**Trustees' Annual Report for the period** **From** Period start date Period end date 1 1 2023 31 12 2023 **To** ## Section A Reference and administration details **Charity name** ISLWYN MINISTRY AREA Rectoral Benefice of Upper Islwyn **Other names charity is known by Registered charity number (if any)** 1135366 **Charity's principal address**[The Vicarage] Commercial Street Constitution adopted 01 January 2000 Pengam **Postcode NP12 3TX** ISLWYN MINISTRY AREA Rectoral Benefice of Upper Islwyn **Registered charity number (if any)** 1135366 **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||REV CANNON
MARK OWEN|MINISTRY AREA
LEADER||| ||Fr STEPHEN
SMITH|||| ||REV NICK ADAMS|||| ||REV RUFUS NOY|||| ||Fthr Nicholas Gill|||| ||Rev Heulwen
Rees|||| ||Rev Andrew
Nelmes|||| ||Rev Ruth Rowan|||| ||RayBevan|Co-Chair||| ||MARIAN CURTIS|SECRETARY||| ||NIGEL
KASZUBOWSKI|TREASURER||| ||David Phillips|||| ||Ruth Lawler-
Davies|||| ||Marina Thorpe|||| ||Joan Jelley|||| ||Marian Dew|||| ||Venmore Roberts|||| ||Sue Gladwyn|||| ||Pam Matthews|||| ||Kevin Celieski|||| March **2012** **TAR** 1 Rhys Hankins Pam James Paul Lago Marion Collier Edwina Samuels Phillip Evans Sandra Ward Angela Perkins Janet Cumpstone Janet Jones Mandy Tyler ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **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** Constitution adopted 01 January 2000 Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) 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: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational March **2012** **TAR** 2 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** THE PROMOTION OF THE WHOLE MISSION OF THE CHURCH **Summary of the objects of the** PASTORAL, EVANGELISTIC, SOCIAL **charity set out in its** AND ECUMENICAL, IN THE PARISH. **governing document** HE PROVISION OF 12 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 **Summary of the main** FOR VARIOUS GROUPS TO PROMOTE **activities undertaken for the** THE MISSION OF THE CHURCH AND **public benefit in relation to** ITS CHRISTIAN VALUES. **these objects (include within** PROVISION OF A FOODBANK THAT **this section the statutory** DISTRIBUTES FOOD TO THOSE WHO **declaration that trustees have** HAVE DIFFICULTY PURCHASING **had regard to the guidance** ENOUGH TO AVOID HUNGER. **issued by the Charity Commission on public benefit)** **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 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 March **2012** **TAR** 4 ## Section D Achievements and performance The Benefice through its churches provided resources and facilities for **Summary of the main** public worship, pastoral care, spiritual, moral and intellectual **achievements of the charity** development both for its members and for anyone who wished to benefit **during the year** from what the church offered. Charitable activities, Children school clubs. Fund raising events were held throughout the year. The Home/World expenditure amounted to £55170.00. These donations included The Archbishop of Wales Children Fund. Various local needs of people and children in the community. Foodbank support. ## **Section E Financial review** March **2012** **TAR** 5 **Brief statement of the charity’s policy on reserves** 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 31/12/2023 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 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)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**||| |---|---|---| ||NIGEL KASZUBOWSKI|| ||TREASURER|| ||7/8/2024|| March **2012** **TAR** 6 ||**Islwyn Ministry Area**
**1135366**
**Receipts andpayments accounts**
Period start date
**To**
Period end date
1/1/2023
12/31/2023
**For the period**
**from**|**Islwyn Ministry Area**
**1135366**
**Receipts andpayments accounts**
Period start date
**To**
Period end date
1/1/2023
12/31/2023
**For the period**
**from**|**Islwyn Ministry Area**
**1135366**
**Receipts andpayments accounts**
Period start date
**To**
Period end date
1/1/2023
12/31/2023
**For the period**
**from**|**Islwyn Ministry Area**
**1135366**
**Receipts andpayments accounts**
Period start date
**To**
Period end date
1/1/2023
12/31/2023
**For the period**
**from**|**CC16a**| |---|---|---|---|---|---| ||**For the period**
**from**|Period start date
1/1/2023|**To**
|Period end date
12/31/2023|| ||||||| |**Section A Receipts and payments**|||||| |**A1 Receipts**||**to the nearest £**
**138,679**
**-**
**396**
**-**
**-**
**-**
**-**
**5,000**
**144,075**
**-**
**-**
**-**
**144,075**
**-**
**-**
**-**
**89**
**96,941**
**-**
**-**
**-**
**-**
**97,030**
**-**
**-**
**-**
**97,030**
**47,045**
**-**
**-**
**47,045**
-4307
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**1,250,714**
