2024-12-31-accounts - Church Estate

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Trustees. Annual Report for the perlod peri start date PerK¢l end d8to From To Section A Reference and administration details Charfty n Church E$tste of th8 Ecclesiastical Parish of Dorchester Other namos charlty Is known Registered charity number Ilf any 58024 Charity's prtncipal address Alexandra Road ester ostcode T12LZ Names of the charlty trustees who manage the charity Datès a¢t•d if not for tlE Trust•• J)am• Office fif any) Nam¢ of r$0 lor bottyl •ntMled to int trustèè If a By virtue of position as Team Rector of Dorth8Ster and Ihe Wintefbornes Revd Keith Magee Chairman Mrs Janet Cooper Mrs Valerie Hellin RoFe as Churchwarden From May 2024 Until May 2024 Role as Churchwarden Role as Churchwarden Mrs Helen Lange 10 12 14 15 16 17 18 19 Names of the trustees for the charlty, if any, (for example, any custodian trustees) ame ales acted if not for whole ear None

Names and addresses of advlsers (Optional Infomiath?n) of advlser Nam• Address one Name of chief executfve or names of senlor staff memb•rs (Optional infornlatlon) one Section B Structure, overnance and mana ement Description of tho charhy'$ trusts Type of governing document rust deed How the ¢harty is constituted rust Trustee selection methods ppointed by virtue of posibon as Rector of Dorchester or as Chuhwarden Dorchester Additional governaft Issues (Optlonal Infom7ationl The Trust Deed requires Ihe Trustees to be the Rector and Churchwardens of the Ecclesiastical Parish of Dorchester: this parish has been subsumed into the current Benefice of Dorchester and the Wintertjomes. The Rector of Dorchester is now Ihe Team Rector of th8 benefica and the Churthwardens of the Ecclesiastical Parish of Dorchestfjr are now the Churchwardens at St George's, St Mary's and St Petèrfs ¢hurch8s in the benefice. You may choose to include additional information. whe relevant, about= policies and procedures adopted for the induction and training of trustees: Ihg charity's organisational structure and any widar nèfvrork with which the charity works; • relationshlp with any relaied parknes., trustees, consideration of major risks and the system and procedures to manage them. Section C Ob ectives and activities The Trustees shall apply th8 clear incomè of the Charity for furthering the religious and other dritable work of the C[ch of England in the said ecclesiastical parish Summary of the obkcts ofthe charlty s61 out In its governlng document

Grants lo the church committ88s of St. George's, St Mary's and St P8t8r's churches. {b8in9 the churches falling within the said Ecclesiastical Parish of Dorchester) and the Parochial Chutch Council of Oorchester to enable the fUrthen(4 of religious and other charitable work of the Church of England. the Twstees having regard to the guidance issued by the Charity Commission on public benefft. Summary oftho main activities undertaken for the publlc benefft In relatlon to these objects (include within this sectlon the statutory declaration that trustees have had regard to the guidance Issued by the Charfty Commlsslon on publlc beneflt) Addltlonal detalls of oblectlves and activities (Optional inforniation) The Hon TreasuTer, Mrs Jill Minchin, and the Hon Secretary. Mrs Caroline Mcmeiken. receive no remuneration OT expens8s for their time or work for the Tnjst. None of the Trustees recèive remUneratiC or expenses for their time or work for the TrusL You may choose to include further statements, where relevant. about.. policy on grantmaking. policy programme related investment., contribution made by volunb8rs.

Section D Achievements and performance Projects have cLJntinu8d to move foThiard this year. and linked applications for grants and fresh applications were made in 2024. There has been no buil(&up of funds over the preceding y8ar. The Trust has continued lo mak8 grants lo a churd) wmmittee to support a family foodbank seNing Dorchesler. Summary of the maln achievements of the charity during the year During 2024 grants totalling £21.302 have bean paid to St Mary's church committee to help with repairs and maintenance of the building and churchyard, including £19.WO regarding akIng roof5 and surveys, £1.850 in respect of probl8rns highlighted in the Quinquennial report, £750 to a local foodbank and family support charity. and varp)us outreadi projects. including Church Christrras cards. £5.436 was gr2nted to St P8ler's church committee induding money toward necessary repair works, further expenses re the rèrnoval of the slavery memorial in the church. and outreach projects. A grant of £1,OCKI was made to the PCC to support thelr financial assistance t<)wards repairs to St Andrew's church West Stafford, a church in the wider BenefKe. A totsl of £27.738 was therefore paid in grants during 2024. The 2021 grant of £10.tX)O regarding St George's tower lead was cancelled Ihis year due to the d8lay in commencement of this Work, however grant of £l.0(K) in respect of their toilet roof has now been paid. The Trustees continued lo make an annual grant totalling £6,400 towards the staffing and upkeep of the Dorchester Parish Office. lh8 administralion of which provides an essential element in furthering tM)th th8 r81igious and charitable work of the Church of England in this parish. The TNstees are ever mindful of the maint8nanc8 and upkeep of tha thrèè churd)es in lh8 Patish and to Ihis end conlinue to consider grants in respect of emèrgency Works to the buildings in their care,. if the bulldlngs are not usable the work of the churches will be hamred.

