Trustees. Annual Report for the period (OMfvWI Period start date Period end dale Year 2024 From 06 ?ra?I To Section A Reference and administration details Charity name THE CLARA WArrs LYDNEY CHURCH TRUST Other names charity is known by Registered charity number (if any) 0256197 Charity's principal address THE ROCKLANDS FIIGHFIELD ROAD LYDNEY P05tcode GL15 SNA Names of the charity trustees who manage the charity Dates acted if notforwhol ear Trustee name Offi¢e Ilf any) Name of person lor body) entltled toa oint trustee Ifan Dcsls of J Watts & Bledisloe J C THURSTON REV R H WATTS Dcsts of J Watts & Bledisloe V BLEDISLOE Dcsls of J Watts & Bledisloe 10 11 12 13 14 15 16 17 18 19 20 Names of the trustees for the Charity. rf any, (for example, any Custodian trustees) Name Dates acted rf not for whole ear NIA TAR Mar¢h 2012
Names and addrosse8 of advlgers (Optlonal Inforniatlon} g ¢f advlsor Nam& Address Namè of chlef executlvg or names of Sgnior staff mombgrs (Optional Infonnatlon) Section B Structure, governance and management Dos¢rlpllon ot tho Charity's trusts DECLARATION OF TRUST DATED 15 MARCH 1958 Type of govemlng document leg. trust deed, conslilutlonl How the charity Is wnstituted leg. trust, assoclalion, company) TRUST Tru5t88 salacdon methcds le9. appolnled by, $lecled by) APPOINTED BY DESCENDANTS OF JOHN WAThS AND LORD 8LEDISLOE Additional governance i88ug8 (Optlonal inforniation) You may ch00801o inGluda addlonal Information, whgre relgvant, abouL' policies and procedure3 adoptad for the induction and tralning of trustees., the charitls organisational strudure and any wider n9twork with which th8 charfty r8lationship wtth any relatad parbes", truste8s' conslderatlon of rnajor rlsks and th8 system and pmcedures to rnanage them. Section C Ob"ectives and activities THE CHARITY IS FOR THE SUPPORT OF ST. MARY'S CHURCH, LYDNEY, IN PARTICULAR TO ASSIST WITH THE PROVISION AND MAINTENANCE OF THE EQUIPMENT AND FABRIC OF THE PREMISES AND TO CONTRIBUTE TOWARDS THE PAYMENT OF THE INCUMBENT'S EXPENSES Summary of t obl•¢ts of th• charlty set out In its governlng document TAR Marc* 2012
IN DETERMINING WHAT ACTIVITIES TO UNDERTAKE THE TRUSTEES HAVE HAD REGARD TO THE GUIDANCE ISSUED BY THE CHARITY COMMISSION ON PUBLIC BENEFIT 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 tho guidance issued by the Charity Commission on public benefit) Addltlonal dètalls of objectlves and actlvities (Optional inf0mtiOn) You may choose to include further statements, where relevant, about: policy on grantmaking. policy programme related Investment. contrTbution made by volunteers. TAR Mah 2012
Section D Achievements and performance DURING THE YEAR A PARISH ADMINISTFIATOR WAS APPOINTED AND FUNDED FOR PART OFTHE YEAR. summary of the maln achlovemerits of thè charfty durlng the year THE WORK ON THE SPIRE WAS COMPLETED TOGETHER WITH THE RESTORATION OF THE COCKEREL. WHICH NOW SHINES BRIGHTLY IN THE SUNLIGHT. THE WORK ON THE BELLS IS ONGOING ANID SOME ASSISTANCE IN PARISH ADMINISTRATION IS ALSO ONGOING. TAR Mareh 2012
Section E Financial review Brlof statement of tho charftys pollcy on reserves THE CHARITY HAS SUFFICIEwf RESERVES AT ThE END OF THE PERIOD Detalls of any funds materfally in deficit NOT APPLICABLE Further financlal reviow details {Optional Infomiation) You may choose to include additional infomiation, where re18vant about the charity's principal sources of funds (including any fundraising)., how expendtture has supported the key objectives of the ¢harity,' investment policy and objectives including any ethical investsment policy adopted. Section F Other optional information Section G Declaration The trustees doolare that they have approved the tnsslees, report abgve. Slgned on behalf of the Charit$ trustees Signature(s) Full name(s) JOHN CAMPBELL THURSTON Position (eg Secretary. Chair. TRUSTEE etc) Date 1610112025 TAR March 2012
