Islwyn Ministry Area

Charity number: 1135366
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity's activities are The Promotion of Religion (Christianity) THE PROVISION OF 11 CHURCHES FOR PRAYER AND WORSHIP. PROVIDING REGILAR SERVICES OF PUBLIC WORSHIP. TEACHING CHRISTIANITY THROUGH SERMONS, SCHOOLS, BREAVED OR ANYONE IN DIFFICULTY. SUPPORTING OTHER CHARITIES IN THE UK AND OVERSEAS. PROVIDING ACTIVITIES FOR VARIOUS GROUPS TO PROMOTE THE MISSION OF THE CHURCH

Income and expenditure

Data for financial year ending 31 December 2024

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.

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Religious Activities
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Caerphilly

Governance

Registration history:
  • 07 April 2010: Previously excepted registration
Organisation type:
Previously excepted
Other names:
  • BENEFICE OF UPPER ISLWYN (Working name)
  • BENEFICE OF UPPER ISLWYN (Previous name)
  • MYNYDDISLWYN BENEFICE CHURCH COUNCIL (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • 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 does not own and/or lease 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

27 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Canon Mark Owen Chair 01 January 2015
THE CATHEDRAL CHURCH OF ST WOOLOS, NEWPORT
Received: On time
Elizabeth Tomlin Trustee 08 April 2025
ISLWYN MINISTRY AREA CIO
Recently registered
Shirley Jones Trustee 08 April 2025
ISLWYN MINISTRY AREA CIO
Recently registered
Elizabeth Jackson Trustee 08 April 2025
ISLWYN MINISTRY AREA CIO
Recently registered
Anthony Williams-Price Trustee 08 April 2025
ISLWYN MINISTRY AREA CIO
Recently registered
Dorothy Smart Trustee 08 April 2025
ISLWYN MINISTRY AREA CIO
Recently registered
Ceri Elizabeth Hughes Trustee 08 April 2025
None on record
Christine Campbell Trustee 17 November 2023
None on record
Rhys Hankins Trustee 07 June 2023
ISLWYN MINISTRY AREA CIO
Recently registered
Phillip Evans Trustee 05 June 2023
None on record
Marina Thorpe Trustee 23 May 2023
None on record
Sandra Ward Trustee 23 May 2023
ISLWYN MINISTRY AREA CIO
Recently registered
Janet Jones Trustee 23 May 2023
ISLWYN MINISTRY AREA CIO
Recently registered
Rev Andrew Nelmes Trustee 23 May 2023
None on record
Rev Ruth Rowan Trustee 23 May 2023
None on record
Mandy Tyler Trustee 23 May 2023
ISLWYN MINISTRY AREA CIO
Recently registered
Father Nicholas Gill Trustee 23 May 2022
ISLWYN MINISTRY AREA CIO
Recently registered
ANGLICAN ESSENTIALS WALES
Received: On time
Rev Heulwen Rees Trustee 04 May 2022
None on record
Joan Jelly Trustee 27 April 2022
None on record
Ruth Lawler-Davies Trustee 27 April 2022
None on record
nigel kaszubowski Trustee 27 April 2022
ISLWYN MINISTRY AREA CIO
Recently registered
ANGELA Perkins Trustee 27 April 2022
ISLWYN MINISTRY AREA CIO
Recently registered
Susan Gladwyn Trustee 01 January 2017
ISLWYN MINISTRY AREA CIO
Recently registered
Ray Bevan Trustee 01 January 2017
None on record
MARIAN JOYCE DEW Trustee
None on record
PAMELA MATTHEWS Trustee
ISLWYN MINISTRY AREA CIO
Recently registered
MARIAN CURTIS Trustee
NO 15 INNER WHEEL DISTRICT COMMMITTEE BENEVOLENT FUND
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £274.94k £273.22k £531.61k £1.40m £812.95k
Total expenditure £231.13k £291.71k £427.52k £505.78k £865.63k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £27.22k £4.31k
Income - Donations and legacies N/A N/A £441.24k £1.25m £588.24k
Income - Other trading activities N/A N/A £52.05k £45.61k £67.84k
Income - Charitable activities N/A N/A £23.43k £25.58k £21.59k
Income - Endowments N/A N/A £0 £0 £0
Income - Investment N/A N/A £2.53k £6.27k £16.05k
Income - Other N/A N/A £12.37k £68.82k £119.24k
Income - Legacies N/A N/A £140.06k £871.24k £103.39k
Expenditure - Charitable activities N/A N/A £420.14k £492.36k £851.68k
Expenditure - Raising funds N/A N/A £1.15k £1.21k £1.35k
Expenditure - Governance N/A N/A £912 £900 £990
Expenditure - Grants institution N/A N/A £0 £0 £0
Expenditure - Investment management N/A N/A £0 £0 £0
Expenditure - Other N/A N/A £6.24k £12.21k £12.60k

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 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Own use assets N/A N/A £0 £23.88k £453.39k
Long-term investments N/A N/A £1.01m £1.02m £1.15m
Other assets N/A N/A £696.64k £1.56m £1.09m
Defined benefit pension scheme asset or liability N/A N/A £0 £0 £0
Total liabilities N/A N/A £0 £87 £237

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 2024 05 June 2025 On time
Accounts and TAR 31 December 2024 05 June 2025 On time Download Open in new window
Annual return 31 December 2023 07 August 2024 On time
Accounts and TAR 31 December 2023 07 August 2024 On time Download Open in new window
Annual return 31 December 2022 29 October 2023 On time
Accounts and TAR 31 December 2022 29 October 2023 On time Download Open in new window
Annual return 31 December 2021 29 September 2022 On time
Accounts and TAR 31 December 2021 29 September 2022 On time Download Open in new window
Annual return 31 December 2020 12 June 2021 On time
Accounts and TAR 31 December 2020 12 June 2021 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
14 Park View Bungalows
Penmaen
BLACKWOOD
Gwent
NP12 0DE
Phone:
01495223064
Website:

No information available