Trustees, Annual report for the period Period start date Day Month oi oi Period end date Day Month 31 12 FFZO M Year 2024 Year 2024 Reference and AdministratSon details Charlty Name PARISH LIVING ECCLESIASTICAL CHARITY Other names charlty is known by LOPPINGTON PARISH LIVING CHARITY Reglstered Charlty Number (If any) 259384 Charltys Principal Addre55 53, Noneley Road Loppington Shrewsbury SY4 5SQ Names of the Charlty Trustees who manage the charlty Dates arted Sf not for the whole year Name ol person {or body) entltled to oint trustee Trustee Name Offlce (If any) Ifan Henry Dyson Adam Clayton Neil Comerford Sheila Dean Angela Jebb Robin Prescott Robert Stokes Chair Ex-of icio Secretary & Treasurer
Names of the Trustees for the Charityi if anyi (for example, any custodian trustees) Name Dates acted if not for whole year N/A Names and addresses of Adv150rs (Optlonal Informatlon) Type of Advisor Name Address Bank Nat West 8, tviardol Head, 5hrewsbury, SYI IHE Name of chlef executlve or names of senlor staff members {Optlonal Informatlon) N/A Structure, Governance and Management Descrlptlon of the Charltvs trusts pe of governing document How the Charity is constituted Trustee selection methods Constitution re istered Feb 1983 Unincorporated association Trustees are appointed or reappointed annually at AGM Addltlonal governance Issues (Optlonal Informatlon) You may Choose to Snclude Addltional Snformatlon. where Relevant, about: The trustees oversee the day to day running of the Farm property. There is an Internal financial controls policy and procedures. Pollcles and procedures adopted for the Induttion and tralr*lng of trustees. The Charlty's organlsatlonal structure and any wider network with which the Charity work5. There is a complaints policy and procedures. Relatlonshlp wlth any related partles. Trustees, conslderatlon of malor risks and the system and procedures to manage them.
Objectives and Activities Summary of the objectives of the Charity set out in its governing document. After the cost of repairs and insurance in respect to the property, 7/12 of the remaining income should be allocated for the upkeep and repair of St Michaels church Loppington. 5112 of the remaining income is allocated for charitable purposes for the general benefit of the inhabitants of the parish of Loppington Summary of the main activities undertaken for the public benefit in relation to these objectives. Grants or Donations given as part of the governing document. To the P.C.C. of St Michaels church Loppington. To the clubs and organisations, for example, Loppington Youth Club, Newtown C of E school, which is associated with Loppington Church, Nursery classes in the parish. Addltlonal detalls of objectlves and actlvitles (Optlonal Informatlon) You may choose to include further statements, where relevant, about: N/A Policy on Grant making. Policy pro8ramme related investment. Contribution made by Volunteers.
Achievements and Performance Summary of the main achievements of the Charity during the year. After an inspection of the Farm property in September 2023, the report highlighted that the farmhouse roof was in a da ngerous cond ition, it stated that tiles could fal l a nd a Health and Safety issue for the tenant and his young family was identified. The trustees decided that the roof would be refurbished and a contractor found to carry out the work. This work was undertaken and funds were transferred from the COIF Investment Fund. Durlng this time donation5/grants were suspended to the church and other clubs/organisations as the cost of the repairs did not allow this to happen. The work was completed in the October.
