## **Trustees’ Annual Report for the period** **From 1[st] January 2023 to 31[st] December 2023** **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 objectives Olher ## **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||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||
Reverend Natalie Loveless|| ||

Trustee|| ||
27/10/2024|| RUSMNGTOPI PARISH CHURCII IIVfvePHREYBEQUESTIRe8lstered Chèrtty 1148841 FINANCIAL srArEAIEfvTFOR THE YEAR ENDED3J DECEM8ER 2023 The flnantlal statements have iEen prepared in accordance withihe Charlty Commissionets recornrnendaiions using the Reteipts gnd Pgytnents ￿515 Notes IncC￿e to 30.IL23 Martet Value 14.11.23 The dlvldenrÈ derivèfrDm the ftsllDwinB ln￿est[nents'. g.(￿6.705hares in the (BF thurch of E￿land Investrnent Fund- Inrome Share5 108,069.69 sh{￿ in the C8F Chu￿hof England Fixed Interest Securlties Fund- IrKoThe Shires 5.614 67 194.13&25 3,371.78 152.583.60 8.986.45 These Investments were wrthased between 1986and 1998 ata C05t of £225,￿0. Ith¥e5ttnents 5dd 14th No%prnber2023 346.721.85 The Parish Chur¢h of St Peter and St Pèul Ru5tinston is a separate charty, 8 related party tothe Rustirwon Parish Church Humphrey 8eque5t. Rent recei¥*d tymarshall aark not wld Into bènk untll 9th Febmary 2023 Refund due frotn Arun TrstricrcouncS1 re Q￿rPas￿eM of rètss TheTw5tees have been ad￿Sed bythe managing agents. Marshall Clark LLPthat as at 31 De￿Mberl0￿3, sutn5 arÈ due fro the tenants, In respe￿ ol Ren[ rnainienance cost5 and Insurance. The properties at 2.4.6.8 &10 Sea Lare Rustington were valued bythe Inla[￿ ReNtnue onthe deathof Mr Humph￿¥In 1983. Ntsfurthervaluation5 ￿enob￿lned. Casenove/Schroders account c105ed July20231£225.513.87 paid Into Nat Westl Capitsl invested with Pembroke FinatKal Set¥ryces- OctoiEr 2023 £482.169.92 RVSTINGT(X4 PARISH HUWHREYBEWEsf IResbtsredCTr•Tty 11482 FINANOALsfATElbfENfFOR IHÉ YÉ4R ÈR40E)31QECFMFER 20 REtyPTS PAIKtirsJuiJui 2022 RECEiprs Rents oThSoa Lanè properties Sea Lane IDSuTante ielmiwtsemeht A￿Ael￿￿￿ment CEntr31 Board o* FInan￿Ll￿dEnts (asenv￿/SChf￿￿￿ Interest. Gr¢y55 SalerfCBF In%*5trnents 29A50.ty) 1,28921 2.612th 8,986A5 3.901.44 316.ni04 15,437.4 1.494.76 ￿￿3.?} PAIThIENTS E¥peThditufe in tonnÉttiOnwthSEa Latte pi4pÈrtie5 In5wonce *?now￿￿tIees £eose renewttl 5.29È.95 1.923.72 3,558 570 564.61 4A83.66 926.2S Wotercon5Urytio Arun iXstrfctthwknlRotes G￿rttu PCCforTree and￿[n4UeVIaIWO[k Pomtroke In￿lments 86Q81 3087.20 I9.3(￿. 2,160.92 84520 38.6S7.92 xce55 af Payrnents th￿rRec￿l[ 8?￿anCe ar Bank at i January2D23 Ba￿￿te1t6￿￿E4t3l De£ember2023 1102.S84.In 2￿.187.60 219.165 51 STATEf4ENTOF ￿SEr$￿Tr4D l￿BIL[r Cash FLYtÉ p1atitsnalwe5ttnill5terPa￿k p4( Cuirent Account PlatiO￿lWe51tnIn5t￿rBafik Jc Re5etweA(£Ount S(hroder&CoLtdl£aienrts*Capltal 105.972.11 331J2 11,5W.OD 331.32 D3A3 209,157.60 Sèa tahe arreè I￿uranCe arrèars irtenaKeafroa￿ aThlc05ts Reni pa￿10 ma￿h￿l1 Wate 3,937SO i.n9.93 628.97 71250 1,639.93 1.369.5D 338.80 454.97 9.723.01 I.7￿. 13.66&28 The CBF ￿1th rf Er4￿ndIn¥È$tm@Tht Fundand The CBF (hjtth (lEw￿ndFlXed lTrtere5rswWrft￿ Fufid IS7,￿3.10 147,634 $2.169.92 482.169.92 33 666aB 2rt,￿ & 105ea ian8 tnarkLt*4bJei 67.5wm ￿rtOfthe￿fftanda￿StaIÈmÈfttr *thpT¢iisteES ZS l * I ZLI gfgned (￿thEIrb&dfty.. (Trtsteel VLLts/ CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustgesl membets of £LL*r1&￿&th fjkwgJst4 CMU4ZCi4 UClrnFK*EY EE On accounts for th• year ended 31s& 2023 Charlty no Ilf any) I J¥825 Sgt out on pages I report lo the truste&8 on my examination of the accounts of the above charity I'lhe Trust") for the year ended 3 1 / 12 12CTZ3 Re$pon$lbllltigs and As the charity trustees of the Trust. you are responsible for the preparation bas1$ of report of the accounts in accordance wlh the requirements of the Charities Act 2011 I'lhe Act"). I report in respect of my examination of the Trust's accounts cairied out under section 145 of the 2011 Act and in carrying out my ex8min8tion, I have followed the applicable Directions given by the Charrty Commission under seclion 14515llbl of the Ac*. have completed my examination. l (xjnfimi that no m*erial matters have come to my attention in connection wlh the examination which gives me cause lo believe that in, any material respect.. accounting ￿CordS were not kept in accordance with section 130 of the Aci or the accounts do not a¢¢ord wth the accouniing records Independent examiner's statement I have no concerns and have come across no other matters in connectiors with the examination to which attention should be drawn in order to enable proper understanding of the ac£ounts to be reached. . Please delete Ihe words Nn the brackets if they do not apply. Slgned.. 2110 2(aW Name: E ALisir¥ Relevant professional qualificationlsl or body Ilf any): Addr8SS.' I TADENA 6PP IER October 2018