CHARITY REFERENCE NUMBER- SCIK17020
Holy Trinity Episcopal Church,
Pitlochry
REPORT OF THE VESTRY
ACCOUNTS
FOR
YEAR ENDED 30th SEPTEMBER 2024

HOL Y TRINJTYEPISCOPAL CHURCH
CHARITY REFERENCE NUMBER- SC007020
CHARITY TRUSTEES - Members of the Vestry
CHURCH ADDRESS
PRINCIPAL OFFICE
Holy Trinity
Perth Road
Pitlochry
PH16 SLY
BANKERS
Bank of Scoiland
76 Aiholl Road
Pitlochry
PH16 5BW
INVESTMENT ADVISERS
Brewin Dolphin Ltd
31-32 Catnperdown Streei
City Quay
Dundee
DDI 3JA
M & G Charities
PO Box 9038
Chelmsford
CM99 2XF
INDEPENDENT EXAMINER

HOLY TRINITYEPISCOPAL CHURCH
REPORT OF THE VESTRY FOR YEAR ENDED 30 SEPTEMBER 2023
The members of the Vestry present their annual report together with th¢ financial statements for
the year ended 30 September 2024.
Sirueture and Governance
In tems of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities
Accounts (Scotland) Regulations 2006, (as amended). the Vestry rewrts to the congregation as
rollows..
Holy Trinity Episcopal Church. Piilo¢hry is a registered Scottish Charity (SC007020).
In process of incorpornlin8 All Sainis Kinloch Rannoch inlo Constitution. (Funds
PAssed io Holy Trinity June 2024 and Deed of Transfer in progress)
It is a member of the Diocese of Si Andrews. Dunkeld and Dunblane of the Scottish
Episcopal Church and is in full comrnunion with the worldwide Anglican Communion.
The Superior auihoriiy is ihe Bishop of Si Andrews. Dunkeld and Dunblane.
All of its temporal affairs ate governed by the Vestry.
Appointment of Vestry Mernber5
Vestry members are elected or apkK)inied from members of ihe Congregation by Annual
General Meeting esthblished by constitution and under the Code of Canons of the Scottish
Episcopal Church. There is no form31 induction programme, bul ongoing guidance is given to
ensure that Vesiry member5 are familiar with the Church's values. aims and respon5ibiliiies as
the designated truslee5 of a charity. Vestry Members ar¢ enwurdged and 5UPlX)rted to attend
any Dio¢¢san or Provincial Trdining Courses.
Administrative Struethre
It is the duty of the Vestry to manage the iemporal affairs of the congregaiion with
responsibility lo keep Ihe fabric and propert), of th¢ church and other buildings in good working
order and to look afier the finances of the chur¢h.
Statement of Risk
The Vesty keeps under review the major ri5k5 to which the Churches arc cxposcd and has
es(ablished procedures within our Strategic Plan to miiigaie any risks identified. Our latest
Quinquennial Report. and the Quinquennial for All Saints Kinloch Rannoch were both carried
out in 2024 by our Archiiecis (Niehol Russell Studios) who have been working with us since
appointed in 2021 helping us manage the fabric of the buildings and the work and reordering
that needs io be undertaken. The financial risk is continually monitored and assessed especially
with the effects on income and investmenls from inflaiion and the cost of living crisis and
alihough we have no Control over markei forces, we have worked hard to increase weekly and
monthly revenue. with sorne success over 2024. The age and the slow reduction of
congregation is Still of wncem, and ihough w'e do attract new members the Vestry continues
with their plans for rni55ion and outreach to the cnd of thi5 5-year plan in 2026 10 cncouragc
new p¢ople. On a practical nole with care for congregation and visitors we conduci a risk
assessmertt for all our activities, in addition we have ensured that several members have food
hygiene certificates. that our kitchen is fully equipped for simple food service, and that at least
one person with the Certificate is present at ev¢nt5 Wh¢￿ food is served, these arc displayed in
Ihe Church hall.
Charitable Objectives and Activities

