Charity Togistration numbgr 254817
THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2024

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
LEGAL AND ADMINISTRATIVE INFORMATION
Tru$te
MrA J DLxon
Mr B Crux
Ms H M BuTfOWS
Mr P D Widdicombe
MrA J Barron
Charity numb•r
254817
Prlncipal addrn¥•
Falrfield
The Mila
Po¢kllngton
York
Y042 1TW
Indèpendont oxamln8r
Bretton Davis FCA of H8nlon8
124 Acomb Road
York
Y024 4EY
8ank•r8
Natlon41 We8lmln8ler
l Market Placg
Yofk
Y01 gYH
CCLA
85 Qu00n Vlclorlg Slraet
London
EC4V 4ET
Investment adv180rs
RBC 8r8wln Dolphln
12 Smrthfield Str881
London
EC1A 98D

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
CONTENTS
Pag?
Truste¢s' report
Slatemenl of tru8ts88' re8POt)sibililies
Indep8ndont examlne¢8 report
statèmènt of Ilnancl81 a¢llvlll&s
Balancè sheet
Note8 to the finan¢lal 8lalemenl8
7-14

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
TRUSTEES, REPORT
FOR THE YEAR ENDED 30 JUNE 2024
The trustees present Iholr annual report and financial statements for the year ended 30 June 2024.
The financial statements have been prepared in accordanc8 with the accountSng polldes set out in note 1 to the
financial staloments and comply wllh the charity'8 governing document. the Charities Acl 2011 and 'A¢￿￿ntIng and
Reportlng by Charities.. Slalemenl of Recommended Practlce applicable to charities preparing their accounts In
accordan¢8 with the Financial Reportiri9 Standard apphcable in the UK and Republlc of Irgland {FRS 102)"
(effective 1 January 20191.
Obje¢tlvos and Nctlvltle
The oblects of the charity are..
The repair and Maintenan￿ ofth8 par15h church ol Sl. Martln.,
Tha Trlief of persons resident wllhln the aifja of benefit, who ar8 In n88d, hard8hlp or dlslro8B',
The trustees may rolleve porsons In need by.,
Maklng gran18 or money lo them,. or
Provlding or p8ylno for goods, servic88 or facllliles for them.. or
Making grants of monty lo other persons of bodles who provld& goods, s8rvlc88 or fo¢111tros to thosa In
need.
In exceptional ￿$@$ tho trustee8 may a881818omeona (who Is otherw188 quallfl8d) who18'.
- Rè$ldonl outsld& the area of bengfll,. or
Only lemporarlly resldent In the area of benefit,
If and In BO far 88 thè Income of the Gharlly cannot be applled toward8 th& obl8ct spedfled in the flr818u
cI8IJSO abovg, the Irusl883 moy apply il towards the repalr of thg ¢hurch&$ of Sl Helens and the Unlled
Parlsh of York Sl Martln.
Publlc benollt
The Iru$188s have pold due r•gord lo guldonce18sued by the Chartty Cofflm1581on In d8dding what actlvbllg9 the
¢harily should undertoke.
The Charity has gslablished Ils grant making polScy lo achi6ve ils oblects for Ihe publlc b8ngfl1. Tho Charlty invlleg
applications for funding. The applle•lions arg Tevlewed against the crilerla a$ 891 out in the Dèed.
Achievemonts and ￿rfornian¢È
SlgnKicant actlvill&s and£¢hi8vom9nts ag81nst objecllvg$
In the current yearthe Iruslee8 have awarded gr8nls of £10,125 (2023.. £23,495) in exerds• of their di¥cretlon.
Flnanclal rnvigw
During the year, the charity has an excess of incomè over expendllure of £49.354 {2023.' £35,892}. Taken together
with the g8ins on inve$lment5 of £93,901 (2023.. £27,423}, this has resulleil in an increase In funds of £143.255
(2023.. £63,316}. Total funds carried foward amount lo £1.858,796 (2023.. £1,715,541). which comprises the
endowment fund of £797,97912023'. £781,180) and unrestricted funds of£l,060.81712023= £934.361}.
Golng concem
After making approprfale enquirfos, the Trustees have a reasonable expectation that tho charity has ad$quale
resourcas lo continue in operational existence lor the foreseeable luture. For this roa50n. they conllnue lo adopt the
going concem bas1$ in preparing ihe finandal stslements.

