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2022-12-31-accounts

Annual Report

Incorporating Examined Financial Statements For the Year Ended

31[st] December 2022

CHARITY NO. 1186996

REPORT OF THE TRUSTEES

The Trustees present their report together with the financial statements of the Charity for the year ended 31[st] December 2022. The financial statements have been prepared in accordance with the accounting policies set out in Note 1 and comply with the Charity’s constitution and applicable law.

Legal and Administrative Information

Charity Registration

1186996

Address

The Parish Trust Heol yr Ysgol Trethomas Caerphilly CF83 8FL

Trustees

Rev. Dean Aaron Roberts Chair of Trustees Founding Trustee Mr. Wayne Barnett Founding Trustee Mrs. Rosemarie Annette Llewellyn Founding Trustee Mrs. Janet Elizabeth Sainsbury Term Ended December 2022 Mrs. Meryl Anne Holt Appointed July 2020 Mrs. Jennifer Anne Richardson Appointed July 2020 Cllr. Mrs. Elizabeth Myra Aldworth Appointed September 2020 Mrs. Anne Hufton Appointed September 2020 Mrs. Diane Brierley Appointed April 2021 Mrs. Elizabeth Blacker Appointed April 2021 Treasurer Minute Clerk Mrs. Diane Brierley Mrs. Elizabeth Blacker

Independent Examiner

Bevan Buckland LLP

Ground Floor, Cardigan House, Enterprise Park, Castle Court, Llansamlet, Swansea SA7 9LZ

Bankers

Lloyds Bank

Structure, Governance, and Management

Governing Document

The Charity was registered as a Charitable Incorporated Organisation (CIO) on 17[th] December 2019 under charity registration number 1186996. The Charity’s governing document is based on a Foundation Model Constitution.

Recruitment and Appointment of New Trustees

Trustees are sought as and when vacancies arise. Careful consideration is taken to ensure that potential trustees are able to uphold and safeguard the Charity by diligently carrying out business as determined in the Charity’s constitution, and that they bring particular expertise to bear on the overall ethos, vision, and strategy of the Charity.

Potential trustees are required to submit an application to the Board which is considered and voted on by the existing board members. The application form is written by the Board of Trustees and asks applicants to declare their fitness and eligibility to be a trustee. Applicants are given a copy of the following:

If the existing trustees resolve that an applicant be appointed to the Board, the new trustee to be appointed will undergo relevant training and induction as required, and will also receive copies of:

The Board will be prioritising recruitment of additional trustees in the coming year and have identified legal knowledge and business/stakeholder networking to be skills that are needed on the Board.

Organisational Structure

There are currently nine trustees, with one trustee’s Term of Office coming to its natural end in December 2022.

In 2022, we employed ten members of staff. Staffing Positions were filled in the areas of administration, community engagement, and project operations. All staff reported to the Chair of Trustees. The charity is in the process of refining its operational structure which will be in place during the course of 2023.

Risk Management

The Trustees operate a rolling programme of identifying and addressing major risks to the Charity at their regular meetings.

The lack of a permanent base and HQ for the charity continues to be a major risk, and the Board of Trustees are in lengthy negotiations with the Church in Wales to try and acquire the freehold interest of the building to secure the charity’s future sustainability and growth.

Trustee Meetings

The Board of Trustees met five times throughout the course of 2022 to transact the regular business of the Charity. A number of extraordinary meetings were also held for strategic and decision making purposes. Meetings were held both in person and electronically.

Objectives and Activities

Summary of Objectives

The Charity’s Governing Document states that The Parish Trust is a Christian based organisation which organises various projects, services and events that benefit the general public. The Charity's objective is to advance the Christian faith and its religious, moral and philanthropic principles. We support the local church and community so that the lives of our beneficiaries are enriched and improved.

Whilst having a Christian foundation, the charity exists for all regardless of religious affiliation or otherwise.

Summary of Activities undertaken for the Public Benefit

The Parish Trust continually assesses and develops the provision of charitable activities in relation to identified needs in the community. Activities undertaken must be relevant to the charitable objectives of The Parish Trust, and be in accordance with its Governing Document.

A number of projects and activities have been undertaken throughout the course of 2022. The activities listed are our main projects and are by no means an exhaustive list of everything that has taken place in the charity over the last 12 months. Details of our full programme of events and achievements can be found on our Website and Social Media.

The CARE Project / Bag a Bargain

The CARE Project is at the heart of the work we do as a charity and has been since its conception. With the rising living costs in 2022, we witnessed a steady increase in the demand for food parcels. Families were referred to us who have never used a food bank service before and were often reluctant to ask for help. Most service users that we spoke with reasoned that they sought help because of the rising food, gas and electricity prices. A survey that we conducted with service users found that 50% of participants chose to skip a meal in the last year in order to pay their bills; and 28.6% did this on a monthly basis.

Despite regular food parcel packing and distribution three times a week, we have consistently struggled to keep up with the increased need for food parcels. The devoted work of regular volunteers and the generous personal donations of local individuals within the community have been vital in making this project possible. 1678 food parcels were prepared and 4649 people were fed, with 196 referrals being received throughout the year.

