**Charity Registration No. 1052835**
## **ST JOHN'S THE EVANGELIST ROMAN**
**CATHOLIC POLISH CHURCH PRESERVATION TRUST**
**TRUSTEES REPORT AND UNAUDITED ACCOUNTS**
**FOR THE YEAR ENDED 5 APRIL 2025**
## **ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST LEGAL AND ADMINISTRATIVE INFORMATION**
**Trustees** Mr J W Ledochowski (Chairman) Mrs M Lasocka (Treasurer) Mr J Adach (Secretary) Dr J Kolendo Mrs M A Rejman **Charity number** 1052835 **Principal address** St John's Hall Ravenna Road London SW15 6AW **Independent examiner** Kendall Wadley LLP Granta Lodge 71 Graham Road Malvern Worcestershire WR14 2JS **Investment Advisors** Charles Stanley & Co. Limited 55 Bishopgate London EC2N 3AS
**ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST CONTENTS**
||**Page**|
|---|---|
|Trustees report|1 - 2|
|Statement of Trustees responsibilities|3|
|Independent examiner's report|4|
|Receipts and payments account|5|
|Statement of assets and liabilities|6|
|Notes to the accounts|7 - 10|
**ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST TRUSTEES REPORT**
## _**FOR THE YEAR ENDED 5 APRIL 2025**_
The Trustees present their report and accounts for the year ended 5 April 2025.
The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the Trust's constitution, and comply with the aims of the Trust and applicable law.
## **Structure, governance and management**
The Trust is governed by a declaration of trust made on 19th January 1996 and registered with the Charity Commission on 13th February 1996. The objective of the Trust is to establish a charitable fund for the purpose of funding the repair and maintenance of the fabric of the church building and also for the purposes of providing a stipend for the priest for the time being officiating at the church.
The Trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.
The Trustees have compiled with their duty as required by the Charities Act 2011 to have due regard to the guidance issued by the Charity Commission concerning public benefit requirement.
The Trustees who served during the year were: Mr J W Ledochowski (Chairman) Mrs M Lasocka (Treasurer) Mr J Adach (Secretary) Dr J Kolendo Mrs M A Rejman
New Trustees are nominated at Annual Meetings and are eligible for re-election annually.
The Trustees have assessed the major risks to which the Trust is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.
## **Objectives and activities**
The Trust's objects are to establish a charitable fund for the purpose of funding the repair and maintenance of the fabric of the church building and for the purposes of providing a stipend for the priest for the time being officiating at the church if the parish does not itself have sufficient funds for these purposes.
## **Achievements and performance**
The investment portfolio of the Trust generated a total income of £33,615 (2024 £34,349), comprising UK and foreign dividends and distributions. Investments sold totalled £140,876 (2024 £88,113) including realised gains of £3,792 (2024 losses of £26,664). New investments totalled £118,981 (2024 £79,420).
## **Financial review**
Net income on investments, fees, roof repair works and governance in the year amounted to £29,936 (2024 Net expenditure £5,537) for the year ended 5 April 2025. At the balance sheet date the cash balance amounted to £45,377 (2024 £15,441).
When incorporating the investments held at cost of £918,131 (2024 £935,241) the net assets of the Trust amounted to £963,508 (2024 £950,682) as at 5 April 2025.
The above has been achieved with assistance of our Stockbrokers, Charles Stanley and Company Limited, who are to be thanked for their diligence in directing our investment portfolio.
The Trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining the free reserves at current levels, combined with the charity's annual review of the controls over key financial systems, will provide sufficient resources in the event of adverse conditions.
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## **ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST TRUSTEES REPORT (CONTINUED)**
## _**FOR THE YEAR ENDED 5 APRIL 2025**_
On behalf of the board of Trustees
**Mr J W Ledochowski (Chairman)** Trustee Dated: 21 November 2025
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## **ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST STATEMENT OF TRUSTEES RESPONSIBILITIES**
The Trustees are responsible for preparing the Trustees Report and the accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
The law applicable to charities in England and Wales requires the Trustees to prepare accounts for each financial year which give a true and fair view of the state of affairs of the Trust and of the incoming resources and application of resources of the Trust for that year.
In preparing these accounts, the Trustees are required to:
- select suitable accounting policies and then apply them consistently;
- observe the methods and principles in the Charities SORP;
- make judgements and estimates that are reasonable and prudent;
- state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the accounts; and
- prepare the accounts on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.
The Trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the Trust and enable them to ensure that the accounts comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
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**ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST INDEPENDENT EXAMINER'S REPORT**
## **TO THE TRUSTEES OF ST JOHN'S THE EVANGELIST ROMAN**
I report to the Trustees on my examination of the financial statements of St John's The Evangelist Roman Catholic Polish Church Preservation Trust (the charity) or the year ended 5 April 2024.
## **Respective responsibilities of Trustees and examiner**
As the charity's Trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). The charity's Trustees consider that an audit is not required for this year under section 144 of the 2011 Act and that an independent examination is needed.
I report in respect of my examination of the charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination. I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Basis of independent examiner's report**
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts to do accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
## **Sarah Morley BA (Hons) ACA**
Kendall Wadley LLP Granta Lodge 71 Graham Road Malvern Worcestershire WR14 2JS
Dated: 21 November 2025
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## **ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST RECEIPTS AND PAYMENTS ACCOUNT**
## _**FOR THE YEAR ENDED 5 APRIL 2025**_
|**Unrestricted**
**funds**
**£**
**Receipts**
Dividends
**26,009**
UK Property Income Distributions
**4,180**
Foreign Dividends
**3,426**
Sale of Investments
**140,876**
**Total receipts**
**174,491**
**Payments**
Purchase of Investments
**118,981**
Grants paid
**-**
Investment management fees
**8,008**
Repairs and maintenance
**16,485**
**Total charitable expenditure**
**24,493**
Governance costs
**1,082**
**Total payments**
**144,555**
**Net receipts / (expenditure)**
**29,936**
Cash fund balances at 6 April 2024
**15,441**
**Cash fund balances at 5 April 2025**
**45,377**|**Total**
**2025**
**£**
**26,009**
**4,180**
**3,426**
**140,876**
**174,491**
**118,981**
**-**
**8,008**
**16,485**
**143,474**
**1,082**
**144,555**
**29,936**
**15,441**
**45,377**|Total
2024
£
26,668
3,820
3,861
88,113
122,462
79,420
39,996
7,778
-
47,774
805
127,999
(5,537)
20,978
15,441|
|---|---|---|
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## **ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST STATEMENT OF ASSETS AND LIABILITIES**
## _**AS AT 5 APRIL 2025**_
|**Notes**
**Cash at bank**
Accrued Income
Balance at Charles Stanley
Cash at bank and in hand
**Creditors: amounts falling due within**
**one year**
**3**
**Total cash at bank**
**Income funds**
Unrestricted funds
**Investment Assets at Cost**
Investment Assets at Cost
**4**
**Net assets**|**2025**
**£**
**412**
**32,844**
**13,021**
**46,277**
**(900)**|**£**
**45,377**
**45,377**
**45,377**
**918,131**
**963,508**|2024
£
574
5,181
10,406
16,161
(720)|£
15,441|
|---|---|---|---|---|
|||||15,441|
|||||15,441|
|||||**935,241**|
|||||**950,682**|
The accounts were approved by the Trustees on 21 November 2025
Mr J W Ledochowski (Chairman)
**Trustee**
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## **ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST NOTES TO THE ACCOUNTS**
## _**FOR THE YEAR ENDED 5 APRIL 2025**_
## **1 Accounting policies**
## **1.1 Basis of preparation**
The accounts have been prepared on the receipts and payments basis in accordance with the Charity Commission guide (CC16).
## **1.2 Trustees' Remuneration and Expenses**
No remuneration or expenses were paid or payable for the year to any trustee or any person or persons known to be connected with any of them.
## **1.3 Related Party Transactions**
There were no related party transactions during the year.
