**Trustees’ Annual Report for the period** **From 01.01.2022 To 31.12.2022 Charity name: St Peter’s Foundation Charity registration number: 1169636** ## **Objectives and Activities** ||SORP
reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|St. Peter's Foundation offers and supports
intentional communities within parish
settings in the Diocese of Exeter which
promote Christian vocation. Currently, we
provide Intern opportunities in the Seaside
Parish of Malborough, Salcombe and South
Huish for young adults, where they can live
in a Benedictine style community, act as
pastoral assistants, study theology and work
in the service industry.| |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|Two Interns were resident in the Community
house during the year and were fully
involved in the work of the Seaside Parish,
which covers Galmpton, Hope Cove,
Malborough and Salcombe in South Devon.
They attended and participated in Services
and increasingly led Worship in Services of
the Word and Matins. They assisted the
Clergy by serving and were vergers for
weddings and funerals. They worked
pastorally in the Parish, with Malborough
Primary School and with some housebound
and ill Parishioners. One of the Interns
worked at the Kingsbridge Food Bank. Twice
during the year, Ordinands in training at
Theological Colleges, were also resident at
the Community House as part of their
Ministry Experience.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees have regard to the guidance
issued by the Charity Commission on Public
Benefit.| **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference |Policy on grant making|Para 1.38|| |---|---|---| |Policy on social investment
including program related
investment|Para 1.38|The Charity does not make any grants| |Contribution made by
volunteers|Para 1.38|Some house and garden maintenance is
undertaken by volunteers| |Other||The cost of the Annual Lunch is donated to
the Charity.| ## **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|The work of the Charity has enabled two
young people to experience Community and
Parish Life each for a period of a year. The
Parish has been enriched by their youthful
presence and interest and enquiring minds.
One Intern has since started a three year
Theological Training and the other returned
home to complete his Ordinand Training and
has now been ordained Deacon.
The Interns’ work within the Parish has been
appreciated by both the Parishioners and the
wider community.
The visiting Ordinands/Clergy in Training,
who have stayed for short periods, have
brought fresh ideas and added perspective
and challenge to our usual understandings.| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|The Scheme has achieved its object with
regard to involvement in Parish Life but
during the last year did not fully achieve its
object with regard to Common Life within the
house where both Interns were living.| |Performance of fundraising
activities against objectives||Funds were raised from the public and
grants were made by the Diocese of Exeter
under The Church of England Ministry
Experience Scheme. The funds raised and| |set|Para 1.41|donated did not fully cover the cost of the
scheme.| |---|---|---| |Investment performance
against objectives|Para 1.41|The Foundation does not make any
investments.| |Other||| ## **Financial Review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|The Charity has adequate funds to maintain
its property at Swallows Nest, Lower Town
Malborough but does not at present have
sufficient funds to support Interns.| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The reserves of the Charity are its Bank
Balance. The Charity will hold sufficient
reserve to match its commitment to maintain
thehouse and supportInterns andVisitors.| |Amount of reserves held|Para 1.22|The Balance at the Bank at the year end
was £11,472.| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Providing sufficient reserves are held before
commitments are made then there are no
concerns about the Charity as a going
concern.| |**Additional information (optional)**
You may choose to include further statements|**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|The Charity holds a fundraising lunch
annually to which the public is invited and
presentations about the work of the
Foundation are made by the Chaplain and
serving Interns. This gathering encourages
those attending to make donations.
Parishioners and contacts of parishioners
also make donations. The Church of
England provides funds to support the
scheme when Interns are in residence,
under the Ministry Experience Scheme. The
Charity receives funds, under the Feed in
Tariff Scheme, from Solar Panels on the roof
of the house. Funds from Verger duties
performed by the Interns are paid into the
Charity. Repayments from HMRC by Gift Aid
supports the work of the Charity. At present
the house has been let, under a tenancy
agreement, for a period of 19 months in
order to raise funds to maintain the house
and build up reserves so that Interns can
return in September 2024.| |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|The Interns do not personally contribute to
the funding of the scheme and so the
accommodation and board costs are borne
by the Charity.
