THE ST JAMES GREAT PACKINGTON TRUST
(Charity Number 1023156)
ACCOUNTS
FOR THE YEAR ENDED
31ST MARCH 2024

THE ST JAMES GREAT PACKINGTON TRUST
CONTENTS
Page
Independent Examiner's Report ta the Trustees
Legal and Administrative Informalion
Annual Report
4t05
statement of Financial Activities
Balance Sheet
Notes to the Acounts
8t010
Pag8 No,

THE ST JAMES GREAT PACKINGTON TRUST
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
I report to the charlty trustees on my examination of the accounts of the charity for the year endod 31st March
2024, which are set out on pages 6 to 10.
Responsibilities and basis of report
As the charity's trustees you are responsible for the prepar8tion of the accounts In accordance with the
requirements of the Charities Act 20111'the Act'l.
I report in respect of my examination of the charity's accounts carried out under section 145 of the Act and in
carrying out my examination I have followed als the applicabl8 Diractions given by the Charity Cornmission
under section 145(51{b) of the Act.
Independent examlner's statement
I have completed my examination. I confirm that no matell'al matters have come to my attention in Gonnection
with the examination giving me cause to believe that in any material respect.
accounting records were not kept in respect of the charity as required by section 130 of the Act,, or
the accounts do not accord with thase records., or
the accounts do not comply wth the applicable requirements conceming the form and content of
accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any
requirement that the accounts give a 'true and fair vi8w' which is nol a matter considered as part of
an independent examination,
I hav8 no concerns and have come across no other matters in connection Mrith the exarnination to which
attention should be drawn in this report in order to enable a proper understanding of the accounts to be
reached.
Gregg Olner-14arrison Beale & Owen
Date
*liilkni*
Highdown Hous8, 11 Highdown Road, Leamington Spa, CV31 IXT
Page Na. 2

THE ST JAMES GREAT PACKINGTON TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
FOR THE YEAR TO 31 MARCH 2024
status:
The St James Great Packington Trust is registered with the Charity
Commission (Number 1023156)
The trust is governed by a deed dated 1 Jurie 1993.
Trustees:
Lord and Lady Aylesford
Mr Nicholas Barlow
Principal Addres:
Packington Hall
Packington Park
Meriden
Warwickshire
CV7 7HF
Princlpal Adv5sors:
Bankers
Llayds Bank PSC
New Street
Bimiingham
B2 4QZ
Solicitors
Shakesp8are Martineau
1 Colmore Square
Birmingham
B4 6AA
Page No. 3

THE ST JAMES GREAT PACKINGTON TRUST
ANNUAL REPORT
FOR THE YEAR TO 31 MARCH 2024
St James Church is owned by The James Great Packington Trust following a conveyance dated 14 November
1994, from the Church CommissionetB. The Conveyance of the Church arose from a Pastoral Scheme dated 1
March 1994 made under The Pastoral Measure 1983.
Charlty's Objects
The object of the Trust is to hold the capital and income of the Trust Fund upon trust to apply the income and
all or such parts or parts of the capital at such times in such manner as the Trustees may in their absolute
discretion think fit or towards:
the preservation, repair and improvement of St James, Church for the benefit of the general public.
the advancement of religion through the letting of the property to the friends of St James Great
Packington who are responsible for the maintenanc8 of the Church of England services 8nd
meetings in the Church., and
the promotion of the arts and education through the holding of public concerts, lectures and
tmeetings in the Ch urch.
Public Benefit
The trustees have read and applied the guidance from the Charities Commission relating to public benefit, and
is inherent in the objects of the charity.
Activitles and Review of the Year
The Church is essentially a private chapel but can be used, under a Pastoral Scheme, for cultural purposes
(not specifically defined and in addition to religious purposes) and remains in use de facto, as the Parish
Church for Great and Little Packington Parishes.
The uses to which the Church can be put are fairly limited, Currently, there are religious services, occasional
concerts and recitals, the latter designed to raise funds for the maintenance Df the Church fabric.
The net resources incoming for the year amounted to £nil, There are no restricted funds,
No new Trustees were appointed during the year. The existing Trustees are experienced in the affairs of the
Charity, 8nd will be given training as and when it is necessary.
Page No. 4

THE ST JAMES GREAT PACKINGTON TRUST
ANNUAL REPORT {CONTINUED)
FOR THE YEAR TO 31 MARCH 2024
Risk and Reserve Policy
The Trustees have established a policy of maintaining sufficient unrestricted funds in case of contingencies.
The Trustees have assessed Ihe major risks to ￿lch the Tnjst is exposed, in particular those related to the
operations and finances of the Trust arkd are satisfied that systems are in place to mitigate exposure to the
major risks.
Investment Policy
The Trustees investment powers are govemed by the Trust Deed, which pemiits the Trust's funds to be
invested in any security the Trustees see fit.
Future Plans
To continue to meet the Charitys objectives.
Trustees
The Trustees shown on page 3 have all served for the whole of the year.
For and on behalf of the Trustees
Lord Aylesford
DATE Oit. I t . Io L*
Page No. 5

