~~ai~~ 1 1 2024 31 12 2024 **From To** Section A Reference and administration details a ## **Trustees' Annual Report for the period** Period start date Period end date 1 1 2024 31 12 2024 **Charity name** ISLWYN MINISTRY AREA ~~Po~~ Rectoral Benefice of Upper Islwyn **Other names charity is known by** ~~PO~~ **Registered charity number (if any)** 1135366 ~~OT~~ **Charity's principal address** The Vicarage Commercial Street Constitution adopted 01 January 2000 Pengam **Postcode NP12 3TX** **Names of the charity trustees who manage the charity** |~~es es~~|~~es~~||| |---|---|---|---| |**Trustee name**
~~es es~~
~~a~~|**Office (if any)**
~~es~~
~~ee~~|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |REV CANNON
MARK OWEN
~~es es~~
~~a~~
~~a~~|MINISTRY AREA
LEADER
~~es~~
~~ee~~
~~ee~~||| |Fr STEPHEN
SMITH
~~a~~
~~a~~
~~ee ee~~|~~ee~~
~~ee~~
~~ee~~||| |Janet Jones
~~a~~
~~ee ee~~
~~es~~|~~ee~~
~~ee~~
~~es~~||| |Mandy Tyler
~~ee ee~~
~~es~~
~~ee ee~~|~~ee~~
~~es~~
~~ee~~||| |Fr Nicholas Gill
~~es~~
~~ee ee~~
~~a~~|~~es~~
~~ee~~
~~ee~~|~~ee~~|~~ee~~| |Rev Heulwen
Rees
~~ee ee~~
~~a~~|~~ee~~
~~ee~~|~~ee~~|~~ee~~
~~ee~~| |Rev Andrew
Nelmes
~~a~~
~~ee~~|~~ee ~~
~~ee~~|~~ee~~
~~ee~~|~~ee~~
~~ee~~
~~ee~~| |8 Rev Ruth Rowan|||~~ee~~| |9 RayBevan
~~es~~
~~es~~|Co-Chair
~~es~~
~~es~~|~~es~~|~~es~~| |10 MARIAN CURTIS
~~es~~
~~a~~|SECRETARY
~~es~~
~~ee~~|~~ee~~|~~ee~~| |NIGEL
KASZUBOWSKI
~~es ~~
~~a~~
~~es~~|TREASURER
~~es~~
~~ee~~
~~es~~|~~ee~~|~~ee~~| |12 David Phillips
~~a~~
~~es~~
~~ee~~|~~ee~~
~~es~~
~~ee~~|~~ee~~
~~ee~~|~~ee~~
~~ee~~| |Ruth Lawler-
Davies
~~es ~~
~~ee~~
~~ee~~|~~es~~
~~ee~~
~~ee~~|~~ee~~|~~ee~~| |14 Marina Thorpe
~~ee~~
~~ee~~
~~es~~|~~ee~~
~~ee~~
~~rs~~|~~ee~~|~~ee~~| |15 Joan Jelley
~~ee~~
~~es~~
~~ee~~|~~ee~~
~~rs~~
~~ee~~||| |16 Marian Dew
~~es ~~
~~ee~~
~~es~~|~~rs~~
~~ee~~
~~es~~|~~es~~|~~es~~| |17 Venmore Roberts
~~ee~~
~~es~~
~~es ee~~|~~ee~~
~~es~~
~~ee~~|~~es~~|~~es~~| |18 Sue Gladwyn
~~es~~
~~es ee~~
~~es~~|~~es~~
~~ee~~
~~es~~|~~es~~|~~es~~| |19 Pam Matthews
~~es ee~~
~~es~~|~~ee~~
~~es~~||| **TAR** DEC2024 1 20 Janet Cumpstone Rhys Hankins Pam James Paul Lago Marion Collier Edwina Samuels Phillip Evans Sandra Ward Angela Perkins ## **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)** **TAR** DEC2024 2 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** DEC2024 3 **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 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. ## **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. **TAR** DEC2024 4 Section D Achievements and performance **TAR** DEC2024 5 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 **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 £140064. These donations included The Archbishop of Wales Children Fund. Various local needs of people and children in the community. Foodbank support. The foodbank distributed 5236 emergency food parcels. **TAR** DEC2024 6 ## **Section E Financial review** The Ministry’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. Funds are held in Churches, Foodbank and the Ministry bank accounts. The balance at 31/12/2024 met this target. **Details of any funds materially in deficit Further financial review details (Optional information)** You **may choose** to include ~~oO~~ **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)** NIGEL KASZUBOWSKI **Position (eg Secretary, Chair,** TREASURER **etc) Date** 1/6/2025 **TAR** 7 DEC2024 DEC2024 TAR DEC2024 |||**CC16a**
**Islwyn Ministry Area**
**1135366**
**Receipts andpayments accounts**
Period start date
**To**
Period end date
1/1/2024
12/31/2024
**For the period**
**from**
~~=~~| |---|---|---| |**Section A Receipts and payments**||| |||**Total funds**
**Last year**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**| |||**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**| |**A1 Receipts**||| |Donations and Legacies
**301,306**
**286,930**
**-**
**588,236**
**1,250,714**
Income from charitable activities
