## **Trustees' Annual Report for the period** Period start date Period end date **1 January 2023 31 December 2023 From To** ## Section A Reference and administration details **Charity name** St Mary’s Steeple Ashton Preservation Trust **Other names charity is known by** **Registered charity number (if any)[1088639 ]** ~~|~~ **Charity's principal address** 16 Great Hinton Trowbridge Wiltshire **Postcode** **BA14 6BU** ## **Names of the charity trustees who manage the charity** |~~ee~~|~~es~~|~~es~~|| |---|---|---|---| |**Trustee name**
~~ee~~
~~ee~~|**Office (if any)**
~~es~~
~~ee ee~~|**Dates acted if not for whole**
**year**
~~es~~
~~ee~~|**Name of person (or body) entitled**
**to appoint trustee(if any)**
~~ee~~| |Lord Euan Geddes
~~ee~~
~~ee~~
~~es~~|Chairman
~~es ~~
~~ee ee~~
~~rs~~|~~es~~
~~ee~~|St Mary’s Preservation Trust
AGM
~~ee~~| |2 Nigel Brown
~~ee~~
~~es~~
~~es~~|Secretary
~~ee ee~~
~~rs~~
~~ee~~|~~ee~~
~~GR~~|~~ee~~| |3 Allan Edwards
~~es~~
~~es~~
~~ee~~|Treasurer
~~rs~~
~~ee~~
~~ee~~|~~GR~~|| |Helen Montague-
Smith
~~es ~~
~~ee~~
~~es~~|~~ee~~
~~ee~~|~~GR~~|| |5 Peter Lowery
~~ee~~
~~es~~
~~es~~|~~ee~~
~~es~~|~~Gn~~|| |6 Ron Plum
~~es~~
~~es~~
~~es~~|~~es~~|~~Gn~~|| |7 GerryOughton
~~es~~
~~es~~
~~es~~|~~es~~
~~es~~|~~Gn~~|| |8 Kathryn Sewell
~~es~~
~~es~~
~~es~~|~~es~~
~~nn~~|Resigned 31 March 2023
~~I~~|ned 31 March 2023| |9 Graham Dalby
~~es~~
~~es~~
~~es~~|~~es~~
~~nn~~
~~es~~|Resigned 31 March 2023
~~I~~
~~Gn~~|ned 31 March 2023| |10 Gill Aldridge
~~es~~
~~es~~
~~es~~|~~nn~~
~~es~~|App’ted 31 March 2023
~~I~~
~~Gn~~|| |11 Linda Hollister
~~es~~
~~es~~
~~es~~|~~es~~|App’ted 31 March 2023
~~Gn~~|| |12 Kate Perrin
~~es~~
~~es~~
~~es~~|~~ee~~|App’ted 31 March 2023
~~Gs~~|~~Gs~~| |13
~~es~~
~~es~~
~~es~~|~~ee~~
~~I~~|~~Gs~~
~~I~~|~~Gs~~| |14
~~es ~~
~~es~~
~~es~~|~~ee~~
~~I~~
~~ee~~|~~Gs~~
~~I~~
~~GO~~|~~Gs~~| |15
~~es~~
~~es~~
~~es~~|~~I~~
~~ee~~
~~I~~|~~I~~
~~GO~~
~~I~~|| |16
~~es ~~
~~es~~
~~es~~|~~ee~~
~~I~~
~~ee~~|~~GO~~
~~I~~
~~GO~~|| |17
~~es~~
~~es~~
~~es~~|~~I~~
~~ee~~
~~I~~|~~I~~
~~GO~~
~~I~~|| |18
~~es ~~
~~es~~
~~es~~|~~ee~~
~~I~~
~~ee~~|~~GO~~
~~I~~
~~GO~~|| |19
~~es~~
~~es~~
~~es~~|~~I~~
~~ee~~
~~nn~~|~~I~~
~~GO~~
~~nn~~|| |20
~~es ~~
~~es~~|~~ee~~
~~nn~~|~~GO~~
~~nn~~|| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ||**Name**|**Dates acted if not for wholeyear**| |---|---|---| ||Not applicable|| **TAR** March **2012** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address Not applicable** ## **Name of chief executive or names of senior staff members (Optional information)** Not applicable ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document - (eg. trust deed, constitution) - How the charity is constituted Trust deed Trust - (eg. trust, association, company) Trustee selection methods From volunteers elected by the Trust AGM - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; The Trust’s purpose is the provision of grants to the Parochial Church Council (PCC) of St Mary’s Steeple Ashton for the maintenance and upkeep of the church and its fixtures. The PCC organises and supervises works. The Trust issues letters of Intent if the trustees agree to support a project and transfers grants on completion or on completion of stages of the work. It raises money through donations, through minor events such as dinners or concerts, through an Open Gardens day in Steeple Ashton every alternate year and through bequests. The Trust maintains a risk register and sets out the methods by which risk is to be managed or avoided. - trustees’ consideration of major risks and the system and procedures to manage them. **TAR** March **2012** 2 |**Section C Objectives and activities**|**Section C Objectives and activities**| |---|---| |**Summary of the objects of the**
**charity set out in its**
**governing document**
**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|| ||“The aim of the Trust is to support the maintenance of St Mary’s Church
for all generations to come.”| ||The Preservation Trust supports the Steeple Ashton PCC in the
maintenance of a Grade 1 Listed Building to the benefit of:
The congregation and any individual who wishes to attend
services or events.