The Church's principal activities include public worship in sacrament and prayer. Christian
edu¢ation, charitable work, and fund raising for local, national, and international n¢¢ds, social
mcctings. and community groups of all ages.
At Holy Trinity, we live our love for God and e￿h other by:
welcoming and affinning all people.
nurturing faiih and spirituality,
caring for our planeL
engaging with our cornmunily.
working for justice.
All Sainls KIn1￿h Rannoch is being In￿r￿rated into this structure and the process is almost
complete in 2024.
Volunteers
The Vestry is extremely grateful for the time and efforts so freely given by the volunteerg.
without whom many of the activities w'ould be unable to operate.
Achievements and perforniance
The Church continues lo make its facilities available for ￿se a￿1 provide a place of w0￿h1P for the
whole community. In 2023 we rontinue to open the church regularly for prayer and viewing and have a
new leaflet for visitors. The Tuesday Club after review was fornially closed at the end of 2023. Our
Mission and {￿treaCh Partnership wilh Pitlochry Festival Theatre & Pitlochry High School coniÉn
this year with the Pitlo¢hry Nativity. held in th¢ Chur¢h & Serenity Garden in December 2023, which
was a gTeai success. the Pitlo¢hry Niiiviiy will be held again in December 2024. In 2023 we also host
Pitlochry Fe51ival Theatre5 MuTn and T(xldler Play Group during Thealre Refurbishment, and ran a
'Storytime in the Garden, with a focus on storie5 which told of eare for our neighbour and care for
creation, in the (ktober half ierrn. (2023), Ihis was part of our outreach and mission to highlight the
Climate Crisis in relation to Gospel Value5. The Church al￿ nlns a Book Club which Ineets monihly.
hosted Advenl and Lent Courses (in person ond on zoom) #nd works with the other denominations in
the town. in thc winter of 23124 wc rnn a Wami Spaces Day with funding from Perth and Kinros5
Council. The Gardening Group continue to maintain and d¢velop our Serenity Garden with development
work being undertaken and planned for 24125. and in 2024 we are now able io holding Weddings in the
Garden. We offer our church and hall for use by other groups and ¢hur¢h¢s. ¢urr¢ntly a Mindfulness
Group are using the hall a￿1 the Romanian Orth￿l0X Church hold o¢¢&sional s¢rvic¢s in Holy Trinity
for their people living in this area.
Financial Review
This year we have surplus of £5430 for the year. we sold £33.(W of investments to cover capital
spending. ongoing projects with prr. work in the Serenity Garden and the Church & Churchyard. and a
loan of £8,000 to All Saints Kinl(Kh Rannoch {now repaid.) The surplus is due io an incre&se in
donaiion& fundraisin& in gift aided giving and successful grant appli¢aiions. Invemmeni performance
however h&5 quite stable ihis year with some small gains so we end the year wiih inyesiments at Holy
Triniry of £260.379. In total so far over the period we have spent over £40.OLKI on building work, repon5
and the architect. and £30.000 on Mission and Outreach
As Holy Trinity contribute a 49Yo Share lo the Linked Charge expenses.. by far ihe largest amount of the
Charge. the Vestry have iaken the view ihat we will coniinue to review our planned ex￿ndItUTe for
Mission and Outreach and will to work to improve t1￿ yearly deficits and io seek funding from exiernal
SOLirce5 where possible. We have raised over £55￿ f(* WO￿ in the Sereniry Garden and church. We
also plan fundraising and further grant application and ap￿&7$ for further work in 2024125. Our
pplicalion for Phase 2 of the Serenity Cjarden lo ihe Coop L[￿al Fund was successful and this money
£1073 wa5 received in November 2023. We took over responsibility f(* All Saints ai the end of June
2024 and we are working on a Joini Incumbency Consiitution. Transfer of fut￿￿5 was rnade to our
accounts including £124.493 in Inveslments with SEC Unit Trusi. Total investments for boih churches
total £394.069 and a total of investments and cash of £402.835