**25,579**
**45,613**
**6,273**
**63,821**
**-**
**-**
**5,000**
**1,397,000**
**-**
**-**
**-**
**1,397,000**
**-**
**-**
**-**
**1,212**
**492,358**
**12,207**
**-**
**-**
**-**
**505,777**
**-**
**-**
**-**
**505,777**
**891,223**
**-**
**-**
**891,223**
13804|**Last year**
**to the nearest £**| |Donations and Legacies|**1,112,035**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**1,250,714**|**441,236**| |Income from charitable activities|**25,579**|||**25,579**|**23,431**| |Other tradingactivities|**45,217**|||**45,613**|**52,048**| |Investments|**6,273**|||**6,273**|**2,527**| |Other income|**63,821**|||**63,821**|**22,367**| ||**-**|||**-**|**-**| ||**-**|||**-**|**-**| ||**-**|||**5,000**|**-**| ||**1,252,925**|||**1,397,000**|**541,609**| ||||||| ||||||| |**_Sub total_**_(Gross income for AR)_|**-**||**-**
**-**
**-**|**-**|| ||**-**|||**-**|**-**| |**A2 Asset and investment sales,**
**(see table).**|**-**|||**-**|**-**| ||||||| ||**1,252,925**||**-**||**541,609**| |**_Sub total_**|||||| |**_Total receipts_ **
**A3 Payments**|**-**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**-**| ||**-**|||**-**|**-**| ||**-**|||**-**|**-**| |Raisingfunds|**1,123**|||**1,212**|**1,144**| |Expenditure on charitible activities|**395,417**|||**492,358**|**420,139**| |Other Expenditure|**12,207**|||**12,207**|**6,235**| ||**-**|||**-**|**-**| ||**-**|||**-**|**-**| ||**-**|||**-**|**-**| ||**408,747**|||**505,777**|**427,518**| ||||||| ||||||| |**_Sub total_**|**-**||**-**
**-**
**-**|**-**|| ||**-**|||**-**|| |**A4 Asset and investment**
**purchases, (see table)**|**-**|||**-**|**-**| ||||||| ||**408,747**||**-**|**505,777**|**427,518**| ||||||| ||||**-**
**-**
**-**
**-**|**891,223**|**114,091**| |||||**-**|**-**| |||||**-**|**-**| |||||**891,223**|**114,091**| ||||||4955581| ## _**Cash funds this year end**_ ||**Details**
General
Designated
Restricted
**Details**
cash at bank
cash at bank
**Details**
**Details**
Tangible Assets
Investments
**Details**
Signature
#VALUE!
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**1,644,940**
**-**
**45,631**
**-**
**-**
**919,474**
**1,690,571**
**919,474**
Agreement Error
Agreement Error
**to nearest £**
**to nearest £**
**1,280,379**
**-**
**14,266**
**269,418**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**87**
**-**
Print Name
NIGEL KASZUBOWSKI
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| |**Section B Statement of**|General||**-**| |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**|Designated||**-**| ||Restricted||**-**| ||**_Total cash funds_**
(agree balances with receipts and payments
account(s))||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||cash at bank||**-**| ||cash at bank||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||**Details**||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||**Details**||**Current value**
**(optional)**| ||Tangible Assets||**23,883**| ||Investments||**1,022,186**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||**Details**||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||Signature||| ||||Date of
approval| ||#VALUE!|NIGEL KASZUBOWSKI|8/7/2024| ||||| 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 SLkiYNJ minETL4 c￿£• On accounts for the year ended Charity no lif any) IIJS3IL Sèt out on pages I￿￿￿?be[ lo Ihe pagp iiuiiihpr% o18ddi￿r1,11 8h&elsi I report to the trustees on my examination of the accounts of the abov8 charty {Ihe Trust.) for the year ended Responsibilities and As the charity trustees of the Trust, you are resp￿sIble for the preparation basls ol report ofthe accounts in accordance wrth the requirements of the Charities Act 2011 (Ihe ACVI. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under seCt￿n 14515)(b) ofthe Act. I have completed ry examination. I confimi that no material mattets have come to my attention (other than that disclosed below ') in connection with the eXaMinat￿n which gives me cause to believe Ihal in, any material respect.. accourrting records y￿re rK)t kept in accordance with sectK)n 130 of the Act or the accounls do not accord with the accounting records Independent examlnerfs statement I have no concerns and have come across no other matters in connection viilh the examination lo which attention should be drawn in order to enable a proper understanding of th8 accounts to be reached. Please delele the wonls in the brackets rfthey do not apply. Slgned: Name: ¢HIWPS Relevant profe85ional qualification(sl or l￿lY (rf anyl: Address: SW(èI f )Q1 K)Fll % r IER October 2018 Section B Disclosure Only comptete rf the examinei needs lo h¥Jhlight matters of concern (see CC32, Independent examination ofchartty accounts.. directions and guidance for examiners). Givè hère brief details of any items that the examiner wishes to dlsclose. IER October 2018