## **Trustees’ Annual Report for the period** ## **From 1 April 2022 Period start date To 31 March 2023 Period end date** ## **Charity name: St Julians Baptist Church** ## **Charity registration number: 1148152** ## **Objectives and Activities** Our main purpose is the advancement of the Christian faith according to the principles of the Baptist denomination. Activities include: regular public worship, prayer, teaching; baptism; Communion at least once a month; evangelism; the teaching, and inclusion of young people; education/training for Christian and community service; giving pastoral care; supporting charitable social action The main activities of the charity include - Sunday morning services every week to include worship, prayer and bible teaching - Communion on the first Sunday morning every month and on other occasions - Junior Church and an annual holiday bible club for children open to the local community - Empowering our people to develop their gifts and ministries - Actively engaging with the local community to meet its physical, financial and spiritual needs - Working with local organisations to use the premises fully to provide benefits to the local area The trustees have had regard to the guidance issued by the Charity Commissioner on public benefit ## The charity does not make any grants The charity is grateful to its trustees who lead on the strategic direction of the organisation and is indebted to all the volunteers who offer their time to allow us to run our main activities. We are also pleased to see the increasing use of our premises by a wide range of organisations which are providing increased services to our local community The charity took the strategic decision to open up incrementally after COVID as restrictions eased and our own resources permitted. It also gave the opportunity to review and change our previous offerings and with the benefit of our new hall increase the use of our buildings for the community in a managed way. The main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries include - Sunday morning services are attracting new people allowing us to reach out to a broader base - Our Sunday school has been rebranded as Junior Church and our toddler group as Lily Pad. These changes have seen increased take up especially the toddler group which is having a big impact on the local community that is in a high area of deprivation. - We have new users of the premises which are increasing the provision to young people including a gymnastics class, a new playgroup, a children’s choir and groups for the Hungarian Community - We are providing health benefits with groups such as The Alzheimer Society, the National Autistic Society and the National Childcare Trust using the premises. A Pilates class is also operating - Other benefits include use by choirs, quarterly Sunday lunches, craft groups and a weekly coffee afternoon which is part of the national warm welcome scheme. At the start of the calendar year we reviewed what we achieved in the current year and set some objectives for the year ahead. At the start of 2022 our new objectives and performance against them was - Bridging the gap between those using the premises to help to reach out to our local community – we started a Monday coffee afternoon to coincide with the gymnastics class and held a successful bonfire night evening - To provide something for our teenage children – group was planned and finally started in September 2022 - Build our fellowship with social opportunities – we have had quarterly lunches, social evenings and planned a weekend away in June 2023. - Things for the elderly – we have quarterly lunches, the coffee afternoon and have craft groups using the premises. - Improve the church side of the building – we are currently refurbishing our vestibule ## **Financial Review** The accounts and the auditors’ report are in the annex of this report. This section reviews and explains key points. Unlike figures for 20/21 ro 21/22 which were effected by COVID and an interregnum the figures for 21/22 and 22/23 were comparable The financial position for 22/23 was Total receipts £78317 Total payments £78495 Deficit £179 The accounts were broadly in balance with a small deficit that amounted to 0.2% of total receipts. The main increase in receipts was from use of buildings which rose from £20012 to £24579 reflecting increased use by the community