THE HARRY AND KATIE POLLARD TRUST
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED
31 DECEMBER 2024
Registered Charity Number 255080

THE HARRY AND KATIE POLIARD TRUST
Registered Ch4rity No. 255080
CONTENTS
Page
Legal and administrative inforniation
Trustees, annual report
Statement of trustees, responsibilities
Ind¢p¢nd¢nt Examiner's report
Statement of Financial Activities
Statement of Financial Activities for 2023
Balance Sheet
Ststement of Cash Flows
Notes to the Financial Statem¢nls
10-15

THE HARRY AND KATIE POLLARD TRUST
Registered Charlty No. 255080
LEGAL AND ADMtNISTRATIVE INFORMATION
Trusteey:
Mrs C Epsom (Chair)
Mr M Woods
Faiher Darren Smith
Father Martin Ennis
Mr R Morgan
Father David Fisher
Registered Office:
The Church Union
16 Commercial Street
Birniingham
BI IRS
Bankers:
Natwe5t Bank PIC
Sh¢ph¢rds Bush
25 Shepherds Bush Green
ndon
W12 8PR
Inve8lmeni M*n*gen:
CCLA
Essex
CM6 9DL
Independent ELqmiDer:
Ni¢holas Simkins FCA
Butts Farni
Staffordshire
STI 8 (YfF

THE HARRY AND KATIE POLLARD TRUST
Registered Cbarity No. 255080
TRUSTEES. ANNUAL REPORT
For the year ellded 31 December 2024
The Trusiees present their annual report and financial stat¢m¢nts of the charity for th¢ year end¢d 31 D¢c¢mber 2023.
The financial statem¢nls have be¢n prepar¢d in accordance with the accounting policies set out in note 2 to the accounts
and comply.with ihe charity's trnsl d¢¢d. Ihe Charities Act 201 l and Accounting and Reporting by Charities.. Statement
of Recommended Prdctice applicable to Charities preparing their accounts in accordance with the Financial Reporting
Standard applicable in the UK and Republic of Ireland (effective January 2019).
STRUCTURE, GOVERNANCE AND MANAGEMENT
Th¢ R¢ver¢nd Hary Pollard Trust is constituted under the temis of a Will dated 25 February 1959. On ?6 October 2008
th¢ R¢ver¢nd Harry Pollard Trust amalgamated, and the funds were transf¢rr¢d lo th¢ Mrs Kali¢ Pollard Trust. On 20
March 2007 th¢ Mrs Kati¢ Pollard Trust ¢hanged its name to The Hary and Katie Pollard Trnst. This Trust is constituted
under a will dated 6 May 1952 and codicil dated 21 October 1953.
The Objects of the Trust were amended by Scheme dated 29 November 2022.
Our Trustees are appointed by the Council of the Church Union
OKJECTIVES AND ACTIVITIES
The object of the Charity is to apply the income for relief of inforni. sick or aged persons who are retired clergy or any
adult unmarried depend¢nts of deceased clergy
The Charity m¢¢ts th¢s¢ objects by giving grants.
PUBLIC BENEFIT
The Trustees ¢onfirni that they have refe￿ed to the 8utdan¢¢ ¢ontsined in the Charity Commission's general guidance
on public benefit when reviewing the Charity's aims and obje¢tiv¢s and in planning future activities and that they remain
Committed to supporting individuals through gront-making. In considering such grants. the Trustees naturally look for
demonstrable public benefit.
GRANT N14KING POLICY
The Charity has established its grant making wlicy to aehiev¢ Ats obj¢¢ts for th¢ public b¢n¢fit. Applications for grants
considered. with reference to the charity's objectives, on a case by ¢as¢ basis by the Board of Trustees. In 2024. 7
grants was made totalling £8.900 (2023 1 granl- £l.000).
FINANCIAL REVIEW
The year saw the ¢harity generate net income of £15,441 (2023: £35,817 net income). Income arising on the investments
h¢ld for tEstricied fvnds was wholly re-invesfrd.
Unrealised gains arising from the investment w)rtfolio in 2024 were £34.125 (2023: £107.711 gain)
The inv¢stm¢nl policy agr¢ed and aclioned in the past remained in place throughout the year. The Ttwste¢s ar¢ satisfi¢d
with ihe perfoman¢e of the portfolio having regard io the risk profil¢ adopted.

