## 

## 

||SORP reference||
|---|---|---|
|Summary of the purposes of|Para 1.17|To provide for the practice of the Roman|
|the charity as set out in its||Catholic religion at Wardour|
|governing document||To conserve and maintain the Chapel, and|
|||to fundraise accordingly|
|Summary of the main<br>activities in relation to those|Para 1.17 and<br>1.19|Regular Masses throughout the year,<br>mainly the Sunday Mass and Tuesday|
|purposes for the public||weekday Mass which Wardour Catholic|
|beneft, in particular, the||Primary School attend. Other uses include|
|activities, projects or||weddings, funerals, baptisms and days of|
|services identifed in the||recollection.|
|accounts.|||
|Statement confrming||Para1.18|Yes we have regard|
|whether the trustees have|||
|had regard to the guidance|||
|issued by the Charity|||
|Commission on public|||
|beneft|||



|||SORP reference|
|---|---|---|
|||Para 1.38|
|Policy on grant making|||
|||Para 1.38|
|Policy on social investment|||
|including program related|||
|investment|||
|||Para 1.38|
|Contribution|made by||
|volunteers|||
|Other|||





## 

||SORP reference||
|---|---|---|
|||Provision of Roman Catholic Worship|
|||Community concerts|
|||Historical tours|
|Summary of the main<br>achievements of the charity,|Para 1.20|Baptisms, weddings, funeral<br>Provision for the Wardour RC School to|
|identifying the difference the||worship and discover more about religion|
|charity's work has made to||Preservation of the upkeep of thehistorical|
|the circumstances of its||structure|
|benefciaries and any wider||Conserving vestments, pictures, silverware|
|benefts to society as a||which have historical and material|
|whole.||importance|



## 

|||The objectives have been achieved|
|---|---|---|
|||through consistent religious services|
|Achievements against|Para 1.41|throughout the year and other community|
|objectives set||functions|
|||Annual subscription for the Friends of|
|||Wardour, encouraging donations from|
|Performance of fundraising||interested parties|
|activities against objectives|Para 1.41||
|set|||
|||The fund in which our money is invested|
|||prioritises safety over gain. It has increased|
|Investment performance|Para 1.41|in value by about 10% since it was|
|against objectives||established in 2021-2|
|Other|||





## 

|Financial Review||||
|---|---|---|---|
||Review of the charity's|Para 1.21|The|charity had a bank balance of £13,449|
|fnancial position at the end||and|investments in a fund valued at|
|of the period||£43,184 at the end of the year||
|Statement explaining the||Para1.22|We have invested £40,000 in an approved||
|policy for holding reserves||fund|which is kept for exceptional fnancial|
|stating whytheyareheld||requirements||
|Amount of reserves held|Para 1.22|||
|Reasons for holding zero|Para 1.22|||
|reserves||||
|Details of fund materially in|Para 1.24|||
|defcit||||
|Explanation of any|Para1.23|||
|uncertainties about the||||
|charity continuing as a going||||
|Concern||||



## 

|The charity's principal|||
|---|---|---|
|sources of funds (including|Para 1.47||
|any fundraising)|||
|Investment policy and|||
|objectives including any|Para 1.46||
|social investment policy|||
|adopted|||
|||Decay of the structure|
|A description of the principal|Para 1.46||
|risks facing the charity|||
|Other|||





## 

|Description of charity's|||
|---|---|---|
|trusts:|||
|Typeof governingdocument|Para 1.25|Trust deed|
|(trust deed, royal charter)|||
|How is the charity|Para 1.25|Incorporated by fve Trustees|
|constituted?|||
|(e.g unincorporated|||
|association, CIO)|||
|Trustee selection methods|Para 1.25|Selection by existing Trustees according to|
|including details of any||the Trust deed|
|constitutional provisions e.g.|||
|election to post or name of|||
|any person or body entitled|||
|to appoint one or more|||
|trustees|||



## 

## 

|Charity name|Wardour Chapel Trust|
|---|---|
|Other namethe charityuses||
|Registeredcharity number|224234|
|Charity's principal address|Hook Manor|
||Donhead St Andrew|
||Shaftesbury|
||Dorset|
||SP7 9EU|





## 

||Trustee name|Offce (if any)|Dates acted if not for whole<br>year|Nameofperson(orbody)entitled<br>to appoin**t**rustee(ifany)|
|---|---|---|---|---|
|1|Richard Talbot|Chair|||
|2|EmilyHobbs|Trustee|||
|3|Nicholas Wright|Trustee|||
|4||Jenny Tozer|Trustee|||
|5|Richard Berkley-<br>MatthewS|Trustee|||
|6|||||
|8|||||
|9|||||
|10|||||
|11|||||
|12|||||
|13|||||
|14|||||
|15|||||
|16|||||
|17|||||
|18|||||
|19|||||
|20|||||




