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2026-04-05-accounts

Staffordshire Historic Churches Trust

(Registered Charity No.240854)

ACCOUNTS

For the year ended 5th April 2025

STAFFORDSHIRE HISTORIC CHURCHES TRUST

INDEX TO THE ACCOUNTS FOR THE YEAR ENDED 5TH APRIL 2026

ANNUAL REPORT 1-3
INDEPENDENT EXAMINER'S REPORT 4
RECEIPTS AND PAYMENTS ACCOUNT 5
BALANCE SHEET 6
NOTES TO THE ACCOUNTS 7

STAFFORDSHIRE HISTORIC CHURCHES TRUST

ANNUAL REPORT

For the year ended 5TH APRIL 2026

The Trustees present their report for the year ended 5 April 2026

The Staffordshire Historic Churches Trust was founded in the year 1982 from the Friends of Ancient Staffordshire Churches dated 21st July 1953. It is now governed by a Charity Commision Scheme dated 23 April 1965.

Principal Address:

Principal Address: Mrs C J Brown Admaston Farmhouse School Lane Admaston Rugeley WS15 3NH Registered Charity Number: 240854

Trustees:

The Charity Trustees and Committee are as follows:

Father Graham Bott (Chairman and Trustee) Mrs Katie Brown (Treasurer, Membership Secretary and Trustee) Mr Mark Parsons (Tours and Trustee) Mrs Fiona North (Secretary and Trustee) Mr Peter Lerigo (Ride and Stride Organiser) Prebendary Michael Metcalf (Ride and Stride Treasurer) Father Roger Williams (Tours) (Resigned December 2025) Mr William King (Facebook manager) (Resigned December 2025) Mrs Thea Randall

Page 1

STAFFORDSHIRE HISTORIC CHURCHES TRUST

ANNUAL REPORT

For the year ended 5th April 2026

Bankers: The Co-operative Bank PO BOX 250 Delf House, Southway Skelmersdale WN8 6WT Independent Examiner Mr P Betts High View Steenwood Lane Admaston Rugeley WS15 3NG

Page 2

STAFFORDSHIRE HISTORIC CHURCHES TRUST

ANNUAL REPORT

For the year ended 5th April 2026

Objects and Organisation

The Charity is administered by the Treasurer under instructions from the Trustees. It derives its income from its bank deposits, its portfolio of Investments, membership subscriptions, the annual Ride and Stride input by local churches and fund raising by organising tours of mainly Staffordshire churches.

A variety of outside bodies also provide income such as the Milldam Trust and Haberdashers. A number of PCCs give donations as well.

This financial year the Trust has benefitted by two generous legacies.

Review of Progress and Achievements

The governing document states the Trust exists for grants for the repair, maintenance, improvement beautification and reconstruction of churches in Staffordshire. The Trust has given out a number of grants this year and continues the support of 5 small rural churches with an annual maintenance grant for clearance of gutters, drains and so on. This has been well accepted and it is hoped this idea can be expanded.

There is no reserves policy

Dated: 29 April 2026

On behalf of the Trustees

Mrs. Catherine Brown (Trustee and Treasurer)

Father Graham Bott (Trustee)

Page 3

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE Staffordshire Historic Churches Trust

I report on the accounts of the Trust for the year ended 5th April 2026 which are set out on pages 5 to 7

Respective responsibilities of the Trustees and examiner

The Trustees are responsible for the preparation of the accounts. The Trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 [the 2011 Act] and that an independent examination is needed.

It is my responsibility to

Examine the accounts under section 145 of the 2011 Act

To follow the procedures laid down in the General Directions given by the Charity Commissioners under section 145(5)(b) of the 2011 Act; and

To state whether particular matters have come to my attention.

Basis of Independent Examiner’s Report

My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you, as trustees, concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.

Independent Examiner’s Statement

In connection with my examination, no material matter has come to my attention

1) Which gives me reasonable cause to believe that in any material respect the requirements a) To keep accounting records in accordance with section 130 of the 2011 Act and b) To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act

Have not been met; or

2) to which in my opinion attention should be drawn to enable a proper understanding of the accounts to be reached.

