CHARITY REG NO: 232344
ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE
REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025
ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE
REPORT OF THE TRUSTEES for the year ended 31 December 2025
The trustees present their report with the financial statements of the charity for the year ended 31 December 2025.
REFERENCE AND ADMINISTRATIVE DETAILS
Charity Name:
Ecclesiastical Parish of Beverley St Mary Church Estate
The charity is also known by its working names, ‘Church Estate Charity’ and ‘St Mary’s Churchwardens’.
Registered Charity number: 232344
Principal address:
C/o 60 Riplingham Road Kirk Ella Hull East Yorkshire HU10 7TR
Charity Trustees
The following people have been the trustees managing the charity throughout the period from 1 January 2025 to the current date:
Mr Christopher LD Munday Mrs Jill Edmond Mr Ian Kenneth Jackson from 18 May 2025 Mr Nigel Whiting from 18 May 2025
Charity Treasurer
Mr Chris Munday
Clerk to the Wardens
Mrs Anne Mansfield
Independent examiner
Mr Patrick Scargill FCCA ACA Sowerby FRS LLP Beckside Court Annie Reed Road Beverley East Yorkshire HU17 0LF
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ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE
REPORT OF THE TRUSTEES (continued) for the year ended 31 December 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The charity’s governing document is a Chancery Decree dated 7 January 1633.
How the charity is constituted
The charity is an unincorporated charity.
Trustees (who are also the churchwardens)
Trustees are officially officers of the Archbishop of York.
New trustees are elected by parishioners at annual parish meetings.
Charity trustees are required to retire from office after six years, however in practice trustees usually stand down after three years of office.
OBJECTIVES AND ACTIVITIES
Objects
The charity's objects are:
-
1 In or towards the repair and maintenance of the fabric, utensils and habiliments of the church and for adorning the same as occasion shall require;
-
2 In or towards payment of wages and salaries to the sexton and common servants of the church; and
-
3 Provision of bread and wine for the communion.
Activities, Achievements and Performance
The Wardens have worked hard to support Becky in the many a varied aspects of the life of St Mary’s in the last year.
We are indebted to Chris Munday who acts as treasurer to the Wardens. We are grateful his expertise, advice and commitment to us and the roll. We also thank Chris and his team of helpers, John Hood, Chris Makepeace and Sallie Blake, for counting the cash taken as offerings and donations.
The Wardens Fund continues to cover the costs of bread and wine for communion and the insurance for the church building.
Public Benefit
The trustees have had regard to the guidance issued by the Charity Commission on public benefit, and are mindful of this guidance in planning the charity’s activities.
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ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE
REPORT OF THE TRUSTEES (continued) for the year ended 31 December 2025
FINANCIAL REVIEW
Reserves Policy
At 31 December 2024, cash reserves in the form of bank balances were £22,900, (2023: £23,563).
The trustees’ policy on cash reserves is to ensure that they remain positive at all times. Expenditure will only take place if there are sufficient cash reserves to support that expenditure.
In addition to the cash reserves, investments with a market value of £1,452,008 (2023: £1,416,730) provide a healthy level of income for the charity, to enable it to fulfil its regular commitments to the church and also to provide additional financial help for specific and well-chosen projects.
Funds Policy
The trustees consider all funds held by the charity to be ‘unrestricted’ funds.
If restricted funds were held, they would only be expended in the manner for which the funds were given. Once received, the trustees would take steps to use any restricted funds expediently for the specified purpose.
Sources of funding
The charity’s sources of funding are predominantly from the income generated by its investments.
DECLARATION
This trustees’ report has been approved by the trustees and is signed on their behalf:
Trustee: Jill Edmond Date: 26th April 2026
Trustee: Allan Ball
Date: 26th April 2026
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REPORT TO THE TRUSTEES OF THE ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE (CHARITY NO. 232344)
I report to the trustees on my examination of the accounts of the Ecclesiastical Parish of Beverley St Mary Church Estate (‘the Charity’) for the year ended 31 December 2025 set out on pages 5 to 7.
Responsibilities and basis of report
As the Charity's trustees, 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 Charity’s accounts carried out under section 145 of the 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 which gives me cause to believe that, in any material respect:
- accounting records were not kept in respect of the Charity as required by Section 130 of the Act;
or
- the accounts do not accord with those accounting records.
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.
Patrick Scargill FCCA ACA Sowerby FRS LLP Beckside Court Annie Reed Road Beverley East Yorkshire HU17 0LF
Date: 26th April 2026
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ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE
CHARITY NO. 232344
RECEIPTS AND PAYMENTS ACCOUNT
FOR THE YEAR ENDED 31 DECEMBER 2025
All funds are considered by the trustees to be ‘unrestricted’ throughout both 2025 and 2024
| Receipts Charitable donations Dividends from investments Interest on investment deposit account Total receipts Payments Church insurance Church cleaning Communion bread and wine Accountancy Wifi Meeting and other expenses Contribution to development costs Contribution to Church Tower electrical bill Total Payments Surplus/(deficit) for the year (Loss)/gains on investment disposals Net surplus for the year Accumulated fund brought forward Accumulated fund carried forward |
2025 £ 1,195 38,542 11 39,748 20,031 5,278 911 390 1,117 216 9,317 - 37,260 2,488 (58,553) (56,065) 1,474,908 1,418,843 |
2024 £ 805 37,483 13 |
|---|---|---|
| 38,301 19,419 7,109 825 360 - 216 5,721 5,314 38,964 (663) 35,278 34,615 1,440,293 |
||
| 1,474,908 |
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ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE
CHARITY NO. 232344
STATEMENT OF ASSETS AND LIABILITIES
AS AT 31 DECEMBER 2025
All funds are considered by the trustees to be ‘unrestricted’ for both 2025 and 2024
| Investment Assets: Charities Official Investment Fund (at market value) - Income shares - Accumulation shares M&G ‘Charifund’ Income Units (at market value) Charities Official Deposit Fund Total investment assets Bank & cash Funds Bank balances Total bank & cash funds Total assets Accumulated fund |
2025 £ 1,237,578 115,272 40,338 267 1,393,455 25,388 25,388 1,418,843 1,418,843 |
2024 £ 1,299,797 117,564 34,380 267 |
|---|---|---|
| 1,452,008 | ||
| 22,900 | ||
| 22,900 | ||
| 1,474,908 | ||
| 1,474,908 |
The notes form part of these financial statements.
These financial statements have been approved by the trustees and are signed on their behalf:
Trustee: Jill Edmond Trustee: Allan Ball Date: 26th April 2026 Date: 26th April 2026
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ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE
NOTES TO THE FINAVCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025
ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements have been prepared on a receipts and payments basis.
Receipts
Receipts consist of investment income and a small amount of donations.
Payments
Payments consist of amounts expended in relation to the charity’s work in furtherance of its objects.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds are funds whose manner of expenditure is subject to conditions set out by the donor.
Throughout the year to 31 December 2025, and for the previous year, the trustees consider that there were no restricted funds.
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