In 2022, we continued our approach to deliver food parcels directly to service users’ homes. This approach has enabled individuals to receive support from us who may have barriers in coming to the Parish Trust building, for example having mobility issues. As a food bank that covers the Caerphilly borough area, in the coming year we hope to remain as a consistent presence to members of our local community, helping them to weather the storm of increased living costs.

Like many other initiatives at The Parish Trust, the CARE Project has also been focussed on reducing food waste. Last year, we have been particularly focused on sourcing short-dated food from suppliers that would otherwise go to landfill. We have also continued to run our regular event called ‘Bag a Bargain.’ Three times a week, we offer the local community an opportunity to receive a big bag of food for a small suggested donation. One elderly member of the local community reported to us that Bag a Bargain was of immense help to her because she struggled to make ends meet solely on her pension.

~ Luke Coleman

Holiday Events

Over the course of the Summer of 2022 in collaboration with Welsh Government and Caerphilly County Borough Council, The Parish Trust held 27 events for children, young people and their families to give children in particular some activities to take part in through the summer break. All the activities were free and held in the Parish Trust Headquarters Building.

During that time, we made contact with 40+ new families (who had not attended a family activity before the Summer of Fun). The most attended sessions were the “Creative Kids” craft sessions each Monday morning, with an average attendance of 42 children. For the Pebble Painting session, there were 57 children over the 2.5 hours.

The Family Fun Days were held either on Wednesday or Saturday with games and activities available, alongside a bouncy castle and the Caffi Caredig. These generally attracted 32-37 children over 4 hours.

For younger children (primarily those under the age of 5 years), there were 3 different kinds of sessions: Tommy’s Tots, Rhymetime and Messy Play. Tommy’s Tots continued to have an average attendance of 20-25 children each week, as it does in term time. There was an average attendance of 16 children to each of the other sessions.

The Youth Club sessions offered a number of different sessions, with the Silent Disco being the most popular. The final session of the Summer had grown to 33 attendees.

Following the Summer of Fun events, we asked for feedback via email and social media. The feedback was overwhelmingly positive:

A number of events were held in half term holidays following the Summer of Fun, and in the run-up to Christmas, including craft days, messy play, a Nativity Trail, and various competitions.

Youth and Children

Youth Club

Throughout 2022, The Parish Trust identified the need for more opportunities and activities for young people in the local area, and put plans in place to actively respond to this need.

The Parish Trust began to make connections with young people in the local area through collaborating with other charities in the area, such as Club 707 and Caerphilly Youth Service.

The Parish Trust held a government funded Summer of Fun initiative with planned events for young people. Every Friday from 7:30pm - 9:30pm throughout the summer holidays, we trialled a youth club, which included movie nights, silent discos, and quiz nights. Every week, the numbers of young people attending went up and in total, at least 70 young people attended our Summer of Fun Youth Club events.

We received some very positive feedback from young people and parents during the summer. Many parents stated how fantastic it was to see a youth club running in the local area, especially during the summer holidays, to provide their children with a safe space to have fun with their friends. At our last event of the summer, many young people began asking when the next event was going to be.

On 7th October 2022, we held a suggestions session where young people could come in and write their suggestions and ideas for what they would like from a youth club and what days and times suit them best. Ideas could then be placed in a suggestion box, and free hot chocolate was provided. This session was really useful in that young people were provided with the opportunity to express their interests and ideas, and a new time for the youth club was set for 7pm - 8:30pm on Fridays.

On 14th October 2022, our youth club officially launched with the amended times and we provided free snacks, hot chocolate and played team building games such as capture the flag. Following on from this, we held a Nerf night on 21st October based on the suggestions of young people. This event was really successful with over 25 young people attending and asking if we can hold another Nerf event in the future. On 28th October, we held a pamper night where we offered gel nail painting, snacks, music and dancing games on the big screen. The aim of this night was for everyone to get to know each other better in a more relaxed atmosphere. This event was another that young people would like us to do again in the future. We then held 2 ‘free play’ sessions where we

played team games with young people based on games they wanted to play, and created a behavioural contract with them where we went around in a circle and discussed some house rules for youth club. This was extremely helpful in setting boundaries and getting to know why young people come to youth club and how to make it best suited to them.

In December, we held 2 Christmas themed youth events: a movie night and a silent disco. For our movie night, we collaborated with Gateway Youth Group and had almost 30 young people in attendance. This was an excellent opportunity for our young people to make new friends, and was a great bonding experience for staff and the youth. For our Christmas themed silent disco, we had a fantastic evening with around 30 young people with lots of dancing, singing Christmas songs and young people added their favourite songs to the mix.

In total, since our first session in October, we have welcomed 137 young people to our youth club. Our relationship with young people has grown a lot since the summer, and we have built fantastic connections with each and every young person that has walked through our door. Young people have told us how much they enjoy our youth club, and how they look forward to every Friday. This feedback is so important to us, as we have worked to create an environment that young people want to be a part of.

We quickly established that young people have especially enjoyed our silent discos, but also how important it is to provide them with opportunities to be active. Young people mostly engage in group games such as dodgeball and hide and seek. Although we do use technology for quizzes, movie nights and silent discos, whilst young people are with us, they forget about their phones and are present in the moment, which is something that is very important to us.

