HALLATON CHURCH RESTORATION TRUST Registci-ed chai.ity No. 1029i9i Annual Report and Accounts For the year ended 31 March 2025 Contents Annual Report Pages I Receipts and Payments Account Page 3 Statement of Assets & Liabilities Page 4 Independent Exatniner's Report
HALLATON CHURCH RESTOtI4TION TRUST Annual Report for the )'ear ended 31 March 2025 Reference alld admtnistrative detai15 in¢luding Structure, Goi'ernance And Management Hallaton Church Restoration Trust {'Xhe Charity"} is ¢onstituted by Deed of TNSI and is restered with the Chariiy Commissioners (No. 1029i95). The Chartty's principal address 15 7 Eastgale, Hallaton, Markei Harborough. Leicestershire, LE16 8UG. The Charity is admintstered and managed. in accordance with its Trust Deed, by Trustees. The following served during the year.. Christopher David Clarke Steven James Redfem Miranda Elizabeih Roberts Lucy Jane Ashley Peter Jeremy Gordon Buckingham Philip Gilbert Eva-Lotte Kirsten Molle Resigned 14 January 2025 Resigned 15 January 2025 Appointed ?8 January 2025 Trustees are 5¢1ected from ihe congregation of the Church and all new Trustees undergo a briefing on: their legal obligations under charity law. the content of the Trust Deed, the management and decision making process.. the recent financial perforn)ance of the charity- and its future cash flow and other business plans. Trustees are encouraged to aitend appropriate external training events where these will facilitate the undertaking of their role. Objectives and Activities The object of the Charity is ihe resioraiion and future maintenance of the Parish Church building known as Si. Michael and All Angels. together with its churchyard and churchyard wall. situatcd in Hallaion, Leicestershire. The Trustees work closely wilh ihe P.C.C. and appropriate professional advisers to identify such resloralion and maintenance projects attd. M,here they consider it to be appropriate and of pubic benefit. they will comTnission the work or make grants to finance an agreed proportion of ihc costs. The Trustees confirm that they haN'e re[ced lo the guidance in the Chariiy Commisqion's general guidance on public benefit when reviewinu the charity's aims and objectives and ill pla[ng future activities. Financial ReTre, Acbievements & Performance The attached financial accounts are presenied on a receipts and payment5 basis. which is a factual record of the money receiN'ed and paid by the Charity during the financial year. This basis. which has bcen con.si5tently applied from one year to the next. is considered io be the most appropriate for unincorporated Charities with an annual income of less than £2iO.000. A separate Statement of Assets and Liabilities, listing the significant possessions and outstanding financial commitments of the Charity, at the end of the financial year is also included. The accounts also comply with ihe appropriate legal requiremcnts and pronouncements made by the Charity Commission. This has been a busv year for the Trust. As in previous years. il participated in the Leicestershire Festial of Archaeolo(Fy, which comprised of a number of inN'iied syeaker ei'ents over sei'eral weekends. video and staiic displays on Si Morrell and pilgrimage. and their links with the church, Bottle Kickin(F and the Hare Pie Scramble. The Trust secured a grant of £?O.000 from the Government's Rural Grant Fun(L which was used to renew and improve the church's electrical installation and to purchase new catering equipment for St Morrell Cafe. The cafe. which is held weckly in the church, has become a social hub for the village. Page I
HALLATON CHURCH RESTORATION TRUST Annual Report for the Jear ended 31 March 2025 Financial Review, Achiei'ements & Performance (continued) In addition. the Tru secured a Faculty (Church of England eonseni) to remove the fixed pews in the north aisle and makc good ihe wooden floor. creating a flexible space for exhibitions and church uses. This also serves as preparaiory siage works for ihe crypt restoration project. The Charity s gross receipts for the year were £97,694 compared with £? ?51 in the previous year. Of this Sum £940 related to i'oluntary donations from IndiIdUalS and £?5.j?O related lo grants from Harborough Distriet Council, Hallaion Parish Council, Hallaton PCC and the Listed Places of Worship Grant Scheme. Receipts from fundraising evenls totalled £1,04? all of ivhich came from eentS held as part of the Leicestershire Festival of Archaeology and the remaining £19? was in(eresi receii'ed on money held on deposit. Expenditure in the year amounted to £?7,604, of which £369 was spent on fundraising activities and £792 on assets that have been retained for future ndraIsing evenis. Reserves As a result of the transactions described above the Charity's receipts exceeded ils payments for the year by £90. This surplus has been added to the cash reserves brought forward which, as a consequence. have increased lo £17.409 at 31 March 20?5, including £826 related io the restricted fund for St NIoLTcII's chapel. The Trustees believe that ihese reseri'es are required to enable the Charity to make further meaningful contributions lo the restoration and upkeep of the Church and Churchyard. as need arises, over the next few years. Trustee RemunerAtio No remuneration was paid lo Trustees and ihere is no Truslee Indemnity InsUrce in place. Declgration A5 Trustees we recogni5c our responsibility for the report above and the accounls Set oul on pages 3 and 4 and confirm that we hai'e made available all relevant records and information for their preparation. I declare, in my capacity of Chariiy Tmsiee, that: The Tru51ees havc aPpro.cd the report above and the accounts set out on pages 3 and 4- and Have auihorised me io sign on their behalf. Philip Gilbert Chairman 21 January ?026 Pagc 2