THE HARRY AND KATIE POLLARD TRUST
Registered Cbgrity No. 255080
TRUSTEES, ANNUAL REPORT (Continued)
For the year ended 31 De¢ember 2024
RESERVES POLICY
Th¢ TTUSte¢s are aware of the Charity Commission requirement in regard to R¢smi¢s Policy and are satisfied that the level
of reserves currently held is warrdnted to enable them to maintain the objectives of the Charity.
The Trnstees review ￿gUlarty the level of reserves. and the underlying investments and the retyrns being r¢c¢ived on these
investments. At the 31 December 2024 unr¢stri¢led reserves amounted to £1.374,970 {2023= £1.325,404). This represents
s¢v¢ral years, of ongoing expenditure. It is the rM)licy of the Trnste¢s to maintain at least one year's expenditure in
unr¢strict¢d reserves.
The Trnstees may permit funds to be invested in such a manner as they see fi( provided that such powers if investment are
only exercised for the purpose of attaining the objects of the Trust, and in a manner that is legally charttable. The Trustees,
agr¢¢d Investment Policy is to maintain a balanced portfolio with medium risk.
GOING CONCERN
The Trustees consider that the level and nature of th¢ financial reserves at 31 December 2024 does not impact uw>n
the assumption that the organisation is a going concern.
KEY MANAGEMENr
The day to day management of the Charity 15 the resw)nsibility of the Trnste¢s.
RISK FACTORS
During the year the Trustees continued to monitor the major risk faclors facing the Charity and they remain satisfied that
existing systems and conlrols are sufficient to mitigate those risks. During the year under r¢vi¢w th¢ Charity maintained
sound systems of int¢rnal financial control, including procedures for authorisation of all transactions pn)jects. Such
procedures are kept under on-going miew in order to ensure that ihey meel the Charilv's needs.
This re￿rt was approv¢d by the Trustees on
and signed on its behalf by
Mrj C Epsom- Chair

THE HARRY AND KATIE POLLARD TRUST
Registered Charity No. 255080
STATEMENT OF TRUSTEES, RESPONSIBILITIES
For ¢he year euded 31 De¢ember 2024
TRUSTEES, RESPONSIBIL￿lEs IN RELATION TO THE FINANCIAL sfATEMENTS
The Charity Trus¢e¢s responsible for preparing a Trus¢e¢s' annual report and financial statements in accordan¢¢ with
applicable law and United Kingdom Accounting Standards (United Kingdom Generdlly Accepted Accijunting Practice).
The law applicable to charities in England and Wales requires the Charity Trustees to prepatr finoncial statements for each
year which give a true and fair view of the slate of aftairs of th¢ Charity and of th¢ incoming resources and application of
r¢sour¢¢s, ofthe charity for that period. In preparing the financial statements. the trustees are requir¢d to:
selecl suitable accounting policies and then apply them consistently.
obs¢rv¢ the methods and principles in the applicable Charities SORP.
mak¢ judgements and estimates that ar¢ reasonable and prudent.
state whether applicable accounting standards have been tollowè& subject to any material departures that must be
dis¢losed and explained in the f￿ancial statements:
prepare the financial statements on the going concern basis unless it is inappropriat¢ to Presume that the charity
will ¢ontinu¢ in busin¢ss.
The Trnstees are responsible for keeping proper accounting records that disclose wiih reasonable ac¢ura¢y at any time the
financial position of the charity and to enable them lo ensure that th¢ financial statements comply with the Charities Act
2011, the applicable Charities (Accounts and Reports) Regulation& and th¢ provisions of the Tru￿ deed. They are als
responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud
and other irregularities.
Th¢ Trustees are r¢sponsibl¢ for th¢ maintenan¢¢ and integrity of the charity and financial infomjation included on th¢
charity's w¢bsil¢ in a¢cordan¢¢ with legislation in the Unit¢d Kingdom governing the preparntion and dis￿mInall0n of
financial stalements.
Approved by the Trust¢¢s on
and signed on its behalf by
Mrs C Epsom- Chair

