2025-03-31-accounts

ST LAWRENCE PARISH HALL TRUST LAWRENCE ANNUAL REPORT FINANCIAL STATEMENTS For the ear ended 31 March 2025 Registsred Charlty No: 207267

ST LAWRENCE PARISH HALL TRUST INDEX Pa eNo REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES. REPORT INDEPENDENT EXAMINER'S REPORT STATEMENT OF FINANCIAL ACTIVITIES BALANCE SHEET 8-14 NOTES TO THE ACCOUNTS

ST LAWRENCE PARISH HALL TRUST REFERENCE AND ADMINISTRATIVE INFORMATION Charfty Reglstratlon Number- 207267 Name: . The name of the charity is Martha Penelope L8ggatt for a Parish Hall, in the Ancient Parish of St Lawrence, Ipswich, in the County of Suffolk. The accounts have been drawn up using the name of St Lawren￿ Parish Hall Trust by which the charity is known and is the wothng name registered with the Charity Commission. Present Trustees Jo Banthorpe Jack Earwaker Alan Forsdike Liz Harsant Susan Ryan Stephen Runnacles Administrative Ovfius St Lawrence Parish Hall Trust 2 Henley Road Ipswich IP13SF Independent Examiner Helen Rumsey FCA (Dch A) Ensot5 Charte￿d Accountants Connexions 159 Princes Street Ipswich IP11QJ Inveslment Advis•rs Barclays Wealth Ltd 1 Churchill Place London E14 5HP Bankern Barclays Bank plc Leicester Leicestershire LE87 2BB

ST LAWRENCE PARISH HALL TRUST TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2026 The trustees present their annual report and financial statements for the year ended 31 March 2025. The accounts have been p￿pared in accordance wtth Accounting and Reporting by Charities.. Statemerrt of Recommended Practice applicable to charities preparing their accounts in accordan￿ with the FinanGial Reporting Standard applicable in the UK and Republic of Ir8land {FRS 102). Legal and admlnistrative infornbation The infomation on page 1 fonns part of this report. The trustees set out below have held offic8 during the entire year to the date of this report, unless otherwise stated: Jo Banthorpe Jack Earwaker stephen Runna¢les Alan Forsdike Liz Harsant Susan Ryan The Charity was founded by the IMII of Martha Penelope Leggatt proved on 17 April 1903 and comprised in a Conveyance dated 29 January 1904. The Charity is govemed by Scheme Regulations approved by the Charity Commission. Management and governance arrangemerrts The appointment of trustees is by a resolution of the trustees. New trustees are identified by the existing trustees and invited to join the trustee body. They are chosen as being people of good character and standing within the local community usually with previous experience of being a charity trustee. Wrth this background fomial training is not usually required but where necessary appropriate briefing is arranged. Background infomiation is provided in the forni of previous yearfs annual report and financial statements, minutes of the meetings of the trustees in the previous year and a copy of the grant application pack. Trustees meet every six months to consider the grant applications received and to review any feedback from grants previously given. Objectives and activities for the Public Benefft The object of the Charity is to hold investments and apply the income for the general benefit of the inhabitants of Ipswich, and for which provision cannot be mad8 from public funds. The twstees Gonfimi that they have referred to the guidance ¢ontsined in the Charity Commission's general guidance on public benefft when ￿VIewIng the Charity's aims and objecttves and in planning future activities and setting the grant making policy for the year. The Charity carries out these objeclives by carefully considéring each grant application and awarding grants which meet the CFiteria set out in tts objectivès. Review of the year The primary funclion of the TNst is to provide grants to organisations in the Ipswich Area. In nonnal circumstances to cary out this fvnrtion tnJstees meet tsvice a year to consider applications from local organisations and concentrate the grants on supporting projects that are providing or enhancing existing facilities for the disadvantaged in society-

