Trustees’ Annual Report for the period
From 1[st] January 2023 Period start date To 31[st] December 2023 Period end date
Charity name: Llanwenarth Baptist Church
Charity registration number: 1184281
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The advancement of the Christian faith according to the principles of the Baptist denomination. The Church may also advance education and carry out other charitable purposes in the United Kingdom and/or other parts of the world. |
| 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 activities may include but are not restricted to: • regular public worship, prayer, Bible study, preaching and teaching; • baptism, as defined in the Baptist Union’s Declaration of Principle; • the Communion of the Lord’s Supper which shall normally be observed at least once a month; • evangelism and mission, locally, regionally, nationally and internationally; • the teaching, encouragement, welcome and inclusion of young people; • nurture and growth of Christian disciples; • education and training for Christian and community service; • giving and encouraging pastoral care; • supporting and encouraging charitable social action in the United Kingdom and abroad; • encouraging relationships with and supporting Baptists and other Christians. • being fully involved as appropriate with the local community. |
| Statement confirming whether the trustees have |
Para 1.18 | I confirm the trustees have had regard to the guidance issued by the Charity |
had regard to the guidance Commission on public benefit 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 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | All Church members and deacons who contribute to the running of the church do so voluntarily. |
| 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 | The Church made donations of £500 to good causes such as Christian Aid, Leprosy Mission and Baptist missionary Society. The Church has continued to offer services to all who wish to praise God. This includes Christmas and Easter services when local people attend. The Luncheon Club offers a good value meal and company for local people. A Messy Church was started for younger children. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against | Para 1.41 | No formal targets were set. |
| objectives set | ||
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | No formal targets were set. |
| Investment performance against objectives |
Para 1.41 | Our investments made by Brewin Dolphin increased by 9.02% in the year to 31st December 2023 |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At 31st December 2022 the charity has liquid assets of £300,922. Also property assets for Church use of £690,000 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold reserves in order use the returns to contribute to providing ministry at the Church, and the upkeep of the church. |
| Amount of reserves held | Para 1.22 | £300,922 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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 |
Congregational Offerings. In addition to congregational giving we also received tax repayment from Gift Aid. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We invest to make a return that can be used to contribute to paying for Ministry and upkeep of buildings. |
| A description of the principal risks facing the charity |
Para 1.46 | Falling membership. |
| Other |
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 | 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 | Election to post by the membership. |