Financial Revlew Brief statement of the Charitvs policy on reserves Cash at bank 31-12-2024 £9345. The main financial risk to the charity islate or non-payment of rent by the tenant. Details of any funds material ly in def icit. N/A Further Flnanclal revlew detalls: (Optlonal Informatlon) You may choose to include additiona l information, where relevant, about; Our main source of funds is the rent payment from the tenant of the fam property. The charitvs principal sources of funds (including fundraising) How expenditure has supported the key objectives of the charity. Investment policy and objectives including any ethical investment policy adopted. Other optlonal Informatlon N/A Declaratlon The trustee5 declare that they have approved the tru5tees' report above. Signed on behalf of the charitV5 trustees Signature(s) Full name(s) Position (eg secretary, chair,etc) Date J¢ILs<
Charity Name: PARISH LIVING ECCLESIASTICAL CHARITY Charlty Number: 259384 Receipts and Payment5 Accounts Period start date.. To 01-01-2024 Section A Receipts and Payments For the Perlod Period end date: 31-12-2024 Unr•strlrt•d funds to th• ne•fest £ R•strlct•d funds to th• nearesi £ Endowmttht funds to th• nearest £ Total funds to the nearest L#$t y•ar t• to the neaf•St Al Recelpts Farm Rent Field Rent Wayleaves Scot, Power Interest COIF account 9548 507 159 728 9548 507 159 728 13888 507 159 896 Sub total 10942 10942 15450 A2 Asset and Inv•itm•nt les, ete. Total rffelpts 10942 10942 15450 A3 Payments Donations/Grants Insurance NFU Roof Renovation Land Agent Surve 8300 1802 28871 8300 1802 28871 11250 1619 180 Sub total 38973 38973 13049
A4 Asset and investment purchases, etc. Total payments 38973 38973 13049 Net recelptsllp•yments} (28031) {280311 2401 A5 Transfers between funds A6 Cash funds last year end Cash fund$ thls year end 15000 15000 22376 22376 19975 9345 9345 21876 Section B Statement of assets and Ilablllties at the end of the perlod t•iorl•s Unrestrl¢ted funds lo the n•ar•st £ Restrlcted funds to th• n•arest £ Endowment funds to th• nearest £ Bl Cash Fund5 Cash at Bank 9345 Total cash fund$ l•ir•• b#l•n¢es wlth r•¢•Spts and payment account) 9345 B2 other monetary assets N/A Fund to whlch •s$et belon8S Uiirostri£tod Cost loptlonall Current Value (optlonall B3 Investment assets COIF Investment Fund Fund to whl¢h asset belongs Unrestrlcted Cost loptlonall Current Value {optlonall B4 Assets r•talned for the charltys own use Farm and Farm Buildings Fund to whlch Amount due Ilablllty f¢lat•s loptlon•l} Unrestricted When due {optlonal) B5 Llabllltles Insurance NFU Signed (on behalf of all the trustees) 30 OCT 2rf2
Accounts 2024 DATE DETAILS (I" January 2024= £22,376.22) Cheque No 332 331 IN£ OUT£ 11 Jan 24 16Jan 26Jan 15 Feb 01 Mar 15 Mar 21 Mar 26 Mar 02 April 02 April 30 April 16 May 31 May 12 June 17 June 03 July 16 July 17 July 01 Aug Loppington Youth Club Parent and Toddlers Rent M Kulik {Dec 23) Newtown School Investment Interest Loppington P.C.C. Harry Rice Loppington Youth Club Rent M Kulik (Jan 241 Rent M Kulik (Feb 241 Parent and Toddler Rent M Kulik (Mar 24) Investment Interest Newtown School Wayleaves and Kevin & Sam Rent NFU Insurance Rent M Kulik (April 24) Rent M Kulik ( May 24) Marek Kulik Carpentry and Joinery General Building (Marek Kulikl ABACUS Plumbing and General Building LTD (ABACUS) Rent M Kulik (June 24) Rent M Kulik (July 24) Investment Interest Wayleaves ABACUS Marek Kulik Rent M Kulik {Aug 241 Marek Kulik Rent M Kulik (Sept 24) Milward Scaffolding Services LTD TRANSFER FROM CCLA INVESTMENT ABACUS Marek Kulik Rent M Kulik (Oct 24) Investment Interest 500.00 500.00 868.00 333 100.00 180.94 334 335 337 5,000.00 1,000.00 500.00 868.00 868.00 338 500.00 868.00 180.94 336 200.00 610.15 339 1,802.36 868,00 868.00 341 2,764.62 02 Aug 340 956.25 19Au 19 Aug 30Au 03 Sept 11 Sept 13 Sept 16 Sept 30 Sept 09 Oct 11 Oct 17 Oct 28 Oct 30 Oct 15 Nov 29 Nov 868.00 868.00 180.94 56.52 343 344 3,000.00 3,200.00 868.00 345 3,761.23 868.00 346 6,120.00 15,000.00 348 347 3,700.00 5,369.00 868.00 185.16 TOTALS £25,942.65 £38,973.46 £9,345.41 as 31" Dec 2024
Independent examiner's report on the accounts Report to the trustees/members of Pa rish Living Ecclesiastica I Charity On accounts for the year ended 31" December 2024 Set out on es 6and7 Responslbllitles and basls of report I report to the trustees on my examination of the accounts for the year ended 31. December 2024. As the charity trustees of the trust, you are responsible for the preparation of the accounts in accordance with the Charites Act 2011. {"the Act") Independent examlnerfs statement I report In respect of my examination of the trust's accounts carried out under s145 of the Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under s14515)Ibl of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: Accounting records were not kept in accordance with section 130 of the Act; or The accounts do not accord with the accounting records. 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. Slgned: Date: Name: P R Barton MBE Relevant professional qualifications or body (if any) Addre55: The Smithy 8urlton Shrewsbury SY4 5TB
Disclosure section Only complete if the examiner needs to highlight material problems Give here brief details of any items None to report that the examiner wishes to disclose