Trustees’ Annual Report

St Peter’s Church, Shepton Montague, Somerset

Trustees’ Annual Report for the period 1 January to 31 December 2016

This report is written as required by the Charities Act

Reference and Administrative Details

 Charity name                                                 St Peter’s Parochial Church Council (PCC)

Other names charity is known by                nil

Registered charity number (if any)             nil

Charity’s principal address                        c/o Secretary St Peter’s PCC, Shepton House,                                                                                   Shepton Montague, Somerset BA9 8JW

 

Names of the charity trustees who manage the charity

Trustee name Office Dates acted if not for whole year Name of person or body entitled to appoint trustee
Jeremy Collyer Churchwarden Annual Parishioners’ Meeting
Andrea Ketley Churchwarden Annual Parishioners’ Meeting
Michael Forster Bowman PCC Secretary Member of PCC Church Electoral      Roll Officer Annual Parochial Church Meeting (APCM)
Lee Tibbatts Treasurer APCM
Erica Douglass Member of PCC Since 18 March 2016 APCM
Roger Ketley Member of PCC APCM
Katie Bradley-Hudson Member of PCC APCM
Derek Robinson Member of PCC APCM
Janet Robinson Member of PCC APCM
Christina Dimond Member of PCC Since 18 March 2016 APCM

Names of the trustees for the charity, if any (for example, any custodian trustees) 

Name Dates acted if not for whole year
Fr Justin Bailey

 Names and addresses of advisers (optional information) 

Type of adviser Name Address
Nil

 Name of chief executive or names of senior staff members (optional information) 

Nil

 Structure, Governance and Management

 

Description of the charity’s trusts 

Type of governing document

 

Charity Commission manual for PCCs.

Policy emanating from the Diocese of Bath and Wells.

How the charity is constituted

 

Churchwardens and PCC, supported by Treasurer, manage the affairs of the charity and of the estate.
Trustee selection methods

 

Elected by Annual Parishioners’ Meeting and APCM.

 Additional governance issues (optional information)

 You may choose to include additional information, 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
  • Trustees consideration of major risks and the system and procedures to manage them
The Parish of St Peter’s, Shepton Montague forms part of the Benefice of Bruton, an organisational structure linking several Anglican parishes surrounding Bruton. A recently introduced de facto structure for the Benefice of Bruton has yet to be formalised in all aspects by the Church Commissioners. This situation does not affect the management nor governance of the Parish.

 Objectives and Activities

 Summary of the objectives of the charity set out in its governing document 

·         To encourage and facilitate observance of Christian values and patterns of       worship in the village of Shepton Montague.

·         To contribute to the life of the village, giving support to those found to be in need.

·         To support the work of the Benefice of Bruton and of its Incumbent, insofar as it relates to this Parish.

·         To maintain the membership of the church, as listed in the church Electoral Roll.

·         To support the programme of activities promulgated by the Bruton and Cary Deanery.

 Summary of the main activities in relation to these objectives 

·         The maintenance of a pattern of church services in line with Christian and Anglican traditions and practice.

·         Maintenance of the estate, comprising St Peter’s Church and adjacent churchyard.

·         Fund-raising activities including a Fete on 27 August and Harvest Supper on 25 September 2016.

·         The church Electoral Roll has been maintained in accordance with the requirements laid down by statute and by the Diocese of Bath and Wells. The Roll for 2016 listed 56 individuals. Most new residents of the Parish have been contacted by PCC members.

 Additional details of objectives and activities (optional information)

You may choose to include further statements, where relevant, about:

  • Policy on grant-making
  • Policy programme-related investment
  • Contributions made by volunteers
Volunteers from fifteen households throughout the Parish assist in the organisation of church services and of fund-raising activities throughout the year. Many of those assisting in this way are not regular church-goers, but regard the church as an essential part of rural village life and invest effort in supporting it on that basis.

Achievements and Performance

 Summary of the main achievements of the charity during the year

See Churchwardens’ Report (available at the AGM).

 Financial Review

 Brief statement of the charity’s policy on reserves 

The PCC considers the need for and the extent of reserves annually, as agenda items on routine PCC meetings. The charity’s investments increased in value by c10% during the year ended December 2016.

 Details of any funds materially in deficit 

Nil

 Further financial review details (optional information)

You may choose to include additional information, where relevant, about:

  • The charity’s principal sources of funds (including any fundraising)
  • How expenditure has supported the key objectives of the charity
  • Investment policy and objectives including any ethical investment policy adopted
·         Main fund-raising activities have been the Fete (27 August) and the Harvest Supper (25 September).

·         The PCC uses its routine meetings to decide on expenditure in support of the objectives, and to review and amend investment decisions where necessary.