The Parish Trust’s goal for 2023 and the future, is to continue creating more opportunities for young people in the local area, through providing more events, off-site trips, training opportunities, support networks and to create opportunities for young people to get involved within their community. We will continue to encourage young people to share their ideas and suggestions for what they would like to see from us, what is important to them, and what they would like to get out of coming to our Youth Club. We believe that providing young people with the opportunity to create a club that is for them, by them, will aid in providing the tools they need to become independent, creative and active citizens. We also aim to introduce more social action based activities and learning into our Youth Club in 2023, so that young people not only stay with us in this vital stage in their lives, but grow as young adults with us.

Family Games

Throughout the Summer of Fun 2022 we saw a few families regularly attending our Family Games session where a parent and their children were playing with our large number of family friendly board games. We also had plenty of large outside games to play, such as our large Connect 4 and Tetherball. Children really enjoyed this, however

once the summer was over and children went back to school, we noticed a larger number of children attending, either on their own or with a parent/guardian.

During Family Games, we noticed a number of children looking for something to eat after school, so we began providing snacks for them which was well received. During our Family Games sessions, we also have a collection of food from one of our fresh food suppliers, which introduced the children and young people to our CARE project. Some of the young people that also attend our youth club grew an interest in this part of the charity and began asking to help put the food away. We found this to be a great step in their personal development and encouraged them to learn more about it.

By the end of 2022, our Family Games session had a couple of regular families attending, and a regular group of young people coming in after school. In total, we welcome around 20-25 children and young people to our Family Games session every week. We have built great connections with the families and young people that attend our sessions, and have identified what is important to them. For example, one family appreciates arts and crafts, so we ensure to set up a table for them filled with craft materials and ideas. Some young people also enjoy coming to have a space to relax with friends after school and like to sit down on the stage. We have assessed this and are looking into ways to provide sofas and beanbags for them.

The Parish Trust’s goal for 2023 is to rebrand and advertise the Family Games session to be more welcoming to children and young people that attend alone, to encourage more children to join us, as it is clear that some parents are not able to attend with their child. We hope to continue showing children and young people the work that we do for the community, so that they may broaden their knowledge and provide the opportunity to be influenced by charitable acts.

Tommy’s Tots

Tommy’s Tots has continued to thrive in 2022. We welcomed some new families to the group and have also said goodbye to some toddlers that have started school. Our connections with parents and guardians have blossomed and we have received fantastic feedback from parents. Some new parents have expressed their delight at the low cost of the group, and how lovely it is for them to meet other parents in the local community and have a friendly chat whilst their toddlers also make new friends.

During each Tommy’s Tots session, we play a ‘tidy up’ song, which encourages the toddlers to put the toys back in their boxes along with their parents, to teach them from a young age that independence, respect and responsibility is expected. The toddlers always know to tidy up once the song is played, which is great development and the parents also encourage this.

We have found that stories are well received by the children, however more active games such as using the colourful parachute and songs that require the parents/guardians to get involved have worked the best. After the session, there have

also been a few toddlers that have started to stay behind to help us tidy up and put away our foam mats on their own accord, which is great to see.

In 2023, we hope to continue growing Tommy’s Tots, the goal is to facilitate sensory and social development through free play, stories, and structured activities. We hope to explore new activities in the future through the appointment of a Tommy’s Tots lead which can bring in fresh ideas and perspectives.

~ Carrie Gealy – Youth & Children’s Development Officer

Caffi Caredig / Lunch Club

Caffi Caredig

Caffi Caredig (Welsh for “kind cafe”) was in active service over the 2022 summer period. As a not-for-profit coffee and snack bar, members of staff and volunteers provided hot food and drink on-site at The Parish Trust. Caffi Caredig was in full-swing particularly during our family day Summer of Fun events. Families commented on the affordability of food and drink enabling them to buy lunch and happily enjoy the various activities we had on offer. Looking ahead to 2023, we are very excited about the opportunities available to develop the cafe. We are hoping to employ a new member of staff that can continue to operate the coffee and snack bar.

Lunch Club

The Lunch Club Is one of our weekly events with regular attendees from the community. Our vision for the Lunch Club has always been that it is more than just a meal. The Lunch Club has aimed to provide a hospitable space that enables social connection, particularly for the elderly in our local community, which has been our main demographic this year. Attendees have reported how they have found friendship and connection at Lunch Club, despite feeling increasingly isolated in other areas of life. At the Lunch Club, we treat attendees to a three course meal for a small suggested donation. This initiative has been led by a member of staff but assisted by willing and able volunteers who are given the opportunity to develop their culinary skills and knowledge. This year, volunteers received level 2 food hygiene training and we intend to offer such training courses for the future. In preparation for Lunch Club meals, we have been mindful about reducing food waste where possible. In this regard, we have done our best to adapt our meal plans in response to the availability of current food stock.

We had a few key highlights last year for Lunch Club. One of the most exciting occasions was hosting the local MP at the Lunch Club alongside CARE Project volunteers. In recognition that Christmas can be a lonely and tough time for many in our community, we hosted two Special Christmas lunches spanning over two consecutive weeks in December. In these special events, we cooked a Christmas dinner. This coming year, we plan to provide short talks following lunch from members of the community which will be informative, fun and give individuals an opportunity to share their passion.

~ Luke Coleman

Community Choir

At the start of the year, The Parish Trust conducted a survey in the local community asking them what they would like to see provided in the local area. One of the main suggestions was a Community Choir, and with that, the charity sought funding to launch an all age, all ability Community Choir. This funding was secured, and after a series of online open evenings, the choir was launched in March 2022.

