The Rehoboth Trust
Charity registered in England and Wales
Charity number 516295
Trustees’ Annual Report and Accounts for 2025
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THE REHOBOTH TRUST
TRUSTEES' ANNUAL REPORT Year ending 31 December 2025
| CONTENTS | Page | |
|---|---|---|
| Part One: | Reference and Administrative Details of the Charity, | |
| its Trustees and Advisers | 3 | |
| Part Two: | Structure and Governance | 4 |
| Part Three: | Objectives and Activities | 4 |
| Part Four: | Financial Review | 4 |
| Accounts | 6 | |
| Independent Examiner’s report | 7 |
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Part One: Reference and Administrative Details of the Charity, its Trustees and Advisers
| Charity Name: | The Rehoboth Trust |
|---|---|
| Charity Registration Number: | 516295 |
| Address of Principal Office: | The Rehoboth Trust |
| 9 Arlington Close | |
| The Woodlands | |
| Newport NP20 6QF | |
| Trustees: | Nigel Dando |
| Jayne Dando (resigned 4 March 2025) | |
| David Harris | |
| Joanne O’Dwyer (Secretary) | |
| Amanda Petersen | |
| Andrew Poulsom | |
| Edward Swires-Hennessy (Treasurer) | |
| Roy Williams | |
| Investment sub-committee | Edward Swires-Hennessy (Treasurer) |
| David Harris | |
| Roy Williams | |
| Bankers: | Unity Trust Bank Ltd |
| PO Box 7193 | |
| Planetary Road | |
| Willenhall | |
| WV1 9DG | |
| Solicitors: | Everett, Tomlin, Lloyd and Pratt |
| Pendragon House | |
| General Rees Square | |
| Cwmbran NP44 1AJ | |
| Financial Advisers | Estate Capital Financial Management |
| 7 Uplands Crescent, | |
| Swansea, South Wales, | |
| SA2 0PA. |
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Part Two: Structure and Governance
The Rehoboth Trust was set up to govern the running of a Christian Residential Home for the Elderly called Rehoboth. The Trust sold the Home in June 2008. Since the sale, the Trust has operated as a grant making trust and continued to be governed by Trustees, functioning according to an amended Trust Deed.
The Trust Deed states that there should be a minimum of four and a maximum of nine Trustees on the Board at any one time. Currently seven trustees serve the Trust. One trustee resigned during 2025.
New Trustees are appointed when a space becomes available on the board if the remaining Trustees deem this necessary. Should the remaining Trustees deem it necessary to supplement the Trustees, the new appointment is made by a resolution at a meeting of the Board of Trustees, followed by a memorandum executed and appended to the Trust Deed. The process by which this occurs is that:
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suitable candidates are suggested and considered by the Board;
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a shortlist of potential Trustees is drawn up;
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these are voted on by the Board and
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appointed by a Memorandum.
A Trustee appointed by the Board approaches the candidate with the most votes inviting them to consider joining the Board of Trustees. In order to inform their decision, they are given a copy of the Trust Deed, an outline of the role of Trustee as published by the Charity Commission, an indication of the time commitment required and an explanation of the working of the Trust. If this person declines the invitation, the candidate with the next highest number of votes is approached.
Four Trustees’ meetings were held during the year to deal with grant applications.
Part Three: Objectives and Activities
The objectives of the Trust, as agreed with the Charity Commission, are:
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a) the advancement of the Christian religion;
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b) the relief of financial hardship, sickness or old age of people who are Christians or have dedicated their life to Christianity through missionary work in particular by the provision of financial assistance.
Part Four: Financial Review
Estate Capital Financial Management continued as investment advisers to the Trust. The three members of the Investment sub-committee of the Trustees are Authorised Signatories for the investments. Instructions to the Financial Advisors must be signed by two of the Authorised Signatories.
The investment aim is to generate an average return, in the long term, of around 8 per cent per annum. The Trustees seek to disburse 5 per cent of the investments value in February with through standard grants. In addition grants may be given for building works or other major projects.
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The opening value of the invested funds of the Trust in 2025 was £671 thousand. £36 thousand was withdrawn to provide funds for grants. The closing balance was £675 thousand.
A review of the sustainability and future of the trust was undertaken in 2024. The Trustees took the decision that the Trust should continue for the long term provided sufficient Trustees could be found to replace any who chose to stand down. A decision was taken to discontinue grants over several years.
The Trustees assessed the charity’s position as a going concern and confirmed this was the case.
Overview of applications and grants for 2025
Grant criteria.
A Advancement of the Christian gospel ~~eT~~ B Financial hardship
During 2025 Rehoboth trust considered forty two applications: thirty seven applications were new and five were further payments on grants sanctioned in previous years. Thirtythree applications met the criteria and received grants seven did not. Grants made amounted to £34,500.Two applications were ineligible/rejected and declined. Below is a summary of the grants awarded.
| No | Amount granted (£) |
Criteria | |
|---|---|---|---|
| Grants approved and paidin 2025 |
27 | 27,500 | A |
| 1 | 500 | B | |
| Grants approved in previous years paid in 2025 |
5 | 6,500 | |
| Applications not granted | 7 | ||
| Ineligible applications | 2 | ||
| Total grants paid in 2025 | 34,500 |
One grant of £1.300 was returned to the Trust as the requirement had already been met.
The Trustees approved the report and accounts for 2025 on 10 March 2026
E Swires-Hennessy, Treasurer, 11 March 2026
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