Trustees’ Annual Report for the period
From 1[st] January 2021 to 31[st] December 2021
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 Paul's Church Rustington to provide a dedicated place of public worship open to all and additionally for the general purposes of the church. |
| 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 reviews the Quinquennial inspection of the church and considers the amount needed for potential works. |
| 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. The current trustees may also choose to appoint others. |
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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 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 | Secretary | |||
| Jackie Gordon | ||||
| HenryBott | May 2021 to present date | |||
– 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 28/10/2022
RU5flllGfoN PAR15H UR1}I HiImPHREYBE(JjE(Re8ktVEthArfty 11483841 ResbS¢W Fthts FINANCIAL STA TEMENfFOR THE YE4R EN0 31 OECEM8ER 2021 RECEIPTS AND pAyTs ACCOUNT Restrithd Fw RECEIPTS Rents () Sea Lar wopert6es Sea tane Insurarte rwmtrr$ement Sea iare Insurartt d3im Sea Lane wate¥ consLrnFIi CentRI 803fd of Finan tiwiderp Caseno¥EISchrcJers Intest- 6r05S Returnedto arjnt frL¥n PCC 3L49L05 1745. 915.(XJ 42.323.80 2.991.45 1020932 11212.73 fLI.76 .ow.00 69588.74 45.3r4197 E¥penthitwe with5wa IR511roiice MonogeyntfteS Mortetlno ondleuse eynses Muintenonce Waterc(Su10jj A District Counu"l R¢7te5 3.792.29 L9)4.66 2W.68 2539.43 1.440. 582.(X) 314.59 1773. 395.tsl L323.63 A88 7,761.70 Ex£e55 of ReIts IT Paytnert5 Balances èt Bankat iJanLry 2021 35.172.35 183.993.16 219.165.51 61,8Z7.04 122 166.12 184.993.16 STATEF4Epif OF Er5 VID LIABiufiES Cash Fun(15 ational Westm&rter Ba HB Cwreni ALt(xw)t Natior1 We5tmin5ter 8ar Re$eTheAcct s1r & Co Ltd1CazerCaIyial 11.50). 33L32 207.334.19 219.16551 ,cw.cA) 331.32 170.661.84 183.993.16 Held * Marshall Oark Seb LI rent aFreaw5 Instsrarte arrears Maitei)ancearrS Hdd in KCAccount A$Ment ofwater 145.(KI 416.67 322.47 241.97 454.97 L889.65 I73 3.538.73 ifvsknentASSÈts (Market Val as at 31.IZ.211 The CBF Church ol EwlaNJ ISte ar CBF Church ElaThY Flxed Irteresr Searri5 FLwKi I507.93 170,739.30 38324729 799.88 185.793.03 368.592.91 Retalrtd Flxed •ssets 2.4,6,8 & 10 Sea tsrE Ru5tir¥tw at rnar 1983 67,YX).(X) The attaehed e$ frKm rAIE ofthe finamal statemerts 55tvRdththeii beh8Wtr•: NJL• (TI)
RLISnNGTON PARISH (HURCH HUN¥TrREY BEQUEST IRegi5tered(hBrity 1148841 FINANCIAL 5fA TEMENTFOR THE YEAR ENOED31 DEtsMBER 2021 The financial statements ha beeTr prepared in acconJaKe with the Owl¥tyCcmmissicrrs recommendations using ihe Receipts Jnd Pawnents t¥Si5. NcÉes Iet0 Maiket Value 31.12.21 31.12.21 The diMdeThJs deri%t fr(Mn fdl(x¥ing irrttsiments: 9.086.70 Shares in CBF (hwth of ErelA Inlesiment Fd- Inctyme shares 108,069.69 Share5 Ill the CBF (hurch of £nEEaEkl Fixed lrtere5t Serurityes Furnl- IncomeShère5 4,8CV3.10 212.9)7.93 s.4m.22 170.739.30 10.2(BJ2 383.247.23 These 1fttMts were Kvrchased betvets 19863Th11998 at a cost of £225.1Xl). The Pèrish Chwch cl 5t PeteraTrJ St Paul Rust1ry is a Separate thrity. a related partytothe BLtinEtrI Parish (hurch Humrknrey Bequest. The balance is ld in an account with Schrots & Gi Ltd trdthr% as Caienrr Capitsl margement. In adrfitiw the is a Current account in tt NatKYo1 Wesrminster Bank There is a srnall amount, £331.32 whith is rnaintainred in the Vlcar ar ChurChWarde RÈser%E Accwnt with the National We5tmin5ter 8ankFA ThE Trustees have been athsed tythe manaEirg agerts, Marshall aark iLP ttrot as at 31 rkcaThber2020, SLMS a from the tenant5, in resw of Rent, rnaintenère costs and inswarKe_ mars11 Qad( ha¥ held bad( £145 for FedecLatith. an IisuratsKe daim fdltT4Vi Stonn damase to 8 Sea Lane. water to be retharged io wnt- to Covid 19 Clatk have Lrefi to aLEES5 to get rneter teadirvjs. Trt properties ar 2,4.6,8 &10 Sea Lane Ru5t1WL*weVaIld Ihland thath of Mr 1]mphreY in I. No further Yaluaiion5 ha%E In d)tsine Indudes £15.20 witsld in
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 On accounts for the year ended SIS& Zoz I Charlty no (if any} Sot out on pages indude the page nunbers 0fdItIOnal stwlsl I report to the trustees on my examination of the accounts of the above charity (1he Trusl-) for the year ended Responsibilities and As the charity trustees of the Tnjst. you are responsible for the preparation basis of report of the accounts in accordance the requirements of the Charities Act 2011 (Ihe Acr). I report in respect of my examination of the TTUSt'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 section 145{5}(bl of the Act. I have completed my examination. I confimi that no material matters have come to my attenlion { ") in connection with the examination which gives me cause to believe that in. any material respect: accounting recx)rds were not kept in accordance with section 130 of the Act or the accounts do not accord v4ith the accounting rerdS I have no (%)nrns and have come across no other matters in connection wilh 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 rf they do not apply. IJ03 Independent examiner's statement Signed: Dale: z? Name: Relevant professional qualification(s} or body (if any): Address: IER October 2018