CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 1st January 2023 To 31° DeGember 2023 Charity name: Berwlck St John PCC Charlty registration number: 1190646 ObJectlves and Activities Summary ofthe purposes of the charity as set out in its overnin document Summary of the main activilies in relation to those purposes for the public benefit, in particular. the activities. projects or services idents'fied in the accounts. Statement nfIrmIng whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit P8r8 1.17 The charity is the Parochial Church Council of Berwick St John. Pwa 1.17 8Th1 The PCC has tho responsibility of co- operating with the Rector The Revd Dr Ruth Howlett-shlpley In promotlng In the ecclesiastlcal Parish and is responsible for the maintenance of the Church and Churchyard at Berwick St John. The PCC have considered the Commission's guidance on publlc benefft and In particular. the spocffic guidance on charities for the advancement of religion. Para 1.18 To facilitste thls work il is important that we maintain the fabrlc of the Church and the Church ard.
Achievements and Performance Summary of the main achievements of the charity. identifying the d[fferen the charitys work has made to the circumstsnces of its beneficiaries and any wider benefits to society as a whole. We have continued the work of the Church in the parlsh of BeICk St John. Services are held on at least three Sundays each month. Services are conducted by both members of the Clergy Team as well as by lay members of the Church. The continuatlon of regular worship in an historic church In a small vlllage ts extremely important, as are the main festlvals of Christmas and Easter. Weddings, baptlsms and funerals of people in the village is extremely important. In. addition. the Trustees have maintained the fabrlc of tho Church and have started works of enhancement in the Churchyard. Pwa 120 Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reseNes stating why Ihey are held P121 Total recelpts on unrestrlcted funds were £28556 and restricted funds £17866 as shown In the accounts. Its PCC policy to mairrtain a balance of unrestricted funds of £15000. 122 The restricted funds balance is for the general maintenance of the Church and curtila Unrestricted £27989, restricted £35527 restrlcted investments £223862 Amount of reserves held Pwa122
Structure. Governance and Management Description of charity's trusts: Type of goveming document Irdst deed ro.. al -hartLer, How is the charFty constituted? le.g unincorporated assocsalion. CIO I Trustee selection methods inc5uding details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Pa125 Trust Deed P¥a125 Unlncorporated asso¢latlon Pa 125 The method of appointrnent of PCC members is set out in Church Representatlon Rules Reference and Admlnistrative detsils Chari name Other name the chari uses istered chari number Charity's prinapal address Berwick St John PCC 1190646 The Old Rectory Berwck St John Shaftesbury SP7 OEY
Names of the charity trustsos who manage tho charity Trustee nam• oFrJ¢e {11 any) Name of person lor int trnstee ar Rev Dr Ruth Howlett-shipley Lord Mark Bridges KCVO Chair 6 January 2023 (date of appointrnent) Treasurer Trustee Trustee Philip Gready Rosa Denton Jonathan Dyer Lady Angela Bridges Trustee Trustee Trustee Declarations Thè trusteos declare that thay have approved the trustees. report above. Signedon behalf of the charlty's trustees Slgnature(s) Full name(s) Posttion (eg Secretary* Chair, et¢) Lord Mark Thomas Bridges Treasurer Date
CHARITY COMMISSION FOR ENGLAND AND WALES Bèrwi¢TK StJohn PCC 1190646 Receipts and payments accounts CC1 To 0IKiir2023 31112r2023 Section A Receipts and payments Unrestrfcted Er0ment funds Total funds Last y ar A1 Recel t8 rbn8tioN8 Gilt rebate 14709 7.167 3.719 Lent TkS Interest 419 474 474 Sho Gllf8rd HarVt $ fiyid8nd5 119 1470 11 657 VAT reCoV8d
ub total(Gffj4sinwmo )brAR) 17.W6 Sub total 28.556 17A66 .966 A3Pa ShD ent$ lir4 CV Benefico Insuranc 473 4n Water Electricity aNest Suwr 247 14 Fees .hblond 12 rks Coronaib urchyw K4#cdlangoL S(rtJ totsi 1&931 A4 As$•t and inTAStm•nt PUha, {8ee tab) Sub totsi Tof•lp•yments 27.008 13,gXI 4X ,045 N•tofr•c•lptslp•ym•nts) A5 Trnn$f betwwn funds A6 Cash funds *8t y••r•nd Cosh funds t1 year end f.550 3.• 3.936 9.921 20.439 31.591 JS.527 $8.030 .109 50,03Q 27.989 63.510 Section B Statement of assets and liabilities at the end of the period
CategoFies Unrestricted Rostfkw funds rtts funds Dthls B1 Cash funds Swdf95 11362 21.$10 14r117 11102 T¢alcash ft4Kts 27.827 35,527 •nt funds Dtrtai B2 Other montsry assets Det B3 Inv¢stment a$sets Cwt B4 Asset5 retalnod tr th• charity's own us• IlatsSlNy BS Uablllues Slgn•d by one baha of #l the bustees Dateofa ctxx B2 •niS (SSI 03106rL024
CHARITY COMMISSION FOR ENGLAND AND WAIES Independent examinerfs report on t accounts Section A Independent Examiner's Report Report to th8 trusteesl members of Berwick St John PCC On ac=riunts for the year ended 31 December 2023 Charity no (if any 1190646 Set out on pages ,. 2-3 I report to the trustees on my examination of the accounts of the aljove charity (Ihe Trust.) for the year ended 31" Dember 2023. Responsibilities and basis of report As the charity's trustees. you are responsible for the preparation of the accounts in accordance wrth the requirements of the Chanties Act 2011 {Ihe Act"). I report in respeci of my examination of the Trust's accounts carried o under section 145 of the 2011 Act and in carying out my examination. I have followed all the applicable Directions given by the Charity Commis under section 14515)(b) of the Act. ion Independent I have completed my examination. I confirm that no material matters h examiner's statement come to my attention in connection vltth the examination (other than th- disdosed below") vthich grves me cause to believe that in, any materia,. respect.. the accounting records were not kept in accordan wrth section of the Chartties Act., or the accounts did not accord with the accounting records: or the accounts did not comply wth the applicable requirements conmIng the foryn and content of a¢¢ourrts set out in the Charit (A¢¢oLJnts and Reports) Regulations 2008 other than any require, that the accounts give a Irue and fairf view which is not a rrI+ter conSered as part of an independent examination. I have no concems and have come across no other matters in conne with the examination to which attention should be drawn in this repo order to enable a proper understanding of accounts to be reach 30 ent ion Signed: ELECTRONICALLY Date: 031061120?4 Name: Adrian Thompson Address: 1 &20 High Slreet Shaftesbury Dorset IER Oct 2018
édtion 8 Disclosure Only complete if the examiner needs to highlight materi21 matters of concef (see CC32. Independent examination of charty accounts.. directions and guidan for examiners}. Give here brief details of any items that th8 wishes to IER Oct 2018