Registered Charity No. 255080
INDEPEIWENf EXAMINER'S REPORT TO THE TRUSTEES OF THE HARRY AI¥D KATIE POLLARD
TRUST
For the year ended 31 December 2024
I report lo the trustees on my examination of the accounts of The Hany and Katie Pollard Trust (the Charity) for the
year ended 31 Decemb¢r 2024.
This report is made solely to the charity's trustees, as a body, in accordance with Re8ulation 31 of the Charities
(Accounts and Reports) R¢gulations 2008. My work has been undertak¢n so that I might stale to the charity's trustees
those matters l am required to slat¢ to them in an independent examine¢s report and for no other purpose. To the fullest
extent perniitted by law, I do not ac¢¢pt or assume responsibility to anyone other than the charity's trustees as a body.
for my work. for this report. or for the statement I have made.
Responsibilities And basi8 for report
As the Charity Trust¢¢s of the you are responsible for th¢ P￿paratIon of the accounts in acciyrdarkce with the
requirements of the Charities Act 2011 ('tthe Act").
I report in respect of my examination of the Charity's a¢¢ounts ¢arried out under section 145 of the 2011 Act and in
carrying out my examination I have followed all the applicable Directions given by the Charity Commission under
s￿tIOn 145(5Kb) of the Act.
Independent examiner's ststemtllt
J have completed my examination. I confirni that no material matters have come to my attention in connection with the
examination giving m¢ ￿U$¢ to believe:
accounting records were not kept in respect of the Charity as required by s¢ction 130 of the Act; or
2. the accounts do not accord with thos¢ r¢¢ords; or
3. the accounts do not comply with the accounting requirements concerning the forni and content of the account5
set out in the Charities (Ac¢ounls and Reports) Regulations 2008 other than any requirement that the accounts
give a 'true and fair view which is not a matter considered as part of an independ¢nl ¢xaminalion; or
4. the account5 have not b¢¢n prepared in accordance with the methi)ds and principles of the Statement of
Recommended Practice for a¢counting and reporting by charilies.
I hav¢ no conc¢rns and have come across no other matters in ¢onn¢¢lion with the examination to which attention should
be draiNn in this report in order to enable a proper understanding of ihe accounts to b¢ r¢ach¢d.
Nicholas Simkins FCA
Butts Farni
Staffordshire
ST180TF

THE HARRY AND KATIE POLLARD TRUST
Registered Charity No. 255080
STATEMENT OF FINANCIAL ACTIVITIES (Incor￿r￿ting lllcome and Expenditure Aceount)
For the year ended 31 Deeember 2024
ReJtri¢¢ed UDres¢ricted Total Funds
Funds
Funds
2024
Totsl Funds
2023
ote
INCOME AND ENDOWMENfs FROM:
Volulltgry in¢ome:
Income from investments
39.834
39,834
38,309
Total incoming resources
39.834
39,834
38,309
EXPENDITURE ON:
Charitable activities
24,393
24.393
2,492
Total resources expended
24,393
24.393
2,492
Net in¢ome/(expenditur¢) before gains and
losses on investments
15,441
15.441
35,817
Unrealised (lossesy8ain5 from investments
34.125
34,125
107.711
NET tNCOME I (EXPENDITURE)
49,566
49,566
143.528
Reconciliation of funds
Totsl fvnds brought forward
1.325.404
1.325,404
1.181.876
Total funds ¢arried fonvard
1.374.970
1.374,970
1,325,404
The notes on pages 10 to 15 forni part of these fllwicial statements.

THE HARRY AND KATIE POLLARD TRUST
Registered Charlty No. 255080
STATEMENT OF FINANCIAL ACTIVITIES an¢orporatiDg ID¢ome and Expellditure Account)
For the year ended 31 De¢ember 2023 (for eomparnttye purposes)
Re8¢rieted Unrestricted Totsl Funds To¢#1 Fundj
FuDds
Funds
2023
2022
Note
IY4COME AND ENDOWMENTS FROM:
Voluntary income:
Income from investments
38,309
38.309
36,540
Total ineoming resources
38.309
38,309
36.540
EXPENDITURE ON:
Charitable a¢tiviti¢s
2.492
2,492
3,714
Total resources expended
2,492
2,492
3,714
Net incomel(expenditure) before gains and
losses on inv¢sth?¢nts
35,817
35,817
32,826
Unreali5ed (Iossesygains from inv¢stm¢Dts
107,711
107,711
(161.685}
NET INCOME I (EXPENDITURE)
143,528
143,528
(128.859)
Retoneilixtion of funds
Total funds brought forward
1.181,876
1,181.876
1,310,735
Total funds carried fonvard
1.325,404
1,325.404
1,181,876
The notes on pages l O to 15 forni part of th¢se fJnan¢tal statements.