A possible withdrawal of financial support
from the Church of England Ministry| Experience Scheme. Maintainance costs of the house. Rising Utility Bills. Reports ## **Chair of the Foundation Report** Since our last AGM, one Intern has returned to America to continue theological training and the other has started theological training at Westcott House, Cambridge. You will see Judy Bayley, our St Peter’s Foundation Mentor and Church Warden, has written a full report on all the Interns progress whilst with the foundation, and with their ongoing journeys to become Ordained. My fellow trustees and I have had many meetings deliberating the future of the foundation. Firstly, we are having to scrutinise the budget and how we offer the St Peters Foundation internship to future applicants. It is a work in progress to which we are all dedicated. On a positive note, we made the decision to rent Swallows Nest which has given us the opportunity to take a year out and replenish the funds for the future of St Peter’s Foundation. We will also use this time to put a financial formula together to offer to the new interns. The need to investigate all avenues as to where we should reach out to attract Interns to the Foundation is our priority. Our Chaplain Father Daniel is re designing the Foundation’s Web Site and any advertising material which is needed. Judy Bayley, Mentor and Church Warden, is focusing on putting a complete schedule together which will detail the role of the internship. After the last Intern left at the end of September, whilst the house was vacant and before we took tenants, we decided it would be a good time to deep clean and thoroughly sort out all the contents of the house. When we took ownership of the house, it was fully furnished and equipped fully with utensils, laundry, ornaments, tools etc. We had had good intentions of doing this before, but with the pandemic and always having Interns there was never a good time. I would like to thank Tim, Judy & Gill who helped enormously with this task. We are now in possession of a full inventory. We have updated some of the furniture, so it meets the required fire safety regulations, and we took the opportunity to fix any snags that were pending. I am sure my fellow trustees feel the same as I, “that it was a job well done”. David Stevens retired last year as Treasurer we thank him for his past commitment to the Foundation and wish him well in his retirement. I am so pleased to announce that Tim Bayley has now taken over the position of Treasurer. Tim, may I thank you personally for your generous input and your attention to detail you have been a great support to The Foundation. Tim has produced the year-end financial statement which I will allow him to explain in full. St Peters Foundation has had another memorable year. We have enjoyed seeing our Interns interact with the community and grow within the church. Our mission now is to drive the foundation forward to inspire young adults to experience the work of the Church whilst living amongst the community. Jane Tyler [Chair] 10[th] May 2023 **Church Warden’s Report** Two Interns completed their year at the Foundation and remained at Swallow’s Nest until the summer of 2022. They continued to participate in services, and increasingly led worship, in both Services of the Word and Matins. They also helped the clergy by serving and were vergers for weddings and funerals. They both worked pastorally in the Parish, with Malborough School and with some housebound and ill Parishioners. One continued to work at the Kingsbridge Food Bank. One returned to the USA in early July, to start a final year’s Ordinand training in a Seminary in Wisconsin. The other Intern worked hard during her year’s ministry experience at St Peter’s Foundation towards her BAP (Bishop’s Advisory Panel) which she needed to pass to be able to train for the Ministry in the UK. She had to take an exam in English (which she had taught herself) prior to her selection. She was successful with her BAP application and was offered a place at Westcott House, Cambridge, to study for 3 years. She had further hoops to jump to get her Visa, which arrived at the last moment, on the day she left Swallow’s Nest to go to Cambridge. She has settled well and is enjoying Cambridge, the academic work, and especially being able to hold different views to other people, and that difference being respected. At Easter 2022 an Ordinand and his wife and three children stayed in Swallow’s Nest for two weeks, as part of his Ministry experience. In the summer, for the same reason, two more visitors also came to stay, both being in theological training at Ridley College, Cambridge. Getting to know visiting clergy in training and hearing their fresh ideas, can add a new perspective and challenge to our usual understandings. One Intern returned to Salcombe for 2 weeks over Easter 2023, and, during Holy Week, took 2 services of Compline, one at Malborough and one at Salcombe, and served at the Maundy service at Galmpton. She also helped at the Dawn Service at North Sands on Easter Day, and served at the Easter morning service at Salcombe. She managed to see many of the friends she had made during her time here, and is coming back to Salcombe over the summer. We have been very blessed with our Interns so far, and we are using the next 18 months to replenish our funds. Based on the feedback from the Interns, we are looking at new ways of attracting young people interested in discerning their vocations, and structuring the Intern programme. We are looking forward to being able to take new Interns in the Autumn of 2024. Judy Bayley [Church Warden]16[th] May 2023 ## **Chaplain’s Report** As 2023 speeds up I am minded that the Autumn will soon be upon us and this will be the opportune time to look at what internship recruitment and the Swallow’s Nest Community will be like as a whole? What lessons have we learnt and what do we aspire for the community? I know that our conversations as Trustees have been very productive so far and each of us has a good idea of how the programme can be improved. It strikes me that the future community will need more guidelines to avoid a tendency for individuals to “do their own thing”. Expectations