## **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
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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|
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## – 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||