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2025-08-07-accounts

The Churchill Trust Trustees' Report

The trustees, who are directors for the purposes of company law, present the annual report together with the financial statements of the charitable company for the year ended 31 July 2025 which are also prepared to meet the requirements for a directors' report and accounts for Companies Act purposes.

A. C. B. Jenkinson N. J. W. Montgomery P. W. Reip

Structure, governance and management

Nature of governing document

The company is registered as a charitable company limited by guarantee. The company is constituted under a Trust deed and is registered as charity number 1158282.

Recruitment and appointment of trustees

The management of the charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Articles of Association.

Objectives and activities

The objects of the Charity are, for the public benefit:

A) To advance the education of the public in the history of armoured warfare and armoured vehicles, including without limitation, Churchill tanks, and of other military vehicles, aircraft and naval craft, in particular but without limitation by the public display and demonstration of such vehicles, vessels and other craft and the exhibition of related equipment, items and records.

B) To advance the education of the public in the history of the British motor industry, in particular but without limitation by the public display and demonstration of vehicles and machinery and the exhibition of related equipment, items and records.

C) To preserve for the public benefit armoured and other military vehicles, aircraft and naval craft and British motor vehicles together with related equipment, items and records of educative value by the acquisition, restoration and maintenance of the same for public display, demonstration or exhibition.

2

The Churchill Trust Trustees' Report (continued)

The main achievements and performance of the charity during the year.

Our Mark III tank continues to be used by the Tank Museum in its running fleet, appearing at Tankfest and Tiger Days. The Mark IV is on display inside the Museum in the markings of the North Irish Horse. Further restoration and maintenance work on the Mark III is shared between the Tank Museum and The Churchill Trust.

Our Mark VII, following the decision by the Tank Museum that it would not be feasible to complete the restoration, has been sold to a third party who aims to restore it in the UK and hopes to provide it to the Tank Museum for running and display purposes if possible.

Nigel Montgomery has agreed to write a book on the Churchill Tank for the Tank Museum with the proceeds being shared between the Museum and the Churchill Trust. Publication is due in 2027.

We have continued to provide assistance to the Tank Museum and others engaged in the restoration of Churchill and other tanks and armoured fighting vehicles and on the history of them.

We continued to work on a project, in collaboration with a manufacturer, to assist in the design of an electric (wooden) armoured car for children in return for a portion of the proceeds of each one sold. We are also working with the commercial director of the Museum on other Churchill items that can be sold through the Museum shop.

The annual report was approved by the Trustees of the Charity on 22 April 2026 and signed on its behalf by:

N. J. W. Montgomery Director

3

Charity Number: 1158582

The Churchill Trust

( a company limited by guarantee)

Report and Unaudited Accounts

For the year ended 31 July 2025

The Churchill Trust Report and accounts

Contents

Reference and Administration Details 1
Trustees' Report 2 and 3
Statement of Trustees' Responsibilities 4
Statement of Financial activities 5
Balance Sheet 6
Notes to the Financial Statements 7 and 8

The Churchill Trust

Reference and Administration Details

Trustees

A. C. B. Jenkinson N. J. W. Montgomery P. W. Reip

Registered office

Forest Farm Pembury Road Tonbridge Kent TN11 0ND

Company Registered Number

9124563

Charity Registered Number

1158282

Bankers

Barclays Bank plc 1 Churchill Place London E14 5HP

Accountant

David A Acott MA FCA Chartered Accountant 12 The Farthings Crowborough East Sussex TN6 2TW

1

The Churchill Trust Trustees' Report

The trustees, who are directors for the purposes of company law, present the annual report together with the financial statements of the charitable company for the year ended 31 July 2025 which are also prepared to meet the requirements for a directors' report and accounts for Companies Act purposes.

A. C. B. Jenkinson N. J. W. Montgomery P. W. Reip

Structure, governance and management

Nature of governing document

The company is registered as a charitable company limited by guarantee. The company is constituted under a Trust deed and is registered as charity number 1158282.

Recruitment and appointment of trustees

The management of the charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Articles of Association.

Objectives and activities

The objects of the Charity are, for the public benefit:

A) To advance the education of the public in the history of armoured warfare and armoured vehicles, including without limitation, Churchill tanks, and of other military vehicles, aircraft and naval craft, in particular but without limitation by the public display and demonstration of such vehicles, vessels and other craft and the exhibition of related equipment, items and records.

B) To advance the education of the public in the history of the British motor industry, in particular but without limitation by the public display and demonstration of vehicles and machinery and the exhibition of related equipment, items and records.

C) To preserve for the public benefit armoured and other military vehicles, aircraft and naval craft and British motor vehicles together with related equipment, items and records of educative value by the acquisition, restoration and maintenance of the same for public display, demonstration or exhibition.

2

The Churchill Trust Trustees' Report (continued)

The main achievements and performance of the charity during the year.

Our Mark III tank continues to be used by the Tank Museum in its running fleet, appearing at Tankfest and Tiger Days. The Mark IV is on display inside the Museum in the markings of the North Irish Horse. Further restoration and maintenance work on the Mark III is shared between the Tank Museum and The Churchill Trust.