need to be managed on both sides and a rule of life coded from the start. Indeed, all of this needs to be fashioned _before_ the recruitment process, so that participants are absolutely clear what is expected. Here below are some of my initial thoughts which focus on the common life: ## **Common Worship** The community should do daily morning and evening prayer in a manner which is accessible and where leadership is shared out. **Common Table** The new community must work together for set mealtimes and not do their own thing. This should include budgeting, purchasing, cooking and cleaning up. Mealtimes should be more than just refuelling but a time for conversation. **Common Mind** Interns need to work together to engage with a common vision for the Community and the Parish Church. This includes sitting down and discerning together how their time and energies can best be used. **Accountability** I would also say that set work, especially written and pastoral tasks, needs to be done on time and not just conveniently forgotten or rushed. These four examples above, to me demonstrate that we are looking for devout young adults who have above average qualities and realise that the year before them is something that they have to proactively work at, and by implication, do not expect the Vicar and the Trustees to offer an exhaustive micromanagement. ## **Safeguarding and Christian Ethos** I am minded that the Seaside Parish needs to create a Christian Ethos policy for every Christian body that works with it. St Peter’s Foundation should sign up to this and make agreeing to this ethos mandatory to successful applicants. Basically, we need to have people agreeing that any ministry conducted in the name of the Church and the Vicar must be done to a certain standard and be sympathetic to the Anglican context. Likewise, Safeguarding training should be initiated within the first week of coming into Swallow’s Nest and not midway. Participants need to understand the dangers of spiritual abuse, which, in particular, are heightened in a small house community where individuals can easily become “little gods”. ## **Future Implications** Clearly financially we will need to carefully think how this is done. There are a number of options which the Trustees can explore. My personal frustration with the Ministry Experience Scheme remains. My first issue is that most of the applicants that came via MES were problematic and not suitable. The |second issue is that the MES does not allow| |---| |us to take money or charge the applicants| |for
the
year
and
therefore
we
are| |constrained in what we can do.| |There is work to be done to develop St| |Peter’s and although there are niggles I am| |also impressed by the wonderful fruit of our| |labours. Since 2016 we have been truly| |blessed and enriched. There is much to be| |celebrated.| |Rev Daniel A. French 20thMay 2023| |**Financial Notes for the Trustees of St**| |**Peter’s Foundation 2022**| |The accounts show that the income for 2022| |was £6,829 but expenditure, with 2 Interns| |for the first 6 months and then 1 Intern for a| |further 3 months, was £14,728. Although| |Swallows Nest [SN] was unoccupied for the| |last 3 months of 2022, some expenditure| |such as Insurance for the Trustees and SN| |and maintenance of the house has| |continued.| |**Donations**| |Donations in 2022 appear down but £3,520| |from the Diocesan Ministry Experience| |Scheme [DMEF] for the 2021/2022 Interns| |was donated in 2021.| |**Gift Aid Repayments**| |Gift Aid Repayments in 2021 from HMRC| |refer to personal donations made in 2020.| |**Income from Solar Panels**| |The income from the Solar Panels included| |back payments from the time SN was first| |taken over by the Foundation. In a normal| |year the income is likely to be £1,200. This is| |retained by the Foundation, but occupants| |can use electricity whilst it is being| |generated [ie before it goes off to the| |National Grid] at no cost.| |**Utilities**| |The outstanding Water bill on 27.10.2022| |was £1,015, this was to be paid in arrears by| |direct debit, the first payment of £90 was| |taken in December 2022.| |**Council Tax**| |The Council Tax was much lower for 2022,| |because in 2021, there was tax owing from| |2020, and then SHDC did not charge the| |Foundation when the house was unoccupied| |from Oct - Dec 2022.| |**Food**| |Expenditure on food was lower in 2022,| |because there were two Interns, one for 6| |and one for 9 months, whereas there were| |Interns in the house for the whole of 2021.| |**Interns Allowances**| |A payment of £3,520 was paid to the| Foundation from the DMES for the year for the two 2021/2022 Interns. The sum paid as a personal allowance to the two Interns was £6,250 during their Internship. **Sundries** This was high in 2021 because of payment for a new mattresses, mattress covers and a headboard. **Future Expenditure** The Fire Alarms at Swallow’s Nest need updating [est. £500] and the exterior of the house needs painting to maintain its good condition. The Accounts have not been Independently Examined or Audited as the Charity’s Income was below £25,000. R. Timothy L Bayley [Treasurer] 17[th] May 2023 ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|The Charity is a Charitable Incorporated
Organisation| |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|New Trustees are appointed for a term of 3
years after a resolution passed at a properly
convened meeting of the charity Trustees. In
selecting individuals for appointment the
charity Trustees must have regard to the
skills, knowledge and experience needed for
the effective administration of the CIO. All
Trustees can become a Trustee only after
approval of the Bishop of Exeter. There
should be a minimum of three and a
maximumofseven Trustees.| |**Additional information (optional)**
You may choose to include further statements||where relevant about:| |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|New Trustees are given a copy of the
Constitution and a copy of the latest
Trustee’s Annual report and Statement of
accounts.| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The Charity is free standing but is
recognised by the Church of England under
its Ministry Experience Scheme.
