Trustees’ Annual Report for the period
From 1[st] January 2024 to 31[st] December 2024
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 | Various works have been made on the church building thanks to a previous grant from the charity. Repairs and improvements have been made to the properties owned to ensure they are fit for tenants. |
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 Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end ofthe period |
Para 1.21 | The charity has taken Independent Financial advice to ensure due diligence in reviewing investments |
| 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 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,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 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 Bawcutt (previously Loveless) |
Chair | |||
| Carrie McLeod | Secretary | |||
| Jackie Gordon | ||||
| HenryBott | Treasurer | |||
| Jean Bulley | ||||
– 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 Bawcutt |
||
Trustee |
||
29/10/2025 |
RUSTINGTON PARISH CHUICH HUP•HREYBEwEsfiwMfÈd00ty 11417141 FINAfvCML STA TEMENTFOR YEAR Ef40ED31 OECEMBER 3024 RECEIPIS >14D PAIM14TS P£COUNf RECEIFrs Rent5 on5e4 La1<tIeS Sea Lare InsurJrrfe reimtsnernErt Rekntwr5meThi WaterRatÉs Re[sMent Électraty Att Re1MMent Certtal BD3rdof Fina[ 5enfftlStlKOLkn lrterest- Gr(6S Sak of (OF Imestmerrts 26J25.L 1.6T&74 29,49).Q) 1289.21 203.42 1612.( 8.986.4S 3.1.44 346.72185 392.%1.03 29.mn PAYMEITS Exrenditure lnccv0cD Wfth5ea ianE PwLynies syr1ce ltsnogenyrtftts leo5erenewaA 32L&17 2.162.71 Sa95 L923.72 3.5S&O) 57aLKI 564.61 11.042.13 302.8S 4274.M> 9.617.97 4.89&35 25.[() 331J2 Woteffcon5UW(KJ strtCIyAts Foynt toArfotslJollOof 6r8nttothÈ Fcc rr3n5fetted toPCCfrom NatWe5t PÈrnbroke In%eStmen i.Tr).(K) 482.169.92 495.845.20 of Pawmefflts okerReip eance¥t Bafflk ai i lawary2W14 OaeJt B4r Jt31 DECIMbt2024 131.76&281 I(.2.43 14531$ I102.4.17) 2(B.187.60 106.303 43 STATEMENfoF ASSEts AIID iK4JIrnE5 Cbsh FLd$ NaliDnèlWesthirtsterBafflk pk HB cunErrtfv(t NationèlWestmin5terBan* C Rese AtttrJrt HÈW byMarstrAII Oark He¥ b¥PeMOke/0u1Er 74535.15 105.972.11 331.32 4ts95.as 1.315.37 •).745.87 106.303 43 Sea lar rentarrears InSuRnce arre4r5 Mainten[earrea t05ts Re1 pblM[$ha1L aark WatEr 1.964.9J L789.93 3J37.50 1.789.93 628.97 6.712.50 1.639.93 14.708.83 133.85 4J1735 IwrfE5biietttAssets Pethtrfoke ImtstrneTrts Mwket lue31 01 laNary Mwket Valueat 31 De(efflJEr 491.Ol9.97 482.169.92 491.019.97 fteiaid Flxed Asse 2.4.6B & 10 Sea Lane Ru5rirWt)natmatst7Alue 1983 6P.SCQ 67.5. Theattached notes fryrn otthÈ fitiartkilststerner45 ITru5tee} j ijtyw LUTT
RUSTINGTON PARISH CHURCH HUMPHREY BEWEST (Registered (tharity 1148841 FINANCIAL STA TEMENTFOR THE YEAR ENDED31 I{EMBER 2024 The fi7131 statèments ha been prepared in aCcOrthn withtl Onty(OMmISSIes rec(xnmendations using Receiws arY Paerbts ba51S. Notes ThÈ Parish Churth of 5t Peter and St pa ftustiw 15 a seikirate charity. a related partyto the Rustingt Parish thurch Hnre¥ 8eque5t. Rent recei%Ed Marshall Oark nc paid into bank until 9th FebrLSary 2023 RefuTrJ frLwn Arun thstrirt Qn£11 re thEr payment ol rates The Trustees ha¥t teen adwsed bythe fflanaging agents. Mar5h611 Oalk t1 as at 31 Decemter 2024. sums a due frotn the tenants. in respect of Rent. maintenarKe costs and in5wae. SeÈ attaCd Marsh311 aarvsea lanE ACtintS 2024 details 0rtIeS at 2.4.6,8 &10 Sea LarE Ru5tin8ton were valued InlaThl RÈveNue on death of Mr Humphrey in 1983. No fwther valuations ha%E teen obtained. Capit41 Insted with Pemtfoke Fina81 Ser4ices- Ocioter 2023 WitFtdrawal valuÈ at 1st January 2024 482.169.92 491.019.97 WitFKlrawal value at 31st l)ecember 2024 Increase in witlxlrawal Val in 2024 518,854.69 27,834.72
CHARITY COMMISSION FOR ENGLAND AND WALE5 Independent examiner's report on the accounts Section A Independent EXamineS Report Report to the trustees Rustington Parish Church Humphrey Bequest On accounts for the year ended 31" December 2024 Charity no (if any) 1148284 Set out on pages I report to the trustees on my examinalion of the accounts of the above charity ("the Trust") for the year ended Responsibilities and basis of report As the charitys trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Acr). I report in respect of my examination of the Trust's accounts carried out under section 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 145(5)(b} of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection wtth Ihe examinalion which gives rne cause to believe that in. any material respect= the accounting records were not kept in accordan with section 130 of the Charilies Act- or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements ()nrnIng the form and content of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concems and have cotne across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts lo be reached. Signed: Date: Name: ()n £LANi & 11 uscd &OLrytArfw- Relevant professional qualificationls} or body (if any}: Address: I IDEwA¥ JEJ I JWJEX IER Oct 2018