P.F Betts High View Steenwood Lane Admaston, Rugeley WS15 3NG Dated: 2026

Page 4

Staffordshire Historic Churches TRUST

(Registered Charity No 240854)

Receipts and Payments Account for the year ended 5 April 2026

NOTES 2026 2025

RECEIPTS

Investment income:
CBF Global Equity Fund (1)
CBF Property Fund
CBF Investment Fund
CBF Global Equity Fund (2)
Supporters
PCC Donations
Other donations
Legacies
Ride and Stride
Tours/events
Gift Aid
TOTAL RECEIPTS
140 137
1939 1940
4088 3752
4573 4439
1653 1754
700 431
265 0
9000 0
8849 6412
892 1291
7238 0
39,337 20,156

PAYMENTS

Grants
Stamps and R & S Plate
R & S Sub
R & S returned to PCCs
Church Room Hire
Tour costs
Webpage
Gift for Independent Reviewer
HRBA sub
x2
Presents & lunch
TOTAL PAYMENTS
EXCESS OF RECEIPTS OVER PAYMENTS
TOTAL FUNDS AT 5th April 2025
TOTAL FUNDS AT 5th April 2026
29,660 29,155
0 179
50 50
4,512 2,962
0 15
271 335
0 0
25 25
102 48
197
34,817 32,769
4,520 -12,613
247,584 260,197
**£252,104 ** £247,584

Page 5

STAFFORDSHIRE HISTORIC CHURCHES TRUST

(Registered Charity No.240854)

Balance Sheet as at 5th April 2026

2026 2025
ASSETS
6624 CBF Investment Fund income shares. 96,000 81,000
Includes £15,000 added in September 2025
(Mkt.val. at 2 April 2026 £138271 (2025 £128,149 ))
29,212 CBF Property Fund-income shares. 40,000 40,000
(Mkt.val. At 30 March 2026 £36,711 (2025 £36,019))
59,890 CBF Global Equity Fund - income shares. 99,909 99,909
( Mkt.val. At 2 April 2026 £166,039 (2025 £174,100))
Co-op Current account
TOTAL ASSETS
Total Accumulated Funds as at 5 April 2026
16,195
26,265
16,195
26,265
£252,104 £247,174
£252,104 £247,174

The accounts were approved by the Trustees and signed on their behalf by: Katie Brown Hon.Treasurer 29/4/2026

Page 6

STAFFORDSHIRE HISTORIC CHURCHES TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 5th April 2026

1. General

These Accounts have been prepared under the Historic Cost convention. The accounts have been prepared in accordance with normal accounting standards.

2. Trustees Remuneration and Expenses

No remuneration, either directly or indirectly, out of the funds of the Trust were paid or payable for the year to any Trustee or to any person or persons known to be connected with any of them.

3. Investments (Market Value)

----- Start of picture text -----
2025- 2026
£
Market Value at 5 April 2025 338,268
Net increase in value in the year 2753
-
Market Value at 5 April 26 341,021
4. Liabilities
Grants offered and not yet paid £29,000 plus
On going maintenance grants (estimate) £6,000
Page 7
----- End of picture text -----

INDEPENDENT EXAMINEWS REPORT TO THE TRusfEES OF THE Stafft•rdshire Historic chUrd￿ Trust I report on the accounts of the Trust forthe year ended 5th Aprll 2026 which are set out on pages 5 to 7 Respectlve rnsponslbllltlesof the Tn45tees and examlner The Trustees are responsible for the preparation of the accounts. The Trustees conslder that an audit is not requlred for thls year under section 144 of the Charities Act 2011 Ithe 2011 Attj and that an independent examln8tlon Is needed. It is my responsibllity to

