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2025-08-31-accounts

Charity number: 800030

THE INTERNATIONAL CHURCHILL SOCIETY UK

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUGUST 2025

THE INTERNATIONAL CHURCHILL SOCIETY UK

CONTENTS

Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report 2 - 4
Trustees' Responsibilities Statement 5
Independent Examiner's Report 6 - 8
Statement of Financial Activities 9
Balance Sheet 10
Notes to the Financial Statements 11 - 20

THE INTERNATIONAL CHURCHILL SOCIETY UK

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 AUGUST 2025

Trustees The Lord Marland (Resigned 8 May 2025)
L S Geller C.B.E (Resigned 8 May 2025)
R L S Churchill
R S Rubin O.B.E (Resigned 8 May 2025)
Lord Andrew Roberts
S M Johnson
S Poss
P Boeckman
J Churchill
M Reiss (Resigned 8 May 2025)
M McGrath
D J Greenwell
Charity registered
number 800030
Principal office Churchill College
Cambridge
CB3 0DS
Secretary to the A Smith
Trustees and Executive
Director
Treasurer S M Johnson
Independent examiner Haslers
Chartered Accountants
Old Station Road
Loughton
Essex
IG10 4PL

Page 1

THE INTERNATIONAL CHURCHILL SOCIETY UK

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2025

The trustees present their report with the financial statements of the charity for the year ended 31 August 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

a) Policies and objectives

The principal objectives of the Society as set out in the Deed of Trust, are to advance the education of the public in the life and legacy of Sir Winston Churchill for the public benefit in particular but not exclusively by:

b) Strategies and activities for achieving objectives The Society has adopted a variety of strategies to further its objectives:

These strategies are proving successful in meeting our charitable objectives, and we intend to build on them in the future.

Page 2

THE INTERNATIONAL CHURCHILL SOCIETY UK

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2025

ACHIEVEMENT AND PERFORMANCE

a) Review of activities

The Society has assisted the International Churchill Society in the USA with its major international conference event to be held in October 2024 in Edinburgh. This will be a showcase event and bring together all the Churchill organizations, and members from across the world. Around 85% of delegates are expected to be from overseas.

b). Future Developments

The following are the immediate aims of the Trustees in 2025/26:

FINANCIAL REVIEW

c) Financial review and policy on reserves

Membership of the Society is made up of UK members, Digital only members and international affiliated members giving a combined total of 2974 active members of all types globally. As will be seen from the Accounts the Society generated a net deficit of £64,904 in the year, compared to a net surplus of £22,957 in 2024. Reserves are adequate to meet the Society's current needs. The Society's policy on Reserves is to have plans to raise sufficient amounts to fund current projects over the next three years.

STRUCTURE, GOVERNANCE AND MANAGEMENT

a) Constitution

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity. The International Churchill Society (UK) is a registered charity number 800030, constituted by Deed of Trust dated 25 July 1988, as amended on 19 April 2008, as amended by deed on 10 July 2015. The Trustees have unrestricted powers to make investment.

Appointment of Trustees

As set out in the Deed of Trust, a new Trustee may be appointed by a resolution of the Trustees recorded in the minutes and signed by the new Trustee. The number of Trustees shall not be less than three or more than twelve.

b) Organisational structure and decision making

The Trustees administer the Society and meet as necessary.

Three Trustees shall form a quorum and a meeting of Trustees at which a quorum is present shall be competent to exercise all or any of the powers and discretions vested in the Trustees. Questions arising at any meeting are decided by a majority of votes (each Trustee present having one vote) and, in the case of an equality of votes, the Chairman shall have a second or casting vote.