Plans for futu￿ periods
The Ve5tTy will continlie its range of pre5enl aclivilies in the foreseeable future. The Vestry also
continues to plan a programme of Mission & Oulreach to seekers and ihe loral community w&$
extended due to COVID into a 4 year period, which will run inio 2025. Our fund allocation for Mission
& Outreach was set at £40,000 (Capiia] expenditure) and after 4 yeaTS mean5 we have spent £30,000..
The Vestry's 5-yeaT Strategic plan is under review to address the commitmenis to the maintenance and
repair of the biiilding, to our Zero Carbon obli8aiion& and to the financial needs of the Chur¢h .and the
developmeni of Mission and Outreach ro OLir con8regation and the wider community. The Action Plan
for 2024 has been reviewed and ihe Action Plan foT 2025 is under developmeni.
Deyelopment of work irt ¢h•rch & ¢ommunity.
l.The 14tlochry F¢stiv#l Theatre..
a) We continue ro develop projects and work with PFT with the Partnership Programme which
will conlinue until 2025 and will consisi of collaboTalivc events in the Serenity Gardcn with and
for ihe community on the theme of Clitnate Change (SEC having ihe target of ZeTO Carbon by
2030), education on envitonment. 5Pirituality and perfomiance. The￿re staff also help develop
our OLltdoor Christmas display and provide actors, costumes, sound and light for events swh as
the Nativity in ihe garden, as well a5 materiats and stPAff io support other activiti￿.
2.Crtation of The Serenity Garden . We have now kgun phase 2 of Ihi5 projecl. Iliis includes
fiirther developinent of ihe garden as a place of peace and trdnquilliiy for ihe church and local
community ￿ ivell as being an ¢x¢mplar in raising awareness of the Climate Cri515 and a
focLIS for the care of creation. li also include5 updaiing of the websiie io include the Serenity
Garden. We are also working on getling diSdbled access io the garden and for weddings as we
no¥v have ￿mil$s1On io lake wedding Services outdoors. This work involve5 our
¢ongregaiions ihroughout the charge and the lo¢￿ community. I￿lUdIng
a) The Piilochry Serenity Garden Group
bl Members of oiher COn￿egatIOnS and friend5
c) PFT,
d) Pitlochry High School
e) and other comtnuniiy groups. such as the Climate Café
3. Removil of Peivs At the back of the Church. carpeting and eventually new chairs lo create a
more infonnal working space - planning for a new ivorship and activity space at the rear of the
cliurcli has begiin bLlI was pill on hold after the Quinquenntal Report due to potential costs of ilie
vork required. bui is ID be ￿vieWed in 2025
We also need to consider the cost of the laiesi Quinquennial Report. {(ktob¢r 2023) which details
a considerable amount of work required to deal with the outer and inner fabri¢ of the building,
eosis estimate to in the region of E5(K).000 - £600,000 which is a Significant amount of
spending over the next S years. due io deterioration in ihe roof and problem5 Wlth damp. In 2021
ve appoinied an architect to supp)rt the care and development of the building, lo support our
Zero Carbon Strategy. and Ive ore Working with them on plans and granl applications for the
necessary work and reordering of the church. Our next Quinquennial is due in 2028.
4.Climate Change- Although Holy Trinity has been an Eco Congregation for several years the
fact that in 2021 the SEC has commiiied io becoming carbon neutral by 2030 has rnoved us to
further action. Holy Trinily vestry ha5 adopled climaie ¢h&ng¢ as a strategic priority for the
chiirch. The working group we established now. is working ivith all 4 churches in the ¢harge
and for Holy Trinity has identified key areas for action in relation lo=
The church building and grounds
The management of church and congr¢gaiion activities
Worship and reflection
Partncrship with OLir linked charge churches aTKI the Iccal communily
Information and communication