HALLATOY CHURCH RESTORATION TRUST Receipts and PaTrments Account for the l'ear ended 31 March 2025 Unrestricted Restricted Funds Funds Total Funds 2025 Total Funds 2024 RECEIPTS Donations. gift5. legacie5 and SI11#r rtteipt$= Donarii)n5 and legacies Gift aid and covenallted payr¥)ents Grdrtts lJ]¢om¢ Tax teclaimed 160 160 780 25.5?0 196 780 ?5,520 195 25.520 ?0.4(i1 Fundrai5ing'. Events staged & Leicesier5hire Festival ofArchaeology 1.04? 1.042 881 1.04? 881 lfftteresi from tash deposiis: tiross bank and building 50Citty intaE5t 192 192 99 Other receipts: Compensation paymeni from bank 100 Total Receipts 25.5?0 ?7.694 PAYMENTS Grants and expenditure in further*Dre of the charih 5 obj¢ct5.' FXPdIlUre on the rL%ioratJon and mainitnance of the Pari5b Chutrb ot Si. NIEchael and All Angels Hallaion-. Elearical Tetn¢diaiioD works thwDuuJJoul chUh Removal of pews and making giKKI of nave ?5.043 49 49 ?6.315 ?6.364 Fundraising: Expendsture on events 5ged at LeicesieE5hire Festival of Archaeology.. Leaflets and y)sters advertising events R¢fre5hrnents Tempordry events ttoiice M¢rchant Lhatges 58 474 ?44 125 125 99 369 369 673 Other pa}rnents'. 55¢ts pUhsed for fundraising pwjoses". Banners detailing the slory Ot Si. NlorrEII D15play p#n¢ls d¢tailing ?000 Jeats of histOTV Miscellaneou5- Ex graiia Ipift tor Independent Examiner Bank charoes 1.716 79? 17 792 17 60 871 871 1.793 Total Pa)'ments ?7.604 Net ReeeipisI{Pa}'ments) lor the Year 885 17951 Transfers Between Funds 795 17951 Cash at Bank & Bufftlding Societs Brought Forward Cash at BaDk & BuildiThg Soeiet). Carried Forriard 14.903 17.319 17.534 16.583 8?6 17.409 Page 3
HALLATON CHL RCH RESTOIL4TION TRUST Statement of Assets & Liabilities -4s At 311 M arch 2025 L'nre5tricted Re5tritted Funds Funds Tolal Fund$ ?02 Toial Fund5 20*4 loneiary Assets: Dtbtor$: Gift Aid Taxa¢ion rttoverabl¢ 34) 195 3(A) 390 195 C%5h at Bank & Building So¢ith' Barclay5 Bank pli Market Harborough Building Socirty HSBC UK plc 7,fKIl 8.660 9?2 7.001 8.660 1.748 2.687 1 ?.468 8?6 16.583 8?6 17,409 17.319 Total MonetarTr' Assets 16.973 8?6 17.799 17.)14 Non-MDnetarv A55ets Assets retained for fundra15ing purp05e5: 3D in(xiel of the ChUh crypt St. Morrell iapestry B&tFuJeis detailing the swry of Si. mor[1 Display panel5 detailing 2000 yeats oIM"itory 8(Xl 7(K) 800 843 2.326 792 800 843 ?.326 143 792 Total Non-monetar). As5et5 1.5tx) 4.761 3.969 Statement and Explanation of Fund Balance5 .4s .4t 31 Nlarch 2025 Ullrestricted Fund$ Funds that the uustee5 are free use a5 they see fit. in fulfilling the genenl obje¢tive% of the charity. Restricted Fund5 RevLnue donations OT grants io be expended only on the splfIC PUT[kSe5 intermlcd by ihe donor. The following restricted funds existed during the year. Funds Brought FMd Fund5 CarrÉed Fwd Receipt$ Trn05ftr$ St lOrrell fund Chur¢h refurbishments fund 2.416 1.09) 17951 8?6 ?5.??0 ?6.31 j 17951 8?6 51 Morrell fund - Donations to the Iru5È for Use ipeciflcally in COTLnection with the "Si Morrell'5 chapel. project. £795 from the St MoFrell fund has been red¢signat¢d as unrestri¢i¢A4 with the written agreem¢ni ofthe original donor. Church refurt)ishmenls fund - Funds ctived to cover ele¢trical and assrtiaied refu[bish¢t costs. Restricted fund5 for the PTevious yrdr were as folk)ws- Fullds Brought Fw"d Funds Carried Fwd Receipts Pa%"ment5 Transfers St lorrell fund ?.416 ?.416 Page 4
Independent Examiner's Report To the Trustees of Hallaton Church Restoration Trust report to the charity trustees on my examination of the accounts of Hallaton Church Restoration Trust for the year ended 31 March 2025, which are set out on pages 3 10 4. Responsibilities and basis of report As the charity's trustees you are responsible for tbe preparation of the accounts in accoidance with the requiretnents of the Charities Act 201 l ('th¢ Act,). I report in respect of my examination OF the charity's accounts carried out under section 145 of the Act and in carrying oul my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. Independent examiner's statement I hav¢ compl¢t¢d my examination. I confirni that no material matters have come to my aiieniion in connection with the examination giving m¢ cause to believe that in any material respect.. accounting records were not kept in respect of the charity as required by section 130 of the Act. or the accounts do not accord with those records. I have no concerns and have come across no other tnatters in connection with the examination lo which aiienlion should be drawn in ihis report in order to enable a proper understanding of the accounts to be reached. Jd ian A. Bentle .Sc. A.C.A. Januarv 2026 Edward Thomas Peirson & Sons Chartered Accountants 21,ThePoint Rockingham Road Market Harborough Leicestershire LE16 7NU Page i