2025-12-31-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner s Report Report to the trusteesl The Community of St David members of On accounts for the year ended 31 December 2025 Charity no lif any) 1186412 Set out on pages 1and2 rrernepibpr to If- I report to the trustees on my examination ofthe account5 of the above harity I'the Trust'} for the year ended 31 De￿mber 2025. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparalion basis of report of the accounts in accordance with the requirements of the Charities Act 2011 1.the Act.) I report in respect of my examination of ihe Trust's accounts carried out under section 145 of the 2011 Act and in carrying oul my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)Ibl of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were nol kept In accordance with section 130 of the Act or the accounts do not accord with the accounting records the accounts did not comply with the 2ppli¢able requirements concerning the form and content of accounts set out in the Charilies (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examinalion. Independent examiner's statement I have no concems and have come across no olher matters in connection with the examination lo which attention should be drawn in order lo enable a proper understanding of the accounts to be reached. Signed: Date: Name: Jayne Dennett, JDT Accountants Ltd Relevant professional qualification{s) or body (if any): ACCA Address: 45 South Mossley Hill Road Liverpool L19 3PY

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The Community of St David 1186412
Receipts and payments accounts CC16a
For the period 01/01/2025 31/12/2025
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Flat Rent 4,000 - - 4,000 4,160
Court House Hire 22,923 - - 22,923 23,985
Curtis House Hire 3,482 - - 3,482 3,620
Donations/Grants - - - 58
- - - - -
Sub total (Gross income for
- - 30,405 31,823
AR) [ 30,405 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 30,405 - - 30,405 31,823
A3 Payments
Maintenance & Development 8,724 - - 8,724 9,010
Utilities 8,016 - - 8,016 7,929
Telephone & Internet 758 - - 758 619
Insurance 7,133 - - 7,133 6,868
Accountancy 720 - - 720 -
Website design 600 - - 600 540
Website expenses 312 - - 312 167
Sub total [ 26,263 ] - - 26,263 25,133
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 26,263 - - 26,263 25,133
Net of receipts/(payments) 4,142 - - 4,142 6,690
A5 Transfers between funds - - - - -
A6 Cash funds last year end 32,091 - - 32,091 25,401
Cash funds this year end 36,233 - - 36,233 32,091
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04/06/2026

CCXX R1 accounts (SS)

1

Section B Statement of assets and liabilities at the end of the	Section B Statement of assets and liabilities at the end of the	Section B Statement of assets and liabilities at the end of the	period
Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities	(agree balances with receipts and payments account(s)) Details Bank Balance Total cash funds Details None Details Courthouse and Curtis House Details None Details None	Unrestricted funds to nearest £ 36,233 - - 36,233 OK Unrestricted funds to nearest £ - - - Fund to which asset belongs Unrestricted Fund to which asset belongs Fund to which liability relates	Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - Cost 405,000 - Cost (optional) - - - Amount due (optional) - -	Last Year to nearest £ 32,091 - -
				32,091
				Agreement Error
				Last Year to nearest £ - - - Last Year 405,000 - Current value (optional) - - - When due (optional)

The investment assets were purchased/built in 1961 and 1991 and therefore there are no accounting records to obtain the actual costs incurred. The figure has been derived from the insurance value of the property and inflation removed as appropriate to obtain the estimated cost price in 1961 and 1991.

Signed by one or two trustees on behalf of all the trustees	Signature E F Davies	Date of approval Print Name 18 Jun 2026 20 Jun 2026

04/06/2026

CCXX R2 accounts (SS)