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
Res8rvespolioy
11 Is the pollcy of the charity to maintain funds at a level commen3urale with ils obSigation8. The airn is lo prowde
sufficient funds lo cover management and administration c051s and lo respond lo applications for grants which arise
from lime to time.
The invèstments are held to generate Income lo fund th& charitablg aolivi11os. ThgS9 aro Ihergfofa oxduded from
freè reserves. The free reserves of tho d)aTty as at 30 Jun& 2024 arfy £124,499 {2023.' £95,332).
Pl*M for futur• p•iiod$
The prlndpal objects of the Charlty relate lo the malntenance and repalr of the ChU￿h85 of Sl Martln and Sl Helen.
Quinquennlal r&ports delalllng the work to be carried our are prepared. Funds are advanced to the PCC a5 they are
requested 8S WOTk is carried out. The funds relainod fgflecl the rgqulremenls ¥el out in the qulnquennial reports and
Include a reserve for posslble addlllonal costs and addltlonal Wofk tho need for whlch may become appaTenl as
wort 1$ ￿TrIod out.
The Feoffeo8 wlll contlnug to Segk and review granl appllcallon8 that are cornpalible wllh the object8 of thè tharfty.
stru¢tur•i governancè and managomont
Tha Parish Fèoffmènl and Ann Wilghl Charlty Is govemed under the Scheme of 27th Aprll 2005 and managed by
tho trustees 8t regular meellngs. The truBlee8 mget four Ilmes per annum and delggate Iha management of the day
to day runnlng of the charty's affair8 to the cleth.
The truste8$ who served durlng Ihg ygaT and up lo thé dalè of slgnalure of thè financlal 818lem8n18 were..
MrA J Dixon
Mr8 Crux
Ms H M Burrow8
Mr P D Wddicombe
MrA J Barrgn
MrA M Sinclair
IR¢$luned 24 July 2024}
R8enHtment and appolntmont oftmstaes
Appointment of Irusloes Ss governed by the Con8lllullon, Tru5to9s are rerrulled and appolnt¥d after a car9ful revlow
of IhB neod$ of the Chorily and the skills and expertlse whlch respecllve nEW tru81e88 ¢an provlde. TNsl888 are
encouraged lo attend 8xt8rnal trustee Iralnlng 8e8¥ion¥ that are freety available in the reglon.
The trustees, report wa8 approved by tha Board of Tru8lee8.
MT A J Dixon
Tru8ts0
25 October 2024

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
STATEMENT OF TRUSTEES. RESPONSIBILITIES
FOR THE YEAR ENDED 30 JUNE 2024
Th¢ tru8lee8 are responsible for preparing the Truslee8' Report and the financial 8talem•nls In accordance with
appllcabl8 law and Unlteil Klngdcm Accountlng Standards (United Kingdom Generally Acceple(l Accounting
Praclicel.
The law applieAbl8 to charities in England and Walas rgqulres the trustee$ lo propAre flnancial slalements for each
financial year whlch give a true and fair view ol thé slAle of affair¥ of Ihg charfty and of th8 ino)ming resou￿8$ and
appllcalivn of resourc8s of the Charity for that yoar.
In preparing these ffinandal sl818rn8nls, th8 truste98 are requlrad to..
select sullablè accounting polldes and then apply them con8islenlly',
observe the methods and principles In th$ ChaTille5 SORP.,
make judgemènts and esllrnalg5 that are reasonable And prudent,,
stsle whether appllcabl8 accounfjng Standards have baen followod, sublect to any malorlal departur85 dls¢losod
and explalned In th8 fflngndal 8talgrngnl¥'. and
prepare the financlal slalèments on the golng concem b8818 unless It18 InApproprfate to pretyurno Ihat the ch8rlty
wlll continue In opgralion.
The Irust••S 8rè r8spon81ble for keeplng sufflclènt a¢¢ountln9 r•¢ord8 that d16do¥g wllh reasonable accuiaw 01 ony
Ilme the flnancSal position ol the charrty and anable them lo ensure that the finandal stalem8nts comply wllh the
Charllles Act 2011, the Charlty IA¢¢ounl8 and Reports) Regulat￿n¥ 2008 and the pro￿￿10n8 of th8 trust deed. They
ar& al¥0 Te8pon¥Sble for safeguardlng the ass8ls of Ihtr charity and hence for taklng reasonable steps for the
prevtnlK*n and dolecllon of fraud and other Ir￿gula￿lIes.

