## **Trustees’ Annual Report for the period** **From 1[st] January 2020 to 31[st] December 2020** ## **Charity name: RUSTINGTON PARISH CHURCH HUMPHREY BEQUEST Charity registration number: 1148284** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**“The general purposes of the said**
**Church [being the Parish Church of**
**Ss Peter & Paul Rustington]”. This is**
**the primary, legally binding,**
**restriction on the trustees; the money**
**must be used for this purpose.**
**However, in addition to this, the**
**Donor, Mr Humphrey, expressed his**
**wish, if at all possible, that the money**
**be used for the “generaly [sic-**
**assume general] upkeep and**
**maintenance and restoration where**
**possible of the fabric of the said**
**Church.”**| |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|**Makes grants to the PCC of Rustington**
**for the upkeep and maintenance of St**
**Peter and St Pauls Church Rustington to**
**provide a dedicated place of public**
**worship open to all.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Managed property to maintain income to**
**achieve the object of the Trust.**| ## **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|| ## **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|Para 1.41|| against objectives Other ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The Charity has no specific policy on**
**reserves**| |Amount of reserves held|Para 1.22|**No reserve account**| |Reasons for holding zero
reserves|Para 1.22|**No specific policy**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**There are none**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Will**| |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|**Vicar and Churchwardens of the time.**
**Churchwardens are elected annually at**
**the APCM by the Parishioners of**
**Rustington.**| ## **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 **Makes grants to the PCC of Rustington. Charity No 1133812** Relationship with any related Para 1.51 parties Other ## **Reference and Administrative details** |Charity name|RUSTINGTON PARISH CHURCH HUMPHREY BEQUEST| |---|---| |Other name the charity uses|THE HUMPHREY BEQUEST| |Registered charity number|1148284| |Charity’s principal address|THE VICARAGE
PARISH CHURCH OF ST PETER AND ST PAUL
CLAIGMAR ROAD
RUSTINGTON, WEST SUSSEX
BN16 2NL| ||| **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 (if any)**| |---|---|---|---|---| ||Natalie Loveless|Chair||| ||Carrie McLeod|||| ||Jackie Gordon|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **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 this 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)** Reverend Natalie Loveless **Position (eg Secretary,** Chair **Chair, etc) Date** 25/10/2021 FINAfvOIL STA TEMEpdfFOR TIE YEAR EN￿D31 L￿￿￿Eft 2030 REUIPf5 PJID PAY￿11￿5 Koxiiir 2019 ftEalP Rert5 Sea Lone ￿￿ertIeS Sea LanÈ Insuran* TeimlyJ5emert Sea la￿ maInte￿rtt r•mtwsefftem Sea Lane water cr*￿￿￿FIl< Certral Board of Flnarte t*¥lder aserrnelSchro*¢5 Interest. Grass Retwrrd toattofyrt fm PCC 42.323.&) 199L45 15,505.08 2,30a.44 454.97 278.50 12,195.70 Z47.15 IL212.73 Q.76 69J#.74 50,984.84 PAINEIITS Expenditure in cth**rt50n wilh Swd tar* Insumnce Manage￿n¢fee$ lrfcr*etyRq undleu5e experfje5 Mointentsnce Woter conJunptyryJ 2NS.68 2,539.43 2.682.39 2.130.31 1395.IX> 1,585.ts) 513.21 B,305.91 314.59 7.761.70 Excess of Recelws Payrnerts Balartt5 at Bankat lJ4nuary 2020 •t8•nk at31 l>•£¢mber2t)20 61,827.04 122.166.12 183 993.16 42.678.93 79,487.19 121166.12 C•sh Fwd% Na￿0￿1 Westminster Bar* rAc Cwrtni A(riwrt Natitsnèl westminster 8ank Reser¥e ACc￿rt $c￿(￿r & Co Ltd1(￿enty+e Caprritsi 331.32 170,661.84 18J.993.16 331.32 121.834. IZ2.166.12 Sea iare rent aff￿r5 IrLsLYance ar¥ear5 MairtenarKe •rfea Held in PCCAcc(xrt 416.67 322.47 L875.C 56161 1.889.65 53&73 14,889.65 Y4estynentP4xts I￿a￿t as at 31.11201 C8F OxKchof Er¥larAI Irh*stment FL*)1 aTrd C8F ch￿ch of E￿18￿￿ Fl¥ed Interest seuwit￿5 Fthj 182.799.88 185 793.03 173,792.ZZ 176.661.52 3%,453.74 R¢t•lned Flxed *J5tts 2.4.6.8 & 105ea Lare Rustiw at 1983 67,5￿.{(* The attached nc*es fom part of 5tstemeirts 14*1 Cl•tieod riusTWtY4 PARiSH OILIIOI lIUw￿REyoEIyJEST IR•**vodftr•lty 114 FINAN(3AI 5fA TEMENYFUR YEAR EA1￿0 31 IK