Trustees, annual report
for the period
CHARITY COMMISSION
FOR ENGLAND AND WALES
From..
1 January 2025 To:
31 D￿￿ter 2025
Charity name..
The Churth Eslate, ChalgrthE
Charity r9gistrat￿n numt*r.
2548
Company numbw.
Not AOThL4e
Objective8 and Activities
SORP
Summary of the pUr[m)￿ of the
charfty as set out in Ib goNEmirvJ
d¢¢ument
Prd1.17
Ch￿￿8 ¥e ts re￿[, iMproveN￿t and maintenance
ofthe fth &KI fiJMIkn￿ of the Parish Chutth of Chabrove arm1
Summ¥y of the main &triit*s in
relation to those purFrt)ses for th8
public benefiL in par￿Ular. the
acts.vrt￿, proiects or sem(
hdentified in the acc¢yJnts.
1.17
aNI 1.19
f￿1 assei Iihestr￿nts of tharity are Idd as endowment
funts.
The fiJrtheranc* of objects are generating
irKx)me for the charity's inNBstm8nts and making grants to the
Par(thial Church Council of Chalgrov8 Parish Church and th8r8
h88 t*en no chaFvJe in trtte dufiTrJ ts year.
The chwty (xffltinues b generate inojne thrwh the rental of its
in￿tst protth&s. T1￿ in(4ne is aWLed to achieve the
obFGts of the tharity by way of wovpjing photocopying facifities to
SUPE￿1 servKes. and grants lo the Par￿hla1 Church Council for
the Maw1tena￿e ofthe fabrK of the churth.
Statement Confi￿Ing lthether
trustees have regard to tt
guKJance issued by the Chafrty
CommIss￿ on publK ienefii
Para 1.18
The Trustees have pwd due regard lo the gUKlan￿ isswl by the
Ch* Cc￿mIss￿￿ C￿ wbkc benefit wi thwJir¥J what ￿11¥1￿8
the ch￿ty stthkl und&*.
Additlonal Information (optional)
You may chtsjse to include further ststements *there releyant akAx
SORP
PoHcy on gra)t makiig
Pard 1.38
Policy on in¥estmerrt irK8￿1￿
pr(gram lelated inVestn￿l
Pwa1.
Conllityjlton maje by bthnteer5
Pw8 1.

Achievements and Performance
Summary ofthe maln
achievements of the chanty,
identifying the differen￿ the
chanvs Y￿rk has m* to the
Clrcumstsn￿S of its teneficiaries
and any wTrJer tenefits to society
as a whole.
Pwa1.20
charity tirr￿ duriTrJ the year.
The Trustee5 ccffltinued discu￿10nS %￿th their agents, Carter
)nas LLP, regarding the 2022 & 2025 rent reviews under the
Lease fLY the R￿1 Lv)n.
The Tnth Continued their re¥iew of the Trust Schemes,
t(MJether with tr£ir review of the hekl in the Femianent
endownwt The Trustees sought Wal adwce cffl their p)￿eT5 to
r￿￿￿sell Fwianent enth)rnt Prowty to ensure a wel
The Tnth determir*d to sdl Church Cotta3e proFerties and
b retain any proc£&ts in the ￿nanent endowTrwt as attematsve
OFerty or financial investments. The Trustees agteed to appoint
a D8svJnated Adwser as the first st8p in this pr(￿s.
T￿￿ to suppxt ts P￿tth￿l Churth C￿￿11 of
St Marfs Church, ChakJrove wtlh trh8 mainlenance of the fabr
and servi￿. A r￿W Discrebonary Spend Grant Request Fom was
Impkn￿nbj to imFTh the prttedure for oblaining a grant for
dixrebonary items of expenditure over £250.
Additional Informatlon (optional)
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SORP
Achi8vem8nts against 0￿.￿￿8$ Set
Para1.41
Perfofflian￿ offundrigng thi
against objecbves set
Pwa 1.41
P￿1.41
obi8cbves

