OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-12-31-accounts

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