Page 3

THE INTERNATIONAL CHURCHILL SOCIETY UK

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2025

During the year in question, the Trustees were supported in the day to day implementation and administration of their strategy and programmes by the newly appointed executive director and deputy executive director based at ICSUK.

c) Risk management

Risks are identified and assessed and controls are established for the Society throughout the year. A formal review of the Society's risk management processes is undertaken on an annual basis. Through the risk management processes established for the Society, the Trustees are satisfied that the major risks identified have been adequately mitigated where necessary. It is recognised that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed.

d) Related party relationships

The Society continues to maintain links, including for administrational support, the delegation of the production and distribution of Finest Hour and the and the sharing of profits from the International Conference, with The International Churchill Society in the USA. We also have links related Churchill organizations in Canada and other countries, and has established informal links with the other Churchill sites and charities providing material for the Society's website WinstonChurchill.org

The Society has formed a strategic partnership with The Royal United Services Institute (RUSI). In collaboration with ICS US, this commitment involves a memorandum of understanding and a financial commitment of £1m to be paid by ICS UK and US jointly over 5 years. An ICS UK Trustee L S Geller CBE is also a board member of RUSI.

e) Public benefit statement

In shaping the Society's objectives and planning the activities, the Trustees have considered the Charity Commission's guidance on public benefit.

Approved by order of the members of the board of Trustees on 31 March 2026 and signed on their behalf by:

S M Johnson

Page 4

THE INTERNATIONAL CHURCHILL SOCIETY UK

STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 31 AUGUST 2025

The Trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustees to prepare financial statements for each financial which give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees on 31 March 2026 and signed on its behalf by:

S M Johnson

Page 5

THE INTERNATIONAL CHURCHILL SOCIETY UK

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 AUGUST 2025

Independent Examiner's Report to the Trustees of The International Churchill Society UK ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 31 August 2025.

Responsibilities and Basis of Report

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Page 6

THE INTERNATIONAL CHURCHILL SOCIETY UK

INDEPENDENT EXAMINER'S REPORT (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2025

Independent Examiner's Statement

Since the Charity's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of Association of Chartered Certified Accountants, which is one of the listed bodies.

Your attention is drawn to the fact that the Charity has prepared the accounts in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts 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 independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Page 7

THE INTERNATIONAL CHURCHILL SOCIETY UK

INDEPENDENT EXAMINER'S REPORT (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2025

This report is made solely to the Charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the Charity's Trustees those matters I am required to state to them in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity's Trustees as a body, for my work or for this report.

Signed: P Thain

Dated: 31 March 2026

FCCA

Haslers Chartered Accountants Old Station Road Loughton Essex IG10 4PL

Page 8

THE INTERNATIONAL CHURCHILL SOCIETY UK

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 AUGUST 2025

Note
Income from:
Donations and legacies
3
Other trading activities
4
Investments
5
Total income
Expenditure on:
Raising funds
Charitable activities
6
Total expenditure
Net expenditure before net gains on
investments
Net gains on investments
Net (expenditure)/income before
taxation
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Restricted
funds
2025
£
196,425
-
-
196,425
-
221,460
221,460
(25,035)
-
(25,035)
(25,035)
25,035
(25,035)
-
Unrestricted
funds
2025
£
30,426
24,275
9,971
64,672
-
125,989
125,989
(61,317)
21,448
(39,869)
(39,869)
509,075
(39,869)
469,206
Total
funds
2025
£
226,851
24,275
9,971
261,097
-
347,449
347,449
(86,352)
21,448
(64,904)
(64,904)
534,110
(64,904)
469,206
Total
funds
2024
£
59,035
218,446
10,372
287,853
26,730
282,847
309,577
(21,724)
44,681
22,957
22,957
511,153
22,957
534,110

The Statement of Financial Activities includes all gains and losses recognised in the year.

The notes on pages 11 to 20 form part of these financial statements.

