THE BAPTIST UNION OF WALES

Charity number: 1201058
Charity reporting is up to date (113 days late)

Charity overview

Activities - how the charity spends its money

Relgious activities support to Baptist Chapels

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£3,807,837

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Donations and legacies £3.74m
Charitable activities £9.02k
Other trading activities £0
Investments £59.42k
Other £2.78k

Total expenditure:
£187,360

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Raising funds £0
Charitable activities £187.36k
Other £0

£110,665 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £0
Charitable expenditure £187.36k
Retained for future use £3.62m

People

11 Employee(s)

9 Trustee(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 being a trustee.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Religious Activities
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 17 November 2022: CIO registration
  • 09 April 2025: Funds received from 1154855 THE BAPTIST UNION OF WALES
Organisation type:
CIO
Other names:
  • BUW (Working name)
Gift aid:
No information available
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
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
WILLIAM DAVIES Chair 31 July 2023
THE WELSH BAPTIST UNION CORPORATION LIMITED
Received: On time
CYMDEITHAS EISTEDDFODAU CYMRU
Received: On time
TABERNACL, EGLWYS Y BEDYDDWYR
Received: On time
Rev Susan Phillips Trustee 03 April 2025
None on record
Rev Mervyn John Rigg Trustee 01 October 2023
None on record
Delyth Eirlys Williams Trustee 31 July 2023
None on record
Parch STEVEN WALLIS Trustee 31 July 2023
None on record
Ann Bowen Morgan Trustee 31 July 2023
CYLCH MEITHRIN PONT PEDR
Recently registered
Parch Emlyn Dole Trustee 31 July 2023
None on record
GLYNDWR SAMUEL PRIDEAUX Trustee 31 July 2023
THE WELSH BAPTIST UNION CORPORATION LIMITED
Received: On time
Rev Judith Anne Morris Trustee
CYTUN:EGLWYSI YNGHYD YNG NGHYMRU / CHURCHES TOGETHER IN WALES LIMITED
Received: On time
CYNGOR YSGOLION SUL AC ADDYSG GRISTNOGOL CYMRU
Received: On time
THE WELSH BAPTIST UNION CORPORATION LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2023
Total gross income £3.81m
Total expenditure £187.36k
Income from government contracts N/A
Income from government grants N/A
Income - Donations and legacies £3.74m
Income - Other trading activities £0
Income - Charitable activities £9.02k
Income - Endowments £0
Income - Investment £59.42k
Income - Other £2.78k
Income - Legacies £0
Expenditure - Charitable activities £187.36k
Expenditure - Raising funds £0
Expenditure - Governance £31.32k
Expenditure - Grants institution £25.48k
Expenditure - Investment management £0
Expenditure - Other £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 31/12/2023
Own use assets £1.00k
Long-term investments £3.51m
Other assets £262.30k
Defined benefit pension scheme asset or liability £0
Total liabilities £38.57k

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 21 February 2025 113 days late
Accounts and TAR 31 December 2023 21 February 2025 113 days late
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.

CIO - ASSOCIATION Registered 17 Nov 2022

Charitable objects

THE OBJECT OF THE UNION IS, FOR THE PUBLIC BENEFIT, THE ADVANCEMENT OF THE CHRISTIAN FAITH AND ITS PRACTICE, ESPECIALLY BY THE MEANS OF AND IN ACCORDANCE WITH THE PRINCIPLES OF THE BAPTIST DENOMINATION IN PARTICULAR, BUT NOT EXCLUSIVELY, THROUGH ANY OR ALL OF THE FOLLOWING MEANS: 5.1 TO PROPAGATE THE KNOWLEDGE OF THE DOCTRINE AND PRACTICE OF THE NEW TESTAMENT. 5.2. TO CULTIVATE AMONGST ITS OWN MEMBERS RESPECT LOVE AND CO-OPERATION FOR AND WITH ONE ANOTHER, AND TO ALL WHO LOVE THE LORD JESUS CHRIST, WHILST RESPECTING THE INDEPENDENCE OF EVERY CHURCH IN MATTERS PERTAINING TO ITS OWN GOVERNMENT AND DISCIPLINE; 5.3. TO SUPPORT CHURCHES IN MISSION AND MINISTRY, INCLUDING THE FORMATION OF CHURCHES, CHRISTIAN COMMUNITIES AND ALL AGE MINISTRIES AND BY SUCH OTHER METHODS AS THE COUNCILS OR JOINT COUNCIL SHALL DETERMINE. 5.4. TO AFFORD OPPORTUNITIES FOR CONFERENCE AND FOR UNITED ACTION ON QUESTIONS AFFECTING THE WELFARE OF THE CHURCHES, THE SUPPORT OF THE MINISTRY AND THE EXTENSION OF THE CHRISTIAN FAITH, BOTH AT HOME AND ABROAD; 5.5. TO PROMOTE GOOD RELATIONS BETWEEN BAPTISTS IN THIS AND OTHER COUNTRIES; 5.6. TO SAFEGUARD THE PROPERTIES AND INTERESTS OF THE UNION AND ITS CHURCHES, AND TO CONSIDER THE MOST APPROPRIATE MEANS TO NURTURE THESE RESOURCES FOR THE GOOD OF THE UNION, THE CHURCHES AND THE KINGDOM OF CHRIST; 5.7. TO OBTAIN AND DISSEMINATE ACCURATE INFORMATION RESPECTING THE ORGANISATIONS, LABOURS AND SUFFERINGS OF BAPTISTS THROUGHOUT THE WORLD; AND 5.8 TO CONFER AND CO-OPERATE WITH OTHER CHRISTIAN COMMUNITIES AS OCCASION MAY REQUIRE.

Contact information

Address:
Undeb Bedyddwyr Cymru
Parc Dewi Sant
Heol Ffynnon Job
Caerfyrddin
SA31 3HB
Phone:
03452221514
Email:
post@ubc.cymru
Website:

https://buw.wales/ Open in new window