At year end, the choir has a membership of 35, singing a variety of songs from classical music, to Broadway, to popular music. The choir is mainly female at the moment with an average age of 53.

Feedback from the choir has been very positive:

It has been encouraging to note that 52% of choir members surveyed said that they have or would like even greater connection with the charity as a result of being a part of the choir, confirming that we are bringing people together, making connections, and improving overall wellbeing in our stakeholders.

The choir finished the year by holding its first concert as part of the charity’s Cost of Living Cosy Club scheme, opening up the HQ to host free events during the winter months. Nearly 130 people were present for the evening, and the concert was live-streamed on Facebook using technology we had purchased as part of a different grant. It was a significant milestone in the life of the charity, and the culmination of a hard year’s work for the new choir.

In 2023, we are hoping to turn our attention to younger musicians and seek funding that would provide paid places for young people to join the choir, creating intergenerational connections, and giving young people the opportunity to learn music.

Community Garden

The Community Garden was initiated in 2021, and all work to transform the back of the building is now complete. Plants, shrubs, fruits, and vegetables have been planted and volunteers have maintained the garden over the last year.

In the summer of 2022, the Community Garden was inspected and awarded a Green Flag Award, after a series of interviews with staff and volunteers. This is a major achievement for the charity, and it is hoped that more good work will be undertaken in the garden as a result of the hard work that was given to securing the Green Flag Award.

Wellbeing, Spiritual, and Pastoral Care

Pastoral care and wellbeing-focussed courses were new initiatives introduced in 2022. As a charity, we wanted to respond to the growing need for more psychosocial support throughout the Caerphilly borough that we had observed in our service users.

In the second half of 2022, we ran two in-person bereavement courses called ‘The Bereavement Journey’. Particularly after the pandemic, many of those that had lost loved ones required extra bereavement support. These interactive groups provided a safe and caring space through which participants could share stories of their loss and find hope. A particular highlight for us was hearing how individuals who lost their husbands continue to meet regularly to support each other well after the course has finished. Of note, many individuals who have attended our courses have found that they were unable to receive bereavement support elsewhere because of the high demand on local mental health services. We also ran an in-person mental health and wellbeing course. This course was aimed at those needing support with their mental health; helping them to share their experiences while also gaining practical skills.

Additionally, we provide pastoral support over the phone to CARE Project service users, volunteers and members of our community. These confidential calls from our pastoral care team aim to be sensitive, supportive and ensure that, when necessary, individuals are signposted to the appropriate support service within their local area.

~ Luke Coleman

Partnerships

The Parish Trust is very grateful for the partnerships that have been newly forged or strengthened throughout the year. In particular, we are grateful for the cooperation of Caerphilly County Borough Council who have supported our activities as a Charity in a significant way, alongside the various Community Councils in our areas of operation.

We are also thankful for the partnerships we have made with food businesses, both large corporations and SMBs in the locality, the public sector (including health/medical practitioners/organisations and schools) as well as social clubs, societies, and other charitable organisations.

Together, our partners have aided us in providing services for the public benefit in various ways such as signposting members of the general public to the Charity, fundraising and donating resources, and supporting us with advice and guidance to enhance and streamline the day to day operation of The Parish Trust.

Volunteering

The Board of Trustees continues to be grateful for a very loyal and dedicated volunteer team who have worked exceptionally hard throughout 2022. Our volunteers continue to provide much needed stability and continuity in a very uncertain world, and aside from offering their time to our core services, they bring with them other transferable skills which have helped the organisation to maintain and grow its offering throughout the year, from networking to administrative and business skills.

The charity continued to retain some very established volunteers during 2022 and has managed to recruit new volunteers. At year end, there were 151 volunteers registered with The Parish Trust who had volunteered within the last calendar month. Of these volunteers, 100 were

female, and 50 were male, with the average age of a volunteer being 43 years of age. Roughly one quarter of our active volunteers are under the age of 25. The number of young people volunteering with the charity has increased over the last year, as has the number of volunteers who are over 65. This means that whilst the average age of a volunteer has increased to 43 (42 last year), young volunteers have increased to make up a quarter of all volunteers as opposed to last year when they made up one fifth of the volunteer team.

Most of the volunteers (93%) live within five miles of The Parish Trust HQ building, however some volunteers live over 40 miles away, undertaking remote roles on behalf of the charity.

The average monthly volunteering hours in 2022 was 604.5, with over 7,000 volunteering hours completed with the Charity throughout the course of the year. This is a decrease on last year’s figures. However, we realise that the country is now no longer directly affected by COVID and so most people have returned fully to their pattern of work prior to the COVID-19 pandemic. We are aware of the danger that fewer volunteers may be called upon to do a greater amount of work for the organisation and as such, we will plan to increase volunteer numbers and spread workload whilst trying to invest as much as possible in all who offer their time and skills to the work of The Parish Trust.

A range of new volunteering opportunities have been created over the last 12 months, particularly related to food related service, and youth and children’s work. This is to complement the existing volunteering roles at The Parish Trust.

As part of our effort to thank volunteers and celebrate their achievements, we held a number of events throughout the year to celebrate their success, and particularly during Volunteers Week. Over the last year, we continued to use Tempo Time Credits which provides vouchers and discounts to volunteers as they invest their time with us.

