## **Trustees’ Annual Report for the period**
**From 01-01-2023 Period start date To 31-12-2023 Period end date**
## **Charity name: Trust Property held in Connection with Tabernacle Welsh Congregational Chapel**
## **Charity registration number: 256916**
## **Objectives and Activities**
|**Objectives and Activities**|**Objectives and Activities**|
|---|---|
|||
|Summary of the purposes of
the charity as set out in its
governing document|To permit whatever building we occupy, to be used
respectively for the public worship of God and other
religious and philanthropic purposes according to the
principles and usages of Congregationalists, also
called Independents, under the direction of the Church
for the time being assembling for worship therein.|
|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.|We are committed to enabling as many people as
possible to worship at our church but we also work
with the other Christian churches in the village so that
between us we can involve as many people as
possible in Christian worship. Our services and
worship put faith into practice through prayer and
scripture, music and sacrament.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|When planning our activities for the year we have
considered the Charity Commission’s guidance on
public benefit including the specific guidance on
charities for the advancement of religion. In particular
we try to enable members and visitors to live out their
faith as part of our community through:
Worship and prayer; learning about the Gospel and
developing knowledge and trust in Jesus.
Provision of pastoral care for church members and
regular worshipers.
Outreach work in the community and collecting for and
giving to agreed charitable causes.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
Policy on grant making Policy on social investment including program related investment Contribution made by volunteers Other
## **Achievements and Performance**
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.
_Closure of Tabernacl Chapel building_ Due to the closure, caused by dry rot that was too expensive to remedy, we have now settled in to using the vestry in Zion for our Sunday services where we meet at 2.30pm. We have been made very welcome by Zion and we have a good working relationship. _Sale of Tabernacl chapel building_ As reported in the Trustee’s Annual Report 2021 we had agreed to sell the building for £50,000 but we were unable to find the deeds proving our ownership of the land and building and so the solicitor needed to prove to the Land Registry that we owned the building and freehold. We had the Deed of Covenant and an old Cash Book which gave details of the purchase of the freehold in 1959. These were submitted along with a number of Land Registry forms and our ownership was registered by the Land Registry on 4[th] November 2022. The sale finally took place on 24 April 2023. The sale price was £50,000 as previously agreed but once fees and incidental costs were allowed for the final figure we received was £47,219.00. The Charity Commission, utility suppliers and Rhondda Cynon Taff CBC have been informed of the change of ownership and a refund from the insurers of the building has been received.
_Pastoral Care_ Our pastoral care activities have reduced since the closure and sale of the chapel building. The Toddler Group we ran for years has moved to Zion and Tabernacl is no longer involved and a number of other activities that used the Tabernacl building have necessarily moved on including the Foodbank. We still collect for the Pontypridd Foodbank and Eluned delivers the goods to their main distribution centre in Treforest. The “Speaking Spiritually” WhatsApp, originally set up in 2020 by Eryl to compensate for the lack of live services, continues to flourish by popular demand. Although based on Tabernacl the Spiritual group includes membership from other local churches. During 2021, while we were still not meeting regularly, Eluned set up a group which included only Tabernacl members in order to be able to communicate easily and this continues to work well. In late 2022 Eryl organised a weekly gathering for bereaved persons who felt the need to talk about their sorrow and loneliness. It is called Grief Shared and is open to all. The meetings were held in the YRP office and Eryl was supported by the ladies of Tabernacl. There is also an online version. The weekly meetings were discontinued due to lack of take up but the online site, which is backed by local councillors, Vision and Age Concern Cymru, is still active. Linked to Grief Shared Eryl, with help from the members of Tabernacl, has also revived the interchurch Ynysybwl Christmas Carol service. It was very well attended by all sections of the community and members of Tabernacl, Zion and Christ Church took part and also the two Primary Schools that cater for Ynysybwl children; Ysgol Pontsionnorton choir sang and Christmas themed paintings from Trerobart Primary School were displayed on the screen. Zion were pleased to provide the venue. Caryl is secretary of the Christian Aid committee in Ynysybwl and members of Tabernacl, Zion and Christ Church are active in organising fund raising activities during the year and particularly during Christian Aid week. £921.40 was raised in 2023. Menter Ysgolion Cymraeg is a charity dedicated to taking the Christian message to schools using the medium of Welsh. Caryl helps with this and also with a similar English version.