2

Trustees’ Annual Report for the period

From 1/1/2025 To 31/12/2025

Charity name: The Community of St David

Charity registration number: 1186412

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	THE PURPOSE OF THE CHARITY AS DEFINED IN ITS GOVERNING DOCUMENT ARE THE CARRYING OUT OF ALL OR ONE OR MORE OF THE FOLLOWING ACTIVITIES IN THE SPIRIT OF THE CHRISTIAN RELIGION AND IN THE INTEREST OF SOCIAL WELFARE: 1. THE PROVISION OF FACILITIES FOR RECREATION AND FOR OTHER LEISURE-TIME OCCUPATION OF INDIVIDUALS OR GROUPS OF PERSONS WHO ARE IN PARTICULAR NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL OR ECONOMIC CIRCUMSTANCES AND IN EVERY CASE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THOSE INDIVIDUALS OR GROUPS AND THE PROVISION OF EQUIPMENT NECESSARY IN ORDER TO ENABLE THEM TO TAKE ADVANTAGE OF SUCH FACILITIES. 2. THE RELIEF OF POVERTY AMONG THOSE INDIVIDUALS OR GROUPS. 3. THE EDUCATION AND TRAINING OF LEADERS FOR THESE PURPOSES. 4. THE SUPPORT OF OTHER CHARITIES.
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	Rental of main property to various educational, family & religious groups who are in particular need. Rental of community centre for groups or individuals to progress educational, religious or well-being in the local area.
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 had 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: We didn’t make any grants in 2025.
	SORP reference
Policy on grant making	Para 1.38	We didn’t make any grants in 2025.

Policy on social investment including program related investment	Para 1.38	No investments are made other than to upkeep the community centre and main rental property directly.
Contribution made by volunteers	Para 1.38	Along with the trustees the community has wider supporters who we update annually on progress (last meeting Sept 2025) and who will help with the property upkeep from time to time.
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 Community of St David exited 2024 in thankfully continued good health. The community’s role in bringing people together continues to be important in 2025 as we all continue to repair our emotional and physical well-being as the toll of difficult times here and abroad impacted families and communities. Ensuring continued financial stability helped by an increased workload from all the trustees, our booking manager and wardens. As a result, we have seen continued stable usage of both the community hall and the main rental property ‘Court House’.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	Our main focus was to continue to engage with local community groups and wider organisations to maintain and if possible increase the usage of our hall and court house. This was led by our wardens, and we have seen a wide range of users including Quakers, local live music nights, scouts & brownies, yoga and various other wellbeing tutorials continue to benefit from the facility. In the main house we also a variety of usages from families to pilgrims and choirs visiting the cathedral.

Performance of fundraising activities against objectives set	Para 1.41	Fundraising has been driven by the usage of both facilities which dropped only marginally from 2024 to 2025 (4%) thanks to the hard work of the booking manager, wardens and trustees
Investment performance against objectives	Para 1.41	We do not have any investments other than the properties the charity maintains.
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	In 2025 we saw a slight drop in rental income from Court House and Curtis house (both -4% yoy) however our end of year balance grew by ~£4k to £36.2k. This was driven by continued tight management of costs including a £300 saving on water bills and slightly lower maintenance bills. As a result, we have managed to maintain financial stability whilst keeping rental prices low to encourage lower income groups to use the facilities (as stated in our aims).
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We always aim to have at least £15,000 in our bank account to cover any emergency work needed on the house and we have been able to achieve this since 2020.
Amount of reserves held	Para 1.22	At least £15,000 held in our bank account.
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	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	Our principal source of funding is the rental of the main house (Court House) and the community hall (Curtis House) to a variety of educational, family and religious groups.
Investment policy and objectives including any	Para 1.46	We do not invest other than the upkeep and maintenance of the properties.

social investment policy adopted
A description of the principal risks facing the charity	Para 1.46	Income has come back well over the last four years due to the reengagement with the community in St Davids itself. Clearly inflation means expenditures will continue to increase but we have mitigated several of these with utility bill fixed rates again. The upkeep of the court house is always a risk given the cost required to maintain an old, listed property We see far more risk with how many people struggling and as such low cost rental facilities such as ours will become a more important resource for families and groups.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution/ Aims
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	Appointed by current 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	All trustees will have had many years of exposure to The Community and as such know the charity, its constitution and approach well. New Trustees are given smaller responsibilities to begin with to build up their involvement over time.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Charity is composed of 5 Trustees

Relationship with any related parties	Para 1.51	N/A
Other

Reference and Administrative details

Charity name	The Community of St David
Other name the charity uses
Registered charity number	1186412
Charity’s principal address	Court House, 20 Cross Square St Davids Haverfordwest SA62 6SE

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(if any)
	Eleri Davis	Chair
	Ralph Tucker	Treasurer
	David Thomson
	Jacob Cairns
	Joseph Tucker

– 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 N/A 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)

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) Position (eg Secretary, Chair, etc) Date
	Ralph Tucker
	Treasurer
	21/04/2026
	21/04/2026