## **Trustees’ Annual Report for the period** **From 1 January 2021 to 31 December 2021** **Charity name: The Mercy Ward Church Trust** ## **Charity registration number: 1177763** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To advance the Christian religion, by:**
**(1) supporting the mission and ministry**
**of the Church of England in the parishes**
**of Long and Little Wittenham,**
**Oxfordshire ('the Parish') and the**
**Dorchester Team Ministry;**
**(2) in particular but without prejudice to**
**the generality of the foregoing, helping**
**preserve, maintaining and, where**
**appropriate, developing the fabric of the**
**parish church of St Mary Long**
**Wittenham, Oxfordshire; and**
**(3) supporting any purpose intended to**
**further the work of the Church of**
**England and the spiritual, moral and**
**physical education and training of the**
**inhabitants of the Parish**
**in such ways as the charity trustees** **may**
**from time to time think.**| |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|**The charity was established under the**
**terms of the will of the late Ursula Mary**
**Ward and following grant of probate the**
**sum of £411,622 was passed to the**
**charity. In this the fourth year of**
**operation a grant of £7000 was paid to**
**be made to Long & Little Wittenham PCC**
**in respect of refurbishment works to the**
**bells at St Mary’s Church Long**
**Wittenham.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The charity’s objectives meet the Charity**
**Commission's public benefit criteria**
**under the advancement of religion and**
**the preservation of the**
**environment/conservation headings and**
**the trustees have regard to this in their**
**decision making**| ## **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|**In this the fourth year of operation a**
**grant of £7000 was paid in respect of**
**refurbishment works to the bells at St**
**Mary’s Church Long Wittenham.**
**Without this funding, alongside funding**
**from other trusts and Foundations, the**
**works would not have been able to**
**proceed.**
**The trustees continue to invite**
**applications for funding in line with the**
**charity’s objectives**| **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|| |---|---|---| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The charity has reserves of £364,775 at**
**the end of the period to meet future**
**requests for grants**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The charity holds reserves in line with**
**the wishes of the benefactor**| |Amount of reserves held|Para 1.22|**£364,775**| |Reasons for holding zero
reserves|Para 1.22|**Not applicable**| |Details of fund materially in
deficit|Para 1.24|**Not applicable**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Not applicable**| ## **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, royal charter)|
Para 1.25|**Trust Deed**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable Incorporated Organisation**
**(CIO)**| |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|**The selection of the initial trustees was**
**specified in the will and the Trust Deed**
**reflects this.**
**Apart from the first charity trustees,**
**every appointed trustee must be**
**appointed for a term of three years by a**
**resolution passed at a properly**
**convened meeting of the charity**
**trustees.**
**(b)**
**In selecting individuals for**
**appointment as appointed charity**
**trustees, the charity trustees must have**
**regard to the skills, knowledge and**
**experience needed for the effective**
**administration of the CIO.**
**(c)**
**In selecting individuals for**
**appointment as appointed charity**
**trustees, the charity trustees must have**
**regard to continuing to represent the**
**views of the Long and Little Wittenham**
**PCCs and the Dorchester Team Ministry.**
**Ex-officio Trustees**
**(a)**
**In this clause, “the role” means**
**any or all of the following, as the case**
**may be:**
**(i)**
**the Team Rector of the**
**Dorchester-on-Thames Team**
**(ii)**
**no less than one and no more**
**than two of the Church Wardens of the**
**churches of Long Wittenham and Little**
**Wittenham**
**(iii)**
**the person with primary pastoral**
**care of Long Wittenham for the**
**Dorchester Team (which person at the**
**time of creating this CIO is known as the**
**“team Vicar”)**
**(iv)**
**the PCC treasurer of Long and**
**Little Wittenham or, if not possible,**
**another PCC member**
**(b)**
**The role for the time being (“the**
**office holder”) shall automatically (“ex-**
**officio”) be a charity trustee, for as long**
**as he or she holds that office.**| ## **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 The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other ## **Reference and Administrative details** |Charity name|The Mercy Ward Church Trust| |---|---| |Other name the charity uses|n/a| |Registered charity number|1177763| |Charity’s principal address|Nelhurst Cottage, Copson Lane
Stadhampton
Oxford
OX44 7TZ| ||| ## **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)**| |---|---|---|---|---| ||**Michael John**
**Pawley**|||| ||**Susan Elizabeth**
**Booys**|||| ||**Dinah Perkins**|||| ||**Mandy Williams**|||| ||**Paul Graham**
**Wignall**||Appointed 11/8/21|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name n/a** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**n/a**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets n/a held in this capacity Name and objects of the n/’a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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**||| |**Legal**|Royds Withy King|5-6 Northumberland Buildings, Queen Square, Bath BA1
2JE| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |**n/a**||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **n/a** ## **Other optional information** **n/a** Declarations The trustees declare that they have approved the truslees, report above. Signed on behalf of the charity's trustees Signature(s) Full name{sl Position (eg S8cretary. Chair, etc) Michael John Pawlgy Trustoe DIKJArt f£RIciNL S Date 2411012022 **Charity Name The Mercy Ward Church Trust** **No (if any) 1177763** ## **Receipts and payments accounts** ## **CC16a** **For the period** Period start date Period end date **To from 01-Jan-21 31-Dec-21** ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**|**Unrestricted**
**funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---|---|---|---| |
Legacies|**-**||**-**||**-**||**-**||**-**| |Interest on deposit account|**-**||**36**||**-**||**36**||**298**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for AR)_|**-**||**36**||**-**||**36**||**298**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||||||||| ||**-**||||||||**-**| |**_Sub total_**|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||||||||||**298**| ||||||||||| |
Grants and donationspaid|**-**||**7,000**||**-**||**7,000**||**1,600**| |Bank charges|**-**||**97**||**-**||**97**||**60**| |Legal fees|**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_ **|**-**||**7,097**||**-**||**7,097**||**1,660**| ||||||||||| |**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_**|||||||||| ||||||||||**1,660**| ||||||||||| ||**-**||||||||**- 1,362**| ||**-**||||||||**-**| ||**-**||||||||**373,197**| ||**-**||||||||**371,835**| ## **Section B Statement of assets and liabilities at the end of the period** |CCXX R1 accounts (SS)
**Categories**
**B1 Cash funds**|1
Cash at bank - current account
Cash at bank - deposit account
**Details**
**_Total cash funds_**
(agree balances with receipts and payments account(s))|**Unrestricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK|24/10/2022
**Restricted funds**
**Endowment**
**funds**
**to nearest £**
**to nearest £**
**484**
**364,291**
**-**
**-**
**364,775**
**-**
OK
OK|**Endowment**
**funds**
**to nearest £**| |---|---|---|---|---| |||||| |||||| |||||**-**| |||||**-**| Unrestricted funds Restrlcted funds Endowment funds to mare8t £ Detalls to nearest £ *0 marest £ Furwj to whl¢h aS8Ot t*1( rent val loptlcw51 Details Cost l00ionall B3 Investment assets to which 488et beliry5 C(*t lo￿r￿lI Current val Details B4 Assets retained for thè charity's own u$È to whlch li4￿1[ty rèlat** AnoLmt due When (l* Details B5 Liatiilities Siqned by one ortw tfU51ees on behaff of all the ttustees SvJnatuie Print Name Date ol apwov81 Mrhael Pawl&y 2411012022 6. P£KKI￿j S CCXX R2 a(xounts ISSI 2411012022