## 




## 

## 

|Type of|Name|Address|
|---|---|---|
|adviser|||
|Name of|chief executive or names of senior staff members (0ptional information)||



## 

## 

## 



||||CharttyName|CharttyName||No (if any)||||
|---|---|---|---|---|---|---|---|---|---|
|CHARITY||||Wardour Chapel Trust||224234||||
|COMMISSION||||Receipts and payments accounts||||CC16a||
|||||For the period<br>from<br>To<br>01-Apr-24||erod end daia<br>31-Mar-25||||
|Section AReceipts andpayments||||||||||
|||||Unrestricted<br>funds<br>Restricted<br>funds|Endowment<br>funds|Total funds||Last year||
|||||to the nearest||to the nearest<br>£||to the nearest|£|
|A1 Receipts||||||||||
|Donations||||455,740|||45,740|31,132|||
||Charges for Services||||5,500|||5,500|7,450||
|Sales Books and Postcards||||70|||70||113|
|Events||||1,700|||1,700||350|
|Rent||||8,960|||8,960|8,960||
|Gift Aid Rebate||||6,580|||6,580|2,756||
|Wayleaves||||106|||106||106|
|Errors and Handling||||1.926|||926<br>1|||
|Sales Christmas Cards||||868|||868||970|
|Insurance claim||||44,492|||4,492|||
|Sub total (Gross income for||||||||||
||||AR)|75,941|||75,941|51,837||
|A2 Assetand investmentsales,||||||||||
|(see table).||||||||||
||||Subtotal|||||||
|||Totalreceipts||75,941|||75,941|51,837||
|A3 Payments||||||||||
|Utilities||||1,177|0||1,177||3,890|||
|Insurance||||12,539||0||12,539||14,745||
||Chapel Repairs and|Maintenance|||7,413|||7413||9.079|||
|Organist||||650||0|650|||685|
|Publicity& Marketing||||0||0|||79|
|PropertyRepairs||||19,940|||0|19,940|1,641||
|Costs Christmas cards||||1,200||0||1,200|2,448||
|Car parking maintenance and roads||||240|0||240|||520|
|Musical Instruments||||0|0|0||||
|Events costs||||380|||380||504|
|Errors and Handling||||2,018|||0|2,018||||
|Gifts||||544|||0|544||||
|Vestment Repairs|||||0|0|0|2,305||
|Cleaning||||462|0|0|462||540|
|Professional Fees||||53,.260|||53,260||6.655||
|Bank Charges||||85|||85||9|
||||Sub total|99,907|||99,907|43,184||
|A4 Asset and investment||||||||||
|purchases, (see table)||||||||||
|TrojanFund 'S' Acc10,002.501||||||||||
||||Sub total|||||||
||Total payments|||99,907|||99,907|43,184|||
|Netofreceipts/(payments)||||23,966||||8,653||
|A5 Transfers between|||funds|||||||
|A6 Cash funds|last year end|||37,415||||||
|Cash funds||this year end||13,449||||||
|CCXX R1 accounts (SS)||||||||24/0572025||





## 

|||||Unrestricted|Restricted|Restricted|Endowment|
|---|---|---|---|---|---|---|---|
|Categorics|Details|||funds||funds|funds|
|||||to noarest £|to|nearest £|to nearest £|
|B1 Cash funds|Bank Balance|||13,449||||
|||Total cash|funds|13,449||||
||(agree|balances with receipts and payments||||||
|||account(s)||||||
|||||Unrestricted|Restricted||Endowment|
|||||funds||funds|funds|
||Details|||to nearest £|to|nearest £|to nearest £|
|B2 Other monetary assets||||||||
||Details|||Fund to which<br>asset belongs|Cost (optional)||Current value<br>(optional)_|
|B3 Investment assets|Trojan Fund'S Acc10,002.501|||Unrestricted||40,000|44,153|
||Details|||Fund to which<br>asset belongs|Cost (optional)||Current value<br>(optional)|
|B4 Assets retained for the||||||||
|charity's own use||||||||
||Details|||Fund to which<br>liabilityrelates|Amount due<br>(optional)||When due (optional)|
|B5 Liabilities||||||||
|Signed by one or two trustees on<br>behalf of all the trustees||Signaure||Print|Name||Date of approval|
|CCXX R2 accounts (SS)|||2||||24/05/2025|





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