Examine the accounts under section 145 of the 2011 Act To follow the procedures lald down in the General Directions Biven by the Charlty Commissioners under section 14515llb} of the 2011 Act; and To state whether particular matters have come to rny attention. Basls of Independent Examln•rfs R•wt My examlnation was carrled out in accordance with the General Directions given by the Charlty Commissioners. An examinatlon includes a review of the accountin8 records kept by the charSty and a comparlson of the accounts presented wlth those records. It also Includes onslderation of any unusual Items or disclosures In the accounts. and seekin8 explanatlons from you. as trustees. concerning any such matters. The procedu￿$ undertaken do not provide all the evidence that would be requlred In an audit and consequently no opinion is 8lven as to whether the accounts present a "true and fair Vie￿ and the report Is Ilmlted to those matters set out In the ststement below. Independent Examlnees Statement In connertlon wlth my examination, no matertsl matter has come to my attention 11 Which glves me reasonable cause to believe that In any materlal respect the requlrements al To keep accountin8 records In accordance with 5ertion 130 of the 2011 Act and bl To prepare accounts which acwrd with the accounting records and compty wlth the accountln8 requ1￿ments of the 2011 Act Have not been met: or 21 to whlch in my opinion attention should be drawn to enable a proper understsndlng of the accounts to be reached. P.F Betts High View Steenwood Lane Admaston, Ru8eley W515 3NG Dated: k). K¢ 2026 Page 4

Staffordshire Historic Churches Trust

(Registered Charity No.240854)

ACCOUNTS

For the year ended 5th April 2025

STAFFORDSHIRE HISTORIC CHURCHES TRUST

INDEX TO THE ACCOUNTS FOR THE YEAR ENDED 5TH APRIL 2026

ANNUAL REPORT 1-3
INDEPENDENT EXAMINER'S REPORT 4
RECEIPTS AND PAYMENTS ACCOUNT 5
BALANCE SHEET 6
NOTES TO THE ACCOUNTS 7

STAFFORDSHIRE HISTORIC CHURCHES TRUST

ANNUAL REPORT

For the year ended 5TH APRIL 2026

The Trustees present their report for the year ended 5 April 2026

The Staffordshire Historic Churches Trust was founded in the year 1982 from the Friends of Ancient Staffordshire Churches dated 21st July 1953. It is now governed by a Charity Commision Scheme dated 23 April 1965.

Principal Address:

Principal Address: Mrs C J Brown Admaston Farmhouse School Lane Admaston Rugeley WS15 3NH Registered Charity Number: 240854

Trustees:

The Charity Trustees and Committee are as follows:

Father Graham Bott (Chairman and Trustee) Mrs Katie Brown (Treasurer, Membership Secretary and Trustee) Mr Mark Parsons (Tours and Trustee) Mrs Fiona North (Secretary and Trustee) Mr Peter Lerigo (Ride and Stride Organiser) Prebendary Michael Metcalf (Ride and Stride Treasurer) Father Roger Williams (Tours) (Resigned December 2025) Mr William King (Facebook manager) (Resigned December 2025) Mrs Thea Randall

Page 1

STAFFORDSHIRE HISTORIC CHURCHES TRUST

ANNUAL REPORT

For the year ended 5th April 2026

Bankers: The Co-operative Bank PO BOX 250 Delf House, Southway Skelmersdale WN8 6WT Independent Examiner Mr P Betts High View Steenwood Lane Admaston Rugeley WS15 3NG

Page 2

STAFFORDSHIRE HISTORIC CHURCHES TRUST

ANNUAL REPORT

For the year ended 5th April 2026

Objects and Organisation

The Charity is administered by the Treasurer under instructions from the Trustees. It derives its income from its bank deposits, its portfolio of Investments, membership subscriptions, the annual Ride and Stride input by local churches and fund raising by organising tours of mainly Staffordshire churches.

A variety of outside bodies also provide income such as the Milldam Trust and Haberdashers. A number of PCCs give donations as well.

This financial year the Trust has benefitted by two generous legacies.

Review of Progress and Achievements

The governing document states the Trust exists for grants for the repair, maintenance, improvement beautification and reconstruction of churches in Staffordshire. The Trust has given out a number of grants this year and continues the support of 5 small rural churches with an annual maintenance grant for clearance of gutters, drains and so on. This has been well accepted and it is hoped this idea can be expanded.

