## **Jane Higginson Charity**
## **registered charity no 242737**
## **Annual Report for the year 2024**
## History
The charity was founded following a bequest by Mrs Jane Higginson in 1707. The original will allowed for small donations to be made to Ludlow, Ellesmere and Hanmer Parishes. The current scheme gives the area of benefit as the poor and needy in the ancient parishes of Whitchurch (including Ash and Tilstock), Ludlow, Ellesmere and Hanmer. The charity owns land at Eastwick, Tybroughton, Whitchurch.
## The Land
In 2012 the Trustees sold the buildings they owned at Eastwick Farm, Tybroughton, Whitchurch and re-invested the proceeds in COIF Investment Units. In 2024 a small field was sold to the present owner of Eastwick Farmhouse for £75,000 and the proceeds re-invested, together with an additional £50,000 surplus income, in COIF Investment Units. The farm land has been tenanted by Mr Mottershead and Mr Barnett (who has informally sublet his tenancy to Mr Mottershead). In 2024 a total of £15,307.75 rent was received plus £7,785.25 outstanding from 2023.
## Trustees
The current Trustees are as follows:
Rev C Precious (Chair) Ex officio Rector of Whitchurch Fauls and Tilstock
Fr J Dussek Ex officio Vicar of Hanmer
Mr C Smith Nominated by Whitchurch Town Council
Cllr W Kay Nominated by Whitchurch Rural Parish Council
Mr P Harris Co-opted
Mrs J Reeves Co-opted
## The Clerk to the Trustees
Mrs J Rylands
Meetings
The Trustees met on four occasions during 2024 on 11 Mrach, 15 July, 17 September and 18 November
## Income and Expenditure
The total gross income during 2024 was £52,431.30. Total amount of charitable gifts was £21,496.64 and other running expenses of £5,921.68
## Independent Examiner’s Report to the Trustees of the Jane Higginson Charity, Whitchurch, Shropshire
| report on the accounts for the Year Ended 31° December, 2024, which are attached to this report.
## Respective responsibilities of the Trustees and the Independent Examiner:
The Trustees consider that an audit is not required for this year under Section 144(2) of the Charities Act of 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
- e Examine the accounts under section 145 of the 2011 Act; e Follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and
- ® State whether any particular matters have come to my attention.
## Basis of the Independent Examiner’s Statement:
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Clerk to the Trustees 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 the Clerk to the Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently | do not express an audit opinion on the accounts.
## Independent Examiners Statement:
In connection with my examination, no 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; or
(b) to prepare accounts, which accord with these accounting records have not been met; or
2. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
## signed oatsead ow)
Mrs Paula A Davies 5 Stags Leap Whitchurch Shropshire SY13 1ED
## pated... .2e.\olO
**----- Start of picture text -----**
Jane Higginson's Charity
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## Receipts and Payments
**----- Start of picture text -----**
|||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|1|January|2024|-|31|December|2024|Information|as|at:|31.12.24|
|Income|2023|Line|Expenditure|2023|
|Rental|income|103,913.57|7,785|1|Land|costs|#|
|Wayleave|121.91|121.|2|Insurances|-|388|
|3|Salary|2,277.40|2,185|
|COIF|Investment|Units|interest|23,395.82|28,482|4|Office|expenses|71.44|49|
|5|Legal/professional|fees|1,828.42|1,230|
|6|Audit fee|26.00|26|
|7?|Charitable|gifts|21,496.64|24,526|
|8|Water supply|to troughs|1,718.42|636|
|9|Investment|125,000.00|
|127,431.30|36,388|10|152,418.32|29,040|
|Balances|Brought forward|72,573.30|14|Carried forward|47,586.28|
|200,004.60|12|200,004.60|
|Reconciliation|NatWest current account|as|at:|30.12.24|52,943.28|
|Less|unpresented|cheques|(see|list|below)|3|
|Plus|cash|banked|after|statement|or|unbanked|at:|
|47,586.28|
|Balance|carried|forward|47,586.28|
|Cheques|unpresented|at bank statement|date|
|Date|Cheg|No|Payee|
|04.09.24|4|Brownlow Community Centre|
|08.12.24|49|MrsM|J|Fisher|0.00|
|08.12.24|49|MrsJ Healey|
|08.12.24|rs|Ms|C|Lewis|j|
|08.12.24|1|Mrs A Plummer|.00|
|08.12.24|Mr &|Mrs|R|Purcell|(|
|08.12.24|g|Mrs N|Saywell|
|08.12.24|150|Mr &|Mrs|R Smith|-|(|
|08.12.24|Mrs|R|Snell|
|08.12.24|Mrs|S Taylor|e|
|08.12.24|Mr & Mrs EM|Vaughan|
|08.12.24|!|Mr M|Craig|
|08.12.24|Mr G|Huxley|
|08.12.24|5|Mrs W|Smith|‘|
|08.12.24|5|Mr|R|Holmes|0.0|
|28.12.24|SYA|(|
|28.12.24|CAB|2|
|-|5,357.00|
|Assets|NatWest|current|account|47,586.28|
|COIF|Income|Units|opening value|1,037,486.08|
|sale/purchase|125,000.00|
|30.06.24|Value|adjustment|25,059.87|
|31.12.24|Value|adjustment|
|COIF|closing value|1,184,714.54|
|Total|liquid|assets|1,232,300.82|
|(Valued|at|between|£6,500|and|£10,000|per|acre|-|using the|mean|£8,250)|Fixed|assets|(land)|801,487.50|
|97.15|acres|Total|assets|2,033,788.32|
|||Clerkto t!|
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## Independent Examiner’s Report to the Trustees of the Jane Higginson Charity, Whitchurch, Shropshire
| report on the accounts for the Year Ended 31° December, 2024, which are attached to this report.