A free energy audit has been carried by Zero Waste S¢otland to supporf our planning for
reducing our catbon footprint and using enew more responsibly.
We have begun discussions with l(Kal ¢lim4te ¢hange organisations to explore opportunilies for
working together. Unfortunately due to the work required on the church building major efforts
towards Zero Carbon cannoi ir undertaken until the work on the church fabric has been
completed. this has halted any infrdstruclure prOJ￿ts on ¢limate change until progress 15 made (
implementing the building Work nece55ary.
Reserves
The Vestry has adopled a p)licy of irying to M￿ntain a level ofutwe5tricted reserves su¢h
that. in the event of a drop irt incom< ihe church would be able to maintain its current level
of activities for ai least five years uniil replacemeni funding can be Obtai￿d.
Statsment of the Vestry Members, Responsibilities
The members of the Vestry must prepare financial staiements which give sufficient detail io enable an
appreciation of the transactions of the Church durirjg the financial year. The members of the Vestry are
responsible for keeping proper accounling records whiel4 on request. must reflect the CUTreni financial
position of the Church ￿ that time. This done to ensure ihat the firlancial 5taletnents comply
with the Charities and TTUStee Investment (S¢otland) Aci 2(K)5 and the Charitie5 Accounts (Scotland)
Regulations 2006 (as amended). They are also responsible for safeguarding the assets of the Church arKI
must lake reasonable steps for the prevention al￿Or dde¢iion of fraud and other irregularities.
Treasurer I Secretary's Report
Intrody¢tioD
The past year has been busy, PTesenling numerous fjnancial and organizational challenges.
Dcspite Ihese hurdles, we havc fftadc significant strides whilsl adhering c105cly to our budget.
This document outlines the key developments and accomplishments. highlighting our resilien¢¢
and cornmitment to progress.
Finaneial Managemelll and Budget Adherence
One of thc most notable achievements of the year has been our ability to stick mainly to the
budgei. This was no small feaL given the financial strains we ¢ncounter¢d. Our careful
approach lo financial management ensured that we could meet our commitments wiihout
compromising on essential services or projecls.
Implementation of Semi-Professional Accoumtillg
Recognizing the need for more robust financial ov¢rsighi. we implemented a new semi-
professional level of accounting. This transilion has ¢nhanced our financial Kporting and
ifdnsparency. providing us with betier insights inio our fiscal health. The improved accounling
practices have a150 fa¢ilitsted more infDmied decision-makin& enabling u5 to allocate
resources more eff¢¢tiv¢ly.
Appointmenl of A Deputy Treasurer
In anticipation of future transitions. we appointed a deputy treasurer,
to ensure
coniinuity in our financial management. This proactive Step helps safcguard our finarKial
stability and prepares us for a forthcoming change of leadership. The deputy treasurer has been
getting to grips with our financial processes and will play a ¢rueial role in carrying for+vard our
fiscal Siraiegy.

Org8niz4tional Changos and Integrations
This year has also been markcd by significant organizaiional changes. particularly the
integralion of All Saints into Holy Trinily. This merger required careful planning and execution
to ensure a smooth trnnsilion for both congregations. The integralion has stren8thened our
community, fostering a sense of unity and shared purpose. It is however still to be fully legally
ratified.
Challenges in Statring
Unfonunaiely. we experienced a major setback with the loss of our bookkeeper. This
unexpected departure creaied a 8ap in our financial team, necessitating swift action to fill the
void. Our new accounting system and the appointment of a deputy treasurer helped mitigate the
impact, bui the transition period was challenging.
Progress on Conservotion Work
While we have made considerable progress in several areas. the major conservalion work
remains an area where we have yet to commence. The delay ean be allributed lo various
factor& including resour¢e constraints and prioritization of other urgent projects. However,
plans are in place to begin conservation efforts in the coming y.ear. ensuring ihal our heritag
Siles are preserved for rulu￿ genera(ions.
Funding gnd Project Initiatives
Despite the financial and organizational challenges, we iniliated and funded several proje¢is
from church funds. These projecis, mentioned in the Vcstry report, underscore our commitmcnt
to continuous improvement and servic¢ lo our community. Each projeci has been carefully
Selected to address specific needs. ranging from infrastructure improvemenls to community
outreach programs.
Community Engagement And Outreach
Our focus on communily en8agemenl has remained steadfast ihroughout the year. Various
outreach progiains have been launched to support and uplift our community members. These
initiatives have not only provided much_needed assislance bui also strengthened ihe bond
within our congregation.
Conclusion
In conclusion, this y¢ar has beerb one of both challenges and Sv￿c5se5. Our ability to navigate
rinancial con51raints. integrate All Saints inio Holy Trinity. and implemeni a ne￿ level of
accouniing demonsirates our resilience and adaptability. thlhile there are areas thal need further
attention, such as the conservation work, our overall progress is a lestament to our dedication
and hard work. As we move forward, we remain committed to ovcrcoming obstacles and
achieving our goals. united in our purw)se and vision for the future.
Accounts for the Year Ending 30 Sep 2024 appeal on the following pages