**21,587**
**-**
**21,587**
**25,579**
Other tradingactivities
**66,793**
**1,050**
**-**
**67,844**
**45,613**
Investments
**15,996**
**52**
**-**
**16,048**
**6,273**
Other income
**119,239**
**-**
**-**
**119,239**
**63,821**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**5,000**
**524,921**
**288,032**
**-**
**812,953**
**1,397,000**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**524,921**
**288,032**
**-**
**812,953**
**1,397,000**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
~~=====~~
~~====~~||| |**_Sub total_**|**_Sub total_**|| |**_Total receipts_ -**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**A3 Payments**
**-**
**-**
**-**
**-**
**-**
Raisingfunds
**1,141**
**210**
**-**
**1,351**
**1,212**
Expenditure on charitible activities
**660,950**
**190,727**
**-**
**851,678**
**492,358**
Other Expenditure
**12,598**
**-**
**-**
**12,598**
**12,207**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**674,689**
**190,937**
**-**
**865,626**
**505,777**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**674,689**
**190,937**
**-**
**865,626**
**505,777**
**_Sub total_**
**A4 Asset and investment**
**purchases, (see table)**
~~=——~~
~~===~~||| |**_Total payments_ **
**_Net of receipts/(payments)_ **
**A5 Transfers between funds**||**- 149,769**
**97,096**
**-**
**- 52,673**
**891,223**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**- 149,769**
**97,096**
**-**
**- 52,673**
**891,223**
~~=====>~~| |**A6 Cash funds last year end**||| ## _**Cash funds this year end**_ ||**Details**
General
Designated
Restricted
**Details**
Lloyds Instant Access account
**Details**
**Details**
**Details**
Signature
#VALUE!
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**702,317**
**7,258**
**-**
**709,575**
Agreement Error
**to nearest £**
**-**
**3,343**
**-**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**|**to nearest £**
**702,317**
**7,258**
**-**
**709,575**
Agreement Error
**to nearest £**
**-**
**3,343**
**-**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**|**to nearest £**
**702,317**
**7,258**
**-**
**709,575**
Agreement Error
**to nearest £**
**-**
**3,343**
**-**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**| |---|---|---|---|---| |**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))|||| |||||| |||||| |||||| ||Lloyds Instant Access account|||| |||||| |||||| ||**Details**|||| |||||**-**| |||||**-**| |||||**-**| |||Investments||| |||Tangible||| ||**Details**|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Details**|||| |||||| |||||| |||||| |||||| |||||| ||Signature|||| ||#VALUE!|NIGEL KASZUBOWSKI||| |||||| CHARITY COMMISSION FOR ENGLANO AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees On accounts for the year ended Charity no (if any) 31-1?-202Iv 1135 Set out on pages I￿.meMber to inclLide the PdCJ61 111&rn1)ers ol ￿ddI110178l £lit)t)t%l I report to the trustees on my examination of the accounts of the above charity ('Ihe Trust") for the year ended Responsibilities and basis of report As the charity's 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 tThe charity's gross income exceeded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]l. Delete [ ] if not applicable. I have completed my examination. I confirm that no material matters have come to my attention 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 Act., or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the form 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 fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection wrth 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 brackets if they do not apply. Signed: Date: Ibl Lf Name: fH)LLIF) Relevant professional qualification(s) or body IER Oct 2018 (if any): Address: Section B Disclosure Only complete if the examiner needs to highlight material matters of con￿rn (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief detsils of any items that the examiner wishes to disclose. IER Oct 2018