THE HARRY AND KATIE POLLARD TRUST
Registered Charity No. 255080
BALANCE SHEET
For tht year ended 31 December 2024
2024
2023
Nots
FIXED ASSETS
Investsnents
1.334.163
1.285,038
CURRENT ASSETS
Cash at bank and in hand
41,597
41,116
41.597
41.116
cRED￿ORS. Ajnounts falling
due within one year
{790)
(750)
Net current a88ets
40.807
40.366
Net ￿sEts
1.374,970
,325,404
Unr¢stri¢ted funds
1,374,970
1,325.404
1.374,970
1,325.404
The notes on pages 10 to I S fonn part of these fjnancial statements.
In accordan¢¢ with section 145 of the Charities Act 2011, the charity is exempt from the r¢quir¢ment for an audlt. The
constitution does not requi￿ the charity to obtain an audit of its accounts for the y¢ar in question" the exernplion from audit
has therefore been claimed
The flllancial statements were approved by the Trustees on
Mrs C Epsom (Cbair)..................... ..
Father Darren Smith (Tn￿tee}
Registered Charity No. 255080

THE HARRY AND KATIE POLLARD TRUST
Registered Charity No. 255080
STATEMEwf OF CASHFLOWS
For the year ended 31 December 2024
Note
2024
2023
Cash Ilows from operating *ettvities'.
N¢t cash provided byl(used in) operating activities
13a
(24.354)
(2,498)
Net cash pn>vided byl(u8ed in) oper4tiDg a¢tiviti
(24,354)
{2.498)
Cash flows from inveJtiDg acttvities:
Dividends and interest from investments
Purchftse of investments
39,835
(15,000)
38.309
(15,000)
Iyet c4Jb pn)vidtd by/{used In) investing 4¢tivilies
24,835
23,309
Change in cash and cash eqllivalents in the reporting period
481
20,811
C2Jh and cash equivalents at the beginning of the period
41.116
20.305
Cash and cgsh equivalents gt tbe end of the reporting period
13b
41,597
41.116

THE HARRY AND KATIE POLLARD TRUST
Registered Charity No. 255080
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 Deeember 2024
The Hary and Katie Pollard Trust is a charity registered in England and Wales No. 255080. The regISte￿d
office is 16 Comm¢rcial StreeL Birn)inghatn. B I IRS.
ACCOUNfiNG POLICIES
BASIS OF PREPARATION
The financial ststements have been prepared under the historical cost convention with items recognised at
st or transaction value unless otherwise stated in the relevant notes io these a¢¢ounts. The financial
stalements have been prepared in accordance with the Ststement of Recommended Prdctice: Accounting and
Rewrting by Charities preparing th¢ir accounts in accordance with the Financial R¢porting Standard
applicable in the UK and R¢public of Ireland (FRS 102) (¢tTeciive January 2019) and the Charities Act 2011.
Th¢ fvnctRonal and presentational ¢urrency is GBP and the accounts ar¢ rounded to the nea￿$1 £1.
b)
INCOME REcOGN￿loN
All income is recognised once th¢ charity has entitlement to th¢ income, it is probable that the income will be
receil'ed and the amount of income receivable caTh be m¢asured reliably.
PREPARATION OF THE FINANCIAL STATEMEKfs ON A GOING CONCERN BASIS
The financial statements have been pr¢pared on a going Concern basis. The charity has achieved an
operating surplus in 2024 including changes in the market value of iDveslmenls.
Ai 31 Decemb¢r 2024, net aSS¢ls amount￿ io £1.374,970 which included £41,597 in the bank and an
investment portfolio with a market value of £1.334,163. It is recognised that the market valu¢ of the
investment portfolio may fluctuate in the next year which may affect the overall level of reserves.
The Trustees constd¢r that the level and nature of the financial reserves at 31 December 2024 does not
impact upon ihe assumption that ihe Charity is a going ¢onc¢rn.
d)
RESOURCES EXPENDED
Liabilities are recognised as expendiiure as ￿)0n as there is a legal or constructive obllgation committing the
charity 10 that expenditure, it is probable that settlement will ￿ required and th¢ amount of the obligation
can be m¢asured reliably.
Expenditure is charged on th¢ accruals basis.
Expenditure included in ¢haritabl¢ activities comprises costs of promoting and SUPFK)rting the objects of the
harity. Grants ar¢ Charged at the w)int a commitment is tnade by the Trustees and in the case of on80ing
support when the￿ is an exp¢¢tation by the grantee that a grant will ￿ received.
-i(