CHARITY COMMIS510N FOR ENGLANO AND WALES THE CLAP.A bVATTS LYDNIFY CUUPCH I RUS I 256197 Receipts and pa ments accounts CC16a For the period rom To Oi10412024 Section A Receipts and payments Unrestricted funds tothe nèar¢5t Restricted fund$ to t noarést£ Endowment funds tottw thearost£ Total funds Last year totha nearest£ tofh neer•st£ A1 Rocei RENTAL INCOME & RECHARGES REBATES OF GPANTS INTEREST AND DIVIDENDS GRANTS INCOME 43,740 2,223 4.958 43.740.. 2.223 4,9S8 31100 4.089 ross income ARJ SO.921 50.921 3189 ètan see tsble INVESTMENT SALES Investment sa e$, ta 50921 50,921 A3Pa ents OLD VICARAGE COSTS GPANTS TO ST MARY,S PCC INVEST MANAGEMENT CHAF¢GES INDEPENQENT EXAMINER FEES PROFESSIONAL FEES 11.864 30,069 5,036 300 30,069 5.036 800 4A21 600 507 Sub total 47269 1YA77 A4 Asset and investment INVESTMENT PURCHASES 20.110 20.11Q 5.105 Sub total 20.110 20.110 5,TOS 67.379 67.379 22.582 Net of receipts/(payments) A5 Transfèrs between funds A6 Cash funds last year end Cash fund5 this year orjd 16,45B 16,45B 13.607 220.0 203,551 203.551 CCXX R1 acwunts ISSI 27101r2025
Section B Statement of assets and liabilities at the end of the period Unrestricted funds lo noar•8t£ 9.063 Restricted funds ia n•arost£ Endowment fund8 to neaTr8t £ Catagories Dèiails B1 Cash funds RGREAVES LAf4SDOWN LLOYDS BANK 194.488 rotal cash fijnds 203,551 Unrestrlet•d funds to £ Re$trlctod fvnds Endowmènt funds to n•ar•st£ Dolails NONE to n•irest £ Fund to %Yhl¢ asset bèlon NRESTRCT Curr•nt valu Details HL PORTFOLIO STOCKSISHARES Cost (OptiorlI 83 Investment assets 360,000 Fund to whlcb as$•¢ lOn UNRESTRICTED ¢urT•ntvalu• Uonal Cost lopdonall $24.379 B4 Assets rètslned for the charltys own usè THE OLD V1CARAGE NIA Fund to whlch relat08 UNRESTRICTED Amoyntdu• tlona When dug onal Details NONE BS Llablllllos NIA zzaa Swjned by two trust80s on behalf ol all the tru51ees Date ol roval Signature Prfnt Namè JOHN CAMPBELL THURSTON 1610112025 CCXX R2 acojunls ISSI 2710112025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the aGcounts Section A Independent Examiner's Report Report to the trusteesl members of Charily f48me THE CLARA WArrs LYDNEY CHURCH TRUST On accounts for the year ended 5 APRIL 2024 Charity no (If any) 0258197 Sot out on pages 1AND2 (reMber Its include thepag8 llLmbersnfadddJonal sheets) I report to the trustees on my examlnation of tha accounts of the above charity (kne Trusf) for the year ended Q? 10412024. Responsibilities and As the Charity bvste6s of the Trus¢ you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charili6s Act 2011 (Yhe ACV). I report in respect of my éxamination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrwng out my examination. I have followed the applicable Directions given by thè Charity Commission under section 145{5Xb) of the Act. I have cornpleted my examination. I confinrj that no Material matters have come to my attention In connection with the examination which gives me cause to believe that any material r&specL' accounting records were not kept In accordance with section 130 of the Act or the accounts do not accord th the accounting r8¢0rds Independent examinerfs statement I have rK> COnmS and have com6 acros6 no other matters in connection th the examination to which attention should be drawn in order to enable a proper understandlng of the accounts to be reached. Slgned: 16 JANUARY 2025 Name: GREG LEWIS Relevant professional qualification{sl or body (if any): CHARTERED ACCOUNTANT- INSTITUTE OF CHARTERED ACCOUNTANTS IN ENGLAND AND WALES Address: GRIFFITHS MARSHALL 4- FLOOR LL4NTHONY WAREHOUSE,GLOUCESTER GL12EH Section B Disclosure Only complete if the examiner needs to highlight rnatte of concem ($86 CC32. Independent examination of tharity accoun. directions and guidan for examlners). IER October 2018
Glve hero brfef detalls of any Ilems that thg examlnor wl8hos to dl8elo••. IER Octobgr 2018