# **JOAN WILDE’S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL** ## **FINANCIAL STATEMENTS** ## **31 DECEMBER 2024** **Charity Number 246298** **JOAN WILDE’S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL** ## **FINANCIAL STATEMENTS** **YEAR ENDED 31 DECEMBER 2024** **CONTENTS PAGE** Trustees Annual Report **1** Independent Examiner’s Report on the accounts **4** Receipts and Payments accounts **5** **JOAN WILDE’S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL** ## **TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEMBER 2024** ## Objectives and activities Income received is to be used for payment to the Minister of Buckland **Summary of the objects of the** and Cote Chapel, and for the benefit of the poor of the congregation. **charity set out in its governing document** 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 property, and a cy-près occasion has arisen. **Summary of the main** There were no donations made in this or the previous year as there is **activities undertaken for the** currently no Minister in place at the chapel. **public benefit in relation to these objects (include within** The Trustees have complied with the duty under the Charities Act 2006 **this section the statutory** to have due regard to the guidance issued by the Charity Commission on **declaration that trustees have** public benefit. The Trustees use this guidance to identify causes in the **had regard to the guidance** forward planning of the Trust. **issued by the Charity Commission on public** Any surplus funds at the end of the year are retained by the Trust to help **benefit)** further its aims. **Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit** ## Achievements and performance **Summary of the main** Essential expenditure was incurred as the Trustees continue to take legal **achievements of the charity,** and professional advice in relation to the long term aims of the Charity. **identifying the difference the charity’s work has made to** A cy-près application has been made to the Charity Commission in order **the circumstances of its** to enable to Charity to amend its objects with a view to providing a **beneficiaries and any wider** broader benefit within the area it operates than is currently the case. **benefits to society as a whole** Essential expenditure was incurred as the Trustees continue to take legal and professional advice in relation to the long term aims of the Charity. 1 **JOAN WILDE’S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL** ## **TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEMBER 2024** ## Financial review The Trust was in receipt of bank interest during the year. There were **Review of the charity’s** fees incurred towards governance issues relating to the long term aims of **financial position.** the Charity. The Trustees review current and funding needs on a regular basis to **Statement of the charity’s** ensure funds held are sufficient. **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 2024 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 capital growth. **Details of any funds materially** There were no funds in deficit. **in deficit Explanation of uncertainties** There were no uncertainties about the financial position of the charity **about the charity continuing as a going concern** ## Structure, governance and management ## **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** to include additional information, where relevant, about: - Policies and procedures adopted for the induction and training of trustees. The Trustees have reviewed the risks faced by the Trust. All Trustees give their time voluntarily and receive no remuneration, benefits or expenses. - The charity’s organisational structure and any wider network with which the charity works. - Relationship with any related parties. 2 **JOAN WILDE’S CHARITY FOR MINISTER AND POOR OF THE BUCKLAND AND COTE BAPTIST CHAPEL** ## **TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEMBER 2024** ## Reference and administration details **Charity name** Joan Wilde’s Charity for Minister and Poor of the Buckland and Cote Baptist Church **Other names charity is known by** **Registered charity number (if any)** 246298 **Charity's principal address** PD Hook (Hatcheries), Cote, Bampton, OX18 2EG ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Trustee name Office (if any) Dates acted if not for whole year entitled to appoint trustee
(if any)
1 J W Hook
2 A Harris
3
4
5
6
7
8
**----- End of picture text -----**
## 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**
**Position (eg secretary,**
**chair, etc)**
**Date**|| |---|---| ||JAMES W HOOK
Trustee| ||Trustee| ||4 April 2025| ||4 April 2025| 3 **Independent examiner's report on the accounts** **Report to the trustees/ members** Joan Wilde’s Charity for Minister and Poor **of** of the Buckland and Cote Baptist Chapel **On accounts for** 31 December 2024 **Charity no (if any)** 246298 **the year ended Set out on pages** 5 and 6 I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 December 2024. **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(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have come examiner's to my attention. statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to 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 December 2024. **Responsibilities** As the charity trustees of the Trust, you are responsible for the preparation of the **and basis of report** 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(5)(b) of the Act. |**Signed:**
**Name:**
**Relevant**
**professional**
**qualification:**
**Address:**|**Date:**|4 April 2025| |---|---|---| |||| ||Ashley Poyton|| |||| ||FCCA|| |||| ||Vineyard Accountants|| ||Chartered Certified Accountants
5 The Chambers
Vineyard
Abingdon-on-Thames
OX14 3PX|| 4 **Charity No 246298** ## **JOAN WILDE'S CHARITY FOR MINISTER AND POOR** ## **OF THE BUCKLAND AND COTE BAPTIST CHAPEL** ## **RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024** **----- Start of picture text -----**
Section A: Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
£ £ £ £ £
Receipts
Bank Interest received 53,794 - - 53,794 37,259
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total 53,794 - - 53,794 37,259
Asset and investment sales, etc. - - - - 543,458
Total receipts 53,794 - - 53,794 580,717
Payments
Professional fees 3,612 - - 3,612 3,240
Accountancy fees 600 - - 600 510
Bank charges 60 - - 60 60
- - - - -
- - - - -
- - - - -
- - - - -
Sub total 4,272 - - 4,272 3,810
Asset and investment
purchases, etc. - - - - -
Total payments 4,272 - - 4,272 3,810
Net of receipts/(payments) 49,522 - - 49,522 576,907
Transfers between funds (13,400) - 13,400 - -
Cash funds last year end 64,215 - 2,109,492 2,173,707 1,596,800
Cash funds this year end 100,337 - 2,122,892 2,223,229 2,173,707
**----- End of picture text -----**
(5) **Charity No 246298** ## **JOAN WILDE'S CHARITY FOR MINISTER AND POOR** ## **OF THE BUCKLAND AND COTE BAPTIST CHAPEL** ## **RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024** |**Section B: Statement of assets and liabilities at the end of the period**|**Section B: Statement of assets and liabilities at the end of the period**|**Section B: Statement of assets and liabilities at the end of the period**| |---|---|---| |**Categories**
Signed on behalf of the Board ot Trustees
Signature
CAF Bank
**Details**
**Other monetary assets**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Cash funds**
**Assets retained for the**
**charity’s own use**
**Details**
**Details**
**Details**
**Liabilities**
**Investment assets**|**Unrestricted**
**funds**
**Restricted**
**funds**
**£**
**£**
**100,337**
**-**
**-**
**-**
**-**
**-**
**100,337**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**£**
**£**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
Print Name
JAMES W HOOK|**Endowment**
**funds**
**£**
**2,122,892**
**-**
**-**| |||**2,122,892**| |||OK
**Endowment**
**funds**
**£**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
4 April 25| (6)