CHURCH BURGESSES TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 14 August 1964
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £2,151,855
Latest expenditure: £2,074,666
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: WRIGLEYS SOLICITORS LLP, DERWENT HOUSE, 150 ARUNDEL GATE, SHEFFIELD, S1 2FN

Website recorded by the regulator: www.sheffieldchurchburgesses.org.uk (displayed as text)

02 Activities

What the charity does

The Trust makes grants:to support general charitable purposes for the benefit of the people of Sheffield, and to support the religious and other charitable work of the Church of England in Sheffield.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 21 October 2025
Date Accounts Received: 21 October 2025
Total Gross Income: £2,151,855
Total Gross Expenditure: £2,074,666

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 24 October 2024
Date Accounts Received: 24 October 2024
Total Gross Income: £1,963,551
Total Gross Expenditure: £2,105,632

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 21 October 2023
Date Accounts Received: 21 October 2023
Total Gross Income: £1,943,724
Total Gross Expenditure: £1,987,118

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 21 October 2022
Date Accounts Received: 21 October 2022
Total Gross Income: £1,968,609
Total Gross Expenditure: £1,822,160

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 8 September 2021
Date Accounts Received: 8 September 2021
Total Gross Income: £1,646,361
Total Gross Expenditure: £1,760,728

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 21 October 2025
Total Gross Income: £2,151,855
Total Gross Expenditure: £2,074,666
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £222,808
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 24 October 2024
Total Gross Income: £1,963,551
Total Gross Expenditure: £2,105,632
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 21 October 2023
Total Gross Income: £1,943,724
Total Gross Expenditure: £1,987,118
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 21 October 2022
Total Gross Income: £1,968,609
Total Gross Expenditure: £1,822,160
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 8 September 2021
Total Gross Income: £1,646,361
Total Gross Expenditure: £1,760,728
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 21 October 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1929047
Income Other: 222808
Income Total Income And Endowments: 2151855
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,074,666
Expenditure Other: 0
Expenditure Total: 2074666
Expenditure Investment Management: 0
Expenditure Grants Institution: 825412
Expenditure Governance: 320231
Expenditure Support Costs: 766299
Expenditure Depreciation: 0
Gain Loss Investment: 721399
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,044,677
Assets Total Fixed: 36509434
Assets Own Use: 0
Assets Long Term Investment: 36509434
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,201,968
Assets Total Liabilities: £706,131
Assets Current Investment: 0
Assets Total Assets And Liabilities: £38,005,271
Creditors One Year Total Current: 706131
Creditors Falling Due After One Year: 0
Assets Cash: £1,495,837
Funds Endowment: 36960594
Funds Unrestricted: 1044677
Funds Restricted: 0
Funds Total: 38005271
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 24 October 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1963551
Income Other: 0
Income Total Income And Endowments: 1963551
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,105,632
Expenditure Other: 0
Expenditure Total: 2105632
Expenditure Investment Management: 0
Expenditure Grants Institution: 928626
Expenditure Governance: 314915
Expenditure Support Costs: 672566
Expenditure Depreciation: 0
Gain Loss Investment: 10135
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,124,485
Assets Total Fixed: 36106550
Assets Own Use: 0
Assets Long Term Investment: 36106550
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,739,901
Assets Total Liabilities: £639,768
Assets Current Investment: 0
Assets Total Assets And Liabilities: £37,206,683
Creditors One Year Total Current: 639768
Creditors Falling Due After One Year: 0
Assets Cash: £1,100,133
Funds Endowment: 36082198
Funds Unrestricted: 1124485
Funds Restricted: 0
Funds Total: 37206683
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 21 October 2023
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1943724
Income Other: 0
Income Total Income And Endowments: 1943724
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,987,118
Expenditure Other: 0
Expenditure Total: 1987118
Expenditure Investment Management: 0
Expenditure Grants Institution: 813205
Expenditure Governance: 305728
Expenditure Support Costs: 684788
Expenditure Depreciation: 0
Gain Loss Investment: -4946696
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,223,219
Assets Total Fixed: 35802022
Assets Own Use: 0
Assets Long Term Investment: 35802022
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,153,573
Assets Total Liabilities: £616,966
Assets Current Investment: 0
Assets Total Assets And Liabilities: £37,338,629
Creditors One Year Total Current: 616966
Creditors Falling Due After One Year: 0
Assets Cash: £1,576,865
Funds Endowment: 36115410
Funds Unrestricted: 1223219
Funds Restricted: 0
Funds Total: 37338629
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 21 October 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1968609
Income Other: 0
Income Total Income And Endowments: 1968609
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,822,160
Expenditure Other: 0
Expenditure Total: 1822160
Expenditure Investment Management: 0
Expenditure Grants Institution: 783771
Expenditure Governance: 296225
Expenditure Support Costs: 523749
Expenditure Depreciation: 0
Gain Loss Investment: 3190756
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,221,464
Assets Total Fixed: 40392561
Assets Own Use: 0
Assets Long Term Investment: 40392561
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,550,123
Assets Total Liabilities: £613,965
Assets Current Investment: 0
Assets Total Assets And Liabilities: £42,328,719
Creditors One Year Total Current: 613965
Creditors Falling Due After One Year: 0
Assets Cash: £2,053,653
Funds Endowment: 41107255
Funds Unrestricted: 1221464
Funds Restricted: 0
Funds Total: 42328719
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 8 September 2021
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1646361
Income Other: 0
Income Total Income And Endowments: 1646361
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,760,728
Expenditure Other: 0
Expenditure Total: 1760728
Expenditure Investment Management: 0
Expenditure Grants Institution: 765540
Expenditure Governance: 254304
Expenditure Support Costs: 585280
Expenditure Depreciation: 0
Gain Loss Investment: -569690
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £976,011
Assets Total Fixed: 36609858
Assets Own Use: 0
Assets Long Term Investment: 36609858
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,797,629
Assets Total Liabilities: £402,708
Assets Current Investment: 0
Assets Total Assets And Liabilities: £39,004,779
Creditors One Year Total Current: 402708
Creditors Falling Due After One Year: 0
Assets Cash: £2,409,273
Funds Endowment: 38028768
Funds Unrestricted: 976011
Funds Restricted: 0
Funds Total: 39004779
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Sheffield City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: South Yorkshire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

