
## **CHARITY COMMISSION** FOR ENGLAND AND WALES 

## **Trustees' Annual Report for the period** 

**From 1 January 2024 to 31 December 2024** 

**Charity name: The Mercy Ward Church Trust Charity registration number: 1177763** 

## **Objectives and Activities** 

|Summary of the purposes of<br>the charity as set out in its<br>governing document|**SORP referenc**<br>**Para 1.17**|**To advance the Christian religion, by:**<br>**(1) supporing the mission and ministr**<br>**of the Church of England in the parishes**<br>**of**<br>**Long**<br>**and**<br>**Little**<br>**Wittenham,**<br>**Oxfordshire**<br>**('the**<br>**Parish')**<br>**and**<br>**the**<br>**Dorchester Team Ministr;**<br>(2) **in paricular but without prejudice to**<br>**the generality of the foregoing, helping**<br>**preserve,**<br>**maintaining**<br>**and,**<br>**where**<br>**appropriate, developing the fabric of the**<br>**parish**<br>**church**<br>**of**<br>**St**<br>**Mary**<br>**Long**<br>**Witenham, Oxfordshire; and**<br>**(3) supporing any purpose intended to**<br>**furher the work of the Church of**<br>**England and the spiritual, moral and**<br>**physical education and training of the**<br>**inhabitants of the Parish**<br>**in such ways as the charity trustees may**<br>**from time to time think.**|
|---|---|---|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.<br>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 1.17 and**<br>**1.19**<br>**Para 1.18**|**The charity was established under the**<br>**terms of the will of the late Ursula Mary**<br>**Ward and following grant of probate the**<br>**sum of £411,622 was passed to the**<br>**charity. In this the seventh year of**<br>**operation two grant applications were**<br>**received**<br>**The charity's objectives meet the Charity**<br>**Commission's**<br>**public**<br>**benefit**<br>**criteria**<br>**under the advancement of religion and**<br>**the preseration of the environment**_I_<br>**conseration headings and the trustees**<br>**have regard to this in their decision**<br>**making**|





## **Additional information (optional)** 

## You may choose to include furher 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|**In this the seventh year of operation two**<br>**grant applications were received and**<br>**approved totalling £9,000.**<br>**A grant of £1,000 was given to suppor a**<br>**school project with Opera Brava, a**<br>**Christian-run touring opera company**<br>**A grant of £8,000 was approved in**<br>**connection with a stonework repairs at**<br>**St Mary's Church Long Wittenham. The**<br>**funds have not yet been drawn down but**<br>**the works are in progress at the date of**<br>**this report**<br>**The**<br>**trustees**<br>**continue**<br>**to**<br>**invite**<br>**applications for funding in line with the**<br>**charity's objectives**|



## **Additional information (optional}** You mav choose to include further statements where relevant about: 

|Achievements against|Para 1.41|
|---|---|
|objectives set||





||||||
|---|---|---|---|---|
||Performance of fundraising||||
||activities against objectives||||
||set|Para 1.41|||
||Investment performance|Para 1.41|||
||against objectives||||
||Other||||
||||||





## **Financial Review** 

|**Financial Review**||
|---|---|
|Review of the charity's<br>**Para 1.21**<br>financial position at the end<br>of the period<br>Statement explaining the<br>**Para 1.22**<br>policy for holding reserves<br>statino whythey areheld|**The charity has reseres of £371,062 at**<br>**the end of the period to meet future**<br>**requests for grant. Of this amount a**<br>**grant of £8,000 had been approved at**<br>**the year end but not drawn down**<br>|
||**The charity holds reseres in line with**<br>**the wishes of the benefactor**|
|Amount of reserves held<br>**Para 1.22**|**£371,062**|
|Reasons for holding zero<br>**Para 1.22**<br>reserves|**Not applicable**|
|Details of fund materially in<br>**Para 1.24**<br>deficit|**Not applicable**|
|Explanation of any<br>**Para 1.23**<br>uncertainties about the<br>charity continuing as a going<br>concern|**Not applicable**|