We committed to further invest in Volunteers in our last annual report, and as such, embarked upon working towards gaining an Investing in Volunteers Award. Members of staff and volunteers have worked closely with the WCVA and internally to meet the standards critera and the charity has been assessed. We have had positive news regarding the assessment and it is expected that The Parish Trust will be officially awarded its Investing in Volunteers Accreditation at the beginning of 2023.

Staff

The Charity was able to employ staff through the course of 2022, increasing staffing to accommodate our growing service to stakeholders. The Parish Trust did experience some staffing challenges during the course of 2022, and the Board wish to pay particular tribute to the staff who ensured a smooth running of the charity whilst the challenges were resolved. The Board feel that the staff team is now more resilient, robust, and developed, and it is a priority of the Trustees to continue to invest in the ongoing development of the staff team.

It is envisaged that at least four new positions will be advertised during 2023 to focus on specific aspects of the charity’s work to further the strategic aims of the organisation.

As a Board, we are pleased to have been able to offer employment opportunities with the help of generous grant funding. We thank those who have contributed towards our staffing costs over the last year.

Achievements and Performance

Many of our achievements have already been reported on during the course of the Annual Report under our Summary of Activities. However, some particular highlights for the organisation this year have been:

We continue to be supported by the press through media coverage, and by the support of our partners and grant funders.

Financial Review

The Board of Trustees are grateful to Bevan and Buckland LLP for examining the Charity Accounts for the year ended 31[st] December 2022.

General Comments

Expenditure for 2022 can be broadly categorised into the following:

Fixed Assets and Capital Purchases 13.0%
Running costs and general overheads 57.8%
Staffing 29.1%
Income streams for 2022 are made up of:
Grant Funding (all income described as a grant, no matter its value) 64.4%
Donations 24.3%
Other income (including sales, service charges, and fees) 11.4%

Compared with 2021, we have reduced our reliance on Grant Funding by 4.6%, with Donations increasing 5.3% in 2022, which was a priority for the charity. We will continue to work on diversification of income streams during the course of 2023.

Donations

The Parish Trust is extremely grateful to all the individuals, businesses, and organisations who made donations to the Charity.

Donations were received in person, via the post, over the telephone, over text message, through our website, and via social media.

Grant Funding

The Board of Trustees wish to pay tribute and express thanks to all those trusts, organisations, and individuals who have so generously supported our work throughout the year. The Parish Trust have received some significant grant funding from organisations which we wish to mention below as valued supporters of our work:

We have also received continuous financial support from Caerphilly County Borough Council through a number of small grants and partnership working.

Reserves Policy

The Parish Trust keeps enough reserves to meet its basic operational costs for up to three months to mitigate against a major adverse financial event which would bring considerable risk to the charity. Operational costs would include salaries and associated overheads, and any bills that the charity is contracted to pay. The total reserves is currently kept at £31,000.

Forward Planning

In the last annual report, the Board committed to investing in strategy, personnel, and finance to secure the charity’s long term future. These items have been looked at in the usual course of business at Board Meetings, and these continue to be ongoing agenda items as the charity grows. Particular objectives that were agreed were as follows:

New staff positions were created, and staffing structure was reconfigured for clarity and transparency amongst all stakeholders.

We are still working to secure the freehold purchase of the building that The Parish Trust uses as the base of its work, namely St. Thomas’ Church in Trethomas. Despite assurances that this matter would be progressed in early 2022, the Freeholder, currently the Representative Body of the Church in Wales, offered an unfavourable lease proposal in the latter part of the year. The Board unanimously rejected this proposal and wrote to the Freeholder asking for a freehold sale proposal, which is still pending. Acquiring the building will enable us to significantly enhance our work and our provision as a Charity, making it a valuable resource available for use to the entire community.

We employed a fundraising consultant to assist with strategy and grant writing as part of the charity’s commitment to excellence in its attempt to secure funding for its charitable purposes.

A number of services and events were introduced that were held on site, in person, which have proven to be extremely popular.

The Chair of Trustees in particular has engaged in promoting the charity’s work through partnership working through the local Council, Welsh Government, and the local Health Board, as well as speaking to a number of stakeholders and other organisations to promote the work of The Parish Trust throughout the course of 2022. The Chair has also prioritised working with the media and press to broadcast good news stories coming out of the charity and communicate social impact. All these things have resulted in financial donations, in-kind support, and access to a variety of services, as well as increased PR presence.

The charity has not had resources to invest in the Charity Excellence Award as yet, but it has completed all the necessary work to be accredited with the Investing in Volunteers Award, which is due to be confirmed in early 2023.

In 2023, our goals will be:

Closing Remarks

2022 has been a year of both opportunity and challenge for The Parish Trust. The Board of Trustees feel, however, that this report is evidence of a sustained investment in the work of the charity, and shows the progression of the organisation over the last twelve months when compared to the previous annual report.

We continue to seek new and innovative ways to carry out our vision to see people experience life in all its fulness as referred to by Jesus Christ (John’s Gospel, chapter 10, verse 10), through a holistic approach to services, creating and strengthening community, and being underpinned by Christian conviction in all that we do.

