St Peter's Non Ecclesiastical Charities
Annual report
f6)r tbe ye*r eBded S April 2026
Charity RegistratioD No. 115765

St Peter's Non-EcCkniaSt￿al Charities
Trustees and Advisors
Couucilbr Jonathan Robert Hucker (chaIrn￿ fmm tr Match 2023 . CovOPt¢d 2P September
20L?)
Afrdernian Robert George HoThvrd LCWTS (Chairman from 2P September 2022 to tr March
202J- elethed 25 Iktober 2011
C.'oJin James Ncls(m Williarns (Chairn7an to 27th SeptetnbeT 2022 - elected 25
Ortober2011)
Alderman Jaqueline Edna NoTm8D (Co-opted ?9 Novemkf ?0??)
knmar. Ilark. Batlcy (Cihfftd a Jul> &025}
lttdep¢ndent Examiner
Raymond Mark Gullock
Purtishead
Bristol
Bankers
HSBC Bank plc
62 Cseorge W'htte 8Éreei
C'.dDUt CITCUS
BrÉstol
Sto¢kbrokers
Evelyn Partners
4ih Flour EQ
Bristol

St Peter's Non-Ece1esiastic￿ Charities
Report of tbe Trustees for the year ended 5 Aprli 2026
Structur& governance and management
The Ciwkty is g0ven￿d by A Ch￿lty C¢)nuni&%ion SclYm¢ of Arraw¢nt d*d 15 l974.
Bristol Cty Council aptxiint 4 nomtnative Tntstees eV￿y 4 Je8rs and the nominative Trustees
appuint , e<popti￿e Trus￿eS for a 5 l'ear ienn.
.Sel¢¢li()n OfT￿￿ - The nomi[￿1ve T[￿sleeS k. but need Thot Ix, a M¢nikr of coU￿lL
c￿)Ptive "linslees shall %¥,ho through residence. w£upation, employinent or L)therwise
hav¢ sp¢¢ial knowledge of the said cty. The persons app)inted may k. but need not be. a Metnber
of the coU￿lL
Trustres s￿ satisfied that systems a￿ in plac¢ to mitigate these risks.
Hiytory. objectives aod gctivitiey
The original Charity was For th¢ poor of the Parish of St Peters. The church and some of the
surmundiiig land was b()mhed in the Second World War and wa£ redeVelo￿d the 8ioadniead
Shopping Centre. Consequently. theTe rcmain¢d no parishioners of St Peters to Iwk after.
thL. CkEarity Commission is%Kd o &heft￿ of Arrangemenc under which th¥ Charity Lurrentty
opeT8ies.
Th¢ principal activities of the CharitiC5 rcmain un¢hang¢d. Th¢ Trnsttts appfy thr yearly income
of the C'narities in relteving eifher generally or individuallv ￿rson8 who #re in conditions of ned.
hardship or distress and resident in the City and Lounty of Bnstol.
The Trusl¢es Gonfimi th¢). hak'L compliLd w'ith their duo. under Iti¥ L~nariti¢s A¥t -.oi i to have
due regard to public benefit guidanee published by the Charity Commi&sion and detail below the
mRin aL￿1vIlle5 undertaken to further the ch#rFtv's purposes f￿ the public benefit.
The!. belie￿e thai the 19 14 Sctiem¢ of Arrang?¢meni requirements ii.ith reoard to the apnli¢ation of
income ensures the benefits are clearly identifiable. Grants to beneficiaries. in ￿￿orda￿e with the
Charity's objectiv¢s. cause neitherthem nor the wider community any detrimental effect.
ITh addiiion, the restrictions as to who have the to benetit Mre propirtioThat¢ and
justifiable given th¢ njture of th¢ Cl>aTity's obj￿Ilve$ reSOUTCeS available. They apply t
people iyith a stated nee& within a ¢l&vl)' defin￿ g￿graphICal are< and no fec is paid in order io
obtitin benefit froni the LhaTit>'.
Thc appropriation of the in¢om¢ of the Charities MI￿ be tnade b). the TrJLSt£cs ai m¢etsngs of th¢ir
ly)dy aryd noi s¢parat¢l) b). liidividu￿ [￿￿te¢ or I"rustr¢5. 14istori£v411). the niajori(y ot"graThts
were made by the TTUS*eS after wonsideritig applic&ii)Trs submktted by OffKers of Bristol City
Council s forni¢r SocÈal Scryiees Departnent. IrolloThryng a rei'iew of the rncthods bi. s%thich the
requiren)ents o¥ the 1974 Sc.4=m: Jf .4rngieiiieni for the disuibuiion ol 2ncoin¢ and the Charil&es
Act 2011 can be met in a CO￿ effective way. the Trustees. sei.eral ago, decided ti) cimtinue to
cortsid¢r ayplicaiions submitted b) oificers of Brisknl City" Counall but kn supplement these with
indtvidual applications fro￿ local charities.