Financial Review
SORP
Review of the thanvs finarKial
s￿'On at the end ofthe
Para1.21
charity continues to ￿umulate funds lThigh carefvl
inveslment and manajement of ts protErks enabling il lo make
grants to the Parcthkql Churth of Cl￿grove P￿ISh
Church.
'th of the arml the ffftancbal implrAtion8 for
this tharity al monEs are placed on derrt)sit and investwj carefully
ith th8 Central Bowd of FinarKe for the Church of England.
statement eXp￿in1￿j the pdicy for
holding reserbw ststlThJ why
are hebJ
Para 1.22
A5 a grant m*'rKJ chanty reasonably p￿l￿taLle irKx)me
swrces, the trustees consider that the ojrrenl level of unrestricted
r8SW*PS is suffKa￿l for w1￿1ng up of the charity.
A r8seThE fund IExtr*)rdinary Repair Fund) ts maintsined for the
rpjse of provKling for the extraordinary r8pair, improvement
ex￿n￿l or retrAJiklHig of Parish Church of Chalgrove.
Amount d reserves hebj
Para 1.22
£6,￿fj2
Reasons for hohjing zero reserbES
Para 1.22
Detals of fvnd materialy in dtht
Para 1.24
Explanation of any un￿rtaIn￿eS
about the thanty ccffltinuing as a
going concem
Para 1.23
Additional inforniation (optional)
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SORP
rdwence
Thè charitls prinGipal sources of
funds linduding any fundrai8irvJl
P￿al.47
Investrnenl polty and obpcths
includiThJ any frrial In￿ w1￿Y
Jopt&J
P¥a 1.46
A description of thè iisks
fac4ng the charity
P8fd1.46
Other

Structure, Governance and Management
Descriptlon of charity's trusts:
Type ol goveming do(xJmenL'
tru81 deed, memorendum and
articles of a8SWation etc.
Para 1.25
Th8 tharity was establish8d by a charitable trust deed on 29 March
1887 as vari￿ ty a Sch8mg of15 May 1967 and 22 ALUUSt199).
How is the chwity (onslilut8d?
limited company, uninlxxwra
association. CIO
Para1.25
Trust
Trustee Selecti￿ ffleth￿ts
I￿lUdIng details of any
constilutsonal prO￿S1On$ e.g.
8lection to Fost or name of any
perg)n or t(*ty entilled to apwint
one oi more Irustees
Para 1.25
The trust deed stipulates seven trustees ojmprising three ex offic
tfttst885, t1￿ nominalive trust￿ and ctsoptative tnJSt￿.
The VKar and Churthwardens of Chagrove Parish Church are 8x-
oft¥) trustees.
The Nominali¥B Irustee5 are apF(4nbJ by tha parc￿la1 Church
of cha￿T01* Parith Churth.
Th8 cO*ti￿ trustees are appointed by the 0th8r tnths.
CTrq>tatihf tru8t8es seThE ts five years and the trustees for
f￿r respKtively.
Additional inforniation (optional}
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SORP
roforon
Poliaes and proxjures athw
for the induction and training of
Irust888
Paa1.51
On apw'ntment trustees swJn a of a￿ptance and
willingr￿S lo &t in the t￿￿1 of the Charity in the Minute Book.
Tn￿1￿ induction is an pyrxess seNing trust
explaining the b￿kgrC￿Jnd. relevant issues, factors and
fina￿￿ F¥)SitKJn to incx)ming trustoos.
The charity's organisalional
structure and any v￿der net
with which the ¢harfty works
Para 1.51
The Charity is managed by the Board of Trustees meet al
asl f(AJr tomes dullro ts year.
The TTUStees dekgate the day to day manwerrt ofthe Mtal
cfft to ￿th'ng agents cart￿ Jonas LLP.
Relationship wilh any related
parbes
Para 1.51
Olhei
The Truslee5 have aS￿sed the major risks to vthich the charity is
exFrf)sgJ and are satisftd Ihat systems ￿ prct&Jures are irs
to mttsgate exposure to ttK)se rLsks.

Reference and Administrative Details
Charity nam8
Th& Estate, Ch*rove
0th8r name the tharity uses
Ch*ro%E Church Ests
Reglstered charity numter
Chaws pnncJFoI *lte&s
VK2rage, 58 &￿￿1nfie1d Ro*J, CWtoN8. Oxfvd OX44 7QX
Names of the charity trustees vtho manage the charity
Offlce {ff •w)
Dth arted IF for
Narne (rf por8on (or body}
•nttt￿ to wo(nt tru8te•
(11 any)
Tru8te• nam•
Lakey
WA
Mrs S W Brthvn
01101rJJ25-18ffj1r2025
01102r2025- 31n2r2025
Mr KI Wasmuth
Treagurer
NIA
Mr3 P Hunt
NIA
Mrs J Reeve
NIA
MrBSp
0110112￿25- OW071>Y25
Mr M Ja¥ues
01101r2￿2s- 011)YJ)25
MrRHir
19107r3J25- 31n2rx125
10
11
12

