JOAN WILDE'S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL FINANCIAL STATEMENTS 31 DECEMBER 2023 Charity Number 246298
JOAN WILDE'S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2023 CONTENTS PAGE Trustees Annual Report Independent Examiner's Report on the accounts Receipts and Payments accounts
JOAN WILDE'S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 Ob'ectives and activities Summary of the objects of the charity set out in its governing document Income received is to be used for payment to the Minister of Buckland and Cote Chapel, and forthe benefit of the poor of the congregation. Having taken legal advice the Trustees consider the original purposes of the Charity, in whole or in part, cannot be carried out and they no longer provide a suitable and effective method of using the whole of the Charity's propety, and a cy-près occasion has arisen. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) There were no donations made in this or the previous year as there is currently no Minister in place at the chapel. The Trustees have complied with the duty under the Charities Act 2006 to have due regard to the guidance issued by the Charity Commission on public benefit. The Trustees use this guidance to identify causes in the forward planning of the Trust. Any surplus funds at the end of the year are retained by the Trust to help further its aims. statement confimiing whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Achievements and performance Summary ofthe 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 Essential expenditure was incurred as the Trustees continue to take legal and professional advi in relation to the long term aims of the Charity. A cy-près application has been made to the Charity Commission in order to enable to Charity to amend its objects with a view to providing a broader benefit within the area it operates than is currently the case.
JOAN WILDE'S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 Financial review Review of the charity's financial position. The Trust was in receipt of bank interest during the year. There were fees incurred lowards governance issues relating to the long term aims of the Charity The Trustees review current and funding needs on a regular basis to ensure funds held are sufficient. statement of the charity's policy on reserves Unrestricted funds are used in accordance with charitable objectives at the discretion of the Trustees. Endowment funds are held in accordance with the governing document. Cash reserves as at 31 December 2023 were split between unrestricted and endowment funds, as set out in the receipts and payments account. It is the long-term policy of the Trustees to re-invest funds into a diversified range of investments to provide the charity with a viable income stream and ca rowth. Details of any funds materially in deficit There were no funds in deficit. Explanation of uncertainties about the charity continuing as a going concern There were no uncertainties about the financial position of the charity Structure, overnance and mana ement Description of the charity's trusts Type of governing document Scheme of 6 May 1910, as varied by scheme of 3 May 1977. How the charity is constituted The Trust is an unincorporated organisation. Trustee selection methods New Trustees are appointed by current Trustees, having consideration for the relevant experience. Additional governance issues You may choose lo include additional infomialion, where relevant, about.. The Trustees have reviewed the risks faced by the Trust. All Trustees give their time voluntarily and receive no remuneration, benefits or expenses. Policies and procedures adopted for the induction and training of trustees. The Trustees wish to record their gratitude for the significant efforts made by the late Mr John Hook during his lime as a Trustee in realising the value of the land at Faringdon. The charity's organisational Structu and any wider network with which the chaiity works. Relationship with any related parties.
JOAN WILDE'S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 Reference and administration details Charity name Joan Wilde's Charity for Minister and Poor of the Buckland and Cote Ba tist Church Other names charity is known by Registered charity number lif any 246298 Charlty's principal address PD Hook (Hatcheries), Cole, Bampton, OX18 2EG Names of the charity trustees who manage the charity Name of person lor body) entilled to appoint trustee If an Trustee name Office lif any} Dates acted if not for whole year TJHook Deceased 10 March 2023 JWHook A Harris Funds held as custodian trustees on behalf of others There are no funds held as custodian trustees on behalf of others Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature Full name JAMES W HOOK Position leg secretary, chair, etcl Trustee Date 17 September 2024
Independent examiner's report on the accounts Report to the trusteesl members Joan Wilde's Charity for Minister and Poor of the Buckland and Cote Baptist Chapel On accounts for the year ended Set out on pages 31 December 2023 Charity no (if any) 246298 5and6 I report lo the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended 31 December 2023. 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 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{51{b) ofthe Act. Independent I have completed my examination. I confimi that no material matters have come examiner's to my attention. statement I have no COnrn$ and have come across no other matters in conneclion wtth the examination to which attention should be drawn in order lo enable a proper understanding of the accounts to be reached. I report to the trustees on my examination of the accounts of the above trust for the year ended 31 Dember 2023. Res onsibilities As the charity trustees of the Trust, you are responsible for the preparation of the and basis of re ort account5 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 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5llb) of the Act. Signed: Date: 19 September 2024 Name: Ashle on Relevant professional qualification: Address: FCCA Vine ard Accountants Chartered Certified Accountants 5 The Chambers Vineyard Abingdon-on-Thames OX14 3PX
Charity No JOAN WILDE'S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL 246298 RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023 Section A: Receipts and payments Unrestricted funds Restricted funds Endowment funds Totsl fund$ Last year Receipts 8ank Interest received 37,259 37,259 4.875 Sub total 37.259 37,259 4.875 Asset and investment sales. etc. $43,458 543,458 326,798 Total reIPtS 37,259 $43,458 580.717 331.873 Payments ProfessK)nal fee5 3,240 510 3,240 510 9,444 510 Accountancy fees Bank charges 60 60 25 Sub total 3,810 3.810 9.979 Asset 2nd investmet)t purchases. et¢. Total payments 3,810 3,810 9,979 Alet of receipts/(payments) Transfers betwè•n fund5 33,449 543,458 576,907 321,694 Cash funds last year end Cash funds this year end 30,766 64,215 1.566.034 1,596.800 2,173,707 1,275,106 2,109,492 1,596,800 151
Charity No JOAN WILDE'S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL 246298 RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023 Section B: Statement of assets and liabilities at the end of the period Unre5tricttd funds Restricted fund5 Endowment funds Catogories Details Cash fund8 CAF Bank 64.215 2,109,492 Total Cash funds 64,215 2,109,492 (agree bolaKes Kllh ¢81$ payThtY Unrestricted funds Restricted funds Enilowment funds Details Other monetary assets Fund to whleh asset belon Current value Details Costloptlonall Inve$tm&nt assets Fund to whT¢h asset belon CUT1 value tlonal Details Cost Iopiionall Assets retained for the charity's own use Fund towhlch retstPS Amoujtdue When tional Details LSabllltio8 Signed on behalf of the Board ot Trustees Signature Print Name Date of roval JAMES W HOOK 17 Sept 2024 161