Approved by order of the board of trustees on Wednesday 8[th] February 2023 and signed on its behalf by:

........................................................................ Rev. Dean Aaron Roberts - Trustee

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE PARISH TRUST

Independent examiner's report to the trustees of The Parish Trust

I report to the charity trustees on my examination of the accounts of The Parish Trust (the Trust) for the year ended 31 December 2022.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (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 examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Henry Lloyd-Davies

Institute of Chartered Accountants in England and Wales Bevan Buckland LLP

Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA

08 February 2023 Date: .............................................

THE PARISH TRUST

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2022

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
82,035
Other trading activities
2
24,099
Total
106,134
EXPENDITURE ON
Charitable activities
Charitable Activities
124,486
NET INCOME/(EXPENDITURE)
(18,352)
Transfers between funds
8
21,111
Net movement in funds
2,759
RECONCILIATION OF FUNDS
Total funds brought forward
131,265
TOTAL FUNDS CARRIED FORWARD
134,024		 Restricted
funds
£
111,985
-
111,985
103,721
8,264
(21,111)
(12,847)
33,515
20,668		 2022
Total
funds
£
194,020
24,099
218,119
228,207
(10,088)
-
(10,088)
164,780
154,692		 2021
Total
funds
£
131,873
18,575
150,448
176,478
(26,030)
-
(26,030)
190,810
164,780

The notes form part of these financial statements

THE PARISH TRUST

BALANCE SHEET 31 DECEMBER 2022

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
5
64,286
CURRENT ASSETS
Debtors
6
3,357
Cash at bank and in hand
69,319
72,676
CREDITORS
Amounts falling due within one year
7
(2,937)
NET CURRENT ASSETS
69,739
TOTAL ASSETS LESS CURRENT LIABILITIES
134,025
NET ASSETS
134,025
FUNDS
8
Unrestricted funds
Restricted funds
TOTAL FUNDS		 Restricted
funds
£
-
-
20,667
20,667
-
20,667
20,667
20,667		 2022
Total
funds
£
64,286
3,357
89,986
93,343
(2,937)
90,406
154,692
154,692
134,025
20,667
154,692		 2021
Total
funds
£
76,022
1,366
89,552
90,918
(2,160)
88,758
164,780
164,780
131,265
33,515
164,780

The financial statements were approved by the Board of Trustees and authorised for issue on Wednesday 8[th] February 2023 and were signed on its behalf by:

............................................. Rev. Dean Aaron Roberts - Trustee

The notes form part of these financial statements

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

Voluntary Income

All voluntary incoming resources are included in the Statement of Financial Activities when the charity is legally entitled to the income. The amounts can be measured reliably and it is probably that the income will be received.

Donations

Donations are accounted for gross when received. Donations are accounted for gross when received.

Grants

Grant income is included in the accounts in the year in which it is receivable.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 33% on cost
Fixtures and fittings - 33% on cost
Motor vehicles - 25% on cost
Computer equipment - 33% on cost

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors and provisions

Creditors and provisions are recognised where the company has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Employee benefits

The Group provides a range of benefits to employees, including annual bonus arrangements, paid holiday arrangements and defined benefit and defined contribution pension plans.

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022

1. ACCOUNTING POLICIES - continued

Short term benefits

Short term benefits, including holiday pay and other similar non-monetary benefits, are recognised as an expense in the period in which the service is received.

2. OTHER TRADING ACTIVITIES

OTHER TRADING ACTIVITIES
2022 2021
£ £
Other income 24,099 18,575

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2022 nor for the year ended 31 December 2021.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2022 nor for the year ended 31 December 2021.

4. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
84,531
Other trading activities
18,575
Total
103,106
EXPENDITURE ON
Charitable activities
Charitable Activities
75,458
NET INCOME/(EXPENDITURE)
27,648
Transfers between funds
59,872
Net movement in funds
87,520
RECONCILIATION OF FUNDS
Total funds brought forward
43,745
TOTAL FUNDS CARRIED FORWARD
131,265		 Restricted
funds
£
47,342
-
47,342
101,020
(53,678)
(59,872)
(113,550)
147,065
33,515		 Total
funds
£
131,873
18,575
150,448
176,478
(26,030)
-
(26,030)
190,810
164,780

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE YEAR ENDED 31 DECEMBER 2022

5. TANGIBLE FIXED ASSETS

Fixtures
Plant and
and
machinery
fittings
£
£
COST
At 1 January 2022
43,108
29,365
Additions
1,149
15,682
At 31 December 2022
44,257
45,047
DEPRECIATION
At 1 January 2022
14,482
12,671
Charge for year
12,803
15,281
At 31 December 2022
27,285
27,952
NET BOOK VALUE
At 31 December 2022
16,972
17,095
At 31 December 2021
28,626
16,694
6.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
7.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors		 Motor
Computer
vehicles
equipment
£
£
37,800
8,729
-
17,215
37,800
25,944
12,239
3,588
9,370
8,328
21,609
11,916
16,191
14,028
25,561
5,141
2022
£
3,357
2022
£
2,937		 Totals
£
119,002
34,046
153,048
42,980
45,782
88,762
64,286
76,022
2021
£
1,366
2021
£
2,160

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE YEAR ENDED 31 DECEMBER 2022

8. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Community Fund Grant
Postcode Community Trust 2021
Restricted funds
Community Fund Grant
Rehoboth Trust Grant
Welsh Water Grant
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Rank Foundation
Postcode Community Trust 2021
GAVO-CCBC HWB Fund 2021
CCBC contribution Spend Q1
Community Matters National Grid
TOTAL FUNDS		 At 1.1.22
£
111,702
2,499
9,000
3,000
-
5,064
131,265
5,850
2,000
200
3,000
-
3,965
10,000
2,500
-
6,000
-
-
33,515
164,780		 Net
movement
in funds
£
(198)
(303)
(9,000)
(3,000)
(5,850)
-
(18,351)
2,326
-
(200)
(3,000)
12,675
(495)
(10,000)
(2,500)
(5,075)
(6,000)
10,532
10,000
8,263
(10,088)		 Transfers
between
funds
£
21,611
(500)
-
-
-
-
21,111
(2,326)
(2,000)
-
-
-
(3,469)
-
-
-
-
(10,532)
(2,784)
(21,111)
-		 At
31.12.22
£
133,115
1,696
-
-
(5,850)
5,064
134,025
5,850
-
-
-
12,675
1
-
-
(5,075)
-
-
7,216
20,667
154,692

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022

8. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Community Fund Grant
Restricted funds
Community Fund Grant
Welsh Water Grant
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Rank Foundation
Postcode Community Trust 2021
GAVO-CCBC HWB Fund 2021
Arnold Clark Community Fund 2022
CCBC Household Support Social Fund 2022
Isolation & Loneliness Grant
CCBC contribution Spend Q1
Barnabas Trust 2022
Souter Charitable Trust
McCarthy & Stone
Marsh Christian Fund
Garfield Weston
CRCF Wales (Comic Relief & GAVO)
Community Matters National Grid
CCBC Contribution Summer of Fun
TOTAL FUNDS		 Incoming
resources
£
90,106
9,577
3,000
3,451
-
106,134
10,000
-
-
12,675
2,001
3,001
-
-
-
2,500
1,000
3,000
17,344
1,500
3,000
5,000
500
25,000
4,999
10,000
10,465
111,985
218,119		 Resources
Movement
expended
in funds
£
£
(90,304)
(198)
(9,880)
(303)
(12,000)
(9,000)
(6,451)
(3,000)
(5,850)
(5,850)
(124,485)
(18,351)
(7,674)
2,326
(200)
(200)
(3,000)
(3,000)
-
12,675
(2,496)
(495)
(13,001)
(10,000)
(2,500)
(2,500)
(5,075)
(5,075)
(6,000)
(6,000)
(2,500)
-
(1,000)
-
(3,000)
-
(6,812)
10,532
(1,500)
-
(3,000)
-
(5,000)
-
(500)
-
(25,000)
-
(4,999)
-
-
10,000
(10,465)
-
(103,722)
8,263
(228,207)
(10,088)

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE YEAR ENDED 31 DECEMBER 2022

8. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Postcode Community Trust 2021
Restricted funds
WCVA Grant 2
Community Fund Grant
Rehoboth Trust Grant
Welsh Water Grant
Coalfields
Awards for all
Caerphilly CC FPG Grant 2
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Food Poverty Fund
Rank Foundation
GAVO-CCBC HWB Fund 2021
TOTAL FUNDS		 At 1.1.21
£
43,745
-
-
-
-
43,745
67,429
19,055
2,741
200
5,000
7,000
6,564
-
22,074
17,002
-
-
-
-
147,065
190,810		 Net
movement
in funds
£
8,085
2,499
9,000
3,000
5,064
27,648
(47,307)
(13,205)
(741)
-
-
(7,000)
(2,227)
3,000
(6,001)
(981)
10,000
2,284
2,500
6,000
(53,678)
(26,030)		 Transfers
between
funds
£
59,872
-
-
-
-
59,872
(20,122)
-
-
-
(5,000)
-
(4,337)
-
(16,073)
(12,056)
-
(2,284)
-
-
(59,872)
-		 At
31.12.21
£
111,702
2,499
9,000
3,000
5,064
131,265
-
5,850
2,000
200
-
-
-
3,000
-
3,965
10,000
-
2,500
6,000
33,515
164,780

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022

8. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Postcode Community Trust 2021
Restricted funds
WCVA Grant 2
Community Fund Grant
Rehoboth Trust Grant
Awards for all
Caerphilly CC FPG Grant 2
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Food Poverty Fund
Rank Foundation
GAVO-CCBC HWB Fund 2021
TOTAL FUNDS		 Incoming
resources
£
60,279
10,827
9,000
3,000
20,000
103,106
-
-
2,000
-
1
3,000
(1)
18,000
9,999
5,843
2,500
6,000
47,342
150,448		 Resources
Movement
expended
in funds
£
£
(52,194)
8,085
(8,328)
2,499
-
9,000
-
3,000
(14,936)
5,064
(75,458)
27,648
(47,307)
(47,307)
(13,205)
(13,205)
(2,741)
(741)
(7,000)
(7,000)
(2,228)
(2,227)
-
3,000
(6,000)
(6,001)
(18,981)
(981)
1
10,000
(3,559)
2,284
-
2,500
-
6,000
(101,020)
(53,678)
(176,478)
(26,030)