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
I rèport to the trustees on my exarnination of the financial slalemenls of The Parish Feofffflenl and Ann Wrlghl
Charity {Iha chBrilyl for tha year 8nd8d 30 Juna 2024.
Re8ponslbllltlo$ and basls of report
As the trustees of the charily you are r88ponslble for the PTeparalion of the finandal 8tst8m8nts In accordance with
the requlrements of the Charllies Act 2011 (t￿ 2011 A¢t).
I report in résp8d of my 8xamin81ion of the chgriV5 finBnrAal statements cBrriad out undèr Sèctitin 145 of the 2011
Act. In carrying out my èxamination I have follow8d all Ihfr appIl￿ble Direclions given by the Charlty Commission
under soctlon 14515)Ib} of thg 2011 Ad.
Ind8pend•nt examlnge$ statfjmollt
Your attentson is drawn lo the fact that the charity hgs pr8par8d financial slat8monls In accordance with Accounting
and Reporting by Chgrili85 preparing Iheir account$ in accordance with the Finan¢ial Reporting Standard applicable
In the UK and Republic of Ireland {FRS 1021 in preference to the Accounting and Reporting by Chariti88.' Slalemenl
of Recornmended Practice issued on 1 April 2005 which is referred to in th• 8xtanl regulations bul has now been
wlthdr8wn,
l understand that Ihls has been done In order for flnanclal statements lo provlde a true and lalr vl8w In accordance
wlth Generally AccepledAccounllng Practice effective for reporting pertod8 beginnlng on or after 1 January 2015.
I have completed my examinallon. I confirm that no matters ha￿ corn& lo my attontlon In conn6ctlon wllh th•
exarnlnatlon gi￿ng mg cause to ballgv8 that In any ma18rial rosp8et'
a¢¢ountlng re¢ord8 were not kept In respect of the chaTlly as requlr•d by sedon 130 of the 2011 Act,. or
Iho flnanclal slalemenls do not accord ￿th those records., or
the flnancSal 61alemenls do not comply with the applicable rgqulrernenl$ ￿nCernIng the fomi ond con19nl gf
aG¢ounts $9t out in the Chari10è8 (Accounts and R8portsl Regulallons 2008 other than any raqulremenl IhBI the
accounts glve a truo and fair VI￿ which15 nol a rnatleT ctsn$idtrred as part of an Ind•p*nd8nt &￿m￿n?110n.
I have no concern8 and have com& a¢ross no other matters in connection wllh the examlnafjon lo whlch attentlon
Should be drawn in th18 report1n order lo enable a proper understanding of Ihg financial slalement5 to b8 reached.
Brotton Davls FCA of Henton¥
124 Acomb Road
York
Y024 4EY
Dalgd.. 25 Odober 2024