_Comments on Financial report_ Excluding the sale of the chapel building our income in 2023 was £9,913.08, the majority of which, £6,637, was from the regular Sunday collection but £1,772.99 was Gift Aid which was reclaimed from HMRC and £1,383.09 was a refund from our insurers due to the sale of the chapel building. Our expenditure was £10,815.01 and the expenditure over our normal income was £901.93. This was not a problem since we carried over £21,877.85 from 2022. When the £47,219.00 for the sale of the chapel is included our total income for 2023 was £57,132.08 but the Union of Welsh Independents insists that we are not allowed to spend the money from the sale of the chapel on our normal expenditure. We must therefore restrict our spending so that we do not exceed our normal yearly income. Our greatest single expenditure in 2023 was the payment of ministers/lay preachers for our Sunday services which amounted to £2,880 and on 17[th] March this year we agreed to increase the fees by £5 so that a local preacher will be paid £70 and somebody travelling more than 10 miles will receive £75. This must be taken into account when we are considering other expenditure. Our second largest expenditure was £2,512 on gifts to charities. This was equivalent to 25% of our income and if we had limited it to 20%, which is what we aim to do, there would have been no overspend. It should be relatively easy to make this adjustment in the future.
We have agreed that the £47,219 from the sale of the building will be put into a savings account.
**Additional information (optional)** You may choose to include further statements where relevant about:
Achievements against objectives set Performance of fundraising activities against objectives set Investment performance against objectives
Other
## **Financial Review**
**----- Start of picture text -----**
Review of the charity’s Our balance at the end of 2023 was £68,194.92. If the
financial position at the sum of £47,219 from the sale of the building is
end of the period removed, as we are currently not allowed to use it,
then £20,975.92 is left which is a healthy balance for a
chapel of 11 members with no building to maintain.
Statement explaining the Before the sale of the chapel building, we aimed to
policy for holding reserves keep a financial reserve of £20,000 to allow for
stating why they are held unexpected expenses or reductions in our income.
Now we no longer have the concern of maintaining a
large building, we agreed at our 2024 AGM to reduce
the reserve to £10,000.
Amount of reserves held Our agreed reserve is £10,000 but our balance at the
end of 2030 was £20,975.92
Reasons for holding zero N/A
reserves
Details of fund materially N/A
in deficit
Explanation of any N/A
uncertainties about the
charity continuing as a
going concern
**----- End of picture text -----**
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) Investment policy and objectives including any social investment policy adopted
A description of the principal risks facing the charity Other
## **Structure, Governance and Management**
|**Structure, Governance**|**and Management**|
|---|---|
|Description of charity’s
trusts:||
|Type of governing
document
(trust deed, royal charter)|Trust deed|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Unincorporated association|
|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|New Trustees are chosen by a one-half majority of
church members present and voting at a special
meeting convened for the purpose.|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees The charity’s organisational structure and any wider network with which the charity works Relationship with any related parties
Other
## **Reference and Administrative details**
**----- Start of picture text -----**
Charity name Trust Property held in Connection with Tabernacle
Welsh Congregational Chapel
Other name the charity
uses
Registered charity number 256916
Charity’s principal address 20 Rock Terrace
Ynysybwl
Pontypridd
CF37 3NT
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person
Dates acted if
(or body) entitled
Trustee name Office (if any) not for whole
to appoint trustee
year
(if any)
1 Gareth Irfon Jones Treasurer Church members
2 John Egryn Jones II
3 Philip Graham Jones II
4
**----- End of picture text -----**
## **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||
|---|---|---|
|N/A|||
||||
## **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
N/A
## **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)** Philip Graham Jones **Full name(s)** Gareth Irfon Jones **Position (eg Secretary,** Treasurer **Chair, etc) Date** 22/07/24
## Adroddiad Ariannol **2023**
## Financial Report 2023
**----- Start of picture text -----**
“Let us go to the house of the Lord.”
P l 122
Tabernacl in 1899
**----- End of picture text -----**
1
ARWEINYDDIAETH YR EGLWYS
(CHURCH LEADERSHIP)
CHARITY NAME" Trust property held in connection with Tabernacl
Welsh Congregational Chapel
CHARrrY NUMBER: 256916
BALANCE SHEEr
Account
booklspread sheet
balance at end of
2022
Expenditure in
2023
21877.85
10815.01
Account
booklspread sheet
balance at end of
2023
Income in 2023
57132-08
68194.92
Totals
79009.93
79009.93
Treasurer Gareth l Jones
Independent Examiner R E Thomas
Yrf
Date
R. H. Jeffs & Rowe Ltd
Chartered Accountants.