There is no reserves policy

Dated: 29 April 2026

On behalf of the Trustees

Mrs. Catherine Brown (Trustee and Treasurer)

Father Graham Bott (Trustee)

Page 3

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE Staffordshire Historic Churches Trust

I report on the accounts of the Trust for the year ended 5th April 2026 which are set out on pages 5 to 7

Respective responsibilities of the Trustees and examiner

The Trustees are responsible for the preparation of the accounts. The Trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 [the 2011 Act] and that an independent examination is needed.

It is my responsibility to

Examine the accounts under section 145 of the 2011 Act

To follow the procedures laid down in the General Directions given by the Charity Commissioners under section 145(5)(b) of the 2011 Act; and

To state whether particular matters have come to my attention.

Basis of Independent Examiner’s Report

My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you, as trustees, concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.

Independent Examiner’s Statement

In connection with my examination, no material matter has come to my attention

1) Which gives me reasonable cause to believe that in any material respect the requirements a) To keep accounting records in accordance with section 130 of the 2011 Act and b) To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act

Have not been met; or

2) to which in my opinion attention should be drawn to enable a proper understanding of the accounts to be reached.

P.F Betts High View Steenwood Lane Admaston, Rugeley WS15 3NG Dated: 2026

Page 4

Staffordshire Historic Churches TRUST

(Registered Charity No 240854)

Receipts and Payments Account for the year ended 5 April 2026

NOTES 2026 2025

RECEIPTS

Investment income:
CBF Global Equity Fund (1)
CBF Property Fund
CBF Investment Fund
CBF Global Equity Fund (2)
Supporters
PCC Donations
Other donations
Legacies
Ride and Stride
Tours/events
Gift Aid
TOTAL RECEIPTS
140 137
1939 1940
4088 3752
4573 4439
1653 1754
700 431
265 0
9000 0
8849 6412
892 1291
7238 0
39,337 20,156

PAYMENTS

Grants
Stamps and R & S Plate
R & S Sub
R & S returned to PCCs
Church Room Hire
Tour costs
Webpage
Gift for Independent Reviewer
HRBA sub
x2
Presents & lunch
TOTAL PAYMENTS
EXCESS OF RECEIPTS OVER PAYMENTS
TOTAL FUNDS AT 5th April 2025
TOTAL FUNDS AT 5th April 2026
29,660 29,155
0 179
50 50
4,512 2,962
0 15
271 335
0 0
25 25
102 48
197
34,817 32,769
4,520 -12,613
247,584 260,197
**£252,104 ** £247,584

Page 5

STAFFORDSHIRE HISTORIC CHURCHES TRUST

(Registered Charity No.240854)

Balance Sheet as at 5th April 2026

2026 2025
ASSETS
6624 CBF Investment Fund income shares. 96,000 81,000
Includes £15,000 added in September 2025
(Mkt.val. at 2 April 2026 £138271 (2025 £128,149 ))
29,212 CBF Property Fund-income shares. 40,000 40,000
(Mkt.val. At 30 March 2026 £36,711 (2025 £36,019))
59,890 CBF Global Equity Fund - income shares. 99,909 99,909
( Mkt.val. At 2 April 2026 £166,039 (2025 £174,100))
Co-op Current account
TOTAL ASSETS
Total Accumulated Funds as at 5 April 2026
16,195
26,265
16,195
26,265
£252,104 £247,174
£252,104 £247,174

The accounts were approved by the Trustees and signed on their behalf by: Katie Brown Hon.Treasurer 29/4/2026

Page 6

STAFFORDSHIRE HISTORIC CHURCHES TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 5th April 2026

1. General

These Accounts have been prepared under the Historic Cost convention. The accounts have been prepared in accordance with normal accounting standards.

2. Trustees Remuneration and Expenses

No remuneration, either directly or indirectly, out of the funds of the Trust were paid or payable for the year to any Trustee or to any person or persons known to be connected with any of them.

3. Investments (Market Value)

----- Start of picture text -----
2025- 2026
£
Market Value at 5 April 2025 338,268
Net increase in value in the year 2753
-
Market Value at 5 April 26 341,021
4. Liabilities
Grants offered and not yet paid £29,000 plus
On going maintenance grants (estimate) £6,000
Page 7
----- End of picture text -----