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 30 JUNE 2024
Unrestrlctod Endowmont
funds
fund•
2024
2024
Total Unr•8trict•d Endowmont
funds
funds
2023
2023
Total
2024
2023
Nots
In¢ome from:
Inv8slmen18
80,888
80.888
84,082
84,082
Total Incoma
80,886
80.888
84,082
84,082
Expendlluro on..
Raising funds
Charllable a¢tlvllles
11,231
20,301
11,231
20.301
14,414
33,775
14,414
33,775
Total *X￿ndIturn
31,532
31,532
48,189
48.189
Not gainslllos$g81 on
Invostrngnls
11
77,102
18,799
93,901
21,598
5,825
27,423
Not Income and movèment In
funds
126,458
16.799
143.255
57,491
5,825
63,318
Rgconclllotion of funds:
Fund b8lances al 1 July 2023
934,361
781,180 1,715,541
876,870
775,355 1,852.225
Fund balAn¢•J at 30 June
2024
1,080,817
797,979 1,85e,798
934,381
781.180 1,715.641
The stalernenl of finonclal activllles In¢lud&g all galns and lossès recognlsgd in the year. All Income 8nd expendtture
derlve from conlSnulng acllvlues.

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
BALANCE SHEET
AS AT30 JUNE 2024
2024
2023
Notas
Flxed a¥￿ts
Investment propaty
Investments
13
14
600,000
1,134,297
600,000
1.020,209
1.734,297
1,620,209
Current a$•ets
Debtor8
Cash al bank and In hand
15
13,197
187,270
13,805
136.545
180,407
152,350
Credltorn.. amounts falllng du• wlthln
one year
18
155,9681
(57,018)
N•t curvent a$•et•
124,499
95,332
Tolal u••t¥ le•• ¢urrnnt114bllltle8
1,858,796
1.715.541
Th• fund• of tho charfty
Endowrngnl fvnds
Unreslrioted funds
17
18
797,979
1.060.817
781,180
934,381
1.858.796
1,715,641
Thè flnancl818latsmonts woro approved by the trustees on 25 October 2024
MrA J Dlxon
Truet

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2024
A￿o￿ntIng policies
Charity Inforniation
The Parish Feoffm8nl and Ann Wrtghl Charily is an unincorporatgd charfly r8gislere(l in England and Wales.
1.1 AGcountlng ¢onventlon
The financial $talements hav8 b8én prepared In accordanc4 with the tharlty's schame dated 27 Aprll 2005
the Charities Act 2011. FRS 102 'The Financlal RepDrting Standard 4pplicable In the UK and Republ1¢ of
Ireland. I'FRS 1021 and the Char1Iè5 SORP 'Accounling and Repor￿ng by Charili•s= SIAltrmenl of
Recommended Pradice appllcable lo charili8s preparing their accounts in ac￿rdanCe with the Flnancial
Reporting Standard applicable In the UK and Rep¢Jblic of Ireland IFRS 102)" {8ffgCtlve 1 January 2019). The
charity is g Pubfic Benofil Enllty a3 defined by FRS 102.
Thè charity has taken advanlago of the pro%A31on¥ In the SORP for churltleu not to prepare a Stalement of
Cash Flows.
The tlnanGlal slal8menls have departed from the Charities {Accounts and Reports) RegulalSons 2008 only to
the extent required lo provlde a true and falr vi8w. Thls departure hB8 involved followlng th& Slalgment of
Recommended Practs¢e for chafilies applying FRS 102 Talh&r than the verslon of tha Statement of
Recomm8nded Pra￿lc8 which is referred lo in the R6uulalion$ bul whith has Bince been wSlhdrawn.
The flnanclal 8latements are prepared In slerllng, whSch Is the luncuonal currency ol thè chwity. Monetary
amounts In these ffinfjnclal 8ts1èrn8n15 are rounded to the near851 £.
The ffnanclal slalemen18 have been prèpared under the hlslorical cost conv¢nllon, modlfled lo Indudo the
revaluallon of Investment propgrties and c8rt8ln financial Inslrum8nl& al falr value. Thg prlnclpal accounllng
pollcles adopted aro Sel tsul below.
1.2 Golng conc•m
At the lime of approvSng Ihg flnan¢ial statements, the Iruslep8 hava a reasonable expectatlon that the charlty
has adequate re8ourc&s lo continue In operational exlslence for the foreseeable futur8, Thus tho Iru$lo08
continue to a(topl the golng concgrn bas18 of accounllng In preparlng tha flnandal Slalernonls.
1.3 CharllAblo fvnd•
Unrestricted fund8 are avgblable for us8 41 the dlscretlon of tha INstee8 In furtheranc8 of Ihelr chaTKable
oble¢lives.
Endowment funds ale subject lo specific condttlons by donor8 that the capllal must be malntalned by th?
charity.
1.4 InGome
All income i¥ recognl$¥d once th8 ¢harity has enlillemenl lo the Incorno. it is probable that the incom8 wlll
recalved and the gmounl of ino)me rece￿able can be measured réllably.
Income lax recrjverable In relation to Investment Income 1$ recognlsod al the limo the Irweslmenl incorne18
recoivable.
Interè31 on funds held on deposil Is Induded when re￿1vabl@ #nd the amount can bo measured reliably by the
arity.. this is nornially on nolificalion ol the interest paid or payable by the insliluuon with whom the fund8 are
deposited.