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022

8. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
Community Fund Grant
Postcode Community Trust 2021
Restricted funds
WCVA Grant 2
Community Fund Grant
Rehoboth Trust Grant
Welsh Water Grant
Coalfields
Awards for all
Caerphilly CC FPG Grant 2
Moondance
WCVA Gov VSEF Grant
Food Poverty Fund
Postcode Community Trust 2021
CCBC contribution Spend Q1
Community Matters National Grid
TOTAL FUNDS		 At 1.1.21
£
43,745
-
-
-
43,745
67,429
19,055
2,741
200
5,000
7,000
6,564
22,074
17,002
-
-
-
-
147,065
190,810		 Net
movement
in funds
£
7,887
2,196
(5,850)
5,064
9,297
(47,307)
(10,879)
(741)
(200)
-
(7,000)
(2,227)
6,674
(1,476)
2,284
(5,075)
10,532
10,000
(45,415)
(36,118)		 Transfers
between
funds
£
81,483
(500)
-
-
80,983
(20,122)
(2,326)
(2,000)
-
(5,000)
-
(4,337)
(16,073)
(15,525)
(2,284)
-
(10,532)
(2,784)
(80,983)
-		 At
31.12.22
£
133,115
1,696
(5,850)
5,064
134,025
-
5,850
-
-
-
-
-
12,675
1
-
(5,075)
-
7,216
20,667
154,692

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022

8. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Community Fund Grant
Postcode Community Trust 2021
Restricted funds
WCVA Grant 2
Community Fund Grant
Rehoboth Trust Grant
Welsh Water Grant
Awards for all
Caerphilly CC FPG Grant 2
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Food Poverty Fund
Rank Foundation
Postcode Community Trust 2021
GAVO-CCBC HWB Fund 2021
Arnold Clark Community Fund 2022
CCBC Household Support Social Fund 2022
Isolation & Loneliness Grant
CCBC contribution Spend Q1
Barnabas Trust 2022
Souter Charitable Trust
McCarthy & Stone
Marsh Christian Fund
Garfield Weston
CRCF Wales (Comic Relief & GAVO)
Community Matters National Grid
CCBC Contribution Summer of Fun
TOTAL FUNDS		 Incoming
resources
£
150,385
20,404
12,000
6,451
-
20,000
209,240
-
10,000
2,000
-
-
1
3,000
12,674
20,001
13,000
5,843
2,500
-
6,000
2,500
1,000
3,000
17,344
1,500
3,000
5,000
500
25,000
4,999
10,000
10,465
159,327
368,567		 Resources
Movement
expended
in funds
£
£
(142,498)
7,887
(18,208)
2,196
(12,000)
-
(6,451)
-
(5,850)
(5,850)
(14,936)
5,064
(199,943)
9,297
(47,307)
(47,307)
(20,879)
(10,879)
(2,741)
(741)
(200)
(200)
(7,000)
(7,000)
(2,228)
(2,227)
(3,000)
-
(6,000)
6,674
(21,477)
(1,476)
(13,000)
-
(3,559)
2,284
(2,500)
-
(5,075)
(5,075)
(6,000)
-
(2,500)
-
(1,000)
-
(3,000)
-
(6,812)
10,532
(1,500)
-
(3,000)
-
(5,000)
-
(500)
-
(25,000)
-
(4,999)
-
-
10,000
(10,465)
-
(204,742)
(45,415)
(404,685)
(36,118)

continued...

THE PARISH TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022

9. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 December 2022.

THE PARISH TRUST

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2022

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Gift aid
Grants
Fundraising income
Other trading activities
Other income
Total incoming resources
EXPENDITURE
Charitable activities
Wages
Core Costs
Insurance
Utilities
Telephone
Advertising
Repairs and maintenance
Licences and subscriptions
Staff expenses (inc Travel)
Training
Core Costs - ICT & Electrical
Office Fixtures & Fittings
Motor Vehicle Expense
Accountancy
Churches expense fund
Consumables
Courses
Postage
Printing and Stationery
Security
Shop
Projects - Tommy's Tots
Projects - Caffi Caredig
Projects - Youth & Children
Projects - Community choir
Projects - Community garden
Projects - Craft club
Projects - The CARE project
Projects - The lunch club
Support costs
Management
Fees & Other Charges
Other
Plant and machinery
Fixtures and fittings
Carried forward		 2022
£
47,489
4,308
140,294
1,929
194,020
24,099
218,119
76,032
21,015
2,495
4,849
1,380
1,325
5,417
4,931
91
1,535
19,889
5,417
7,875
2,502
10,375
542
195
91
798
578
119
128
263
6,706
3,704
128
258
1,109
834
180,581
1,844
12,804
15,280
28,084		 2021
£
27,351
468
103,216
838
131,873
18,575
150,448
51,995
8,728
2,381
3,510
1,182
1,767
-
2,200
-
1,525
15,623
9,145
7,474
4,260
8,110
1,797
110
174
1,150
3,227
150
1,692
11,251
-
-
-
-
-
-
137,451
-
13,867
12,586
26,453

This page does not form part of the statutory financial statements

THE PARISH TRUST

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2022

Other
Brought forward
Motor vehicles
Computer equipment
Total resources expended
Net expenditure		 2022
£
28,084
9,370
8,328
45,782
228,207
(10,088)		 2021
£
26,453
9,450
3,124
39,027
176,478
(26,030)

This page does not form part of the statutory financial statements