ST LAWRENCE PARISH HALL TRUST TRUSTEES. REPORT [contlnued] FOR THE YEAR ENDED 31 MARCH 2025 Review of financlal situalion There was a surplus for the year ended 31 March 2025 of £2,180 P024: Surplus £46,684] after investmerrt revaluations. The activiti8s of the Trust are affected by the lével of income prodU￿d by the investments in the endowment fund. The capital value of these investments has decreased during the last year but increased cash fijnds have resulted in an increase in the balance sheet valLSe to £939,665. The current assets [unrestricted funds] that are available for grants at the end of the fis¢al year amourrt to £9,509. Inveslment pollcy The policy is to generate income to enable charity grants to be made, but with only a moderate risk to the investment. The twste&s regulariy monitor the perfomianoe of their investment managers wtth the last full review having taken place in September 2025. The next full review is scheduled for September 2026. Grant policy 1. To help to provide faciltiies for the disabled and other disadvantaged groups in the communty 2. To help to provide the means of transport for such groups 3. To assist in the provision of refurbishment of church halls that are used for the benefft of the communty. 4. Other purposes being for the benefft of the people ot. The ancient parish of St Lawrence The rest of Ipswich Organisations which. while not situated in the town. have a substantial proportion of their members living in Ipswich. The money shall not be used for any project that could be provided by taxes or rates. In the past fiscal year. all grants made were paid to instStutions and are detailed in note 5. Reserves pollcy Unrestricted reserves, of £9,509, not applied to grants are carried forward for fuiure periods. The endowment funds. of £930,156 are not available for distribution. The trustees have considered that of the present level of reserves £5,000 should be allocated as a non-usable reserve leaving £4.509 to meet future demarKI for grants. Golng concern Trustees consider that with these provisions the Trust remains a going concem.

ST LAWRENCE PARISH HALL TRUST TRUSTEES, REPORT [contlnuedJ FOR THE YEAR ENDED 31 MARCH 2026 Risk reviffiv The trustees continue to r8view the major rfsks to which the charity is exposed, and the systems in place to mitigate against th￿Se risks. The trustees will worktthyards increasing the promotion of the Trust to those who might beneflt from their benevolence. This is to ensure that the income at their disposure 18 fully utilised in meeting the objects of the lxust deed. The specific risks that the Trust fa¢e8 are in the management of the fvnds and use of the income. These are negated by all grant applications requirtng all trustees to consider and agree to the award of grants: financial update5 and review by the trustees at their meetings; Contingency plans for the provision of accounting should the treasurer no longer be available either in the short or longer tenn; independent examination of the accounts by qualified accountants. Approved by the trustees and 8igned <Jn behalf of the trustees. 271 , lio A Forsdike Eamaker

Independent Examiner's report to the truste s of St Lawrence Parish Hall Trust

I report to the trustees on my examination of the accounts of the St Lawrence Parish Hall Trust (the Trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the 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 giving me cause to believe that in any material respect:

• 1) accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

• 2) the accounts do not accord with those records; or

• 3) the accounts do not comply with the applicable requirements concerning 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 view which is not a matter considered as part of an independent examination.

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.

Helen Rumsey FCA (Och A) Ensors Chartered Accountants Connexions 159 Princes Street Ipswich IP1 1QJ

28 January 2026

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ST LAWRENCE PARISH HALL TRUST NOTES TO ACCOUNTS FOR THE YEAR ENDED 31 March 2026 Noto 1. Accountln Pollcles Cha Infommtion The Martha Penelop8 Leggatt for a Parish Hall. in the Ancient Parish of St Lawrence, Ipwch, in the County of Suffolk. generally known as St Lawrence Parish Hall Trust is an unin¢orporated registered charity, govemed by a Trust deed, domiGiled in England. The object of the Charity is to hold investments and apply the income for the general benefft of the inhabitants of Ipsy￿Ch, and for which provision cannot be mad8 Out of public funds. Basls of accoun The financial statements have been prepared in accordance with the Charity's goveming document, FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland, and the Charities SORP 'Accounting and Reporting by Charities: Statement of Rewmmended Pract1￿ applicable to Charities preparing their accounts in accordan￿ with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102),. The accounts have departed from the Charities (Accounts and Reports) Regulations 2008 only to th8 extent required to provide a 'true and fairf view. This departure has involved following the Statement of Recommended Practi￿ applicable to Charities FRS102 rather than th& version referred to in the Regulations which has Since b8en withdrawn. The financial statements are prepared in sterfing, which is the functional ¢urrency of the chaiity. Monetary amounts in these financial statements are rounded to the nearest pound. The charity has taken advantage of the provision5 of the SORP not to prepare a statement of cash flows. The charity is a Public Benefft Entty as defined by FRS102. Goin con The Trustees have reviewed the financial position of the charity and in particular the level of the unrestri¢ted reseNes. The current level of the unrestricted reserves requires the Trustees to monitor the futu￿ expenditure. On this basis the Trustees Continue to consider that the charity is a going Gon￿m. Fund accountln General funds are unrestricted funds which are available for use at the discretion of the trustees in furtheran￿ of the general objectives of the charity and which have not been designated for other purposes. Endowment Funds a￿ held to generate income which is expended only for the purposes laid down by the donors of those funds.