THE ST JAMES GREAT PACKINGTON TRUST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR TO 31 MARCH 2024
In¢ome and Expenditure
Notes
Total Funds
2024
Total Funds
2023
Incoming Resources
Donetions
32,624,14
17,463.39
Other Income
4.530.50
1,840.00
Total Incoming Resources
37,154.64
19,303.39
Resources Expended
Direct Ch8ritable Expenditure
24,405.67
29,104.80
Total Resources Expended
24,405.67
29,104,80
R&sources incomingl
(Net expended resources for the year)
12,748.97
(9,801.41)
Unrgstricted funds at
1 April 2023
613.12
10,414.53
Unrastricted funds at
31 March 2024
13,362.09
613.12
Total recognised gains and losses
The Charity had no recognised gains or1088gS Other than the net incomingloutgoing resources for the above
finanGial year.
The notes on pagés 8 to 10 form part of these financial statements.
Page No. 6

THE ST JAMES GREAT PACKINGTON TRUST
BALANCE SHEET AS AT 31 MARCH 2024
Notes
2024
2023
Fixed Assets
Land & Buildings
1.00
1.00
Current Assets
Bank Current Account
13,064.81
1,925.43
Bank Deposit Account
23.18
23.18
Debtors
669.21
512.24
13,757.20
2,460.85
Less Current Liabilities
Creditors
396.11
1,848.73
Net Current Assets
13,361.09
612.12
Net Assets
13,362.09
613.12
Unrestricted Funds
13,362.09
613.12
Approved by the Board of Trustees on 4th December 2024 and signed on behalf of the Trustees.
Lord Aylesford
The notes on pages 8 to 10 form part of these financial statements.
Page No. 7

THE ST JAMES GREAT PACKINGTON TRUST
NOTES TO THE ACOUNTS
FOR THE YEAR ENDED 31 MARCH 2024
Accounting Policies
Basls of Accounting
The accounts are prepared on the historical cost basis of accounting, and are
prepared in accordance with the Statement of Recommended Practice, applicable
accounting standards and the Charities Act 2011,
bl
Donatlons
Donations are accounted for when received.
Resources Expended
Expenditure is accounted for on an accruals basis,
d)
Fixed Assets and Depreciation
Land and buildings are stated at valuation,
I'he buildings 8re m8inlain8d in a state of repair such thal their estimated residua5
value is not less than their r2rrying amount in accounts and ther@for& an annual
charge for depreciation would be nil.
Grants
Grants are received from English Heritage and are credited to the Statement of
Financial Activities during the period of account and provisions are made as
necessary,
Page No. 8

THE ST JAMES GREAT PACKINGTON TRUST
NOTES TO THE ACOUNTS {CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Direct Charitable Expenditure
2024
2023
Heal, Light, Cleaning, Gardening & Insurance
12,146,93
22,698.24
Propety and FabriG Mainlanance
6,916.81
3,087.56
Concert and Event costs
3,331.51
835.00
stationery
175.00
Donations
1,542.92
1,867.00
Organ Tuning and Maintenanc&
467.50
442.00
24,405.67
29,104,80
Flxed Ass&ts
2024
2023
Land 8nd Buildings
1.00
1.00
The land and buildings were valued on 2 July 1997 by Barlow Associat8s, Chartered Surveyors. The
low valuation of the property is due to the fact that. in their opinion, th8 propety is not saleable. The
Trustees are not aware of any material Changes since the last valuation.
Trustees. remuneration and expenses
Neither the Truslees, nor the persons connected with them received any r8muneration, other benefits
or reimbursements of 6xpenses from the Trust in either the current or prior year.
Voluntary Income . Donations
2024
2023
The Aylesford Family Gharilable Trust
30,500.00
15,000.00
Other
2,124.14
2,463.39
32,624.14
17,463.39
other Income
2024
2023
Concert and Evanl Income
4,430,50
1,740.00
Church Usage Fees
100.00
100.00
4,530.50
1,840.00
Pag8 No. g

THE ST JAMES GREAT PACKINGTON TRUST
NOTES TO THE ACOUNTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Controlling Party
The board cf Trustees is the controlling paty of the Charity,
Debtors
2024
2023
St James Great Packington Friends
Entry fees 2023120241202212023)
669.21
328.80
HMRC - VAT Refund
183.44
669.21
512.24
Credltors
2024
2023
Packington Estate Enterprises Limited
363.33
1.482.68
S Jennings (Cleaning)
270.00
E.ON (Electricity)
93.12
HMRC - VAT payment
32.78
2.93
396.11
1.848.73
Page No. 10