The main increase in payments was transfers to other accounts which rose from £6295 to £17710. Money was moved to savings account and also the building fund as we were expecting to do some major repairs in the next financial year The charity holds reserves in a savings account. This account aims to hold around three months’ worth of expenditure. This account held £17330 at March 2022 following the transfer of £4000 from the general fund which brings it close to the target level. The only loan that the charity has is one of £50,000 from the Baptist Loan Fund payable at £5000 a year for 10 years. This is currently met by pledges and gifts from the supporters of the charity. The future development fund which is used to finance loan payments stood at £12330 that covers two years of payments and so is no considered a risk. ## **Structure, Governance and Management** The charity’s governing document is the church constitution, We have used the model constitution for Baptist churches in membership of the Baptist Union of Great Britain (BUGB) which has been negotiated by BUGB and is an approved document by the Charity Commission. The charity is an unincorporated charity and has not sought to become a Charitable Incorporated Organisation (CIO). Trustees are appointed by church members for a three- year term at the Annual Church meeting which is usually held in September. There can be up to 9 deacons who can be reappointed for a second term but after that would normally be expected to have a year’s sabbatical. The secretary and treasurer are ex officio officers, selected on their ability to fulfil these specialised roles. They also serve a three-year term but due to the specific requirements of the roles are eligible for re-election each time at the end of their term. The AGM is held half way through the financial year and reporting year to the Charity Commission so some trustees will serve for only a six-month period during the reporting period. ## **Reference and Administrative details** |Charity name|St Julians Baptist Church| |---|---| |Other name the charity uses|N/A| |Registered charity number|1148152| |Charity’s principal address|33-35 Beaufort Road
Newport
South Wales NP19 7PZ| ||| ## **Names of the charity trustees who manage the charity. The names refer to the position in the 22/23 reporting year** |**/23**|**reporting year**|||| |---|---|---|---|---| |1
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**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| ||Ole Black|Secretary||Annual Church Meeting| ||Ruth Thomas|Treasurer||Annual Church Meeting| ||Lynn Turner|Trustee|April 22- September 22|Annual Church Meeting| ||WendyJohn|Trustee|April 22- September 22|Annual Church Meeting| ||Debbie Pickering|Trustee|April 22- September 22|Annual Church Meeting| ||Beryl Turner|Trustee||Annual Church Meeting| ||Matthew Taylor|Trustee||Annual Church Meeting| ||HarveyPhilpott|Trustee||Annual Church Meeting| ||Sian Taylor|Trustee||Annual Church Meeting| ||Peter Banks|Trustee||Annual Church Meeting| ||Michelle Presley|Trustee||Annual Church Meeting| ||Mark Greveson|Trustee|October 22 – March 23|Annual Church Meeting| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| Rov Le• Pr•sl•y- Pas Declaratlon• 8lw•d Iln b•h•ff alth• ehwW• 1N•tw• Ch41r, 6tcl D• ZZ. 11. Zoz6. .St Julians Ba tist Church - Financlal Statementforthe General Fund Receipts and Payments Aecpunt RÈcerpts Note Weekly Offering5 Donaligns and other Income In-ome tax recovered on gift aid ear endi 31 March 2023 2022123 35,054 32.194 11.069 78.317 2021122 36,348 23,574 10.275 Payments Ministry Upkeep of Church Mission Adminislralion and Other 34.190 14.702 3,852 25,751 78.496 35.833 16.203 3,668 13,156 68.860 Surplus l Def.cil for the year Ba12nce brought lotward Baiarice carried forward -179 6611 6.432 1.337 5.274 6.611 Building Fund Receipts and Payments Account Receipts Weekly Offenngs Donations and Other InconTre 1.487 8.3G3 886 3.29", Ir-ome tax fecovered orTr gift akl 720 10.670 7,581 Payments Church upkeep Manse upkeep Rèntsl Income Used Transfei 3.842 4.853 2,370 50 600 5.503 6.212 Surplus l Deficit for the year Ba13nce brought forward Balance ￿rrIed forwtrd 2,078 3.842 8.299 3.842 Appeals Fund Receipts and Payrnents Actount Receipts Note Money RaiseLI 966 966 1.618 1,618 Payments Given to othef causes 29 929 1.630 1.630 Surplijs l Deficit for the year BaLance brought forward Balan￿ carried forward -12 79 116 91 79 Page I St Julians Ba tist Church - Flnancial Statementtorthe 30 D4 Notiie Savings AccoLlnt Receipts lance brought foTwa Interest eatned TraTrsfeis betyeen accoJrilS B¢l¥nce ar endin 31M Note 202W23 2021122 132 13295 Future Development Fund Accoufft ¢eipta ! ranslei.'rotn 30 Day SaviTr9S Don21ions & Tr2nsfer Nots 12182 12.182 3.453 9.453 Payfflerlts Eypenditu 41.927 SknipluslDefiknl'. forthe ye3r 8818we Brtyuoh+ Fornard B81ance ￿arTied F0Thrf3rd 48":8 4.527 I2.