St Peter'& Non-Ecclesi*stieal Charities
Th¢ asslrts of the Charities arc M￿aged in accordance ilith the Trustee Act 21KIO. To assist. the
Trnstees have engaged Eve1)￿ Partner5 as investhient ma￿er$ wtth the obj'ective of enhancing the
dl vahr of the assets over time in a medrum risk ￿)rtfOliO. lkn is also a requirement th8t the
FK)rtFolio sllouldaim tthKY i%tW￿ lonwterni growth and CUnErrt income.
Fnwi¢i*l Revie
Tr TrnC(￿ from investrnu)ts isdisrrilxrt￿l in with th¢ 1974 Scheme ofArFang¢m¢nt.
perfonnance. thlrittg ihe year tk total i(Kome £46.159, whtch rep￿sents. a vicld on
cost of 4.32Y• (2025: 4.71•/•}
The v￿ue of the inY¢sthient porfOl￿ has iwe4sed by £255,933 whi¢h was equivalent fo an in¢re88e
of 221/*0. This compares with an incrcase in the Morningthr PtMFA Balanced Index (Personal
Investment Managemem and Finoneial AdviLtAssociation) of19.IVA
Going ¢oD¢¢rn
The trustees have a ￿£S1)nable expectstion that the C7Jarity adequate resources to continue in
operational existence for the foroseeable fijture. For this re&w tIKy rjjntinue to adW the going
con£Gni b&sis in preparing thc fjnankn.ial sta1cm￿.
R¢s¢rves Policy
Unr¢stri¢t¢d rewves of £1,412Z4 are held ty the Charitv to meet its future obls8Ations. The
Tho Truateos re8u(￿lY revitw th¢ T¢s¢N¢8 P)8iti4)N the fight of their existirt8 and onti¢ip&ted
¢ommiknents.
Charity law requir￿ the Trt￿ to tKepare fipancial statemerts for e￿ financial yw H,hich give a
true and faFr vic%%' of th¢ state of affairs of the *At yav. kn per•ring 15xise financiaj
th¢ are nx4uire4110:.
(SORP);

St Peter'￿ Noll-Ecclesi&stical Charities
fd) 5tr*e wlth applicabk XeoiMitt￿ st&nd•ts IF￿'e tollowed. subject to w material
departur￿ disclosed and explained in the fm8ncial sthknients" and
preswne the Charity will Contin￿ in b￿siness.
The Tr￿ are Yesponsible for keeping prO￿r accounting records disclose with reasonable
at #ny time the fin￿￿181 I￿11¥0￿ of the Charities enoble them to ens¥re that the
financial statements Comply with the Charities Act 2011, the Charity (Accounts and Reports}
RegJulations 2008 and the provisions of fhe ScheTne of AtYang¢menl dated 15 March 1914. Jliey are
th¢ prevention and d¢tection of fraud and other iwlarities
Independent Examiner
The Trustees have opted for 8n Inde￿dent Examination of the accounts and hav¢ apwinted R M
Gullo¥,k who will be Lonside￿I for reappL7inlm¢nt at the Annual Generdl Meding.
Signed on khalf of the Trustees
Chairnian

Indepelldent Examiner's Report to the Trustees of
St Peter'& Non-Ecclesiastical Charilies
8¢s6kn1 10.
Respecllve responsibili1￿ of trustees and examiner
Th¢ charities. T￿￿e¢S are Tesponsible for th¢ preparntion of the accounts. Th¢ charities, Trustees
constd¢t that an audit is not requred wdct s¢cti(rÉ 144(2) of the CIMrIti￿ Act 20II
It is my resp)nsli )Tity to:
xamin¢ th¢ accounts undcr s¢clion 145 of the Charitics Ad 2011
to folkn*" the laid do￿ in the Genersl Directions giv¢n ty tk Clwity
CoEEUnis￿ ueder section 14S5Ab) of the 2011 A¢c aDd
Basis of independent examiner's report
My examination was wried out in ac¢ord8nc¢ with the Gener41 Dir¢¢tiOns given by the Charity
Commissioners. kn wThin&tion ir￿lUdeS a Eeview ot the accounting Eccords kqrt by tk cbarities
any unusujl items ￿ dI￿l￿su￿$ in the a¢couits and se¢kiNg ￿pEa￿￿10n$ froni you as trust¢¢s
concerning. any such matters. "lkn prw¢dures undertaken do not ptrjvide all the evidence that
woukl be requtred Tn an audiL and wnseq• I do ¢xpTcss an at￿ll opinion oft the view
8iven by the accounts.
Independellt exawiA&s ststeTheut
(l} whtch gives me rtrasonable cause to believe that in any mat¢rial respecl th¢ requirements
to kw accounting r￿0￿1$ in accorda￿¢ with section 130 of the 2011 ACL" and
PFepare accounts which ￿0rd with the accounting records and to comply with the
accounting tequimnents of the 201 I
(2) to which, in my Opinio￿ attenlion slM)uld b¢ drawn in order to enthle a proper wderst￿l￿g of
the accounts tn ￿ reac1￿.
M Guilock
Bristol

