Trustees’ Annual Report for the period
From 1[st] January 2022 to 31[st] December 2022
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 | |
| Investmentperformance | Para 1.41 |
against objeclives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end ofthe period |
Para 1.21 | |
| Statement explaining the policy for holding reserves statingwhytheyare 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 Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed,royalcharter) |
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
| Charityname | RUSTINGTON PARISH CHURCH HUMPHREY BEQUEST |
|---|---|
| Other name the charityuses | THE HUMPHREY BEQUEST |
| Registered charitynumber | 1148284 |
| Charity’s principal address | THE VICARAGE PARISH CHURCH OF ST PETER AND ST PAUL CLAIGMAR ROAD RUSTINGTON, WEST SUSSEX BN162NL |
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 (ifany) |
|---|---|---|---|---|
| Natalie Loveless | ||||
| Carrie McLeod | Chair | |||
| Jackie Gordon | ||||
| HenryBott | Treasurer | |||
| Jean Bulley | Secretary | May 2022 to present | ||
– 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, Trustee Chair, etc)
Date 26/09/2023
RusnN6tON PARH CHUROI HUWHREYBEQLIEsri[sfqrnd trArlty 114B284} FINANCL4L sfA TSMENTFOR ThE YE4R ENDED31 OECEM6fR 2022 EceipTS AND PAINIEtr4TS ACO)uKr lestritted Fthj Z022 ftestyi¢ted Fw 2011 RECEiprs Rents wsea Lare properies Sea In5Utèrte lÈimbJrsemert Sea Lore Insurarcl3lrn Central Boaid of FInan derS C35en(hISihrJEr5 IntereSt- GNSS 15.437A8 1.494.76 3L491.QS 1745.60 915. LO.109.33 9.841.72 / I,.05 2&W.DI 4539>97 PAYMErirs Expenditure connonwith Sea Lart propee5 Insurnrpce mun0geTrtIee5 Vitrltenonce wotertortsumpbon DstrictcKil RGtE5 GrnnttoKCJor flee w 4.483.66 ./ 92 ./ 3.792.29 2.773 395.04 1.323.63 8&X81 ./ 3.08720 29.3CK).(N) Exce55 of Re115 tyer PwnentS Balante5 èt Bankat ljanuèty 2021 gal&Kes at nk at 31 DehrI011 3S.172 3$ 183,993.16 219,165.$1 Exce55 of Payments Dver Receipts al?n¢e at è?nkat ljaffluary 2022 841•¢ at Ba it3A Detember2OU 19.977.9110 2L9.16S.51 / STATEMENTC NSSEfsANO 114BiunES ash Furs National WÈStminstetBank cUrtACc Natianal WE5tmin5ter 8ank ReStThQ Account 5chrothr &CDltd/Cazentw Qpital IL5tr).(KI 33L32 207.334 19 2L9.16&51 331.32 1 197,3$6.28 / Hpld bv Marshall aètkfor malntenance Sea Lane rent arr2ar5 145. 1.389.$0 338.80 / 454.97 ./ Insvratsce aar$ Mainten3nce afreèt5 Held in PLfAccount Rent paldto Marshall Oark 241.97 454.97 L889.6S 9.723.01 I.760. / L3.666Q8 IrJi.59 rrfotmwrtNJs•ts IMarkètW4lL4s èt 3L12.221 The CBF thurch of EInd IrhY5tment and The CBF thLh of En8lènd Fixed Interest Sewrh15 Fund 187.603.10, 147.634. 33S,237.10 212.507.93 170,739.30 383247.23 Z.4.6.8 & 10 Se¥ Lane RUMin8tl * rnatkEtvaluE 1983 67.51j 6750ts.ty) The attached rthes fcrfm part of the 5fatementS qè23 ITDxthl ITru%*el
RvsfiNGTON PARLSH CNUROI HUMFREY BEQUEST IRect5tereJ thJrfty 1148141 FIPIANOAI sfAfErtIERITFOR THE YEAR ENDE03J DECEMBER 2022 ThE finarKial statement5 ha% prepared in accordJr¢ewlth the (fvrttyCornmi551(Mie recotnmendatilltt5 Using the eIptS and PabThents tq515 Notes Incometo Val 31.12.22 Thedi%idÈrth frnm tfrAILwlrtS Inbtstrnents.. 9.086.704ha5 Snthe CBF Churth llf En8131 InstMent Fund- Income Sha$ ILW.069.69Share5 In ihe CBF (hurih of En8land Fixed Inte$t Securities Fund- Income Sha$ s.583.78 / j87.603.10 / 4.257.94 /147,684. 9.841.72 335.237.10 Irhve51men¥swerE wrthased between 1986and 1998 ata mst of £225ir•J. Padshcbjrth of St Peter Jrd Sr Paul Rustin isè sep3rnteth3rity. a related party¢ot Rusti0 Parishchurth tthrey Bequest. Rent recelved ty Marshall aark nr4 pjid inw bank until 9th FLYuary2023 Refund thJe liorn Arun rStrtJn0I reThErpwTrTrertafwe5 ThETru5teEs havE En3thSEd tythe mana8ln8ageThts. Marsholl aart LLP that as at 31 tcember 2022. surn5Jre due frorn thÈ tenants. in resct OF Rent. malntenarKe costs In5ur4n water to r rettiged to tenart- to Covld 19 MJthll hJ¥e teen uwble to rn to pt meter rE3thry5. The propertles at 2.4.&8 &IOSea Lpr wÈfÈvaluÈd bythè Inland AèN*nuÈ on thÈ dÈathof Mf HphreyIn 1983. No furtr¥alUation1 have been obtJiDe
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlnevs RÈport Report to the trusteesl m&mb8r$ of ¥Q hu',llPI-W261 F36Q On accounts for the year ènded CharSty no I l Lp923Lk Sgt out on pages I report to the trustees on my examination of the accounts of thè above ¢harity 1.the Trust'l for the year ended Responsibilitl8s and basis of report As the charitls trustees. you are responsible for the preparation of the accounts in accordance with the requiremants of the Charities Act 2011 l.the Act"). I report in respect of my examination of the Trust's accounts carried out under s8dion 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 14515llbl of the A¢t. Independent he charity's gross inwme exceeded £2SQ,000 and l am qualtfied lo examlner's statement undertake the examination by being a qualrfi8d member of linsert name of applicable listed bodyll- Delela I l if not applicable. I havè completed my examination. I confirm that no material matters have come to my attention in ¢onnection with the examination (other than that disdosed below-l which gives me cause to believe that in, any material respect.. the accounting records were not ktrpt in accordance with section 130 of the Charities A¢t', or the accounls did not a¢wrd wlh the accounting records- or the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement Ihat the accounts give a 'lrue and fair. view which is not a matter considered as part of an independent examination. I have no concerns and hava come across no other matters in ¢onne¢tlon with the examination lo which attention should bts drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete th& words in the brackets if Ihey do ntst apply. Signed.. Date- ,02.z7 Name: Relevanl protessional qualificationlsl or body IER Oct 2018
{If any): Addr95$: pp Section B Disclosure Only complele il 11)e exaininer iieeos to iiigl)Iigl)1171alerial iiialters ol coi)cein (see CC32, Independènt examination of ¢harity ae¢ounts= directions and guidance for examiners). Give here brief detsil$ of any items that the èxamlnèr wlsh•s to dlsclose. IER Oct 2018