Section E Financial review The charity has no policy on reseNes; the Trust's yearly income is entirely and immediatety available for grants. income in hand at tho end of any financial year is carrie(l over to the fotlowing year to b8 used for grants. Brlef statemont of the charlty's policy on reserves Details of any funds malerfally In deficit None. Further finala1 review detalls (Optlonal Infomiatlon) The Trustèes have continued to adrninister th8 Trusrs incom8 this year and expenditure has again exeded irOrne. ansuring that there has been no build-up of income. There is no intention on th8 Trust88s' part lo stockpile income and they wish to Use as much as possible of the Trust's income for its stated purpose. You may choose to include additional infomiation, where r6Vaftt about: the charity's principal sources of funds (including any fundraising)- how expenditure has supported the key objectives of thè charty,. inv8Stment policy and objectives induding any ethical investrnent policy adopted. The Trust's income arises from two sources: interest on investrnents with M & G's Charifvnd and Charibond and Black Rc¢k's Charinco. and rentsl income from a leasehohj on8-bedroom8d ftat owned by the Trust. The Twst has no employe85 or volunteers and does not fundraise; its entire ino)mé is used for the purposes set out in the Trust Dged. Section F Other optional information Section G Declaration The tru5tee5 declare that they have approved the trustees, report above. Signed on behalf of the charity's Irustees Slgnature(s) Full name(s eith Robert Mag hair ill Margaret Minchin reasurer Dat O March 2025

il CIIUInd iiniL fligrinro Ilnil.$ BL-..k• lTh+er%t Rehl 7 The Coop¢r8g¢ 2()24 2CJ23 'TrS, J4)¢ 127 329 111077 460 TOTAL REC.Eivr.s PA YMETrT.S CIIAtUTABLE PAY.¥IENTS Granls- PCC r¢ Parish Ofriit Siiiff rcL FC r'arisD utiic£ t4uipmcni 6.000 400 2S,160 16.421 SL Pd¢r"s iliurLh 47uni11Ce 5.436 35.138 7 T4e Cooperage iAsuranee.8round rtnv cosis Br£iYcTV qarC xThicc chargc AgcRts'. Conirnission 1404 624 1.748 1.601 ,07: 150 1.683 1.080 l%alance of c(Jst i)f leAk repairs TOTAL PAI fvJEfyTS 41.Y22 62.47.4 EXCESS OF PAI'IMEINTS OVER RECEII'TS LASH FU.NDS LAST YEAR END CASH F15NDS TIII% YEAR EliD 1?6A?O

THE fHI_;RCH E.ST*TE nF THE. EC'eLE.Sl.a.STIC'AL. PARI.SH OF DORCHESTER - CIIAklTY COhl%llSSION I'L'%IL£R 258024 PICEIPTS AN'D P.4Y%lES' S ACCO T AND STATE%IE)T OF ASSETR AN'D LIIIBILITIES FOR THE FIISAN IAL YEAR T 31DE EIllBER ?014 CASH FbliDS Jo)'d- BJ-.: Llotrds Cur¥erJi nwfjlbnl 3.300 PERMAIYEIYT ENDOWME.NT IIYVESTMEIYT .4SSETS - PEILMAhiETriT ENDO¥VMENT COJT TO DATE CUR.1 T VALL'r. INvr.s'TNif.WT Assf.TS" Aa?UIRf.Di SOLD I tasehiTrld i The C(Kym9e. t)nTChtr 79.88 l.SlTr i fh1rifils l lnii- ?.?1 419,7fi7 594. fvf & G Charibon J•iit- 2,799 1.41752 Charinch Inc UttÉts 5.?97 4.845 J?7 4J", TnTAI. INVLgfMEWI T ASSETS LI.4BILITIES Approfvcd b) Ihc Doard of vn i OliArch ?11?< And aigncd on its bchali bv ......... .. Tntstcc L()NFIDENTI.4L PAstre 4

