CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 January 2025 To 31 December 2025 Charity name: Berwick St John PCC Charity registration number: 1190646 Objectives and Activities Summary of the purposes of the charity as set out in its ovemin document Summary of the main activities in relation to those purposes for the public benefit, in particular. the activities, projects or services identified in the accounts. Statement confimiing whether the trustees have had regard to the guidan issued by the Charity Commission public benefit P*a 1.17 The charity is the Parochlal Church Council of Befwick St John, Wiltshire P&a 1.17 1.19 The PCC has the responslblltty of co operatlng with the rector The Revd Dr Ruth Howlett-shipley in promoting the ecclesiastical parish and is responsible for the maintenance of the Church and Churchyard at Berwlck St John PWH 1.18 The PCC members have considered the Commission's guidance on public benefft and. in particular, the specific guidance on charities for the advancement of rellglon. To facilitats thos work It Is Important that we maintaln the fabric of the Church and Churchyard as well as contributing to the costs of runnlng the Dlocese of Salisbu whoch s our clo Achievements and Performance We have contlnued the work of the Church In Ihe parish of BeThvick St John. As before, Services are held on at least 3 Sundays overy month, and arn conducted by members of the Clergy Team as well as by lay members of the Church. P•a 120 Summary of the main achievements of the chanty. identifying the difference the charity's Work has made to the arcumstanS of its beneficiaries and any wider benefits to society as a whole. We are extremely fortunate tha( wfth the the Revd Alison Waterhouse as Team Vicar. the Revd Maggie Metcalfe and tho Revd Kate Woolven as Asslstant Prlests, we now have a full Clergy Team. The contlnuatlon of regular worshlp In the Church and other Church related activty wlthln the communlty Is extremely Importanl as are the maln
Chrfstlan Festivals of Chrlstmas and Easter. Apart from the regular Church Services. we held a choral Benefice EucharfsL an animal Servlce and our Hatvest Festival. The Craft mornings in Advent and Holy Week, supported. By the PCC, were very successful. The Fele. agaln held at Upton Lucy by the kind pernilssion of Bob and Margaret Montgomery, produced a much needed surplus of £10,818 for Church Funds, an Increase of £3,123 from last year. The Church contlnues to be supported by the vlllage, with regular teams of cleaners flower arrangers and bell ringers. The chuhYard continues to benefft from use of the income arlsing on the restricted Guwy Funds. During the year have continued wfth ropairs to gravestones and monuments In the Churchyard. A second wtldfiower area Is being established in the eastem end of tho churchyard. Financial Review Review of the charity's financial PO>ition at the erKI of the period Pwa T21 The charlty had surpluses of £3,326 on unrestricted funds and £5,387 on restricted. At tho end of the year It held £30.496 In unrestricted fvnds and £258 9005 in restricted The PCC'S policy is that unrestriGted funds should be at least £15,000 whlch Is approxlmately 6 months. expenditure. to fund working capitsl and provlde buffer agalnst a downtum in income or unforeseen ex nditure Reserves (unrestrithd funds) amounted to £30.496 at the end of the Statement explaining the policy for holding reserves ststing vthy they are held Pwa 122 Amount of reserrfes held Pw4 122
Structure. Governance and Management Description of charlS trusts: Type of goveming document Ilrusl aeed, roal charter, P¥a125 The charity is constituted under the Parochial Church Council Powers Measure 1956 as amended The charlty is a body corporats wlth P8rpetual succession How is the charity constituted? le g uniiicorporat&J association. CIO I Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees 125 125 The method of appointment is set out in the Church RepresenLition Rules Reference and Administrative details Chari name Other name the chari uses istered chari number Charity's principal address Berwick St John PGC 11646 The Old Rectory Berwick St John Shaftesbur SP7 OEY
