CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 January 2024 Period end date Period start date To 31 December 2024 Charity name: Stamford St George's Church Charities Charity registration number: 214817 Objectives and Activities SORP ieference Summary of the purposes of the charity as set out in its governing document Para 1.17 To apply income thereof in relieving either generally or individually persons present in the area of ancient parish of St George, Stamford, who are in conditions of need, hardship or distress by making grants of money or providing or paying for items, services or facilities calculated to reduce need, hardship or distress of such ersons. No awards have been made during 2024. 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 confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.17 and 1.19 Para 1.18 The trustees have had regard to the guidance of the CC on public benefit Additional information (optional) You ma choose to include further statements where relevant about.. SORP reference The trustees from time to time agree to make awards for church ministries operating of St George's Church which work with the poor and needy. Para 1.38 Policy on grant making None Para 1.38 Policy on social investment including program related investment None Para 1.38
Contribution made by volunteers Other Achievements and Performance SORP reference No awards were made in 2024. Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Additional information (optional) You ma choose to include further statements where relevant about.. Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.47 Investment performance against objectives Para 1.41 other
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.21 The charity's main fund was in a very healthy position with a significant sur lus. The trust has two bank accounts. One of the accounts has about £5,000 which acts as a reserve account. c.£5,000 NIA Para 1.22 Para 1.22 Para 1.22 Para 1.24 None Para 1.23 None Additional information (optional) You ma choose to include further statements where relevant about.. Historic investments stewarded by CCLA. The trust owns a commercial building for which rent is received. The charity's principal sources of funds (including any fundraising) Para 1.47 The trust's historic assets are stewarded by CCLA. The commercial building is managed by agents who collect the rent and transfer it to the trust account. Investment policy and objectives including any social investment policy adopted Para 1.46 None identified. A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts: Type of governing document To help the poor Para 1.25 Deed How is the charity constituted? Para 1.25 Trust 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 Para 1.25 By appointment and election Additional information (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 other Reference and Administrative details Charit name Other name the charit uses Re istered charit number Charity's principal address Stamford St Geor e's Church Charit 214817 St George's Church Hub 27-29 St George's St Stamford Lincolnshire PE9 2BJ
Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office lif any) Name of person lor body) entitled toa oint trustee if an Martyn Taylor Rector, Trustee & Chair of Trustees Carl Fender Secretary and Trustee lan Wilkinson Trustee Gordon McKechnie Trustee & Church Warden Koleh Rees Trustee & Church Warden Mervyn Franklin Trustee 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Director name ort was a roved Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole ear
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects NIA Details of arrangements for safe custody and segregation of such assets from the charity's own assets NIA Additional information (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser Independe nt examiner Graeme Mitchell The Priory, 11 Church Street, Northborough, PE6 9BN Name of chief executive or names of senior staff members {Optional information) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signaturels) Full name(s) Position (eg Secretary, Chair, etc) Martyn Taylor Chair Carl Fender Trustee Date 27 October 2025
St George's Poor Trust Lloyds Bank Accounts for 1.1.24 to 31.12.24 Charitable Trust Number : 214817
| Treasurers Account 19717460 | |
|---|---|
| Date Credit(Debit) |
Balance |
| 1.1.24 | 5,179.26 |