| 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 Trustees will make available to each new Charity Trustee, on or before his or her first appointment: a copy of this constitution and any amendments made to it; a copy of the Church’s latest trustees’ annual report and statement of accounts; and a summary of key issues that have recently been under consideration by the Charity Trustees with sufficient background information to enable the newly appointed Charity Trustee to gain an understanding of the ways of working among the Charity Trustees with the intention that a newly appointed Charity Trustee will be helped to understand the work of the Church and their responsibilities so as to contribute positively to Charity Trustees meetings as soon as possible after their appointment. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The Church is membership organisation and it’s leadership team consist of elected deacons/trustees. The Church is a member of the Baptist Union of Wales and the Gwent Baptist Association. It is also a member of the Baptist Union of Great Britain. |
| Relationship with any related parties |
Para 1.51 | None |
Other
Reference and Administrative details
| Charity name | Llanwenarth Baptist Church |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1184281 |
| Charity’s principal address | 8 Glanmoor, Gilwern, Abergavenny, Monmouthshire. NP7 0DT |
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) |
|---|---|---|---|---|
| Andrew David Baker |
Church Secretary | From July 2019 | ||
| Allan Williams | Church Treasurer | From February2020 | ||
| Helen Dawn Botting |
From July 2019 | |||
| Nansi Mort | From July2019 | |||
| Derek Carpenter | From February2021 | |||
– 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 | |
|---|---|---|
| Welsh Baptist Union Corporation |
Since 1990 | |
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
Church, School Room,Graveyard, Field, Manse |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
The Welsh Baptist Union Corporation (WBUC) is a full trustee for the property owned by Llanwenarth Baptist Church. The objects of the WBUC is THE PROMOTION OF THE INTERESTS OF THE WELSH BAPTIST DENOMINATION. |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Deeds for assets held at Pothecary, Witham and Weld, Solicitors for the WBUC. |
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) Full name(s) Andrew David Baker Position (eg Secretary, Church Secretary Chair, etc) Date 28[th] March 2024
D¢•¢l•r¥tions Th• tw¥t••s dKl•re thatth•y hw• pprovod tho truJta•s' r•port•bov•. Slgnod on b•h•ll of th• ¢hrlty'8 trt% Slgn*tur•{Jl Full namolsl PttlN 199 Svcretsry, Chalr. •t¢l Andw David Bak•r Churth S8crwary 28° Marth 2024
Llanwenarth Baptist Church Flnandal Statement for Year Ended 31.December 2023 Gora1 R•ceipts and Payiiwnt Account 2023 2022 Ro¢olpts Offerings Tax RefvrKI Donatsons Rents Fees Raised for Causes Miscellanews Brewin Oolphin Teasl Luncheon club 17019 4223.58 18.46 450 16518.84 4613.14 15562.23 265 950 271.00 3107.29 486.60 3994.69 892.61 Totsl Roc•lpts 4&94 41287.50 Payments MInty and Mission Upkeep of Prernises Administration Passed to Other Causes Brewin Dolphin 281971.67 14704.21 1973.57 897.25 4072.48 12034.87 1108.00 1865.85 Total Payment• 299646.70 19081.20 Net Recelpl8lPaym•nl• Balance at 31.12.22 Unpmonted Chequas Balance at 31.12.23 -270401.78 22206.30 330229.03 $9827.27 ststement of A6•ets and Ll•bllltlo8 at 31.1222 Assets HSBC A(tount 8rewin Dolphin Hekl for Churth Use Total Assets 59827.27 241095 05 6900.00 990922.32 330229.03 226165.70 415000.00 971394.73 Llabilitles P8nsKm Scheme Debt
These accounts have been prepared on a 'receipts ar payments. basis 8TKI in accordance Se((¥) 133 Chaniies Act 2011. Note5 1.W Ralsed for Other Causes TUrkey1Sla Misc Leprosy Abergavenny Coundl of Churd Totsl 255.00 6.60 140.00 85.00 486.60 2.tKI Mlnlstry and MISOn Gross Stipend {Mintster rthred at eTrJ 221) Ministerfs Expers 0.00 Assomblies etc 0.00 Employerfs Pensi¢ (B¥.81 Union) 12.00 Employerfs Nl 0.00 Visrting Ministy 2265.00 Manse co8Plcha8e. ryirs. InSurCe.Water, Iwt 279694 87 Totsl 281971.67 The Ministèr would Vttn in office 88 of the thurth's Inthes WKI receives Temuner8tn and othèr benefits in resFec of hi8 gs Miniw. Including the provision of manse aCcommodatn 3.00 Upkeep of Premlses Heal and knghl Cleanlng Insurance Repairs and Malnten Miscellaneous Totsl 3091.29 1739 fNJ 2901.07 6627.13 345.72 1470421 4.00 Admlnlstratlon Secretarial Expenses Advertising Subscriptions Miscellaneou$ Account chwge8 Total 0.00 0.00 1187.98 839.89 145.70 1973.57 5.00 Passed to Other Causes Samaritans Purse Leprosy Christl8n Ald Samaritsns Purse Gwent Ba['st Asso¢ Abercofc BUGB Totsl 140.CMJ 200.