REPORT AND ACCOUNTS FOR THE YEAR ENDED 30- SEPTEMBER 2024
RECEIF
AND PA YMENTS ACCOUNT
RECEiwrs
2023
024
1.768
caSh£￿eLts
1452
1.939
raYr￿ve￿￿7Gi1K￿J
FLm*a$
1.510
1215
TOTAL
Nqslm•rt inco
14lJ)7
14168

PA YMI ENTS
2024
Llnk Chwg&¢o8ts (note 11
QUOLI
Insuranc¢
Water. Ho8latMI Lloht (not••
24503
3,128
17T
Z157
11bg
3.574
ehureh survlles
ArchitoctFg•s
¢hwreh rnainienanc•
Grrwn¢s & Shqd
Account* &Admini¥tr¥bon
Publluty & Fundrnbthg ExpeThses
Sundri9slnot• 31
Cleanirwj
7T4
11238
1.497
6.2
M￿lI0n8 ¢￿tr¥￿Ets Prlect
Char￿￿kdOnatIOnS
Recw Gr6ts
AU S•inisChuv¢h Loan
TALP
12J
622
Totsi Incom•
L•sstotsl eysMdhu
RPL
FCR YEAR

Not•1 LlnkCh4Yg•co
19.327
37
879
1218
176
176
541
$76
71
1T2
Cr•jlfromPfw4wQ￿*S
.957
Total
Not¢2
375
T(knl
3.574
Note 3
87
19]
315
GLvr
Gift
FIMr8
Total
10

STATEMENT OF BALANCES
G8nqral FuThJ
BankbJlanc•broughtloAvard
Less￿lItiv￿QtItIOrYÈJr
Sub Tot
2,681
29,605
27,312
30.(J)O
8,118
Ban* b*In￿¢•thd lor*wwd
Ibw•skn•nts•t m•rknt vatuv
274n1
XO.379
Link Chwg•0gpo¥ft
1.079
TotalfundJa&*t311th
269.576
MOVEMENT IN FUNDS
ASAT
))(42S RÉC£VIS
GAN WOSSI
ASAT
UPIRESTRICTEO FLK
ONVMLUATK
JDLI924
G•nrt$￿￿l
L￿￿ch￿ Dw.1
M8GChwrfu
24787
25178
1￿•
336
138043
1S9450
11 5P3
TOTALFUtr4DS
111.607
APPROVED B Y VESTRY

Rector's Report 2024
Introduction
At ihe end of the financial year. it ha5 iw) a busy one with. but services are planned to the end of the
and regularly reviewed. Planning for next year's services will lake place Bl the end of November.
work together to ensure that all our churches have regular services and we a￿ encouraging Lay
Piiriicipalion as much as tK)ssible and plan a reftcshcr course to share experiences on Intercession in 2025.
We continue to encourage congregation members to take up a role if th¢y f¢¢1 call¢d to
do so. I'd like to fake this opp)rtuniiy to thank
lor her continuing work and SUPPDrt She is invaluable
to the smooth running of the Linked Chorge as was
ur Treasurer, who mni'¢d from Straihiay
in SepternbeT, he will be missed but we fortunately hal e a ncw Lharge Treasurer
ndwe
warnily welcome her, as she picks up the ropes.
ear
Key Points
Regular services in all our churches and on zoom continue.
The merger of All Saints with Holy Trinity is now complete apart from final le8al d(Kurnents.
The Piilochry Nalivity Play planned again with PFT for 14ih December in the Garden. Working with
thc Sch(￿1. on ihe play and with ihe School Choir.
Short Advent course and Christmas services finalised.
Ecumenical links with the Chuwh of Scotland working well with joint services e$￿CiallY at
Christmas and Easter.
Quinquennials have been undertaken at 3 of our 4 churchc5 and rcpair5 and maintenance is required
across all Ihre¢. Major maintenance is required at Holy Trinity and fundtaising is going to be
importat)l.
An archiving group met during the summer months to work with Holy Trinity Document5. it will
reconvene in Spring 2025
The Serenity Garden continues to flourish and develop, Ihe Garden Group worf( hard to mainlain the
churchyard and to develop biodiversity. Our Cowordinator has bccn especially lireles5 in seeking
Grants lo enable work to ¢ontinue 2nd have rdised over £5000 Ihis year.
The Climate Change GTOUP which operates across the char8e is working well although very little
happened during the 5umm¢r.
The Provincial Encrgy Footprint tool need to be completed by all our churchcs.
OccasioDal O￿l¢e5 & Otbers
5 Funernls and I burial of ashes this year.
Only I Wedding Ihis year at which Bishop lan prcsided and Lesley and l look part.
l Attended General Synod in June. my last year as I have served two 4 year5 terffls.
allend Provincial Mission Board Meetings. this material feeds into the work of the
Convenor of the Dio¢¢san Mission Board and this year the Mission Board in Partnership with the
Dioc¢5an Environmcnl group hcld a very successful Climate Change G4thering in S¢ptember
Attend Cathedral Chapter Mtttings. Part of Convenors role is to serve on Diocesan Standing
Committee. 2024 been busy year with change5 in clergy across the Diocese
Lrl Baker November 2024
Prolecting Vulnerable Groups (PVG) I Safeguarding Report
As representative of Holy Trinity, my Annual Relum to the Perth Office I went n January ￿POrtIng
no occurren¢e5 for the year. Changes are being implemented regarding the Disclosur¢ Sch¢rne and
shall come intn
racticc in .4 ril 2025 for all Scottish Episcopal Churches. The new Dioc¢san Protcction
Officer is the
who held two Training Days in Perth and i55ued the new online guidance about
the changes.
Cbarlotte Baker Novemb¢r 2024
12