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
Accountlng poli¢10¥
Icontlnugdl
1.5 Expand￿r•
Expendllure Is recognlsèd once there Is a legal or constructive obligation to transfer economic benefit lo 8
IhSrd party, Itls probable that a transfèr of economic benefits wlll be roqulred In settlemènt, and the Bmount of
the obligation can be mgasurod rali8bly.
ExpendilLwg18 da¥slfied by admly, The ￿￿15 of each 8Ctlvlty are Tnade up of Ihg total of dlrecl eos15 and
shared costs, Including support Costs Involved In undertaklng each activity. Direct costs attTibulable lo a single
activity 8r8 8llo¢aled directly lo that actlvlly. Shared costs whlch contribut8 to more than one aclSvlty and
support costs which are not attributable lo a 81ngle activity are apportioned b￿￿éen those 8¢livilies on a basis
onslst8nt wllh the use of resourcas. Centr818taff costs are allorAted on tha basls of Ilme sp8nl, and
depr8cialion charges are allocated on the portlon of the asset'8 use.
Expendllure on raloSng fvnds includes all expenditure Incurred by the charlty lo r818ed fund8 for Ils ¢harrt8ble
purpo$e$ and Indudes c0819 of all fundral8lnu aeti%All8s, evenl$ and nonwcharllable Iradlng,
ExpendSlure on charitable aGtlvllle$ Is IrKuTred on dlrectty undertaking th8 actlv5Ues whl¢h further the d)arlty'$
objective8, 83 well a8 any as$oGlalod 8UPPOrt costs.
Grants pgyable are chgrged In the year when the offer l¥ made excgpl In Ihosa easay w8re the offgr 1$
ndilional, such grants being rècognlsed as ¢xpondlturo when the condlllon5 attachlng are fulfilled. Grants
offered subSe¢l lo condltlonB whlch havo not b9en met al the year end are noted as a ￿MmItMent, bul not
accrued as expendlIu￿.
All expendllur8 1$ Inclusivo of Irrecov8rablg VAT.
1.6 Inv••iment property
Investment prop•rty, which Is propety held to eam renlalj andloT lor capital appreC￿a￿On. le Inlllally
r&cognisod at cost, whlch Indudag thè pur¢h4se co81 and any directly attrlbuiable expenditure. Sub$oqugntly
11 is measured at falr value at thè rèportlng ènd date. Tha surplu8 of dof1￿ on r9valuallon 1$ recOgni￿d in
profil OT1088.
1.7 Flxed a8Mt Invo•tm•nts
Flxed asset investments aro Initially measured al transaction price excluding ITansactlon co¥ts. ond are
8ubsèquenlly moa5ured al fair value al each reporting dale. Changes in fair valuo ale rgcognls8d In net
Incom81lexp8ndiluro) for th8 y8ar. Transacllon costs are 8xp8n58d BS incurred.
1.8 Cash and cash •qulYalènts
Cash and cash equival&nls includg cash In han¢J, dgposlls held al Gall ￿th banks, other short-lgmi Ilquid
Investrnents wllh orfglnol malurltles of Ihiee months or le88. and bank overdraft8. Bank overdrafts are Bhown
within borrowings in curTent liabiltho¥.
1.9 Flnan¢lJl in$trumonts
The charity has 818ctod to apply tha provisions of Sedon 11 '8aslc Flnanclal Instruments, and Section 12
'Olhèr Flnanclal Instruments Issuos, of FRS 102 to all of ￿ financlal Inslrumenls.
Flnanclal InBlrumenls are recogni5ed in the ¢harity$ balance shgot whgn the charlty becomes party to the
conlraclual provisions of Ihe instrumenL
Financial assets and Ilabllllles are offset, with thè nat amounts PT8s8ntod in th¢ financlal Statements, when
there is a18gally enforceable righl to sel off the recognised amounts and there 1$ an Intention lo settle on a net
ba81s orto re8lls8 thè asset and satue the Ilabllty slmulianeou81y.