ST LAWRENCE PARISH HALL TRUST NOTES TO AccouKfs contlnued FOR THE YEAR ENDED 31 March 2025 Note 1. Accountln Policies contlnued Inveslments Investsments are stated in the Balan￿ Sheet at their market value at the balance sheet date. All gains and losses arising from investment changes or revaluation are shown in the Statement of Financial Activities. Realised gains and losses on investments are calculated as the difference betrNeen the disposal proceeds and either purchase cost [for cu￿ent year acquisitions] or market value at thè start of year Ifor investments acquired in p￿VIouS years]. Gains or losses arising from fluctuations in market values during the year are dasstfied as unrealised. In¢ in ources All income is recognised once the Charity has entitlement to the income, rt is probable that the income will be received, and the amount of income receivable can be measured reliably. Resourc88 nded Expenditure has been classified under headings that aggregate all costs related to the category. Charitable activities are those resulting from grants issued to institutions and also costs incurred in connection with goveman¢e and support ofthe charity and Complian￿ with constitutional and ststutory requirements. Raising funds inGludes the cost of Investment ManagemenL Resources expended indude attributable VAT which cannot be recovered. Grants Grants payable are payments made to third parties in furtherance of the charitable objectives of the Trust. Grants are accounted for when either the recipient ha5 reasonable expectation that they will receive a grant and the trustees have agreed to pay the grarrt without Condition. or the re￿p￿ent has a reasonable expectation that they will rerAive a grant and any condrtion attaching to the grdnt is OLtside the control of the Trust. Cash and cash e ulvalents. Cash and cash equivalents include cash in hand and deposts held at call with banks. Basic financlal assets Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction pri￿ including transaction costs and are subsequently carried at amortised Cost using the effective interest method unless the arrangement constttutes a financing transaction, where the transaction is measured at the present value of the future re￿iptS discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

ST LAWRENCE PARISH HALL TRUST NOTES TO AccouKfs continued FOR THE YEAR ENDED 31 March 2025 Note l. Accountin Policies con inued 8asi¢ financial liablllties Basic financial liabilrf(ies, induding creditors aFKI bank loans are iniiially recognised at transaction price unless the arrangement constitutes a financing transaclton. where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabil¥tie$ classified as payable within one year are not amortised. Debt instruments are subsequently carried at amortised cost, using the effective interest rate method. Trad8 creditors are obligations to pay for goods or seNices that have been aouired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities rf payment is due within one year or less. If not, they are presented as non-current liabiltties. Trade creditors are re¢ognised initially at transaction price and subsequentty measured at amorbsed cost using the effective interest method. Dereco nitlon of financial liabilities Financial liabilities are derecognised when the charity's contractual obligations expire or are discharged or Can￿lled. Accountin estim es and area ent Estimates and judgements are continually evaluated and are based on historical experien￿ and otherfactors, including expectations offuture events that are believed to be reasonable under the circumstances. There a￿ no critical accounting estimates. The Trust is a charity within the meaning of Section 506(1) of the Taxes Act 1998. A¢¢ordingly, the trust is potentially exempt from tsxation in respect of income or Capital gains re￿iVed within categories covered by Section 505 of the Taxes Act 1998 or Section 256 of the Taxation of Chargeable Gains Act 1992 to thè extent that such income or gains are applied to exclusively charitable purposes. Note 2. Investment Income 2025 2025 Unrestri¢tsd Endowment Totsl 2024 Totsl Listed Investments Interest Re￿iVed 28.518 47 28,518 67 27,285 36 20 20 10