Page 9

THE INTERNATIONAL CHURCHILL SOCIETY UK

BALANCE SHEET AS AT 31 AUGUST 2025

Note
Fixed assets
Investments
9
Current assets
Debtors
10
Cash at bank and in hand
Current liabilities
Creditors: amounts falling due within one
year
11
Net current assets
Total assets less current liabilities
Total net assets
Charity funds
Restricted funds
12
Unrestricted funds
12
Total funds
-
53,326
53,326
(3,981)
2025
£
419,860
419,860
49,345
469,205
469,205
-
469,205
469,205
27,304
22,192
49,496
(3,900)
2024
£
488,514
488,514
45,596
534,110
534,110
25,035
509,075
534,110

The financial statements were approved and authorised for issue by the Trustees on 31 March 2026 and signed on their behalf by:

................................................

S M Johnson

The notes on pages 11 to 20 form part of these financial statements.

Page 10

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

1. General information

The International Churchill Society is an unincorporated charity, registered in England & Wales, with a registered number 800030. The principal office is detailed on page 1 of the financial statements.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The International Churchill Society UK meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

The financial statements are presented in pounds sterling, which is the functional currency of the charity.

2.2 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

Full credit is taken for membership subscriptions in the year they are receivable, except where life membership amounts are received or a member pays in advance for student subscriptions, which are credited to income over the period of expected benefit.

2.3 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Page 11

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

2. Accounting policies (continued)

2.3 Expenditure (continued)

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.4 Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the Charity; this is normally upon notification of the interest paid or payable by the institution with whom the funds are deposited.

2.5 Investments

Fixed asset investments are a form of financial instrument and are initially recognised at their transaction cost and subsequently measured at fair value at the Balance Sheet date, unless the value cannot be measured reliably in which case it is measured at cost less impairment. Investment gains and losses, whether realised or unrealised, are combined and presented as ‘Gains/(Losses) on investments’ in the Statement of Financial Activities.

Investments held as fixed assets are shown at cost less provision for impairment.

2.6 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.7 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.8 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

2.9 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

Page 12

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

2. Accounting policies (continued)

2.10 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Investment income, gains and losses are allocated to the appropriate fund.

3. Income from donations and legacies

Donations
Total 2024
Restricted
funds
2025
Unrestricted
funds
2025
£
£
196,425
30,426
45,035
14,000
Total
funds
2025
£
226,851
59,035
Total
funds
2024
£
59,035

4. Income from other trading activities Income from fundraising events

Unrestricted
funds
2025
£
Income from functions
19,105
Total 2024
213,459
Total
funds
2025
£
19,105
213,459
Total
funds
2024
£
213,459

Page 13

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

4. Income from other trading activities (continued)

Income from non charitable trading activities

Unrestricted
funds
2025
£
Membership subscriptions
5,170
Total 2024
4,987
Total
funds
2025
£
5,170
4,987
Total
funds
2024
£
4,987

5. Investment income

Unrestricted
funds
2025
£
Income from local listed investments
9,899
Deposit account interest
72
Total 2025
9,971
Total 2024
10,372
Total
funds
2025
£
9,899
72
9,971
10,372
Total
funds
2024
£
10,310
62
10,372

6. Analysis of expenditure on charitable activities

Summary by fund type

Charitable activities costs
Total 2024
Restricted
funds
2025
Unrestricted
funds
2025
£
£
221,460
125,989
20,000
262,847
Total
2025
£
347,449
282,847
Total
2024
£
282,847

Page 14

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

7. Analysis of expenditure by activities

Charitable activities costs
Total 2024
Analysis of direct costs
Donations
Function costs
Finest hour
Activities
undertaken
directly
2025
£
323,028
242,002
Support
costs
2025
£
24,421
40,845
Total
funds
2025
£
347,449
282,847
Total
funds
2025
£
299,483
21,912
1,633
323,028
Total
funds
2024
£
282,847
Total
funds
2024
£
20,500
216,857
4,645
242,002

Page 15

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

7. Analysis of expenditure by activities (continued)

Analysis of support costs

Printing and stationery
Management charges
Consultancy work
Accountancy
Bank charges
Trustees indemnity insurance
Sundries
Exchange (gains) and losses
IT costs
Total 2025
Total
funds
2025
£
668
2,084
16,502
3,900
323
902
-
42
-
24,421
Total
funds
2024
£
3,057
25,531
6,348
3,900
424
-
1,041
344
200
40,845

8. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2024 - £NIL) .

