## **Trustees’ Annual Report for the period** **From 1 January 2022 to 31 December 2022** **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 fifth year of operation**
**a grant of £2366 was paid to Long &**
**Little Wittenham PCC in respect of**
**various projects for the benefit of the**
**buildings and the parish and a grant of**
**£7000 was made to Dorchester Team**
**Council as part funding for a Youth &**
**Families Minister**| |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 fifth year of operation a grant**
**of £2366 was paid to Long & Little**
**Wittenham PCC in respect of various**
**projects for the benefit of the buildings**
**and the parish and a grant of £7000 was**
**made to Dorchester Team Council as**
**part funding for a Youth & Families**
**Minister**
**In both cases the projects could not**
**have been carried out without additional**
**funding from the Trust alongside other**
**grants and funding sources**
**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: Para 1.41 |Achievements against
objectives set||| |---|---|---| |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 £356,493 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|**£356,493**| |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
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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)**| |---|---|---|---|---| ||**Michael John**
**Pawley**|||| ||**Susan Elizabeth**
**Booys**|||| ||**Dinah Perkins**|||| ||**Mandy Williams**|||| ||**Paul Graham**
**Wignall**|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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**|RWK Goodman|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 trustees, report al)ove. Signed on behalf of the charity's trustees Signature{s} Full name(s} Position leg Secretary. Chair, etc} Michael John Pawley Trustse I CLLSt Date CHARITY COMMISSION FOR ENGLAND AND WALES The IAercy Ward CIKwch T￿￿t 1177763 Receipts and payments accounts CC16a Forthe period Ol￿an-22 314)ec-22 Section A Receipts and payments Unrestricted funds Restiicted funds Endowmtrnt funds Total funds Last year rwargst £ Al Recel ts i9S Inieresi on il account 1.19) 1.160 Sub total(Gross income forAR) A2 Asset and Investment sales. see table Sub total 1.16 1.1fy) 36 A3P8 ents Gr8nt$ 4nd don4tws Eank ¢harges Le9è1 fees 7,MO 97 76 76 Sub total A4 A55et and investment purchases, (see table) Sub total TOtal￿yments 9.442 *442 7,097 Netof receipts/(payments) A5 Trdn5fers between fund5 A6 Cash ftÈnds last yÈarend Cash funds this yearend 8,282 8.282 7.061 364.775 364,775 371,835 356,493 356,493 364.775 Section 8 Statement of assets and liabilities at the end of the period Unrestrbcted funds RestrTrcted funds Endowment funLIs aEegones to r&ve%t £ to rEArest £ > ￿reste B1 cashf￿d5 Cash al bank- eurrtit accthmt Cash at bank. depos* 356.151 Totalcash fuTrts 356.493 CCXX R1 acwunls ISS Unrestricted funds to n&Tht£ R¢stEi¢ted funds Endowment fund$ to r*rqst £ Oetails Cwt C￿re￿ ¥al Detai15 B3 Invesknent assets Cc6t Cwrgrt valuE 10Otrywll Detai15 B4 Assets retaintd forthe charity's own usè Delatls liatility fel*s B5 LiabilIt￿S S￿ned by one or bust88s on behtw of all the twstees SwJnature Prwrt Nary Dat& of approv81 Mrhad Paw i£1 ioJ¥3 Is lialzl CCXX R2 a¢o)unts ISSI 1411012023