Reference and Adminlstrative Details
(cont)
Corporate trustees- narres of the directots at the date the report was approved
Dlrector nam•
Name of trnstees holding title to property belonging to the chaiity
Trustee nam•

Funds held as custodian trustees on behalf of others
De￿lIp1KM ofthe as*ts W li
this capaaty
IK*ts fu￿ of£66.59 as (xthlian ts the ChabD¥e EcdesiastKal
￿n￿ 12 D￿Mts￿r 2025. Ihis charity has been exempted from the reqUir￿ent
to tegi5tsr as a dwity C￿MiSSK)n frx and Wak8.
Name and objects of the chanty
vthose behalfthe assets are hekl
and how this falL8 within the
custodian charity's otF¢ts
Chalgrove Charity Ir￿￿e frcth fftveslnwts and
Detslls of arrawements for safe
custcrfjy and segregab'on of such
assets from tr* Chari￿s
assèts
The fuThJs a￿ inrted In the CBF Churth of England Inv6slment Fund.
Addltlonal Inforniatlon (optlonal)
Namu and addrn81•1 of adviwi (oPti￿al inf0m*￿A)
Typo of ad¥l88r Nam•
Namo of chlof oxocth or nameB ￿ unlor 8taff mombqrn Infomutkn)
Exemptlons from dlsclosure
Reason for non4isdosur8 of k8y pwsonnel d8tails
Other optional Infomiatlon

Declarations
The company has taken of the small ccrfnpanies. exempb)n in FW8ring the repNt aLx)¥e.
The trustees dedare that they have the Irustees, rernrt (i￿j￿11￿j directh, rep)rt) atove.
Signed on behalf of tho charW$ tn￿tee$ldlreclorS
Signature(s)
Full nam(¥)
Po8ilion (for gx*npl• Secretsry,
Chair.
Tnth. Clwrman

CHARITY COMMISSION
FOR ENfjLANQ AND WALES
Receipts and payments accounts
CC16a
For the period
1stJaft 2025
31st Dec 2025
To
Section A Receipts and payments
un￿tricted
Re$tricted
End(trwm¢nt
nds
funds
funds
tothe DMro¥t £ to thp p￿T91t£ to tt* rwr••t£ toth• n••r••t£
Total fund•
Last year
t•th• nMN•t £
Al R¥¢glpts
D￿&t￿n$ anrtgffts
Interest IrKome
t)l¥id￿ incow
Ront81 Incorne
597
028
4.028
76.085
3.934
AR)
84710
84,710
70.147
•n
nw•
(••• tsblo).
14710
A3Pa
Management ts)sts
Grant￿r￿Ill9 01gGbvW•
G0￿ManCe Cc4ts
21,49S
34.782
S,034
41,760
22,907
4Z
034
Sub total
8lJll
61.3ti
60.087
A4 A￿?1 and Inv•stment
Sub fotal
61.311
Net of reCelpts/(pa￿nentsJ
AS Trnnsf•rn bètw••n funds
A6 Cash fun(ts last year end
Cash funds thls year end
CCXX R18ccount8 ISSI
2510312026

Section B Statement of assets and liabilities at the end of the period
Unrestricted
funth
to wwrnst È
Restrfctvd
funds
Endowment
funds
Cat•gories
Details
to n•Jwt£
to near•st£
81 Ca8h funds
29a39
117,W5
Total cosh fund*
147.064
Unmtdctwl
funds
Re¥trietod
fund8
Endowmont
fund¥
to ntrarest£
Detall?
B2 Othor monotary 488ets
8>0
at£1COJI
Fund f•T*thbch
D•tall•
CoDt{op¥on•ll
Cutront valu•
onal
83 Inv•¥tmont ••8ets
1,015.000
145.480
Fund to*thkh
Jrrnntv•lu•
tlonal
Detall*
Co•tloOloMII
B4 A•88ts retalnod fr>r the
charlty'* own u8•
FuThJ tot**t¢h
*rnount d
Wh•n
Detall8
85 Llabllltles
Z404
Signwl by Of￿ tW5tee8 on
tehalf of all Ih8 tr￿￿te8S
Prlnl N8n
Date of
roval
Ln
CCXX P2 aC￿+ynts ISSI

COC £0£
3£J