|<br>deficit<br>Explanation of any<br>**Para 1.23**<br>uncertainties about the<br>charity continuing as a going<br>concern|<br>deficit<br>Explanation of any<br>**Para 1.23**<br>uncertainties about the<br>charity continuing as a going<br>concern|<br>**Not applicable**|<br>**Not applicable**|
|---|---|---|---|
|**Additional information (optional)**<br>You mav choose to include further statement||where relevant about:||
|<br>The charity's principal<br>sources of funds (including<br>any fundraising}|<br>**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:<br>Type of governing document<br>**Para**1.2s<br>(trust deed,royal charter)<br>How is the charity<br>**Para**1.2s<br>constituted?<br>(e.g unincorporated<br>association,CIO)<br>Trustee selection methods<br>**Para**1.25<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|**Trust Deed**<br>**Charitable Incorporated Organisation**<br>**(CIO)**<br>**The selection of the initial trustees was**<br>**specified in the will and the Trust Deed**<br>**reflects this.**<br>**Apart from the first charity trustees,**<br>**every appointed trustee must be**<br>**appointed for a term of three years by a**<br>**resolution passed at a properly**<br>**convened meeting of the charity**<br>**trustees.**<br>**(b)**<br>**In selecting individuals for**<br>**appointment as appointed charity**<br>**trustees, the charity trustees must have**<br>**regard to the skills, knowledge and**<br>**experience needed for the effective**<br>**administration of the CIO.**<br>**(c}**<br>**In selecting individuals for**<br>**appointment as appointed charity**<br>**trustees, the charity trustees must have**<br>**regard**to**continuing to represent the**<br>**views of the Long and Little Wittenham**<br>**PCCs and the Dorchester Team Ministry.**<br>**Ex-officio Trustees**<br>**(a)**<br>**In this clause, "the role" means**<br>**any or all of the following, as the case**<br>**may be:**<br>**(i)**<br>**the TeamRector ofthe**<br>**Dorchester-on-Thames Team**<br>**(ii)**<br>**no less than one and no more**<br>**than two of the Church Wardens of the**<br>**churches of Long Wittenham and Little**<br>**Wittenham**<br>**(iii)**<br>**the person with primary pastoral**<br>**care of Long Wittenham for the**<br>**Dorchester Team (which person at the**<br>**time of creating this CIO Is known as the**<br>**"team Vicar")**<br>**(iv)**<br>**the PCC treasurer of Long and**<br>**Little Wittenham or, if not possible,**<br>**another PCC member**<br>**(b)**<br>**The role for the time being ("the**<br>**office holder") shall automatically ("ex­**<br>**officio") be a charity trustee, for as long**<br>**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** 

|**Reference and Adminis**<br>|**Reference and Adminis**<br>|**tr**|**ative details**|
|---|---|---|---|
|Charity name<br>Other name the charitv uses<br>Reaistered charity number<br>Charity's principal address|Charity name<br>Other name the charitv uses<br>Reaistered charity number<br>Charity's principal address|T<br>n<br>1<br>6<br> <br> <br>|he Mercv Ward Church Trust<br>/a<br>177763<br>Deacon Way<br>Docking<br>King's Lynn<br>PE31 8GJ|
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## **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**||**Oice (if any)**|**Dates acted if not for whole**<br>**year **||**Name of person (or body) entitled**<br>**to aoooint trustee (if anv)**|
|---|---|---|---|---|---|---|
||**Michael John**<br>**Pawley**||||||
||**Dinah Perkins**||||||
||<br>**Mandy Williams**||||||
||<br>**Rev Joanna Allen**|||08/05/2024-31 /12/2024|||
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C oroora e rus ees t t t - names o f th ce t·Irec ors a t t th d t th e a e e re)o rt was approve d 

**Director name n/a** 

## Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole vear**||
|---|---|---|
|**n/a**|||
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|**Funds held as custodian trustees on behalf of others**|**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)** 

|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
|**Legal**|RWK Goodman|5-6 Northumberland Buildings, Queen Square, Bath BA 1|
|||2JE|
|**Name of**|**chief executive or**|**names of senior staff members (Optional information)**|
|**n/a**|||



## **Exemptions from disclosure** 

Reason for non-disclosure of kev personnel details 

## **n/a** 

## **Other ootional information** 

n/a 



## **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) Michael John Pawley Mandy Williams Position (eg Sec�etary, Trustee Trustee C[ha] i[r] ,[etc] ) .___ ___________ __..__ ____________ __, Date I /'6 Ii.a j'2..+:>2-°$** 



