THE UNITED REFORMED CHURCH (EASTERN PROVINCE) TRUST

Charity Number: 248796
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity acts both as a Property Holding Trustee for church property and investments of churches within the Synod and holds the financial information of the Synod's activities.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£2,358,782

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Donations and legacies £5.00k
Charitable activities £222.06k
Other trading activities £0
Investments £387.00k
Other £1.74m

Total expenditure:
£1,241,847

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Raising funds £306.38k
Charitable activities £935.47k
Other £0

-£13,076 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £306.38k
Charitable expenditure £935.47k
Retained for future use £1.12m

People

11 Employee(s)

9 Trustee(s)

18 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Accommodation/housing
  • Religious Activities
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Cambridgeshire
  • Essex
  • Hertfordshire
  • Norfolk
  • Suffolk

Governance

Registration history:
  • 25 July 1966: Standard registration
  • 19 September 1995: Removed
Organisation type:
Charitable company
Other names:
  • THE ESSEX INCORPORATED CONGREGATIONAL UNION (Previous name)
Company number:
00101685 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
IAN REID MILLER Trustee 09 March 2024
THE ISABEL ADAMS CHARITY FOR POOR AND DESERVING PEOPLE AND OTHER PURPOSES
Received: On time
Rev Dr Rickey Lynn Mearkle Trustee 09 March 2024
THE ISABEL ADAMS CHARITY FOR POOR AND DESERVING PEOPLE AND OTHER PURPOSES
Received: On time
Rev Lythan Nevard Trustee 21 November 2023
THE ISABEL ADAMS CHARITY FOR POOR AND DESERVING PEOPLE AND OTHER PURPOSES
Received: On time
David John Bird Trustee 02 March 2023
THE ISABEL ADAMS CHARITY FOR POOR AND DESERVING PEOPLE AND OTHER PURPOSES
Received: On time
Colchester City Mission Trust
Received: On time
REVEREND DR. Janet Elizabeth Tollington Trustee 26 January 2018
THE ISABEL ADAMS CHARITY FOR POOR AND DESERVING PEOPLE AND OTHER PURPOSES
Received: On time
ALLIANCE HOUSE FOUNDATION
Received: On time
INSTITUTE OF ALCOHOL STUDIES
Received: On time
GILBERT HEATHCOTE FCA Trustee 01 January 2017
CHARITY IN ACTION
Received: On time
KELVEDON AND FEERING SCOUT GROUP
Received: On time
THE ISABEL ADAMS CHARITY FOR POOR AND DESERVING PEOPLE AND OTHER PURPOSES
Received: On time
Clifford Patten Trustee 30 January 2015
THE ISABEL ADAMS CHARITY FOR POOR AND DESERVING PEOPLE AND OTHER PURPOSES
Received: On time
Andrew East Trustee 07 February 2014
None on record
REV PROF DAVID MICHAEL THOMPSON MA PHD BD Trustee
THE UNITED REFORMED CHURCH HISTORY SOCIETY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.68m £2.22m £805.54k £1.26m £2.36m
Total expenditure £889.87k £762.84k £4.95m £1.63m £1.24m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £138.45k £134.00k £112.58k £5.75k £5.00k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £899.20k £1.58m £233.85k £240.77k £222.06k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £549.47k £481.42k £392.85k £359.05k £387.00k
Income - Other £91.34k £26.00k £66.25k £652.14k £1.74m
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £731.86k £658.70k £4.77m £1.48m £935.47k
Expenditure - Raising funds £158.01k £104.14k £184.35k £157.66k £306.38k
Expenditure - Governance £27.64k £12.77k £23.48k £39.62k £12.03k
Expenditure - Grants institution £383.82k £311.68k £746.13k £1.14m £539.17k
Expenditure - Investment management £1.85k £1.50k £1.47k £1.40k £123.11k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £8.25m £7.88m £7.78m £7.77m £9.13m
Long-term investments £11.28m £11.41m £13.64m £12.55m £12.83m
Other assets £2.55m £6.35m £3.54m £4.22m £3.10m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.67m £3.70m £2.12m £2.96m £797.18k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 09 October 2024 On Time
Accounts and TAR 31 December 2023 09 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 31 October 2022 On Time
Accounts and TAR 31 December 2021 31 October 2022 On Time Download Open in new window
Annual return 31 December 2020 22 September 2021 On Time
Accounts and TAR 31 December 2020 22 September 2021 On Time Download Open in new window
Annual return 31 December 2019 07 September 2020 On Time
Accounts and TAR 31 December 2019 07 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 22 FEBRUARY 1909 AS AMENDED BY SECTION 74 RESOLUTION MADE UNDER CHARITIES ACT 1993 AND AS AMENDED BY SPECIAL RESOLUTION 13 JUNE 2008

Charitable objects

THE CHARITY'S OBJECTS {"THE OBJECTS") ARE THE ADVANCEMENT OF THE CHRISTIAN RELIGION FOR THE BENEFIT OF THE PUBLIC IN ACCORDANCE WITH THE DOCTRINES, PRINCIPLES AND USAGES OF THE UNITED REFORMED CHURCH IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY SUPPORTING THE WORK OF THE EASTERN SYNOD OF THAT CHURCH.

Area of benefit

The area the charity can operate in, as set out in its governing document.

COUNTY OF ESSEX AND ELSEWHERE

Linked charities

Linked charities
Linked charity 248796-1 SECRETARIAL FUND
Governing document
LEGACY RECEIVED 1945 - SEE MINUTE OF 29TH JANUARY 1945.
Charitable objects
SUBSIDIARY REMOVED UNDER SECTION 74 CHARITIES ACT 1993 INCOME TO ASSIST IN PAYMENT OF THE MINISTER/SECRETARY OF THE UNION
Area of benefit
ESSEX AND ELSEWHERE
Registration history
  • 25 July 1966 : Standard registration
  • 19 September 1995 : Removed

Contact information

Address:
UNITED REFORMED CHURCH EASTERN SYNOD
36 DUXFORD ROAD
WHITTLESFORD
CAMBRIDGE
CB22 4ND
Phone:
01223830770
Email:
finance@urceastern.org.uk
Website:

urceastern.org.uk