APPENDIX 3
oscr
Office of the Scottish Charfty R•gulator
Independent examiner's report on the accounts
Report lo the Chatity narne
tru$tee8lmemb*rn of
HOLY TRINITY PITLtXHRY EPBCOPAL CHURCH
Rffjhtered charlty SC007020
numbor
On th• accounts ol tho
¢harlty for the ￿rIOd
PenL)J stsrt date
Month
Pen'od end date
Month
Oay
Year
Day
Ygar
01
10
2023
09
2024
Sot out on pag•8
IrE¥rembFr ￿1￿Clude the page
nurthrs¢f addthDfial shoetsi
Respectfve
fe8pon8lbllltleg of
trustso8 and examlner
The ¢harity'5 trustees are resp)nsible for the preparation of the accounts in accordan
with the temis of the Charities and Tru51ee Investment (Scollandl 2005 Act and the
Charities Accounts {Scolland) Regulab"ons 20C6. The charily trustees consider that the
audit requirement of Regulabon 1011 I lal to Icl of the Accounts Regulations does not
apply. It is my responsibility to examine the accounts as required under section 44111 Icl
of the Ael and to stale whether part￿￿laT matters have come lo my attention.
B•sl• of Independent W examination Is Carried out in accordance wth Regulation 11 of the Charities
examlner's slatsmont Accounts Iseotland) Regulab'ons 2006. An examination includes a review of the
accounbng records kept by the charty and a comparison ol the accounts presented with
those records It also includes consideration of any unusual items or disclosures in the
accounts and seeks explanations from the trustees concerning any such matters. The
proce¢Jures undertaken do not prDvKJe all the eviden￿ that would be required in an audit
and, consequenly, I do not express an audrt opinion on the accounts.
Indop8nd•nt examlner's
statsment In the course of my examinalion. no ￿￿tter has come to my attention I
which gNes me reasonab￿ cause to believe that in any material respect the
requirements.
lo keep a￿untIng records in accordance with seci*)n 4411 I la) of the 2005 Act and
Regulat￿ 4 of the 20C6 Accounts RegulatK>n5. and
lo prepare accounts which accord with the accounting records and comply with
RegUlat￿n g of the 20C6 Accounts Regulakn"ons
have not been or
lo which. ip ry opinion, attenticn snould be drawn in order to enable a proper
undei
In
hed.
Slgn•d:
Nom•:
Rolovant professlonal
qualrfication(s) or body
(If any):
Addr￿.
'Aeaso ddate tho worus in th• do nrA orpy. do aFW. ¥1 wtthose m•tss oTh•to your att•nl*Jn on the
fOll￿1[¥j page.

APPENDIX 3
Disclosure section
(￿ty comFWe rfthe examiner r￿ to hbghlight material problems.
Gfvo h•r• brlof dotalls of ,
any It•n* thal th•
examlner wlshes to