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
Accounting policios
{Contlnuodl
8a$lc Ilnan¢lalassets
8asSc financial assets, which includ8 debtors and cash and bank balance8. ar& Ini1Sally measured at
transadon price Includlng transaction costs and are subsequently caTried al amortised cosl uslng the effective
inleresl method unless the arrangement con815lules a finandng transaction, where the tran$acUon 18
measurpd al the Present value of the fijluro r8ceipls discounted al a market rate of inlereBI. Financial a¥$el¥
Classifiod as receivable within one year arg not amortised.
Baslc tlnan¢lal Ilablllties
Baslc financial Ilabllllies, Includlng cTrdilor¥ are Sni158lly re¢ognl$ed 81 tr8n8adon prfce unlos$ Ihg
Brrangemenl conslkutes a financing Iran5a¢llon, where the debt instrument Is measured al the present value
of th8 future payments discounted al a markal ral8 of Interest. FlnancLal Ilabilltias classified as payablts withln
one year are not amortised.
Debt Inslrum¢nls are 5ubsequentty carrled al amortised cost, uslng the ¢ffectlvo Interest rotè method.
Trad8 credllors obllgalon8 to pay for goods or s0￿ceS that have been acqulr8d In the ordlnary cour88 of
operations from suppli8r8. Amounts payable are clas$Sfied as current Ilabllllles If payment 1$ due wllhln one
year or less. If not, they are presented as non-current Ilabi1511es. Trade creditors are recounisad initially al
Iransa¢lion prfee and Bubsgquénlly measur8d al amortlsed cost uslng th8 &ffe¢lfvo Inleresl method.
D¢recognltlon of flnancl•l Ilablllllos
Financial liabili1Ses Arg derecogn13ed whèn the charlty's contractU81 obligauons explro or are di8charg&d or
can￿lIed.
crftlcal accounting 08ttmat•s ond ludg•men
In the applicallon of the oharfty's accounllng polide8, Ihg trustee¥ 4re requlred to make judgements, estlrnatos
and a$$umpllon5 about thè carrying amount of assets and Ilabllllies that ore not readily apparent from oth8r
sources. The 8stimale$ a55ocialed assumpllons are ba8ed on historical gxpgrlonce and other factors that
•ffj ¢on¥tdeTed lo be relevant. Adual results may dlffer from thes8 88llmales.
Tho eslimale8 and underlylng 2ssumpllon8 are reviewed on an ongolng basls. Rgvislons lo accounting
osbmales arg recognised In the porlod In which the estsmalg Is rovised where the rèvlslon affects onty that
perfod, or in the period of the ￿VIsion and futur8 P9Tiods whore the revision affec15 both current and fuluro
perfods.
In¢om• from invostmgnt•
Unr•itrictod Unrn8trlcted
funds
funds
2024
2013
Rental Incom8
In¢omo from1151ed Onvoslmenlg
Interest r&ceSvable
50,932
26,066
3,88B
52,800
29,932
1.350
80.886
84.082