RUSTINGTON PARISH CHUICH HUP•HREYBEwEsfiwMfÈd00ty 11417141 FINAfvCML STA TEMENTFOR YEAR Ef40ED31 OECEMBER 3024 RECEIPIS >14D PAIM14TS P£COUNf RECEIFrs Rent5 on5e4 La1<tIeS Sea Lare InsurJrrfe reimtsnernErt Rekntwr5meThi WaterRatÉs Re[sMent Électraty Att Re1MMent Certtal BD3rdof Fina[ 5enfftlStlKOLkn lrterest- Gr(6S Sak of (OF Imestmerrts 26J25.L 1.6T&74 29,49).Q) 1289.21 203.42 1612.( 8.986.4S 3.1.44 346.72185 392.%1.03 29.mn PAYMEITS Exrenditure lnccv0cD Wfth5ea ianE PwLynies syr1ce ltsnogenyrtftts leo5erenewaA 32L&17 2.162.71 Sa95 L923.72 3.5S&O) 57aLKI 564.61 11.042.13 302.8S 4274.M> 9.617.97 4.89&35 25.[() 331J2 Woteffcon5UW(KJ strtCIyAts Foynt toArfotslJollOof 6r8nttothÈ Fcc rr3n5fetted toPCCfrom NatWe5t PÈrnbroke In%eStmen i.Tr).(K) 482.169.92 495.845.20 of Pawmefflts okerReip eance¥t Bafflk ai i lawary2W14 OaeJt B4r Jt31 DECIMbt2024 131.76&281 I(.2.43 14531$ I102.4.17) 2(B.187.60 106.303 43 STATEMENfoF ASSEts AIID iK4JIrnE5 Cbsh FLd$ NaliDnèlWesthirtsterBafflk pk HB cunErrtfv(t NationèlWestmin5terBan* C Rese AtttrJrt HÈW byMarstrAII Oark He¥ b¥PeMOke/0u1Er 74535.15 105.972.11 331.32 4ts95.as 1.315.37 •).745.87 106.303 43 Sea lar rentarrears InSuRnce arre4r5 Mainten[earrea t05ts Re1 pblM[$ha1L aark WatEr 1.964.9J L789.93 3J37.50 1.789.93 628.97 6.712.50 1.639.93 14.708.83 133.85 4J1735 IwrfE5biietttAssets Pethtrfoke ImtstrneTrts Mwket lue31 01 laNary Mwket Valueat 31 De(efflJEr 491.Ol9.97 482.169.92 491.019.97 fteiaid Flxed Asse 2.4.6B & 10 Sea Lane Ru5rirWt)natmatst7Alue 1983 6P.SCQ 67.5. Theattached notes fryrn otthÈ fitiartkilststerner45 ITru5tee} j ijtyw LUTT
RUSTINGTON PARISH CHURCH HUMPHREY BEWEST (Registered (tharity 1148841 FINANCIAL STA TEMENTFOR THE YEAR ENDED31 I{EMBER 2024 The fi7131 statèments ha been prepared in aCcOrthn withtl Onty(OMmISSIes rec(xnmendations using Receiws arY Paerbts ba51S. Notes ThÈ Parish Churth of 5t Peter and St pa ftustiw 15 a seikirate charity. a related partyto the Rustingt Parish thurch Hnre¥ 8eque5t. Rent recei%Ed Marshall Oark nc paid into bank until 9th FebrLSary 2023 RefuTrJ frLwn Arun thstrirt Qn£11 re thEr payment ol rates The Trustees ha¥t teen adwsed bythe fflanaging agents. Mar5h611 Oalk t1 as at 31 Decemter 2024. sums a due frotn the tenants. in respect of Rent. maintenarKe costs and in5wae. SeÈ attaCd Marsh311 aarvsea lanE ACtintS 2024 details 0rtIeS at 2.4.6,8 &10 Sea LarE Ru5tin8ton were valued InlaThl RÈveNue on death of Mr Humphrey in 1983. No fwther valuations ha%E teen obtained. Capit41 Insted with Pemtfoke Fina81 Ser4ices- Ocioter 2023 WitFtdrawal valuÈ at 1st January 2024 482.169.92 491.019.97 WitFKlrawal value at 31st l)ecember 2024 Increase in witlxlrawal Val in 2024 518,854.69 27,834.72
CHARITY COMMISSION FOR ENGLAND AND WALE5 Independent examiner's report on the accounts Section A Independent EXamineS Report Report to the trustees Rustington Parish Church Humphrey Bequest On accounts for the year ended 31" December 2024 Charity no (if any) 1148284 Set out on pages I report to the trustees on my examinalion of the accounts of the above charity ("the Trust") for the year ended Responsibilities and basis of report As the charitys trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Acr). I report in respect of my examination of the Trust's accounts carried out under section 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 145(5)(b} of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection wtth Ihe examinalion which gives rne cause to believe that in. any material respect= the accounting records were not kept in accordan with section 130 of the Charilies Act- or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements ()nrnIng the form and content of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concems and have cotne across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts lo be reached. Signed: Date: Name: ()n £LANi & 11 uscd &OLrytArfw- Relevant professional qualificationls} or body (if any}: Address: I IDEwA¥ JEJ I JWJEX IER Oct 2018