## **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
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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 (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 PAR￿H 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 Insurar￿cl3lrn Central Boaid of FInan￿ ￿￿der￿S C35en(h*ISihr￿JEr5 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 conn￿onwith Sea Lart prope￿e5 Insurnrpce mun0geTr￿￿tIee5 Vitrltenonce wotertortsumpbon Dstrictc￿Kil 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 Re￿1￿15 tyer PwnentS Balante5 èt Bankat ljanuèty 2021 gal&Kes at ￿nk at 31 De￿￿h￿rI011 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 Fur*s National WÈStminstetBank cUr￿￿tACc 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.$0 338.80 / 454.97 ./ Insvratsce a￿ar$ 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 IMarkètW4lL*4s èt 3L12.221 The CBF thurch of E￿I￿nd IrhY5tment and The CBF thL￿h of En8lènd Fixed Interest Sewrh1*5 Fund 187.603.10, 147.634. 33S,237.10 212.507.93 170,739.30 383247.23 Z.4.6.8 & 10 Se¥ Lane RUMin8t￿l * rnatkEtvaluE 1983 67.5￿1￿j 6750ts.ty) The attached rthes fcrfm part of the 5fatementS qè23 ITDxthl ITru%*el RvsfiNGTON PARLSH CNUROI HUMF*REY 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 ￿e￿IptS and PabThents tq515 Notes Incometo Val 31.12.22 Thedi%idÈrth frnm t￿frAILw￿lrtS Inbtstrnents.. 9.086.704ha￿5 Snthe CBF Churth llf En813￿1 In￿stMent 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￿ Rusti￿0￿ Parishchurth tthrey Bequest. Rent recelved ty Marshall aark nr4 pjid inw bank until 9th F*LYuary2023 Refund thJe liorn Arun ￿rSt￿rt￿Jn0I reThErpwTrTrertafwe5 ThETru5teEs havE ￿En3th￿SEd tythe mana8ln8ageThts. Marsholl aart LLP that as at 31 t*cember 2022. surn5Jre due frorn thÈ tenants. in res*ct OF Rent. malntenarKe costs In5ur4n water to r* rett*iged 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 H￿￿phreyIn 1983. No furt￿r¥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