(M) 160. 146.25 8500 166.C 897.25 6.00 Assets Held for Churth Use The church is the benefla1 (sw to the relevant trusts) of Ihè follryAiTrJ 8ssets'. 1.ChLsrch wemises at station Road, Govilon, the legal Irtle to vthKh is h8kJ ty the churth. custodian trustee lthe Baptist Union of Wales ColFtion Ltd] valued in the accounts at £xxxx based on insured value. 2 A burial ground at Stallt Road. Govilon. No meaningful value is available so it has Th)t been irK4uded In the StsterTVrt or Assets 3 A Mar0 was pur¢ha*J at 8 of 275,C 4 The church 81s0 owns fixtures. fuFTh'lure arml with an irwred Val of Total 400000.00 275000 00 15000.00 691)000.00
7.00 Pension Stheme l>ebt The Church is 8 Participating em0yer in the Bapts'st Pension (the Scheme). vthich 1$ a separate legal entityadminislered by the Pengon T[18e IBapth"st PenOnTruSt Limrtedl. The assets of the Scheme are held separatety from ITrK)se of the Employer and the other participating employers. SirKe 2012 penSS been paid by means of a Defined Contribution Plan. In July2022 the Church was given the athce bekrw. Tho Bapst Ponslon Schem8 (Yhe Scheme")- Defined Benefit I"DB"I Pln Update on rlsk reductlon and ftrture employer DrfKit R0Very Contributions To all employers parts'cipats"ng in the Bapbst Pension Stheme's DB Plan, This email is being serrt to you jointy from the Baptist Union and the Trustee of the Scheme as a participab'ng employer in the Defingd Benefft Sect of the Baptt'sl Pwsion Scheme . It sgts out some very Wive ne Ihe fue of lh8 Sthenk'$ DB Plan arvj your contribuiiorn lo It Buy4n poltcy We are very pleased to announce that we have signed an agreement wth the insuranee company Just Group I'Ju8t'} to secure DB Plan nMbS, Fension benefils. This agreemeftt 15 referted to a8 a 'bLry-in Folicy.. It fdl(Avs a similar agreement vth Just in 2019 that eovered most pensions in payment al that lime. The eomtlned agreements mean that Just ¥e providing financjal backing for all DB Fensi¢)ns prowded through the Scheme's DB Plan. Deficlt Recov•ry Contrlbutlons IDRC81 The costs of such Fdicies aie18rgely drivon ty firwKi81 maets WKI th88e haNB mo4d sub8tan8lty in the Schem8'8 favour, partbj1arfY over the cr8e of the last fth¥ mcth. As a result. this transaction tskes the Scheme (xrt of a shortlall pO%t1 the first time In fv¥o ddes. Although risk8 remain. the Bapts'st Union a1 the Trustee have agreed that deficit r contributions from each partbcipats'rvJ emplw in ts DB Ptan will reduce to just £1 pgr month from August 2022.
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the ' accounts Section A Independent Examiner s Report I LLAlMEtRTH &4FfisT CHURCH On acUnts for the year | 31112r2023 I Charity no11184281 {of driy j j et out on pages I 'i- I reDOrt lo the trustees mv exaMWl of the aCcOts ot the above i ffte I rusi l Tof IF year 31M2f2023. ResDonsibilities and basis of ret)ort As Ihe thafiivs tntstees. vw a reSDcytsib for the LYeDaration of the accounts in aC)rd 1th the r8Juirements of Ihe Charities Art 1.. I report in respect of my examinati) d the Trusfs ac(%) Carried out . e£ctiin 145 tr.e 2011 Ad in Lzrtvina out mv examinati. I !n!!rnwA a!! Ihp 2rJnlirAhb nir¥.¢ hv h¢s Charty Commission urbjer section 145(5){b) of the ACL Independent I have cxmnwed my examination. I CLYthmi that no material matters have the acts)ts did mt accord with ts accAwnting records; or the accoL¥ts rnt comply wilh Ihe 4011cab U1remts (Accounts and ReFx)rts) Regulaticms 2CM)8 other than any requIremrt that the accOlts give a a1 fairf view thich is a matter Sianed: I 14elevant Drofessional I quaiiTicaiionisD or bodv I hcj
any): Addr". I L9A) Section B Disclosure Only o)molete rf the exami needs to hIllt Material matters of cA)n[r, qUI(Jan tor examiws}. Give here brief details of I any ttems that the exam1rr wishes to disclose.