The village of Steeple Ashton which has a major highly visible
Listed Building in its midst.
Tourists who visit the Listed Building which is routinely open every
day.
The trustees have regard to the guidance issued by the Charity
Commissioners on public benefit.| ## **Additional details of objectives and activities (Optional information)** **TAR** March **2012** 3 The board of trustees and all those who organise and manage events and fundraising are volunteers. There are no paid employees. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **TAR** March **2012** 4 ## Section D Achievements and erformance p **Summary of the main achievements of the charity during the year** The Trust raised £106,000 during the year mainly through a large bequest. There was no Steeple Ashton Open Gardens event in the year. It takes place every other year and is a main fund raising event. Grants to the Steeple Ashton PCC in year totalled only £3,444. The PCC suffered from the resignation of many of its officials, members and volunteers in this and the previous year and through the absence of the vicar through sickness. Maintenance works were carried out by the PCC which were due to be supported by the Trust but the PCC was unable to produce invoices to the Trust. The backlog is expected to unwind in 2024. The trust expects to pay the PCC the following estimated sums in 2024 among other commitments: Restoration of stonework, work completed. £17,000 Restoration of organ pipes, work completed. £40,000 The PCC Quinquennial Review identified the replacement of the lead roofing to part of the Nave as an urgent task with a cost bracket of £50,000 to £250,000. The PCC is carrying out studies to define the work and narrow the cost bracket. The Trust has not yet made any commitment to the PCC. **TAR** March **2012** 5 Section E Financlal revlew A poly ￿ r•8oN•s Is dtscuss Brlef stsi•m•nl ol th• charity's pollcy on Tes•Th•1 Oetatls ol any fund• mai•rlalty In dellcit No lunds d8fic Further finanel•l r•vlw* d•tslls IOpllon*l Inf0m￿nI Yf)u rnay Choo￿ io Inclwl a(Jdilional InI￿rna￿. whor• rglevant pt>oul. the Lharrty s piinap sources ol lun¢Js IMKbJd* any lundrai￿ry1. how expendiluie has supp￿18￿ Ihe kay obJ8clwe8 ol Ihe chaiify Inv8StThnt IJY￿y and obieclives i￿liAd￿9 any ethic￿1 Invest￿￿1 px)IKy Section F Other o tional information Section G Declaration Tho tritsle95 der larp IliAt Ilii'y liAve i)iJiirove(I Ihp Iruglpes 1 i)r1 aliov Sl9n•d on b•hall ol th• charity'• Iw•t••• Full n•ffl•l•l NKJ PO•ll￿n l•q S•crnt•ry. Ch•ir. Seuelary etcl VOfSri ow Tie85uwei D• 30 October 2024 TAR 2012 TAR March 2012 ST MARYS TRUST. STEEPLE ASHTON Charity Number 1088639 For the Year ended 31 December 2023 IMW Office Services Limited 4 Br(ywnleaze Lane Wiltshire. ￿N10 SPA Telephone: 01380 728731 St IAa -ab at31.1 2022 11.822 10.017 Z414 101718 551 11.1 105.919 13.997 153 {1 {1 (1 r22.503) rJ,444) 14193 CTrJ ftxward 31.12.rJ T11 169.156 118 15,887 Cash Fk>at. B T11&5 169,156 Cash Fh)at- Bar 241 Stma 's T￿￿t Summa diture Account- as at 31.12.23 Auditov 5 Statement I have audited the accounts of St.Mary's Trust for the year ended supplied by the officers of the Trust IMW Office Services Limited 9" February 2024 ST MARYS TRUST. STEEPLE ASHTON Charity Number 1088639 For the Year ended 31 December 2023 IMW Office Services Limited 4 Br(ywnleaze Lane Wiltshire. ￿N10 SPA Telephone: 01380 728731 St IAa -ab at31.1 2022 11.822 10.017 Z414 101718 551 11.1 105.919 13.997 153 {1 {1 (1 r22.503) rJ,444) 14193 CTrJ ftxward 31.12.rJ T11 169.156 118 15,887 Cash Fk>at. B T11&5 169,156 Cash Fh)at- Bar 241 Stma 's T￿￿t Summa diture Account- as at 31.12.23 Auditov 5 Statement I have audited the accounts of St.Mary's Trust for the year ended supplied by the officers of the Trust IMW Office Services Limited 9" February 2024