St Peter's Non-Ecelesiastical Cliarities
Statement of financial activities
for the year ended 5 April 2026
zo
2026
tQ26
2025
47545
15
lutstr hr¢ome
47.4M5
Expe￿11¥
IV94
IILI9I
C7tt¢1'1¢(4hk diiivlllex
15.769
15.769
29.421
To¢*i txptttdltsre
N•t
R￿lISed un sak
28.4fr7
(5.7011
21
51.563
N¢t th17Vtffaettt kn fuDds
26S005
265,005
(48,9311
1.147 ?19
39.437
1.186.656
1235.587
Totsl tlrritd fDnwsnl
1.41U24
39,437
1,186.656
All a¢tiviti¢5 ate continwng iti n*we.

St Peter's Noll-Ecclesiastical Ch2rities
Balance sheet at 5 April 2026
2026
2025
FTrid as*ts
Invesunents
1,41&994
1.163,061
Current 4wt$
Short tern) deposits
11,869
31544
40,529
51612
52.398
Llabllltlel
Amounts falling the within one ye
(19,94SJ
{28,$03)
N¢1 ¢urrent assets
32,067
23,595
Total net a&sets or liabilities
1,451,661
1.186,656
Unrestri(aed
1.147219
- Capitsl fund
39,437
39,437
Total eh2rity funds
,45R,661
1.186,656
Aw0y￿ ty the TnL*u
/,/
Th¢ notrs on pages 8 to io forni part of thes¢ ￿Unts.

St Peter's Non-Ecelesiastical Charities
Notes to the accounts
5 Apri12026
{*) The financial st*anents have t*en pretAred in accord￿ with Aeeounting and
Rcp)rtine b), ChartTes: Statement of Recomrnended Pwti¢¢ appticable to charities
- th¢ UK and Rewblic of Irela￿* {FRS102) Iss￿1 ￿ 16 Juty 2014 I￿1 Finan¢1
RepXtl￿g appliLable io the Untted alld Rwic of Itclalld
(FRS102) and Clwiti¢sA£t2011.
The chtrtty c<￿tti￿ a ￿￿)IC I￿￿trt￿l￿1ry &$ defff￿d by FRS 102.
Ib) Fix¢d &%s¢t inv¢51B)ats relate to q￿rted and are i￿lUd￿ at market
th8rg¢d c)F ir¢dited ro the of FiRwwi41 A¢tiv5ties (SObAI Ally cosL
￿￿KIaL¢d with the sak ot pu￿hA￿t5 of iTrvesuKents at¢ fvF &s part of the
sftk or ofthe I￿¢Stm￿￿.
(c)
Employtt8

St Peter'sy N(￿-E£(leS￿&st[C￿l CharÈ
Fixed asset investmeTrts
2026
6Awil
Additions
I.1￿061
I30￿41
145,811
25&446
Revaluation to marketvah
216551
1.41&994
1,163,•61
Hisknid cc6t at 5
1.167326
Li*bilitiH: *mo¥nts f￿15￿g dp* witbill on¢ ye•r
2025
25.461
835
2?9
2507
19,945

St Peter'59 NoD-Ecelesiastieal Charities
io
Analysis of ewditure ah chgritable activities
4523
15.769
29.42]
Funds
(a) capi￿
This r¢pres￿& ￿l8*nal Lapitsl of th¢ Clthriti&i.
Ib) IneoDx¢ futsds
An*lysis of Bet assets between funds
Totsl
F4V
Fund
39.437
l J79ssr
51612
1.418.994
51612
(19.945)
(19,945)
39.4>7
1,41U24
1.451,061
Unrealised gains includoj aik)ve
351.768
351.768