Names of the charity trustees who manage the charity Tru8t•e na Offic• Ilf any) Name of person {OT body) •ntitl•d Ilan Ex officio as Rector of the Parish Elected by the Annual General Meeting of the Parish Revd Ruth Mary Howlett-shipley Angela Margaret Bridges Rector and Trustee Churchwarden and Trustee Mark Thomas Bridges Treasurer and Trustee Elected by the Annual General Meeting of the Parish Philip John Gready Trustee Elected by the Annual General Meeting of the Parish Elected by the Annual Generdl Meeting of the Parish Elected by the Annual General Meeb'ng of the Parish Venetia Libety Margaux Whale Trustee Fr(xn 4 May 2025 Margaret Elizabeth Montgomery Trustee From 4 May 2025 Davld GecKge Scott Avrell Trustee From 4 May 2025 Eleded by the Annual Generdl Meeting of the P{arish 10 11 12 13 14 15 17 18 19 20
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charl5 tThtee$ Signature(s) Full name{s) Posltlon (eg Secretary, Chair. etc) ANGf¥$4 6lIJ4ES S¢Li¢4lThXJ j IV IOIL
CHARITY COMMISSION FOR ENGLAND AND WAIES Ber¥Ack StJohn PCC 1190646 Receipts and payments accounts CC16a Forthg perfod from 01101r2025 3111212025 Section A Receipts and payments Vnreslrfcted fvnds Rostiictod funds Endowment funds Total funds La$ly•ar A1 Recel ts tk)natKTrns Qrft recovered Y6,e65 2.938 13,1 3.792 839 11256 7.517 Furfrai3in InvBstnnl incL¥T IsGe4aneous 16, 16,556 744 Sub total(Gross income brAR) X4S7 10.244 701 A2 Asset and Inv•stmert Sub total 34.457 10344 37.600 A3P• •ftts Db)cesan $h8 Chalk£ Valèy bèngttc• buading tunniry ¢osts Church and ¢hur¢hy8id re Cosi¥ ol fUnd[p9 ¢vents 102 $47 3,4SJ 1741 765 613 MscelÈnaou$ tstai 31.131 A4 Asset and Investment purchawd. tab> ftthi 31,131 4.857 40,098 Net ofreceptslpaym•nts) A5 Transf•r6 bètween funds Afj Cash funds It yt4rend Cash funds tlts year end Y,326 SJ87 8,713 2.498 27.170 33,686 60.856 03,3$4 30.496 39.073 09.569 00,856 Section B Statement of assets and liabilities at the end of the period Unr•strlct•d RutTkxad fund Endowmfjnt funds funds Cat•gotl D•t¥lls B1 Calh fund• 1&214 423 11650 C¢XX R18ttount8 (SSI
Iss) XXXI Ii".dtrg7 znArqz IEAoAdp w owa saaisnu 841 IB 10 IEitgq wjo 8uoAq poufys li1) SE!Ewa WAQ $.Awe49 •III PgUIVOJ BO$SV Iv8 I¥A W•JAt) g'$iZ gSSE IUg11119gAUI £8 $IIEIgQ 3 WJV•A 8punJ Spury IUOIUMOPU3 *puN papyy•¥ p•wwun tLO'6t 96tr'0£
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner s Report Report to the truste momborn of BepNick St John PCC On accounts for the year endod Charity no (rf any 31 December 2025 119C646 Set out on pages I report to the trustees my examinalion of the &counts of the above arÉty Trusf) for tre year ended 31112r2025 Responslblllties and As the chartty trustees of the Trust, you are resrM)nstrAe the preparation basis of report of the accounts in accorknce with the wuirements of the Charilies Act 2011 Acr). I rew)rt in resp8ca of examination of the Tr9 Wxwrts carriJ out under seCtn 145 (rf 2011 Act and in Cang out my examinalion. I have folbwed the apable Oire(#lo given by the Charity Commission under section 14515)Lb) of the Act. Independent examinerfs ststoment come to ry attention {dher than that discbsed bel¥.) in ¢LnectiOn with the examinabon ¥thKh gb¥es me cause to believe that in, Y material accountirs records not ke in a¢dance with section 130 of the Act wtth the examinatbjn to which attentn $Uld te dr84vn in ord to enable a proper understanding ofthe accourrts to be reached. ' Please delete the words the bwkets rfthey (k) not 8ppty. Signed: Naffle: James Fletcher Relevant professlonal qualificalion(s) or body (If any): Chartered A£countant Address: Crovm Chambers Bridge Street Salisbury SP1 2LZ IER Octobor 2018
Section B Disclosure Qnty o)mWe rf the examinw needs to highlight matter5 of concem (see CC32. Independent examination of charity )urrts." diredions and guidance for examiners). Give here brief details of any itoms that tho examiner wishos to dlsclose. IER Octobor 2018