Our Mark VII, following the decision by the Tank Museum that it would not be feasible to complete the restoration, has been sold to a third party who aims to restore it in the UK and hopes to provide it to the Tank Museum for running and display purposes if possible.

Nigel Montgomery has agreed to write a book on the Churchill Tank for the Tank Museum with the proceeds being shared between the Museum and the Churchill Trust. Publication is due in 2027.

We have continued to provide assistance to the Tank Museum and others engaged in the restoration of Churchill and other tanks and armoured fighting vehicles and on the history of them.

We continued to work on a project, in collaboration with a manufacturer, to assist in the design of an electric (wooden) armoured car for children in return for a portion of the proceeds of each one sold. We are also working with the commercial director of the Museum on other Churchill items that can be sold through the Museum shop.

The annual report was approved by the Trustees of the Charity on 22 April 2026 and signed on its behalf by:

N. J. W. Montgomery Director

3

The Churchill Trust

Statement of Directors' and Trustees' Responsibilities

The Trustees (who are also the directors of The Churchill Trust for the purposes of company law) are responsible for preparing the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

Company law requires the Trustees to prepare financial statements for each financial year. Under company law the Trustees must not approve financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of its incoming preparing these financial statements, the Trustees are required to:

Select suitable accounting policies and apply them consistently. Observe the methods and principles in the Charites SORP.

Make judgements and estimates that are reasonable and prudent.

State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements. Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business.

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable company's transactions and disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the Trustees of the Charity on 22 April 2026 and signed on its behalf by:

N. J. W. Montgomery Director

4

The Churchill Trust

Statement of Financial Activities for the year ended 31 July 2025 (including Income and Expenditure Account as required by the Companies Act 2006)

Income & Endowments
Income from charitable activities
Sale of tangible fixed asset
Total income
Expenditure
Expenditure on charitable activities
Cost of tangible fixed asset sold
Total expenditure
Net income/(expenditure) for the year
Reconciliation of funds:-
Total funds brought forward
Total funds carried forward
Unrestricted Restricted
Total
Total
Funds
Funds
2025
2024
-
-
-
100
130,000
130,000
-
130,000
-
130,000
100
1,071
-
1,071
7,442
115,000
115,000
-
116,071
-
116,071
7,442
13,929
-
13,929
(7,342)
483,072
-
483,072
490,414
497,001
-
497,001
483,072

All activities derive from continuing operations

5

The Churchill Trust

Balance Sheet as at 31 July 2025

Note
Fixed assets
3
Current assets
Cash at bank and in hand
Creditors: amounts falling due within
one year
4
Net current assets
Total net assets of the Charity
Funds of the Charity
Restricted income funds
Unrestricted income funds
Total charity funds
142,983
430
2025
2024
354,448
448,053
35,449
430
142,553
35,019
497,001
483,072
-
-
497,001
483,072
497,001
483,072

For the financial year ending 31 July 2025 the Charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The members have not required the Charity to obtain an audit of its accounts for the year in question in accordance with section 476; and

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions in part 15 of the Companies Act 2006 applicable to companies subject to the small companies regime.

Approved by the Trustees of the Charity on 22 April 2026 and signed on its behalf by:

N. J. W. Montgomery Director

6

The Churchill Trust

Notes to the Financial Statements for the year ended 31 July 2025

Summary of significant accounting policies and key accounting estimates.

Basis of preparation

The accounts have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Going concern

The accounts have been prepared on a going concern basis.

The trustees assess whether the use of going concern is appropriate i.e. whether there are any material uncertainties related to events or conditions that may cast significant doubt on the ability of the Charity to continue as a going concern. The trustees make this assessment in respect of a period of one year from the date of approval of the financial statements.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the Charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Donations and legacies are recognised on a receivable basis when receipt is probable and the amount can be reliably measured.

Gift aid is allocated to unrestricted or restricted funds in line with donor requests. Fundraising income is recognised on a receivable basis when receipt is probable the amount can be reliably measured.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources.

Charitable expenditure comprises those costs incurred by the Charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Taxation

The Charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes.

7

The Churchill Trust

Notes to the Financial Statements for the year ended 31 July 2025 (continued)

Tangible fixed assets

Individual fixed assets are initially recorded at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life. At present the estimated residual value is considered to be in excess of the initial cost and therefore no depreciation has been provided.

2 Trustees' remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year.

The amount of expenses reimbursed to the trustees during the year amounted to £Nil

3 Tangible fixed assets

Cost
At 1 August 2024
Additions
Disposals
At 31 July 2025
4
Creditors: amounts falling due within one year
Accruals
Plant &
equipment
448,053
21,395
115,000
354,448
2025
2024
430
430
430
430

5 Share capital

The Charity is a company limited by guarantee, incorporated in England and Wales, and consequently does not have share capital.

6 Related party transactions

There were no related party transactions during the year.

8

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees

Charity Name The Churchill Trust

On accounts for the year 31 July 2025 Charity no 1158582 ended (if any) Set out on pages 1 - 8 )

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2025.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

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 (other than that disclosed below *) which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 22/05/2026 Name: David A Acott Relevant professional FCA - ICAEW qualification(s) or body (if any): Address: 12 The Farthings, Crowborough, East Sussex TN6 2TW

1

Oct 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

2

Oct 2018

IER