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
Exp•ndituro on rn18lng fvnds
Unre8tri¢tAd Unrostrlcted
fund¥
funds
2024
2023
Fundral$ing #nd publiclty
Invtsslment property expenses
Invèslm8nt m8nagemenl fees
3,876
7,355
7,307
7,047
11,231
14,414
Expendlture on chllrft•bl• •GtSvWg¥
Grant
Grant
lundlng ol fundlng of
•¢tlvlti
¢tlvltles
2024
2023
Dlrnct co¥ts
Grant fvnding of actlv5tlg5 (sg8 nots 01
10,124
23,495
Share of •upport and gov•manc• ¢o•ts14ts nots 7}
Support
Govgmance
3,831
4,146
6,134
20,301
33,775
Analy$l8 by fund
Unreslrlcted funds
20,301
33,775
Grants p8yabl•
Grnnt
Grant
funding of fundlng of
actlvltlBs
actlvltles
21124
2023
Grants to InslrtLrtlon8'.
Grants to PCC St Martin$ 8ThJ Sl H818ns
Grants to Door 84
10.124
19,495
4,000
10,124
23,495
10-

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
Support Costs allocated to a¢￿vItIes
2024
2023
Clerks honorarium
Bank ch8rge8
Trustee ctssls
Insurance
Govemance co8tB
3,260
22
3.209
44
893
349
8.548
8,134
10,177
10,280
Analy8od between:
Grant fundlng of actlvllles
10.177
10,280
N•t mov•mont In fund•
2024
2023
Tha net movgmgnl In fL¢nd818 slated after chargSngl(uedltlngl'.
Feès paygblg for th? Indep8ndont oxamlnallon of th8 charlV8 f4nanclal
slalemenls
1,950
2,532
Tru8t••
None of the trustees lor any pfyr80n8 connected wllh Ihgml rec&lvèd any remunorallon or benefl18 ftom the
tharlty durlng the year.
No Iru8lee expen8¢$ have been Incurred durlng the year.
10 Employfy••
The averaga monthly number of employaes during the yearwas..
2024
Numb8r
2023
Numbor
Total
There were no employees whos& annual remuneration was more than £60,000.
11

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
11 Galns and Iosso5 on invostmoAts
UnTestrlcted Endowment
fund9
funds
2024
2024
Total Unrestrlctsd Endowment
funds
funds
2023
2023
Total
2024
2023
Galnslllos8e81 arfslng on..
R8v8luatlon of
Investments
Sale of Inve8lmgnts
83,960
{6,858)
18,293
(1,494)
102,253
18,352)
21,498
100
6,798
27
27,298
127
77,102
18,799
93,901
21,598
5,825
27,423
12 Taxatlon
Thè ¢harfly18 exempl from tsxallon on Its actl%Alies because all Ils Income Is appll8d for char5tsble purposes.
13 Inv••lm•nt prop•rty
2024
Falr valug
Al 1 July 2023 and 30 Junè 2024
600,(M]O
The Inveslmont PTQPOrtio¥ w¢re1881 revalued on 30 Jung 2020. Tho Iru¥1995 ar9 of Ihg oplnion th9188 at 30
June 2024, the falr volu& of th8 property18 not materially diffgrenl lo the carylng valuè of £600.000. On& of
the Iru$tg98, Barry Crux, is a Ch8rt8red Surveyor and an Assoclale of the Charterod In¥lilule ofArbllTalor8.
The h18torlc cost ol the property l¥ £197.88812023: £197,886).
14 Flxod ￿••t Inv•Jthi•nt•
LIBted
Invostments
Ca8h In
portfollo
TotAI
Co$t or valu8tlon
Al 1 July 2023
Addltlons
Valuation change8
Cash movemgnl
Disposa18
1.012,830
275.383
102.253
7,379
1.020.209
275,363
102,253
12,569)
(260,959)
12,$69)
1260,9591
At 30 June 2024
1,129,487
4,810
1,134,297
Carrylng amount
AI 30 June 2024
1,129,487
4,810
1,134,29Y
At 30 June 2023
1,012.830
7,379
1,020.209
12-

