
## **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<br>the charity as set out in its<br>governing document|Para 1.17|**“The general purposes of the said**<br>**Church [being the Parish Church of**<br>**Ss Peter & Paul Rustington]”. This is**<br>**the primary, legally binding,**<br>**restriction on the trustees; the money**<br>**must be used for this purpose.**<br>**However, in addition to this, the**<br>**Donor, Mr Humphrey, expressed his**<br>**wish, if at all possible, that the money**<br>**be used for the “generaly [sic-**<br>**assume general] upkeep and**<br>**maintenance and restoration where**<br>**possible of the fabric of the said**<br>**Church.”**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**Makes grants to the PCC of Rustington**<br>**for the upkeep and maintenance of St**<br>**Peter and St Paul's Church Rustington**<br>**to provide a dedicated place of public**<br>**worship open to all and additionally for**<br>**the general purposes of the church.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Managed property to maintain income to**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**Various works have been made on the**<br>**church building thanks to a previous grant**<br>**from the charity.**<br>**Repairs and improvements have been**<br>**made to the properties owned to ensure**<br>**they are fit for tenants.**|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investmentperformance|Para 1.41||





against objectives
Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>ofthe period|Para 1.21|**The charity has taken Independent**<br>**Financial advice to ensure due diligence in**<br>**reviewing investments**|
|Statement explaining the<br>policy for holding reserves<br>statingwhytheyare held|Para 1.22|**The Charity reviews the Quinquennial**<br>**inspection of the church and considers**<br>**the amount needed for potential works. **|
|Amount of reserves held|Para 1.22|**No reserve account**|
|Reasons for holding zero<br>reserves|Para 1.22|**No specific policy**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**There are none**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

||||
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed,royalcharter)|Para 1.25|**Will**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25||
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Vicar and Churchwardens of the time.**<br>**Churchwardens are elected annually at**<br>**the APCM by the Parishioners of**<br>**Rustington. The current trustees may**<br>**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<br>PARISH CHURCH OF ST PETER AND ST PAUL<br>CLAIGMAR ROAD<br>RUSTINGTON, WEST SUSSEX<br>BN16 2NL|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||Natalie Bawcutt<br>(previously<br>Loveless)|Chair|||
||Carrie McLeod|Secretary|||
||Jackie Gordon||||
||HenryBott|Treasurer|||
||Jean Bulley||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
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||||||



– 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)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||<br>Reverend Natalie Bawcutt||
||<br> <br>Trustee||
||<br>29/10/2025||





