1 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts *•• Sectlon A Independent Examinerfs Report Report to the trustees ISL P(RE14 On accounts for the year ended S I OECEk4 6E£2OZZ Charity no (if any) 1185866 Set out on pages I report to the trustees on my examination of the accounts of the above charity {Ihe Trusf) for the year ended 31 11 lo¥2 Responsibilities and basis of report As the chaiitys trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {°the Act°)- I report in respect of my examination of the Trust's 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 ￿he charit5ls gross income ex￿eded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified membar of [insert name of applicable listed bodyll. Delete [ ] if not applicable. I have completed rny/examination. I confirm that no material matters have come to my altention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Actr, or the accounts did not accord with the accounting records,. or the accounts did not comply with the applicable requirements conceming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fair, view which is not a matter considered as part of an independent examination. I have no concems 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. Please delete the words in the braGkets if they do not apply. Jilili3 Signed: Date: Name: ThLT eHILiIPS Relevant professional qualification(s) or body IER Oct 2018 (if any): Address: 85 CIRL NPII Prw 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 examinerwishes to disclose. IER Oct 2018 TJllP.16 7. Ivosfof&YM4WTeV50x￿h StMir/f d5[ 2UI7:6 Bif(a(fv￿thard￿oyrbrt ChL￿rd￿￿$s4t¢S a7 P•fih Cunry¢ X495 StSAI￿r￿ SR45(4Chwrht￿￿IC￿r￿ SE Lws Ja• 25J xrA 6&$53Y 51 Tuduti Yuthf5thU￿h¥1rdCuff1cffll4t￿ IIJVJ17 *45ll45 St ￿*d's1*￿tI&lrfltrp￿thGW 2￿￿ 5tLWÉ'sIAEJrtslhl klIN￿'$IF￿r&eUj)FP£c[￿rtery 137A17.lli 2&467.gJ a￿ret￿tr￿JrChQvS$II1n%*wWdth CuF￿l￿￿￿￿t￿l0Y4S JstryArè•TreMu".•5kc0fft4k f99$ 3•4￿(•>t5¢4rlo1V Gain￿*5￿4￿￿ kn*strw¢ut• 2￿16142 L701017