## Respective responsibilities of the Trustees and the Independent Examiner:
The Trustees consider that an audit is not required for this year under Section 144(2) of the Charities Act of 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
- e Examine the accounts under section 145 of the 2011 Act; e Follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and
- ® State whether any particular matters have come to my attention.
## Basis of the Independent Examiner’s Statement:
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Clerk to the Trustees 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 the Clerk to the Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently | do not express an audit opinion on the accounts.
## Independent Examiners Statement:
In connection with my examination, no 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; or
(b) to prepare accounts, which accord with these accounting records have not been met; or
2. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
## signed oatsead ow)
Mrs Paula A Davies 5 Stags Leap Whitchurch Shropshire SY13 1ED
## pated... .2e.\olO
**----- Start of picture text -----**
Jane Higginson's Charity
**----- End of picture text -----**
## Receipts and Payments
**----- Start of picture text -----**
|||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|1|January|2024|-|31|December|2024|Information|as|at:|31.12.24|
|Income|2023|Line|Expenditure|2023|
|Rental|income|103,913.57|7,785|1|Land|costs|#|
|Wayleave|121.91|121.|2|Insurances|-|388|
|3|Salary|2,277.40|2,185|
|COIF|Investment|Units|interest|23,395.82|28,482|4|Office|expenses|71.44|49|
|5|Legal/professional|fees|1,828.42|1,230|
|6|Audit fee|26.00|26|
|7?|Charitable|gifts|21,496.64|24,526|
|8|Water supply|to troughs|1,718.42|636|
|9|Investment|125,000.00|
|127,431.30|36,388|10|152,418.32|29,040|
|Balances|Brought forward|72,573.30|14|Carried forward|47,586.28|
|200,004.60|12|200,004.60|
|Reconciliation|NatWest current account|as|at:|30.12.24|52,943.28|
|Less|unpresented|cheques|(see|list|below)|3|
|Plus|cash|banked|after|statement|or|unbanked|at:|
|47,586.28|
|Balance|carried|forward|47,586.28|
|Cheques|unpresented|at bank statement|date|
|Date|Cheg|No|Payee|
|04.09.24|4|Brownlow Community Centre|
|08.12.24|49|MrsM|J|Fisher|0.00|
|08.12.24|49|MrsJ Healey|
|08.12.24|rs|Ms|C|Lewis|j|
|08.12.24|1|Mrs A Plummer|.00|
|08.12.24|Mr &|Mrs|R|Purcell|(|
|08.12.24|g|Mrs N|Saywell|
|08.12.24|150|Mr &|Mrs|R Smith|-|(|
|08.12.24|Mrs|R|Snell|
|08.12.24|Mrs|S Taylor|e|
|08.12.24|Mr & Mrs EM|Vaughan|
|08.12.24|!|Mr M|Craig|
|08.12.24|Mr G|Huxley|
|08.12.24|5|Mrs W|Smith|‘|
|08.12.24|5|Mr|R|Holmes|0.0|
|28.12.24|SYA|(|
|28.12.24|CAB|2|
|-|5,357.00|
|Assets|NatWest|current|account|47,586.28|
|COIF|Income|Units|opening value|1,037,486.08|
|sale/purchase|125,000.00|
|30.06.24|Value|adjustment|25,059.87|
|31.12.24|Value|adjustment|
|COIF|closing value|1,184,714.54|
|Total|liquid|assets|1,232,300.82|
|(Valued|at|between|£6,500|and|£10,000|per|acre|-|using the|mean|£8,250)|Fixed|assets|(land)|801,487.50|
|97.15|acres|Total|assets|2,033,788.32|
|||Clerkto t!|
**----- End of picture text -----**