RUSTINGTON PARISH CHUICH HUP•HREYBEwEsfiwMfÈ￿d00￿ty 11417141
FINAfvCML STA TEMENTFOR YEAR Ef40ED31 OECEMBER 3024
RECEIPIS >14D PAIM14TS P£COUNf
RECEIFrs
Rent5 on5e4 La￿1￿<￿tIeS
Sea Lare InsurJrrfe reimtsnernErt
Rekntwr5meThi WaterRatÉs
Re￿￿￿[sMent Électraty
Att Re1M￿￿Ment
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
PAYMEI*TS
Exrenditure lnccv0cD￿ Wfth5ea ianE PwLynies
syr1￿ce
ltsnogenyrtftts
leo5erenewaA
32L&17
2.162.71
Sa￿95
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
￿st￿rtC￿￿￿IyA￿t￿s
Foy￿￿nt toArfotslJollOof*
6r8nttothÈ Fcc
rr3n5fetted toPCCfrom NatWe5t
PÈrnbroke In%eStmen
i.Tr).(K)
482.169.92
495.845.20
of Pawmefflts okerRe￿ip
ea￿nce¥t Bafflk ai i lawary2W14
Oa*eJt B4r* Jt31 DECIMbt*2024
131.76&281
I(￿.￿2.43
1453￿1$
I102.￿4.17)
2(B.187.60
106.303 43
STATEMENfoF ASSEts AIID iK4JIrnE5
Cbsh FL￿d$
NaliDnèlWesthirtsterBafflk pk HB cunErrtfv￿(￿t
NationèlWestmin5terBan* ￿C Rese￿ AtttrJrt
HÈW byMarstrAII Oark
He¥ b¥PeM￿Oke/0u1￿Er
74535.15
105.972.11
331.32
4ts95.as
1.315.37
•).745.87
106.303 43
Sea lar￿ rentarrears
InSuRnce arre4r5
Mainte￿n[earrea￿ t05ts
Re￿1 pb￿l￿M￿[$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
fteiai￿d 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 fi￿7￿131 statèments ha* been prepared in aCcOrthn￿ withtl* O￿nty(OMmISSIe￿￿s
rec(xnmendations using Receiws ar*Y Pa￿erbts ba51S.
Notes
ThÈ Parish Churth of 5t Peter and St pa￿ ftustiw￿ 15 a seikirate charity. a related partyto the Rustingt￿ Parish thurch
H￿n￿re¥ 8eque5t.
Rent recei%Ed Marshall Oark nc* paid into bank until 9th FebrLSary 2023
RefuTrJ frLwn Arun thstrirt Q￿n£11 re thEr payment ol rates
The Trustees ha¥t teen adwsed bythe fflanaging agents. Mar5h611 Oalk t￿1 as at 31 Decemter 2024. sums a￿ due frotn
the tenants. in respect of Rent. maintenarKe costs and in5wa￿e.
SeÈ attaC￿d Marsh311 aarvsea lanE ACti￿ntS 2024 details
0￿rtIeS 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 In￿sted with Pemtfoke Fina￿81 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 EXamine￿S 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
(￿)n￿rnIng 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•HREYBEwEsfiwMfÈ￿d00￿ty 11417141
FINAfvCML STA TEMENTFOR YEAR Ef40ED31 OECEMBER 3024
RECEIPIS >14D PAIM14TS P£COUNf
RECEIFrs
Rent5 on5e4 La￿1￿<￿tIeS
Sea Lare InsurJrrfe reimtsnernErt
Rekntwr5meThi WaterRatÉs
Re￿￿￿[sMent Électraty
Att Re1M￿￿Ment
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
PAYMEI*TS
Exrenditure lnccv0cD￿ Wfth5ea ianE PwLynies
syr1￿ce
ltsnogenyrtftts
leo5erenewaA
32L&17
2.162.71
Sa￿95
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
￿st￿rtC￿￿￿IyA￿t￿s
Foy￿￿nt toArfotslJollOof*
6r8nttothÈ Fcc
rr3n5fetted toPCCfrom NatWe5t
PÈrnbroke In%eStmen
i.Tr).(K)
482.169.92
495.845.20
of Pawmefflts okerRe￿ip
ea￿nce¥t Bafflk ai i lawary2W14
Oa*eJt B4r* Jt31 DECIMbt*2024
131.76&281
I(￿.￿2.43
1453￿1$
I102.￿4.17)
2(B.187.60
106.303 43
STATEMENfoF ASSEts AIID iK4JIrnE5
Cbsh FL￿d$
NaliDnèlWesthirtsterBafflk pk HB cunErrtfv￿(￿t
NationèlWestmin5terBan* ￿C Rese￿ AtttrJrt
HÈW byMarstrAII Oark
He¥ b¥PeM￿Oke/0u1￿Er
74535.15
105.972.11
331.32
4ts95.as
1.315.37
•).745.87
106.303 43
Sea lar￿ rentarrears
InSuRnce arre4r5
Mainte￿n[earrea￿ t05ts
Re￿1 pb￿l￿M￿[$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
fteiai￿d 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 fi￿7￿131 statèments ha* been prepared in aCcOrthn￿ withtl* O￿nty(OMmISSIe￿￿s
rec(xnmendations using Receiws ar*Y Pa￿erbts ba51S.
Notes
ThÈ Parish Churth of 5t Peter and St pa￿ ftustiw￿ 15 a seikirate charity. a related partyto the Rustingt￿ Parish thurch
H￿n￿re¥ 8eque5t.
Rent recei%Ed Marshall Oark nc* paid into bank until 9th FebrLSary 2023
RefuTrJ frLwn Arun thstrirt Q￿n£11 re thEr payment ol rates
The Trustees ha¥t teen adwsed bythe fflanaging agents. Mar5h611 Oalk t￿1 as at 31 Decemter 2024. sums a￿ due frotn
the tenants. in respect of Rent. maintenarKe costs and in5wa￿e.
SeÈ attaC￿d Marsh311 aarvsea lanE ACti￿ntS 2024 details
0￿rtIeS 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 In￿sted with Pemtfoke Fina￿81 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 EXamine￿S 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
(￿)n￿rnIng 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