RECEIPTS .4.P•iD PAI'MENTS ACCOLlhlT AND .4i'l'A'I'Tr',M'.N'I' C)Tr' A.¥%*:'1'S ANI) I.IARII.I"I'IP:S Under Section 133 ot.the Chanties Act 2011 THE CHURCH ESTATE OF THE ECCLESIASTICAL PARISH OF DORCHESTER LHARITY LOMMISSION NU.MBER )j80)a FOR THL bThiANCIAL YEAR TU 31 DECEN4BER 2024 I)F.I 'LARATIOI The account oet out on page i for the finuncial vMr enaed on the Jbo%'e dilte. and the statement of assets and liabilities at that da.e [ oui on page 4 are a" appToved by ihe Trusteps. Sigiiature Dat¥ ... Jni.¥lLY' uiiIIHJri.Icd Ic).iisiii li belFulftif<ill fi-tisieL.% Full Naii)e Ayir4 Forwarded by MRS 111 L Trvl.4RG.4RET MINCHIN .4LEXANDRA RUAD DORCHESTER DUIISE"I' D'I"1 :L£ Davtime Telephone N'o 01305 "63757 Piixr

INDEPENDEIIT E.L4MINER'S REPORT to the I'rnstees of TIIE HURCII ESTATE OF THE EeCL1AST1(AL P.4RISH OF IKIRCHESTER I repnrr tsn the Jccounff ot liie fnjst tar the vear enda.1 I ljecemher 21)24 which are sel nut nn pape.8 3to4. Respe¢tive r¢spollsibilÈtte5 of tbe trustees eramitter Th¢ iharily s tru51ees are re5POllStble for the prwardiiun oi iti¢ acLUUniS. The charity's Truslee¥ c1}nl1er Ih¢il ¢in Aiiilil is nni wiiire(I Ihi% vr jiiniler ReL'Ii4)n 144 1)f liie i rIlle.% Acl 21111 Ithe Chd?rilie4 Act'i") and 7hAi in indeptnrtcsbi exa11211C1r1 1% need_ li i) rny rcspon>ibility to: ¢xaiihiiie ilit aLLoiiiits {ui)dd >Thlivii 145 of lh¢ CliaKiti¢s ALI! tfi tsllth rhe pmcedTrTrres IAid The fienerai r)iTecfinn.4 pleTt hv the fharity Cominissionets (under section 144(5Yb} of the Charities.4ct): and tv Stal¢ wlh¥tli¢J" ptI¥ll1 IMv¥ iu))e to t))y alt¢iitioiJ Basi5 of Indepeudent examiner's report My examination wa£ i%Arripd OJJ! in accordance with the fJeneral Directions given by ihe Ch)ri4' Coruni--: cneiJ. I w. =xamination include5 a rel'ie. ot-th- accoLr.::r.g -. the Trust and a compar4son of Ihe accounts presenled 55.ith those records. It alA> incliudv ¢OliSid¢ratlvii of 4111y iinu>iial item> OT dis¢1ts57JreE the accothil> akid seekiiik) e%.planatioiis fJDm vou irusrees concernin4 any such mjllers. fne procc rr¢sviiI d Irnc dnd l%iif yiyw Eh¢ repirl litnlipxl io ihose Llets sel in Ih¢ t.2temefti helftiv. liideyeiideiil ¢X&iiiiikei s $l*leiiieul In connection with my examination. mattpr ha% ffjme to my aueniion". { l-l ii.hich gii'e" ne reasonable -e to belieN'e th in any material r¢JP¢th the requirenenis iv k¢¥p 0n{ing rrLVTds in i%'iih SeLliuii R30 of Ihe ChJrilie.. .4LI. io preparp arroj.lnts which accord with ihe accounting TecoDJs and comply with the accounting r4uiKnenis of the Charilie5 Act .'e Aioi been met. or (21 io which. in my opinion. allenrion should be drdwn iti ordcr ro enable a proper undersianding rhf the aecoiJ t to be re2¢hed. RelcryaniprnfL.A..S./(1KI qiiolificaiiejn or h(Kly." 6htlK &frb) A¢l¢lru.s.'