|**CHARITY COMMISSION�h •1:·1 c ,.,,**<br>FOR ENGLAND ANO WALES**The Mercy Ward Church Trust**<br>**1177763**<br>**Receipts andpayments accounts**<br>**For the period**<br>**from**<br>**Section A Receipts and payments**<br>**A1 Receiots**<br>**Leaacies**<br>**Interest on deposit account**<br>**_Sub total (Grss income fr AR)_**<br>**A2 Asset and investment sales,**<br>**{see tablel.**<br>**_Sub total_**<br>**Unrestricted**<br>**funds**<br>**to the narest**<br>**£**<br>~~.~~<br>~~.. . ~~<br>~~.. ~~<br>~~.~~<br>~~.~~<br>.<br>~~.~~<br>~~.~~<br>~~.~~<br>**_Total receipts_**. _____ _ I I<br>**A3 Pavments**<br>**Grants and donationspaid**<br>.<br>**Bank charges**<br>~~.~~<br>**Legal fees**<br>.<br>~~.~~.<br>~~.. . ~~<br>~~.~~<br>**_Sub total_**<br>~~.~~<br>**A4 Asset and investment**<br>**purchases,(see table)**<br>~~.. ~~<br>**_Sub total_**<br>.<br>**_Total payments_**. _____~~_~~ ~~.~~~~**j**~~**l**<br>**_Net of receiptslayments)_**<br>**AS Transfers between funds**<br>**-------**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**______ .<br>**01.an-24**<br>**Restricted funds**<br>**to the narest £**<br>~~.~~<br>**9,011**~~.~~<br>~~.~~<br>.<br>~~.. ~~<br>~~.~~<br>**9,011**<br>**To**<br>**Endowment**<br>**funds**<br>**to th narest £**<br>**9,011 1 **~~**.**~~<br>**1 **~~**_**~~**____**<br>**-11**<br>**1.00**<br>**62**<br>~~.~~.~~.~~<br>~~.~~<br>~~.. ~~<br>~~.~~<br>**1,062**<br>**1,0621**~~**.**~~<br>~~**1 ______**~~<br>**.**~~**,**~~ **1**<br>**7,949**<br>**363,113**<br>**371,062**<br>. ,,**u**<br>**31-Dec-24**<br>**Total funds**<br>**to the narest £**<br>~~.~~<br>**9,011**<br>~~.~~<br>~~.~~<br>~~.~~<br>~~.~~<br>~~.~~<br>~~.~~<br>**9,011**<br>**9, 0111 **<br>**1 000**<br>**62**<br>~~.~~<br>~~.. ~~<br>~~.~~<br>.~~.~~<br>~~.~~<br>**1,062**<br>**1,062**~~I~~<br>**7,949**<br>**363,113**<br>**371,062**||
|---|---|
||**CC16a**|
||**Last year**<br>**to th narest £**|
||~~.~~|
||**6,686**|
||~~.~~|
||~~.~~|
||~~.~~|
||~~.~~|
||~~.~~|
||~~.~~|
||**6,686**<br>~~**.**~~ <br>**1____ **<br>**6,_6_86**<br>**.1 **|
|||
||**66**|
|||
|||
|||
|||
|||
||**66**<br> ~~l.~~ ~~_~~____<br>**6__i**<br>**6,620**|
||**356,493**<br>**363,113**|



|**Section B Statement of assets and liabilities at the end of the period**<br>**Categories**<br>**Details**<br>**B1 Cash funds**<br>**Gsh at bank • curent account**<br>**Csh at bank - deposit account**<br>**Unrstricted**<br>**funds**<br>**to narest£**<br>**Restricted funds**<br>**to narest£**<br>**216**<br>**370,846**|**Section B Statement of assets and liabilities at the end of the period**<br>**Categories**<br>**Details**<br>**B1 Cash funds**<br>**Gsh at bank • curent account**<br>**Csh at bank - deposit account**<br>**Unrstricted**<br>**funds**<br>**to narest£**<br>**Restricted funds**<br>**to narest£**<br>**216**<br>**370,846**|**Section B Statement of assets and liabilities at the end of the period**<br>**Categories**<br>**Details**<br>**B1 Cash funds**<br>**Gsh at bank • curent account**<br>**Csh at bank - deposit account**<br>**Unrstricted**<br>**funds**<br>**to narest£**<br>**Restricted funds**<br>**to narest£**<br>**216**<br>**370,846**|**Section B Statement of assets and liabilities at the end of the period**<br>**Categories**<br>**Details**<br>**B1 Cash funds**<br>**Gsh at bank • curent account**<br>**Csh at bank - deposit account**<br>**Unrstricted**<br>**funds**<br>**to narest£**<br>**Restricted funds**<br>**to narest£**<br>**216**<br>**370,846**|**Endowment**<br>**funds**<br>**to narest£**|
|---|---|---|---|---|
||||||
||**_Total cash funds_**||**371,062**||



**CCXX R1 accounts (SS)** 

**(agree balences wllh recelp(ll IW1d peyme,13 IIOCOl"l(a))** 




**----- Start of picture text -----**<br>
Unrestricted  Restricted funds  Endowment<br>funds  funds<br>Details  to nearest£  to nearest£  to nearest£<br>82 Other monetary assets<br>Fund to which asset  CUrrent value<br>Details  belongs  Cost (optional)  (optional)<br>B3 Investment assets<br>Fund to which asset  CUrrent value<br>Details  belongs  Cost ( optl onal)  (optional)<br>B4 Assets retained for the<br>charity's own use<br>Fund to which  Amount due  When due<br>Details  llablllty relates  (optional)  (optional)<br>B5 Liabilities  Grant approved, not yet drawn  Restricted  8,000  2025<br>Signed by one or two trustees on<br>behalf of all the trustees  Signature  Print Name  Date of approval<br>Michael Pawley<br>Mandy Williams<br>**----- End of picture text -----**<br>


CCXX R2 accounts (SS) 

**2** 

**13/10/2025** 