During the year ended 31 August 2025, no Trustee expenses have been incurred (2024 - £NIL) .

Page 16

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

9. Fixed asset investments

Cost or valuation
At 1 September 2024
Additions
Disposals
Revaluations
At 31 August 2025
Net book value
At 31 August 2025
At 31 August 2024
10.
Debtors
Due within one year
Trade debtors
Prepayments and accrued income
11.
Creditors: Amounts falling due within one year
Bank overdrafts
Accruals and deferred income
Listed
investments
£
487,927
9,899
(100,000)
21,448
419,273
419,273
487,927
Stamp
collection
£
587
-
-
-
587
587
587
2025
£
-
-
-
2025
£
81
3,900
3,981
Total
£
488,514
9,899
(100,000)
21,448
419,860
419,860
488,514
2024
£
16,384
10,920
27,304
2024
£
-
3,900
3,900

Page 17

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

12. Statement of funds

Statement of funds - current year

Balance at 1
September
2024
£
Income
£
Unrestricted funds
General Funds - all funds
509,075
64,671
Restricted funds
Restricted Funds - all funds
25,035
196,425
Total of funds
534,110
261,096
The restricted fund relates to providing the Blenheim statue.
Statement of funds - prior year
Balance at
1 September
2023
£
Income
£
Unrestricted funds
Reserves
511,153
242,818
Restricted funds
Restricted Funds - all funds
-
45,035
Total of funds
511,153
287,853
Expenditure
£
(125,989)
(221,460)
(347,449)
Expenditure
£
(289,577)
(20,000)
(309,577)
Gains/
(Losses)
£
21,448
-
21,448
Gains/
(Losses)
£
44,681
-
44,681
Balance at
31 August
2025
£
469,205
-
469,205
Balance at
31 August
2024
£
509,075
Unrestricted funds
Reserves
Restricted funds
Restricted Funds - all funds
Total of funds
25,035
534,110

Page 18

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

13. Summary of funds

Summary of funds - current year

General funds
Restricted funds
Balance at 1
September
2024
£
509,075
25,035
534,110
Balance at
1 September
2023
£
511,153
-
511,153
Income
£
64,671
196,425
261,096
Income
£
242,818
45,035
287,853
Expenditure
£
(125,989)
(221,460)
(347,449)
Expenditure
£
(289,577)
(20,000)
(309,577)
Gains/
(Losses)
£
21,448
-
21,448
Gains/
(Losses)
£
44,681
-
44,681
Balance at
31 August
2025
£
469,205
-
469,205
Balance at
31 August
2024
£
509,075
25,035
534,110
Summary of funds - prior year
General funds
Restricted funds

14. Analysis of net assets between funds

Analysis of net assets between funds - current year

Unrestricted
funds
2025
£
Fixed asset investments
419,860
Current assets
53,326
Creditors due within one year
(3,981)
Total
469,205
Total
funds
2025
£
419,860
53,326
(3,981)
469,205

Page 19

THE INTERNATIONAL CHURCHILL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025

14. Analysis of net assets between funds (continued)

Analysis of net assets between funds - prior year

Fixed asset investments
Current assets
Creditors due within one year
Total
Restricted
funds
2024
£
-
25,035
-
25,035
Unrestricted
funds
2024
£
488,514
24,461
(3,900)
509,075
Total
funds
2024
£
488,514
49,496
(3,900)
534,110

15. Related party transactions

The Charity has not entered into any related party transaction during the year, nor are there any outstanding balances owing between related parties and the Charity at 31 August 2025.

Page 20