Trustees’ Annual Report for the period
From 2022 Period start date To 2023 Period end date Charity name: Watling Valley Ecumenical Partnership
Charity registration number: 1199024
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | to advance the Christian faith in accordance with the principles and practices of the Participating Denominations in the Area of Benefit. In furtherance of this object, but not otherwise, the LEP may engage in a range of activities, either on its own or with others, including (but not restricted to): |
| 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 |
a) The celebration of public worship in accordance with the doctrines, practices and traditions set out in the Partnership Agreement entered into by the Participating Denominations; b) The teaching of the Christian faith; c) Mission and evangelism; d) Pastoral work, including visiting the sick and the bereaved; and e) The provision of facilities with a Christian ethos for the local community, including (but not restricted to) the elderly, the young and other groups with special needs. f) To advance the Christian faith in accordance with the principles and practices of the Participating Denominations by making grants to organisations in the UK and overseas. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I can confirm that the Trustees are aware of all the guidance from the Charity Commission. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Not Applicable |
| Policy on social investment including program related investment |
Para 1.38 | Not Applicable |
| Contribution made by volunteers |
Para 1.38 | We rely on volunteers for the charity to carry out its work. |
| 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 | This year has been about setting up and establishing the charity. Trustees will be elected by the members in the Autumn 2023 and the charity will take on the running of the Watling Valley Ecumenical Partnership from 30 April 2024. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Not applicable |
|---|---|---|
| Performance of fundraising | |
|---|---|
| activities against objectives | Para 1.41 |
| set | |
| Investment performance | Para 1.41 |
| against objectives | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | No assets have been transferred |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Appropriate |
| Amount of reserves held | Para 1.22 | 0 |
| Reasons for holding zero reserves |
Para 1.22 | No assets have been transferred to the charity at this time. |
| 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 | It will be from members giving. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | n/a |
| Other | n/a |
Structure, Governance and Management
| Description of charity’s trusts: |
n/a | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust 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 | There should be: Not fewer than 6 nor more than 8 elected trustees; Ex officio trustees no fewer than 2 and no more than 4; and Not fewer than 3 nor more than_5_nominated (by the PCC) trustees. |
| Additional information (optional) You may choose to include further statements |
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 | Work in progress |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charityname | WatlingValleyEcumenical Partnership |
|---|---|
| Other name the charityuses | None |
| Registered charitynumber | 1199024 |
| Charity’s principal address | c/o Church of the Servant King 33 Dulverton Drive Furzton Milton Keynes MK4 1NA |
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) |
|---|---|---|---|---|
| Mike Morris | Secretary | Ex Oficio | ||
| Barry Lotz | Ex Oficio | |||
| Sharon Grenham- Thompson |
Ex Oficio | |||
| Adedayo Adebiyi | Ex Oficio | |||
| Lynne Smith | Chair | Interim Trustee | ||
| Janet Nelsey | Treasurer | Interim Trustee | ||
| Anne Jones | Interim Trustee | |||
| Beryl Hallsworth | Interim Trustee | |||
| David Thom | Interim Trustee | |||
| Steve Morley | Interim Trustee | |||
| Gillian Hogg | Interim Trustee | |||
– 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 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
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 |
M Morris | Lynne Smith |
|---|---|---|
| Michael James Morris | Lynne Denise Smith | |
Secretary |
Chair | |
| 19 March 2024 | ||
| 19 March 2024 |