## **2 Employees**
There were no employees during the year.
|**3**|**Creditors: amounts falling due within one year**|**2025**|2024|
|---|---|---|---|
|||**£**|£|
||Accruals|**900**|720|
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**ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST NOTES TO THE ACCOUNTS (CONTINUED)**
## _**FOR THE YEAR ENDED 5 APRIL 2025**_
## **4 Schedule of investments**
|**UK Equities**
Bloomsbury Publishing
Britvic
Carr
Croda International
CT Automotive
Discoverie Group plc
Electrocomponents
Fisher (James) & Son
Genuit Group PLC
Glaxo
Hill & Smith
HSBC US
Hunting Ord
Legal & General Group
Lords Group Trading plc
Macfarlane Group
Marstons
Natwest
Pets at Home
Premier Foods Ord
Prudential
Reckitt Benckiser Group Plc
Ricardo
Rio Tinto
Smiths
Speedy Hire
Smith and Nephew
Stellard Group
Strix Group
Synthomer Plc
TT Electronics
Unilever
Volution
Wilmington Plc
3i Group
**Europe (excluding UK)**
**Equities**
Linde plc
Roche Holdings
Siemens (REGD)|**2025**
**£**
5,282
-
11,122
21,715
15,175
5,930
3,976
-
8,338
14,704
3,383
15,288
14,485
9,793
16,403
11,190
9,969
9,330
13,511
12,558
11,372
13,705
11,965
11,631
-
13,465
15,583
14,745
15,538
-
19,736
15,933
6,723
13,864
1,386
367,799
11,444
19,418
7,608
38,471|2024
£
5,282
8,752
11,122
21,715
15,175
5,930
3,976
12,140
8,338
14,704
3,383
15,288
-
9,793
11,431
11,190
9,969
12,513
13,511
-
11,372
-
11,965
11,631
18,687
13,465
15,583
14,745
15,538
15,153
19,736
15,933
6,723
13,864
1,764
380,374
11,444
19,418
7,608
38,471|
|---|---|---|
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**ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST NOTES TO THE ACCOUNTS (CONTINUED)**
## _**FOR THE YEAR ENDED 5 APRIL 2025**_
|**4**
**Schedule of investments**
**North America Equities**
Alphabet Inc
Canadian General
Investments
General Electric US
Intel Corp com
Johnson & Johnson
**Global & Private Equities**
Scottish Mortgage
**UK Conventional Gilts**
BDS
**UK Government Bonds**
2.5% IND-LKD Gilt
**Corporate Bonds**
Bruntwood Investments
Lendinvest
Rathbone
**High Yield**
Wellington GBL
**Global/Strategic**
Legal & General
**Japan**
Nippon Active Value Fund
**Global Equities**
AVI Global
Schroder Unit Trusts
T Bailey Fund Services
**Property Investments**
Impact Healthcare REIT plc
Schroder Real Estate Trust
Supermarket Income|12,777
9,683
-
10,167
5,627
38,254
4,171
4,171
24,593
24,593
-
-
-
29,525
25,877
55,402
15,000
15,000
36,788
36,788
14,980
14,980
14,345
20,000
28,339
62,683
-
22,079
31,653|**(Continued)**
12,777
9,683
-
10,167
5,627
38,254
4,171
4,171
24,593
24,593
24,040
24,040
21,887
29,525
25,877
77,289
15,000
15,000
36,788
36,788
14,980
14,980
14,345
20,000
28,339
62,683
9,983
22,079
25,466|
|---|---|---|
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**ST JOHN'S THE EVANGELIST ROMAN CATHOLIC POLISH CHURCH PRESERVATION TRUST NOTES TO THE ACCOUNTS (CONTINUED)**
## _**FOR THE YEAR ENDED 5 APRIL 2025**_
|**4**
**Schedule of investments**
Argent Healthcare Reit Plc
Ord
Urban Logistics Reit Plc Ord
Workspace
**Alternatives - Hedge**
**Funds/Absolute Returns**
J P Morgan
RIT Capital Partners
Premier Portfolio Managers
**Private Equity**
Hipgnosis Songs Fund Ltd
Oakley Capital Investments
Ltd
**Infrastructure & Renewable**
**Energy**
Atrato Onsite Energy plc
HICL Infrastructure|21,805
22,504
24,541
27,671
27,299
29,419
14,664
16,607
-
21,746|122,582
84,389
31,272
21,746
918,131|**(Continued)**
-
-
14,356
71,884
27,466
14,719
28,632
70,817
14,664
16,607
31,272
22,880
21,746
44,626
935,242|**(Continued)**
-
-
14,356
71,884
27,466
14,719
28,632
70,817
14,664
16,607
31,272
22,880
21,746
44,626
935,242|
|---|---|---|---|---|
|||||935,242|
The market value of investments at 5th April 2025 was £957,550 (2023: £984,241).
The above Investments were managed by Charles Stanley and Company Limited, a member of the London Stock Exchange.
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