THE HARRY AND KATIE POLLARD TRUST
Registered Charity No. 255080
NOTES TO THE FINANCIAL STATEMENTS (Continued)
For the year ended 31 De¢ember 2024
STMENTS
InV￿tMents are a fomi of basic fInancial instrument and are inttially re¢ognised at their transaction value
and subsequently measured at their fair value as al the balance sheet date using the c105ing quoted mark¢t
pri¢¢. The stst¢ment of financial activities includes the n¢t 8ains and losses arising on revaluation and
disposals throughout the year.
Th¢ Trust does not acquire options, derivatives or other complex financial instruments. The main forni of
financial risk fa¢¢d by the charity 15 that of volatility in equity markets and inveslment markets due to wider
economic conditions, the attitude of investors to investment risk, and changes in senttment concerning
equities and within particular sectors or sub s¢ct¢)rs.
INVESTMENT GAINS AND LOSSES
All gains and losses are taken to the Statement of Finan¢ial Aclivilies as they arise. Realised gain5 and losses
on investments are calculated as the difference between sal¢s pro¢¢¢ds and their openirkg canying value or
th¢ir purchase value if acquired subsequent to the first day of the financial year. Unrealised gains and losse5
ar¢ ¢al¢ulal¢d as the difference between the fair value at the year ¢nd and their carying value. Realised and
unrealised investment gains and losses are combined in the Stsiement of Finan¢iMI Activities
g)
FINANCIAL INSTRUMENTS
The charity only has financial assets and financial liabilities of a kind that clearly qualtfy as basic financial
instNment5. Basic fmancial instrnments are initially r¢¢ognised at transaction value and subsequently
measured at their settlement.
Financial assets that measured at cost and amortised cost are assessed at the end of each r¢porting period
for objective evidence of impairnient. If objective evidence of impairnienl is found. an impaimlent loss is
recognised in the Statement of Financial Activities.
h) JUDGMEIYTS IN APPLYING AccouNfiNG POLICIES AND KEY SOURCES OF ESTIMATION
UNCERTAINTY
In preparing the Financial Statements, management is requi￿d to mak¢ estimales and assumptions which
affect rep)rted income, expenses, assets, liabilities and dis¢losure of Contingent assets and liabilities. Use of
available inforniation and application of judg¢m¢nt ar¢ Inh¢￿nt in the fomialion of estimates. together with
expectations of fviur¢ events that are believed to be reasonable under the circumstances. A¢￿al results in the
future could differ from such estimates.
There are no key assumoions or other sources of estimation that have a significant risk of causing a material
adjustment to the canying values of assets and liabilities within the next financial year.

THE HARRY AND KATIE POLLARD TRUST
Regis¢ered Charity No. 255080
NOTES TO THE FINANCIAL STATEMENTS (Con¢inued)
For the year ended 31 De¢ember 2024
RELATED PARTY TRANSACTIONS AND KEY MANAGEMENT PERSONNEL
The key management personnel of the Charity are the Trustees. The Charity's policy is not to remunerdte Trusttts
other than reimbursement for ¢xpens¢s incuffed. There were no staff costs incurred in ihe y¢ar.
During th¢ year £625 (2023 - £742) w&s reimbuts¢d for travel cost ￿pellse$ 10 6 Trustees (2023 - 6).
Ther¢ were no outstanding balances due to or from Tntstees at the year*nd (2023 - nil).
The Trusle¢s of the Charity are appointed by Th¢ Church Union. The Church Union acts as custimjian trustee of the
CCLA investmenl portfolio of the Charity {not¢ 12). A payment of £13,578 was made to the Church Union in the
year as a management fee for acting as custodian trust¢¢ (2023.. £nil).
Father Darren Smith is th¢ Genernl Secretary of the Additional Curgfrs Society (ACS). The following payments
w¢r¢ made to ACS in the year.
Donaiion to ACS- £500
Reimbursement of travel ¢xp¢nses for Father Darren Smith- £215
INVESTMEY4T INCOME
2024
2023
Dividends and bank interest
39.834
38.309
39834
38J09
CHARITABLE AcTI￿lEs
2024
2023
Grants
Ttwstee travel expens¢s
Independent examinaiion
Custodian trusiee management fee
Donation to ACS
8,900
625
790
13,578
5(Kl
1.000
742
750
24J93
2,492