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
14 Flxed as¥¢t Inve¥tments
IconUnuod)
Flxad a••¢t inveBtments rovalued
Inveslrnenls have been revalued lo falr value as a130 Jijne 2024. The historic ¢ost of the Inveslmonts W8S
£947,07912023.. £932,738}.
18 D8btorn
2024
2023
Amounts falling du• withln one year:
Other debtor5
13,197
13,805
16 Credltorn: •mount• falllnB du? wlthln ono ￿ar
2024
2023
Olhgr credllors
Accruals 8nd deferred income
43,500
12,468
43,600
13,518
55.988
67,018
17 Endowm•nt fund•
Endowrnenl lund8 raprasanl a$Bel8 whlch mu8t ba held pgrrnanenuy by thé charlty. Incom8 arf8lng on the
endowment fund8 can be used in accordanc8 with tha obj8cts of th8 charfty and18 Inelud8d As unr081ricled
Income. Any capitol galns or losses arising on the assots form part of the fund.
At 1 July 2023
Galn# and
lo$¥es
At30 Jung
2024
POrn￿n+nt •ndowm8nts
781,180
16.799
797,979
Prevlous y•ar:
At l July 2022
Giln• and At 30 June
10•8es
2023
Pemian•nt 8ndowments
775,355
5,825
761,180
13

THE PARISH FEOFFMENT AND ANN WRIGHT CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 30 JUNE 2024
18 Unrnstrfcted fvndj
Tho unreslrtoted funds of the charity comprlse the unèxp8ndad balances of donatlons and grants whlch are
not subjeGt lo speclfio conditions by donors and grantors as lo how they may b0 used. These includ8
designated funds wh1(* have b&&n S￿ a$ld8 out of unreslrlcied funds by the tru$t80s for spedfi¢ purposes.
At 1 July 21123
Incomlng
re60urces
Resou￿•1
expended
Galn$ and At 30 Jun•
losses
2024
Gener81 fund8
934,381
80,686
131,532)
77,102
1,060,817
Prnvlou¥ year:
At l July 2022
In¢omlng
ro8ourc•8
R•8our¢••
exp•nd•d
Galn¥ and At30 June
lo•••s
2023
Genèral funds
876,870
84,082
148.1891
21,598
934,381
19 of nèt a•#•ts b•twoen fund•
UnreBtrl¢t•d Endowm•nt
fund•
fundB
2024
2024
Total
2024
At 30 Jung 2024:
In￿$t￿ent propertl•8
Inv8slm8nts
Currenl as5e191(Ilabllllle81
800,000
197.979
600,000
1,134.297
124,499
936,318
124,499
1,060,817
797,979
1.858.796
Unreutrlcted Endowment
funds
funds
2023
2023
Total
2023
At 30 Jun• 2023:
Inveslm9nl propertles
Inveslmanls
Currnnt OSSgtslOIablliti￿I
eoo,000
181,180
800,000
1,020,209
95,332
839,029
95.332
934,361
781.180
1.715,541
20 Related party tran$actkms
The charity, along wllh Ihe Charity of Leonard Thompson and The Potter lfjrby Tr(J8t, is admlnistered by the
Feoffegs of Sl Martln8 and Sl Helens Church. York.
There were no balances owed from or to the above ￿lated charillès at either the current or previous year end.
There were no further d19c108ab￿ related party transactlons dudng the year12023.' None).
14-