The Charity is recognised by the HM
Government Visa and Immigration Service
as a sponsor for Religious Worker Visa
[Temporary Worker]| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|St Peter’s Foundation| |---|---| |Other name the charity uses|| |Registered charitynumber|1169636| |Charity’s principal address|Holy Trinity Church,
Church Street,
Salcombe,
Devon
TQ8 8DH| **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)**| |---|---|---|---|---| ||Jane Tyler|Chair||| ||Daniel French|Chaplain||| ||Gill Barnard|Secretary||| ||JudyBayley|Church Warden||| ||Elizabeth Anderson|Representative of
Diocese of Exeter||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser **
**Name**
**Address**||| |Treasurer|R T L Bayley|Tumblehome, 1 Coronation Road, Salcombe, Devon TQ8
8EA| |||| |||| |||| |**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** |**Signed** **on behalf of the**|**charity’s trustees**|| |---|---|---| |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**|_Jane Tyler_|_Judith M Bayley_| ||Jane Tyler|Judith Mary Bayley| ||

Chair, St Peter’s Foundation|Churchwarden| **Date** 18/07/2023 ||**St Peters Foundation**
|**St Peters Foundation**
|**St Peters Foundation**
|**1169636**
**No (if any)**|**1169636**
**No (if any)**|**CC16a**| |---|---|---|---|---|---|---| ||**For the period**
**from**|01.01.2022
Period start date|**To**|31.12.2022
Period end date||| |||||||| |**Section A Receipts and payments**||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**3,500**
**251**
**640**
**225**
**2,117**
**97**
**6,830**
**-**
**6,830**
**90**
**2,418**
**1,065**
**159**
**1,959**
**421**
**2,461**
**4,000**
**667**
**1,047**
**271**
**171**
**14,729**
**-**
**-**
**-**
**14,729**
**- 7,899**
**-**
**-**
**- 7,899**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**3,500**
**251**
**640**
**225**
**2,117**
**97**
**6,830**
**-**
**-**
**-**
**6,830**
**90**
**2,418**
**1,065**
**159**
**1,959**
**421**
**2,461**
**4,000**
**667**
**1,047**
**271**
**171**
**14,729**
**-**
**-**
**-**
||**Last year**
**to the nearest £**| |Donations|**3,500**||**-**
**-**
**-**
**-**
**-**
**-**
**-**|**3,500**||**-**| |Gift Aid Repayments|**251**|||**251**||**-**| |Fund Raising|**640**|||**640**||**-**| |Verger Fees|**225**|||**225**||**-**| |SSE Solar Panel Income|**2,117**|||**2,117**||**-**| |PettyCash Returned|**97**|||**97**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**6,830**|||**6,830**||**-**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||||**-**
**-**
**-**|**-**||| |||||**-**||**-**| |**_Sub total_**|**-**|||**-**||**-**| |**_Total receipts_**
**A3 Payments**||||||| ||||**-**|**6,830**||**-**| |||||||| |Water and Sewerage|**90**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**90**||**-**| |Lighting& Heating|**2,418**|||**2,418**||| |Insurances|**1,065**|||**1,065**||**-**| |TV Licence|**159**|||**159**||**-**| |Council Tax|**1,959**|||**1,959**||**-**| |Broadband & Phone Line Rental|**421**|||**421**||**-**| |Food|**2,461**|||**2,461**||**-**| |Interns Allowances|**4,000**|||**4,000**||**-**| |Repairs and Maintainance|**667**|||**667**||**-**| |MotoringExpenses|**1,047**|||**1,047**||| |Airbnb[Accomodation]|**271**|||**271**||| |Sundries|**171**|||**171**||**-**| |**_Sub total_ **|**14,729**|||**14,729**||**-**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||| |**_Sub total_ **|**-**|||**-**||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| ||||**-**|||**-**| |||||||| ||**- 7,899**|**-**|**-**|||**-**| ||**-**|**-**|**-**
**-**|**-**||**-**| ||**-**|**-**||**-**||**-**| ||**- 7,899**|**-**|**-**|||**-**| CCXX R1 accounts (SS) 18/07/2023 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Daniel French
Signature
Jane Tyler
**Details**
**Details**
Property - Swallows Nest, Lower Town,
~~Malborough, TQ7 3SE~~
Lloyds Bank Balance
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**11,472**
**-**
**-**
**-**
**-**
**-**
**11,472**
**-**
Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
625000
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
JANE TYLER
DANIEL FRENCH|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||Jane Tyler|JANE TYLER|03/07/2023| ||Daniel French|DANIEL FRENCH|**05/07/2023**| CCXX R2 accounts (SS) 18/07/2023 2