THE JOANNA COLLErr CHARITY Registered Charity No: 226584 REPORT AND ACCOUNTS FOR THE YEAR ENDING 31ST DECEMBER 2025 Trustees: Rev'd Susan Atkinson-Jones (Chairrnan) Pam Temple (Secretary) Anne Ireland (Treasurer) Rev'd Michael Gentry Philippa Rooke Address for correspondence". Pam Temple The Joanna Collett Charity The Granary 5 Home Fann Hawstead Lane Orpington Kent. 8R6 7GJ Governance The charity was originally founded in 1608 by Joanna Collett. The Deed prov5des for the Rector and churchwardens of the church of St. Martin of Tours, Chelsfield to be Trustees, with the Rector being Chairman. Other trustees may be appointed as required. The founding Deed was updated from tlme to time with changes to Ihe names of the Rector and churchwardens in office. The orfginal Deed now belng illegible, the officAal Deed registered with the Charity Commission is a transcript of the 1731 update. The charitable objects do not appear to have been changed from the original wishes of the founder in the perlod from 1608 to 1731. Ob ec The objects of The Joanna Collett Charity are to provide fund5 for the repalr and maintenance of the St. John chapel and Collett family tomb in the parish church of St. Martin of Tours, Chelsfield, Kenl, and thereafter for the repair and maintenance of the church and churchyard of the parish church. In 2003 the charity was merged with the 8ell Rope Charity through a scheme agreed with the Charity Commission. and a further object resulting from this merger is 10 provide grants to St. Martin's church for the maintenance of the bells and ropes. A fourth object is to provide relief to the poor of the parish of Chelsfield. In November 2021, as a result of a resolution by the Trustees of The Colegates Ch8rity, registration no. 210683. that charity was wound up and its funds transferred to The Joanna Collett Charity. on condition that it be used for the relief of the poor in Chelsfield. These funds are shown as a reslricte(I fund wthin The Joanna Collett Charity accounts.
lvl an Fln nci Incorne is derived from the rental of a freehold house, Osbomes. the rental of freehold grazing land and from income from investments. Reserves are accumulated in order to provide grants to the PCC of St. Martin's church for eligible maintenance as required. The charity's general income in the year tolalled £26,336 (2024: £25.871). There was a surplus of income over expenditure. before grants and before accounting for an unrealised loss in the valuation of investments, of £25,052 (2024: £2.652). Grants of £50,000 were made from general funds to Chelsfield PCC for the Spire Appeal, and £500 from the restsicted fund to a charity providing services to people in need within the parish. The ownership of Osbornes and the grazlng land by the charity pre4ated Ihe Land Registry. The trustees instructed solicitors in early 2024 to apply for first registration of the charity's freehold prr)perty, and have provided them with eviden of continuous ownership since the charity's foundatK)n in 1731. The Land Registry finally conflrmed reglstratlon of the charity's 5xoperty in September 2025. Funds surplus to current operational needs are invested with the Charity Deposit Fund, managed by CCL4 Inveslment Management Ltd. It has been clear to the trustees for some time that Osbomes - a Grade11 Ilsted cottage dating fr¢yn the 15th centtjry - is no longer a suitable property for the charity's needs. Increasing legislation for landlords in a number of areas mean that the trustees would find it extremely difficult and expensive to comply with new regulations. As the major objects of the charity a to provide grants to the church of St. Martin of Tours, Chelsfield, the trustees musl use the charlty's assets in the best way possible to generate funds for that purpose. The costs of maintaining Osbornes in accordance with new legislation have led the trustees to resolve to sell the cottage and invest in a more modern property suitable for letting with a minimum of necessary on-going maintenance. The tenants were given notice in March 2025 that their tenancy would end in May 2026 in Ord to give them time to find a new property to rent.
Independent examiner's report to the trustees of The Joanna Collett Charity I report to the trustees on my examination of the ac(J)unts of The Joanna Collett Charity ('the Charity.) for the year ended 31 December 2025 Responsibilities and basis of report As the Trustees of the Charlty you are responsible for the preparation of the accounts in accordance wilh the requirements of the Charities Ad 2011 {'the Act.). You cnnsider that an audit is nol required for this yaar under set*on 144121 of the Act and thal an independent examination is needed. I report in respect of my examination of the Charity's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all Ihe applicable Directions given by the CharSly Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confim that no material matters have come to my attenlon In connection with th8 examination giving me cause to believe that In any materfal r8spect: acwunting records were not kept in respect of the Charfty as requlrèd by section 130 of the Act; or 2. the accounts do not accord with th088 records. I have no concems and have Cne across no other matters In (xmnection with the examination to whith attenlion Should be drawn in this report In order to enable a prop6r understanding of the accounts to be reached. Slgned: Stephen Mccann FCCA 3 Oxenden Wcx)d Road Chelsfield Park Orpin9ton BR6 6HR Date.. & Zts 26
A COLLErr HARITY is ACCOUNTS FOR THE R ENDING 31 DECER 2 GENERAL INCOkE AND EXP84DITU EACCOU INCOME 14,952 3.620 7.1 Ostornes rgnt GrazrrfJ rènt Chariti#s Deposit Furrtl ittèr8St COIF Investmènt Fund dNKl6nds 15,860 3.7 6.722 204 25.871 26,336 NDIT Grants to Chebf*hJ PCC 08born88 repairs and mantenance Osbornes h8uranc& L&Jal fegs re first regslratknn Bank charges 22.257 902 938 40 23.219 51,284 2,652 8URPLU81 (DEFICIT) BEFORE UNREALISED GAINS 124,949) 162 Unrgalbod gakn I Ibs> on rev8hJatk)n of Thi&sbn8nts (350) SURPLUS I {DEFICIT) 15CQI Grant to pari8hKMwr 15001 500 SURPLUS I (DEFicrri IN YEAR 500
450.C Fr8ehokJ wcoerty - OslM)mes Freeho pr(4)8ty - grazkng laThJ C.O.l.F. Investments- al vabJat#)n Charlts Deposit FuTrS H88C Currènt Accounl Debtors Cr8ditofS 450,000 50.000 6958 133,000 32,149 7,306 160.916 29.631 1,997 1.141) 698 709 672910 500,000 196,203 2,506 Propérty Fund Gèneral Income and ExrIra Account Reslflcled Fund 0,000 170,904 2,006 672Y10 The Trustees conspjer the Valuat of the fre8hcJ property relknts market vakJes at tho 8aL9nco Sheol dale. tment Flmds COIF charities v•StMent lurKls wKome Ims whh are rev811 by COIF 8t the Bance Sheet date. Funds may onty be used lor the rf of thè of th8 partsh, n acconknco wlth the condf(p)ns urvjer wthh thé (k)n8tim was recewed from The Co*ates Charty. Signèd èft behalf of thè Trust•ès by: Dated..