27128 Gelliwastad Road
Potyprldd. CF37 2BW
Td.- 01443402116
## **RECONCILIATION OF BALANCE ON CURRENT ACCOUNT BANK STATEMENT WITH BALANCE FROM ACCOUNT BOOK/SPREAD SHEET**
## **Balance at end of 2023 based on bank statement**
||£|
|---|---|
|Bank balance on 31/12/2023 as per bank
statement|68194.
92|
|Plusmoney paidinbut notcleared|0.00|
|Less chequeswrittenbut notpresented|0.00|
|Less cheques notpresented frompreviousyear|0.00|
|Balance at end of 2023|68194.
92|
## **Income over expenditure in 2023 based on account book/spread sheet**
|**book/spread sheet**||
|---|---|
||£|
|Income in 2023|57132.
08|
|Expenditure in 2023|10815.
01|
|Income over expenditure in 2023|46317.
07|
## **Balance at end of 2023 based on account book/spread sheet**
|**Balance at end of 2023 based on account**
**book/spread sheet**||
|---|---|
||£|
|Balance at end of 2022|21877.
85|
|Income over expenditure for 2023|46317.
07|
|Balance at end of 2023|68194.
92|
4
## **Incwm: 2023**
|**Incwm:**
**2023**||||
|---|---|---|---|
|||£|£|
|Casgliad
(Collection)||||
||Amlenni (Envelopes)|6587.
00||
||Rhydd (Loose)|50.00||
||Sub total|6637.
00|6637.00|
|Donation(Tricia)|||50.00|
|Cyllid Thollau (Inland Revenue Gift
Aid)|||1772.99|
|Sale of Chapel building|||47219.0
0|
|Unpresented chequepaid back|||70.00|
|Towergate Insurance refund|||1383.09|
|Total|||57132.0
8|
## **Gwariad: 2023** _**(Expenditure:**_
|**_2_**|**_2_**|||
|---|---|---|---|
|||~~**_23)_**~~|£|
|||Gweinidogion (Ministers/lay preachers pay
foreachservice)|2880.00|
|||Atgyweirio(Maintenance)|0.00|
|||Nwy (Gas)|51.75|
5
|Trydan(Electricity)|96.98|
|---|---|
|Amrywiol(Miscellaneous)-_seepage 6_|98.80|
|Elusen(Charity)-_seepage 6_|2512.00|
|Yswiriant(Insurance)|2671.78|
|Dŵr(Water)|81.29|
|Adnoddau(Resources)-_seepage 7_|1249.41|
|Undebyr Annibynwyr(Fees)|83.00|
|Rhent Zion(rent)|1090.00|
|Total|10815.0
1|
## **Amrywiol: 2023** _**(Miscellaneous: 2023**_ )
||£|
|---|---|
|Techant (Setting up new computer +
security)|90.00|
|GarethJones(Stamps)|8.80|
|Total|98.80|
## **Elusen: 2023** _**(Charities: 2023)**_
|**en: 2023**
**_rities: 2023)_**||
|---|---|
||£|
|Christian Aid|300.00|
|Compassion UK|352.00|
|Pontypridd Foodbank|200.00|
|Menter Ysgolion Cymraeg|300.00|
|Open Doors UK|200.00|
|Save the Children|200.00|
|Tear Fund|300.00|
|Undebyr Annibynwyr Mission|200.00|
|Carol & Alan Wert|360.00|
6
|Alun Davies (Children’s
presents)|100.00|
|---|---|
|Total|2512.00|
## **Adnoddau: 2023** _**(Resources: 2023)**_
|**oddau: 2023**
**_ources: 2023)_**||
|---|---|
||£|
|Ofce 365 annual fee (Microsoft)|79.99|
|LIBREOFFICEsoftware update|18.90|
|Newcomputer|609.99|
|EasyWorship update|146.05|
|CCLIannual fee|184.00|
|New video screen + banners|210.48|
|Total|1249.4
1|
7
R. H. oJeffs & Rowc IAd
Chartered Accountants
Our Ref:_ RETtr452
14 May 2024
Mr Gareth l Jon¢s
20 Rock Tcrta¢¢
Ynysybwl
powrYpRIDD
CF37 3KF
Dcar Mr Joll¢s
Pl¢ue find attached signed financial report requested, we also enclose the Charii} s records for
your retention. We hav¢ takeo copies of any paperw'ork we require.
We note the records have E££"-. maintained to a b.igh standard.
Yours sincerely
R. E. Thomas
ICAEW
CHARTERED
i rTAT