08 Official extract

Charity Event History

Charity Name: CHURCH BURGESSES TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-08-14T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: ROYAL CHARTER GRANTED 8/6/1554, AS VARIED BY COMMISSION SCHEME SEALED 23/8/1999, SUPPLEMENTAL ROYAL CHARTER DATED 8/5/2003 & RESOLUTION UNDER S75A 12/4/10 AND AS AMENDED 1 APRIL 2014, EXCLUSIVE OF THE EDUCATIONAL FOUND'N CONSTITUTED BY ORDER OF THE COMMISSION SEALED 16/2/1904 AS AMENDED ON 09 JUL 2018AS AMENDED ON 26 JAN 2021AS AMENDED ON 09 JAN 2025
Charitable Objects: A) TO PAY 17.8% OF THE INCOME OF THE CHARITY TO THE TRUSTEES OF THE CHARITY CALLED THE CHURCH BURGESSES EDUCATIONAL FOUNDATION FOR APPLICATION BY THE THOSE TRUSTEES FOR THE PURPOSES OF THAT CHARITY; B) TO APPLY A FURTHER 71.5% OF THE INCOME OF THE CHARITY FOR ECCLESIASTICAL PURPOSES AS PROVIDED FOR AT CLAUSE 10 OF THE 1999 SCHEME; C) TO APPLY THE REMAINING 10.7% OF THE INCOME OF THE CHARITY TO BE APPLIED FOR GENERAL CHARITABLE PURPOSES AS PROVIDED FOR AT CLAUSE 11 OF THE 1999 SCHEME; 1. ECCLESIASTICAL PURPOSES THE TRUSTEES SHALL APPLY THE INCOME FOR ECCLESIASTICAL PURPOSES IN THE FIRST PLACE IN PAYING SUCH SUMS AS THE TRUSTEES MAY DETERMINE AFTER CONSULTATION WITH THE PROVOST IN OR TOWARDS THE STIPENDS OF THE TWO CHAPLAINS OF THE CATHEDRAL CHURCH OF ST PETER AND ST PAUL, SHEFFIELD HOLDING OFFICE IN ACCORDANCE WITH THE CONSTITUTION AND STATUTES OF THE SAID CATHEDRAL CHURCH.2. GENERAL CHARITABLE PURPOSES THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY FOR GENERAL CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF SHEFFIELD.**FOR FULL DETAILS SEE CLAUSES 7-11 OF CHARITY COMMISSION SCHEME SEALED 23 AUGUST 1999.
Area Of Benefit: SHEFFIELD GENERALLY (SEE 1999 SCHEME)

10 Official extract

Charity Other Names

Charity Name Id: 226286
Charity Name Type: Working name
Charity Name: SHEFFIELD CHURCH BURGESSES TRUST

11 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints handling