Other optional information 

Nil

Declaration

The trustees declare that they have approved the trustees’ report above

Signed on behalf of the charity’s trustees 

Signature(s) (original signed)
Full name(s) Michael Forster Bowman
Position(s) Secretary of St Peter’s PCC
Date 2 March 2017

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St Peter’s Church, Shepton Montague, Somerset

Trustees’ Annual Report for the period 1 January to 31 December 2015

This report is written as required by the Charities Act

Reference and Administrative Details

 

Charity name                                                 St Peter’s Parochial Church Council (PCC)

Other names charity is known by                nil

Registered charity number (if any)             nil

Charity’s principal address                        c/o Secretary St Peter’s PCC, Shepton                                                                                                 House,  Shepton Montague, BA9 8JW

 Names of the charity trustees who manage the charity 

Trustee name Office Dates acted if not for whole year Name of person or body entitled to appoint trustee
Jeremy Collyer Churchwarden Annual Parishioners’ Meeting
Andrea Ketley Churchwarden Annual Parishioners’ Meeting
Michael Forster Bowman PCC Secretary

Member of PCC

Church Electoral      Roll Officer

Annual Parochial Church Meeting (APCM)
Lee Tibbatts Treasurer APCM
Roger Ketley Member of PCC APCM
Katie Bradley-Hudson Member of PCC APCM
Derek Robinson Member of PCC APCM
Janet Robinson Member of PCC APCM

 

Names of the trustees for the charity, if any (for example, any custodian trustees) 

Name Dates acted if not for whole year
Fr Justin Bailey

 Names and addresses of advisers (optional information) 

Type of adviser Name Address
Nil

 Name of chief executive or names of senior staff members (optional information) 

Nil

 Structure, Governance and Management 

Description of the charity’s trusts 

Type of governing document

 

Charity Commission manual for PCCs.

Policy emanating from the Diocese of Bath and Wells.

How the charity is constituted

 

Churchwardens and PCC, supported by Treasurer, manage the affairs of the charity and of the estate.
Trustee selection methods

 

Elected by Annual Parishioners’ Meeting and APCM.

 Additional governance issues (optional information) 

You may choose to include additional information, 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
  • Trustees consideration of major risks and the system and procedures to manage them
The Parish of St Peter’s, Shepton Montague forms part of the Benefice of Bruton, an organisational structure linking several Anglican parishes surrounding Bruton. The overall structure for the Benefice of Bruton has in practice changed during 2015, although this has yet to be formalised in all aspects by the Diocese. This change does not affect the management nor governance of the Parish.

 Objectives and Activities

 Summary of the objectives of the charity set out in its governing document 

  • To encourage and facilitate observance of Christian values and patterns of worship in the village of Shepton Montague.
  • To contribute to the life of the village, giving support to those found to be in need.
  • To support the work of the Benefice of Bruton and of its Incumbent, insofar as it relates to this Parish.
  • To maintain the membership of the church, as listed in the church Electoral Roll.
  • To support the programme of activities promulgated by the Bruton and Cary Deanery.

 Summary of the main activities in relation to these objectives 

  • The maintenance of a pattern of church services in line with Christian and Anglican traditions and practice.
  • Maintenance of the estate, comprising St Peter’s Church and adjacent churchyard.
  • Fund-raising activities including Plant Sale on 23 May, Fete on 29 August, and Harvest Supper on 27 September 2015.
  • The church Electoral Roll has been maintained in accordance with the requirements laid down by statute and by the Diocese of Bath and Wells. The Roll for 2015 listed 55 individuals. Most new residents of the Parish have been contacted by PCC members.

 Additional details of objectives and activities (optional information)

You may choose to include further statements, where relevant, about:

  • Policy on grant-making
  • Policy programme-related investment
  • Contributions made by volunteers
Volunteers from thirteen households throughout the Parish assist in the organisation of church services and of fund-raising activities throughout the year. Many of those assisting in this way are not regular church-goers, but regard the church as an essential part of rural life and are willing to invest effort in supporting it.

Achievements and Performance 

Summary of the main achievements of the charity during the year 

See Churchwardens’ Report, attached to the original Report (available at the AGM).

 Financial Review

 Brief statement of the charity’s policy on reserves

 

The PCC considers the need for and the extent of reserves annually, as agenda items on routine PCC meetings.

 

Details of any funds materially in deficit

 

Nil

 

Further financial review details (optional information)

 

You may choose to include additional information, where relevant, about:

  • The charity’s principal sources of funds (including any fundraising)
  • How expenditure has supported the key objectives of the charity
  • Investment policy and objectives including any ethical investment policy adopted
  • Main fund-raising activities have been the Plant Sale (23 May), the Fete (29 August) and the Harvest Supper (27 September).
  • The PCC uses its routine meetings to decide on expenditure in support of the objectives, and to review and amend investment decisions where necessary.

Other optional information 

Nil

Declaration

The trustees declare that they have approved the trustees’ report above

Signed on behalf of the charity’s trustees 

Signature(s) (original signed)
Full name(s) Michael Forster Bowman
Position(s) Secretary of St Peter’s PCC
Date 10 March 2016

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