ST LAWRENCE PARISH HALL TRUST NOTES TO ACCOUNTS continued FOR THE YEAR ENDED 31 March 2025 Note 3. Charitable Ex ndlture 2025 2025 Unrostsicted Endowment Total 2024 Total Grants payable [see note 5] Govemance & Support Costs [See note 61 21,000 21,000 35.000 3.271 3,271 3,412 Note 4. Raising Funds 2025 2026 Unrestrlcted Endowrnent Total 2024 Totsl Investmerrt Charges Note 5. Grants Payable 202 2024 2025 2024 Grants can be split between Individuals InstitLrtions 21.000 35 000 0 35000 Reconciliation of Grants Payable Commitments as at 1st April 202412023 Commitments made in year 5,000 21000 35 000 21,000 40,000 21000 40 000 Grants paidlrefijnded during year Commltments as at 314t M r¢h 202512024 Grants are made to Charities to assist them in meeting the cost of providing or improving their facilities to enable greater use to be made of the facilities by the disabled. 11

ST LAWRENCE PARISH HALL TRUST NOTES TO ACCOUNTS continued FOR THE YEAR ENDED 31 March 2025 Note S. Grants - continued 2025 Total 2024 Total Bramford Road Methodist Church St Mary Le Tower Chur St Helens Church Holy Trinty, Back Hamlet The Bus Shelter St Mary at the Elms Church St Margarets Church Calrfomia Soci81 Club Ipswith Hi5tori¢al Churches St Clements Church st Thomas Church Dora Brown 5,000 5,000 5,000 5,000 5,000 1,600 3,400 5,000 (5.000) 5,000 5,000 5,000 Nots 6. Allocatio ovÈrnanc8 and Su 2025 2025 Unrestrlcted Endowment Total 2024 Total Examination fee Other costs 2,358 913 2,358 913 2,582 830 Nots7. N Ex ndlture The net incomel{expenditure) for the year is after charging: 2025 2024 Accountancy Fees - Independent Examination 2.582 12

ST LAWRENCE PARISH HALL TRUST NOTES TO AccouKfs continued FOR THE YEAR ENDED 31 March 202S Note 8. USTED NVESTMENTS - Endowment Fund Summary 2025 2024 Market Value at 1 st April 202512024: Less.. Disposal at OFening book value Net unrealised Gain on revaluation 931,907 (2,510) 298 929 695 874,109 (2,480) 60,258 931907 Historical Cost carried forward: 802,766 805,276 The investments are all held in Barclays Chaiity Fund shares. Note 9. Creditors 2025 2024 Independent Examination Investment Management Charges 2,350 708 2,200 678 Note 10. Funds a) Unrestricted funds, comprrses of the Income Fund which the trustees are free to use in accordance with the charitable objects. b) The Endowment fund represents those assets, whiGh must be held pennanently by the charity, principally investments. Income arising on the endowment fund can be used in accordancè with the objects of the charity. Any ¢apital gains or losses arising on the investments and legal advice relating to the fund are charged against the fund. 13

ST LAWRENCE PARISH HALL TRUST NOTES TO ACCOUNTS contlnued FOR THE YEAR ENDED 31 March 2025 Nots 10. Funds ¢ontlnued Summary at 31 March 2024 Net Mknent 11412023 311312024 Unr8Stricted Fund Endowment Fund 16,306 (11,091) 874,495 57.775 5,215 932.270 890 801 937 485 Summary at 31 March 2025 Net M'vment Clhvd 11412024 311312025 Unrestricted Fund Endowment Fund 5,215 932,270 4,294 (2,114) 9,509 930.156 937 485 939 665 Note 11. Relatsd Party transactions There are no related party transactions or balances in either year. No trustee has re￿iVed remuneration or expenses for their services to the charity. 14