THE HARRY AND KATIE POLLARD TRUST
Registered Charity No. 255080
NOTES TO THE FINANCIAL STATEMENTS (Continued)
For the year ended 31 December 2024
INDEPENDENT EXAMINER'S REMUNERATION
The Independeni Examiner's remuneration was £790 (2023: £750) for the preparation and examination of
the accounts.
FIXED ASSET INVESTMEIYTS
CCLA
Market value at l January 2024
Unrealised (Losses) I gains in the year
Additions
1.285,038
34.125
15,000
M#rket value at 31 December 2024
1334,163
HI￿or1e￿I corf ￿31 December 2024 £1,017,433
Market value at l January 2023
Unr¢alis¢d (Losses) I gains in the year
Additions
1,162,327
107,711
15,000
Market value at 31 De¢ember 2023
1285.038
Hisiorical corf a¢ 31 December 2023 £1,002,433
CASH AT BANK
2024
2023
Bank accounts
CCLA DeposTt account
18,916
22,681
19,541
21,575
41597
41,116
-1

THE HARRY AND KATIE POLLARD TRUST
ReEistered Charity No. 255080
NOTES TO THE FINANCIAL STATEMENTS (Continued)
For the year ended 31 December 2024
CREDITORS: AmouDts falling due within one year
2024
2023
Accruals
790
750
790
750
10. AI¥ALYSIS OF NET ASSETS BETWEEN FUNDS
2024
2023
Investments
Current assets
Creditors: amounts falling due within one year
1,334.163
41,597
(790)
,285,038
41,116
(750)
lJ74,970
I J25,404
FUNDS RECONCILIATION
Balance at
Jn¢omiDg Outgoillg Investments
l 2024 Resources Resources gainsl(losses)
Balance ai
31 Dee 2024
Unrestricted Funds
1.325,404
39.835
(24,394)
34.125
1.374.970
IJ25,404
39,835
(24J94)
34,125
lJ74,970
12. FUNDS HELD BY A THIRD PARTY
The Trustees of the Church Union act as CUSt￿lan knwstees for the Harry & Katie Pollard Trust. The market VAlue of
the portfolio at the year end was £1,334,163 (2023: £1.285,038).
The portfolios are held onty in th¢ ¢apa¢ity of custodian trustee. they are not reflected in the Balance Sheet or
Ststement of Financial Activiti¢s of th¢ Church Union.
A payment of £13,578 was made to the Chur¢h Union in th¢ year Is a management fee for acting as custcrtlian ttustee
(2023.. £nil).
-14-

THE HARRY AND KATIE POLLARD TRUST
Registered Cbaiity No. 255080
NOTES TO THE FINANCIAL STATEMENfs (Continued)
For the yegr ended 31 December 2024
13. NOTES TO THE CASH FLOW STATEMENT
Recon¢iliation ofnet iD¢omel(expenditure) to net cash flow
from operating a¢tivltles
2024
2023
Reconciliation of net incomd(expenditure) for the reporting p¢riod
(as per the slal¢meftt of financial activities)
Adjusthients for:
Lossesl{Gains) on investments
Divtdends and inleresl from investments
Increasel(decrease) in creditors
Net cash (used in) operating activiti¢s
49.566
143,528
(34,125)
(39,835)
40
(107.711)
(38.309)
24
ADalysis of cash and Cash equivalents
2024
2023
Cash at bank and held in investm¢nts
Total cash and ¢a$b equivalents
41,957
41,116