| 31.12.24 | 5,179.26 |
| Closing Balance at 31.12.24 | 5,179.26 |
| Business | Instant Access 00447915 | |||||
|---|---|---|---|---|---|---|
| Date | Credit/(Debit) | Balance | Rent (Domino's) | Interest | CCLA* | Other |
| 1.1.24 | 23,663.89 | |||||
| 9.1.24 | 22.09 | 23,685.98 | 22.09 | |||
| 25.1.24 | (617.99) | 23,067.99 | (617.99)** | |||
| 30.1.24 | 1,809.87 | 24,887.86 | 1,809.87 | |||
| 9.2.24 | 26.51 | 24,904.37 | 26.51 | |||
| 29.2.24 | 2.75 | 24,907.12 | 2.75 | |||
| 1.3.24 | 4.94 | 24,912.06 | 4.94 | |||
| 1.3.24 | 31.44 | 24,943.50 | 31.44 | |||
| 1.3.24 | 62.06 | 25,005.56 | 62.06 | |||
| 1.3.24 | 3.98 | 25,009.54 | 3.98 | |||
| 1.3.24 | 107.92 | 25,117.46 | 107.92 | |||
| 11.3.24 | 27.58 | 25,145.04 | 27.58 | |||
| 3.4.24 | 5,287.50 | 30,432.54 | 5,287.50 | |||
| 9.4.24 | 27.29 | 30,459.83 | 27.29 | |||
| 9.5.24 | 32.55 | 30,492.38 | 32.55 | |||
| 31.5.24 | 31.44 | 30,523.82 | 31.44 | |||
| 31.5.24 | 107.92 | 30,631.74 | 107.92 | |||
| 31.5.24 | 62.06 | 30,693.80 | 62.06 | |||
| 31.5.24 | 3.98 | 30,697.78 | 3.98 | |||
| 31.5.24 | 4.94 | 30,702.72 | 4.94 | |||
| 31.5.24 | 2.75 | 30,705.47 | 2.75 | |||
| 10.6.24 | 34.84 | 30,740.31 | 34.84 | |||
| 27.6.24 | 4,672.28 | 35,412.59 | 4,672.28 |
| 9.7.24 | 33.91 | 35,446.50 | 33.91 | |||
|---|---|---|---|---|---|---|
| 9.8.24 | 35.06 | 35,481.56 | 35.06 | |||
| 15.8.24 | 0.03 | 35,481.59 | 0.03 | |||
| 30.8.24 | 4.94 | 35,486.53 | 4.94 | |||
| 30.8.24 | 2.75 | 35,489.28 | 2.75 | |||
| 30.8.24 | 31.44 | 35,520.72 | 31.44 | |||
| 30.8.24 | 107.92 | 35,628.64 | 107.92 | |||
| 30.8.24 | 62.06 | 35,690.70 | 62.06 | |||
| 30.8.24 | 3.98 | 35,694.68 | 3.98 | |||
| 3.9.24 | (2,842.44) | 32,852.24 | (2,842.44)** | |||
| 9.9.24 | 29.65 | 32,881.89 | 29.65 | |||
| 24.9.24 | 5,002.41 | 37,884.30 | 5,002.41 | |||
| 1.10.24 | 5,287.50 | 43,171.80 | 5,287.50 | |||
| 9.10.24 | 30.52 | 43,202.32 | 30.52 | |||
| 29.10.24 | 2,842.44 | 46,044.76 | 2,842.44 | |||
| 11.11.24 | 40.15 | 46,084.91 | 40.15 | |||
| 29.11.24 | 4.07 | 46,088.98 | 4.07 | |||
| 29.11.24 | 2.81 | 46,091.79 | 2.81 | |||
| 29.11.24 | 32.17 | 46,123.96 | 32.17 | |||
| 29.11.24 | 63.51 | 46,187.47 | 63.51 | |||
| 29.11.24 | 110.43 | 46,297.90 | 110.43 | |||
| 29.11.24 | 5.06 | 46,302.96 | 5.06 | |||
| 9.12.24 | 35.42 | 46,338.38 | 35.42 | |||
| 30.12.24 | 5,287.50 | 51,625.88 | 5,287.50 | |||
| Closing | Balance 31.12.24 | 51,625.88 |
CCLA (Charities Investment) *Buildings Insurance
Income : 41,422.42 Outgoing : 3,460.43
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examlner's Report Report to the trustees Stamford St. George's Church Charities On accounts for the year ended 31 December 2024 Charity no (if any) 214817 Set out on pages I report to ts trustees on my examination of the accounts of the above c*anty {"the Trust-) for the year ended 3111212024. Responsibilities and basis of report As the charity's trustees. you are responsible for the preparation of the accounts in accordan with the requirements of the Charities Act 2011 {"the Acr). I report in respect of my examination of the Trust's accounts Carrted out under section 145 of the 2011 Act and in carrying out my examination. I have followed all the applicable Direclions given by the Charity Comfflission under sertion 145{5)(b) ofthe Act. Independent I have completed my examination. I confinn that no material matters have c£)me to examiner's statement my attention in connecb.on with the examination whith gives me cause to believe that in. any material spe.. the acctjunting records were not kept in accordan wrth sectton 130 of the Charities Art., or the acunt$ did not acrd with the ac£ounting re)rdS.. or the aco)unts did not CA>mply with the applicable requirements concerning the fom and content of aC)untS set out in the Chartties (Accounts and Reports) Regulats'ons 2¢XI8 other than any requirement that the accounts give a 'true and fairf view whith is not a matter considered as part of an indeperent examination. I have no ([)nm$ and have o)me across no other matters in connection wilh the examination to which attention should be drawn in this report in cKder to enable a proper understanding of the attounts to be reached. Signed: Date: 11,10.2?2 Name: Graerne Mitchell Relevant professlonal quallfication(s) or body (If any): Member of Chartered Institute of Management Accwntants (ACMA) Address: The Priory. 11 Church Street. NOrthbor(gh. PE6 9BN IER Oct 2018