￿] 17.748 12.330 Playgrtsup Receipts and Payrnents Accourtl Recèipfs Fees Speci81 NÈed! Assisied P 3ces Gr8nts Payments Sui5r- rs yr,d -ou',5es 170 ?..CItTcr the year -170 278 .-er4¥?rd of Assets and Ltabilities at 31 March Note -4 a-.3 CLfier cash balanees 44 617 41.1)83 4eppe5enting balances on fallowing accounts 6.J132 8299 6.611 -,9 Fund Is Fu￿j OBS. Notice Saviftgs ACCO￿￿1 FJiure TrevelDpmeTrl Account P.'3syroup Acco￿￿ 13.295 12.330 '.oa 41.083 44.617 Other monetsry asse L@gacy Account Mr3 W Le*%s 1.129 lon tnonetary assels 2.552.858 2.440.294 cur￿￿1 Long ietrn kafis Page 2 St Julians Ba 1. Basis of accounts These 3CCOUllts have been piepared on a'teceipts atKI payfflents. bzsis and acc(Kd ￿¥th S£thn 133 Charities Aci 2011 2. Weekly offering Grfl aid Members envelopes Other tist Church - Notes to the accounts 2022123 2021122 30.604 3.565 6. Mtssion 2022123 953 976 2021122 675 BMS 4.158 Hoffle Mission South Wa￿5 Baptst Cokgp 35.054 36.348 3. Donations and tsther tntome Ofiailons Gifts & Outr8ach 830 740 4.446 Use of buildTngs anse rental Insurance Reirnbursement Translei 24.579 20.012 178 1.220 Ch.￿drensIy0Ulh work 793 1,257 286 Sub5,'D?TratlQnS iFaTri yaJ.'? Wvrk 1.771 32,194 23.574 3,668 4. Ministy Minister's stipend Pensits￿ ¢ontnbuhons N2tiorEal insur311 CE ¥n(t 7. Administration and lither ConSU￿.3b[e￿H0￿se keep￿9 StalK>nery and wintsng Affiliation fees Tronsfer to Savtngs Acix)uni Transfer to orher a(ThJnts Other 19.719 7.607 3.341 18.730 799 3.151 457 187 4.862 17.710 3.634 25,-, 6,295 fj.368 13.1 P,1arTr>e upseeg iu.-Iin¥ soeacrrs 3.363 160 3.7 120 34,1go 35.833 5. Upkeèp of church premises ec:r:cii', water and phone 7.952 2.831 9.450 2,927 16,202 8. Appeals Account- Glven to other causes 21J22123 Re￿iVed Given Given to other catsses 2Q21r22 Received Given iussell Trust 96.25 35 195.6 96.25 35 195.6 -eprosy ler• Ship5 Leprosy 24 24 Edei G8tÈ Mi￿t Shelter Yo.'ne Mission Harvest ven House Ukiainè Aome M1ss50n 111.5 116 217 102 1,171 217 102 1.171 Ukraine Pakistan 485 61.5 453.66 61.5 Totals 929 1.618 1.630 P39e 3 StJulians Ba tist Church - Notes to the accounts 9. Legacy - Mrs VV. Lewis are that th￿ L10,JO ca01.￿.. ￿tained 3nd the ip.tere¢t e2r•ed .< ty be al 10. Ngn-monetary assets -n S ¥uS'.od.ai ".nsrE ie 20&Z'"23 Deacons Report The accounts and ststement of assets and lk4biliiEs set gLYt cn pages 1 to 4 relating to the year ended 31 March are as approved by the déacons Signature-. Sicry8VJ. re" Page 4 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of St Julians Baptist Church On accounts for the year ended 31 March 2023 Charity no (rf any) 1148152 Set out on pages 14 I report to the trustees on my examination of the accounts of the above charrty ("the Trust-) for the year ended Responsibilities and As the chartty trustees of Ihe Trust, you are responsible for the preparation basis of report of the accounts in accordance wtth the requirements of the Charities Act 2011 (llhe Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of Ihe 2011 Act and in carrying out my exaryiination, I have followed the applicable Directions given by the Charity Commission under section 14515)Ib) of the Act. I have completed my examination. I confimi that no material matters have come to my attention {other than that disclosed below ") in connection wilh the examination which gives me cause to believe that in, any material respect." accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other rnatters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rfthey do not apply. Signed: C) k-c Date: Name: Donna Eckley FCCA Relevant professional qualification{sl or body (if any): ACCA Address: Philip Murphy & Partners 10 Corporation Road Newport, South Wales. NP19 OAR IER October 2018 Section B Disclosure Only complete ifthe examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidan￿ for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018