CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st April 2024 To 318t March 2025 Charlty name: Heanor Grammar Communlty Foundatlon Charlty registration number: 1163883 Objectives and Activities SORP referen Summary ofthe purposes of the charity as set out in its goveming document Para 1.17 The preservation and protection of the former Heanor Grammar School, which is Grade 11 listed, within Heanor, Derbyshire. Supporting and promoting long-term sustainable and appropriate management and use of the buildin for the benefit of the commun Renovation of the sile is now almost complete. Change in structure from Ass¢xiation Model lo Foundation Model. Change of charity name. Addi(ion lo charitable objects. Increasing the number of Trustees permitted w((hin the conslitulion. Working with Charity Commission to finalise these changes. Continued engagement wf(h development steering group, Heanor Vision, Heanor Grammar School Action Group. Amber Valley Borough Council IAVBC) and the public. Work lo recruit Iruslees including identification of skills required. Renominalion of site as Asset of Community Value Sile visit to view development and discuss next steps with AV8C representative. Monf(or the authority lo ensure the new management structure reflects and supports the AVBC development brief. Summary ofthe main activities in relation to those purposes for Ihe public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 and Statement confirming whether Ihe trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 The tru51ees have due regard for this guidance. Public benefit.. the ublic benefit re uiremen PBI .service. ov.uk Additional Inforniation (optional) You ma choose to include further statements where relevant about.. SORP reference Policy on grant making The CIO is not a grant making organisalion. Para 1.38
Renornination of site 8s Asset of Community Value. As the current ACV will expir8 in May 2025. re-norninalion of the $ile will ensure that il has some prolectlon against disposal to third parties wrfthout due consideration being given to the needs of the local community. Sile visit lo view development and discuss next steps with AVBC representative. Trustees visited the sile and found the internal renovation to have been completed lo a high standard and with due regard given lo maintaining the unique historic features of the building. During these vi811s, discussions were held with the representative in which the trustees were able lo raise concerns over the future u$8 and rnanagement of the sile. Additional Inforniation loptlonal) You ma choose to indude further statements where relevant about: Achievements agalnst objectives set Para 1.41 No fundraising adivities have been undertaken this year. Perfomance offundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 other
Structure. Governance and Management Description of charity's trusts.. Type of governing document trust deed, ro al charter How is the charity constituted? le.g unincorporated association, CIO Trustee selection methods including details of any conslilutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Charitable Incorporated Organisation. istered October 2015. Foundation Model CIO Para 1.25 Para 1.25 Apart from the first charity trustees, every Irustee must be appointed Ifor a tem of Ithreel yearsl by a resolulion passed at a properly convened meeting of the charity trustees Addltlonal Infomlatlon (optionall You ma choose to include further statements where relevant about.. Incoming trustees are provided with a copy of the constitution which they are expected to read. Policies and procedures adopted for the induction and training of trustees Para 1.51 Foundation model CIO - The charities only voting members are its Irustees. The charity's organisational structure and any wider network wilh which the charity works Para 1.51 The CIO continues lo work with other ¢ommunty interest groups. Heanor Vision ICIC} and Heanor Gramrnar School Action Group lunincorporaled organisationl lo further our objectives. Relationship with any related parties Para 1.51 The CIO also engages with other stakeholders. Heanof Loscoe Town Council, Amber Valley Borough Council and Derbyshire County Council. Other Reference and Administrative details Chari name Other name the chari uses Re islered chari number Charity's principal address Heanor Grammar Cornmuni Foundation 1163883 152 Breach Road Langley HEANOR Derbyshire DE75 7HQ
Names of the charity trustees who manage the charity Dates acted If not for whole èar Trus199 nam orfice111 any) Name of p•rson lor body) entltl•d toa olnt trustee Ifan Leonie George Kathryn Pressland Paul Taylor Katherine Lonsdale Chair of Trustees Trustee TreaSUrerrUStee SeCretaryruSte6. 10 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the directors al the date the re Director name ortwasa roved Name of trustees holding title to propety belonging lo the charity Trustsg name Dates acted11 not for who19 ear
Declarations The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustees Slgnature(s) Full namels) Position {e.g. Secretary, Chalr, etcl LolsDAiL Date
Section B Statement of assets and liabilities at the end of the period Unrestrfcted funds to nqarest E Restrf¢led fund8 to nearest E Endowment funds to nearolt E Categories Detalls B1 Cash funds Bank Bal8r É274.06 Éo. EO.00 Total ¢a$h fvnds 274 accounlls11 Unre$trfctèd funds to news•t£ Restrfeted fund8 to n•ar4¥t£ Endowment funds to noaro8t£ Detslls Fur¥d to whlch asmt lOn Detsll$ t <wonall Currentvalue 01 Fundtowhlch asset bBlon Deta118 eoBt lapVoMII Curt¥rt¥alue B4 Assets r•tained for th charitys own use Fundtowhlch relat89 Details ioun¢duo tlenal vIn onal 85 Liabiliti8S Syned by one trustees on behalf of all ItU5tees tu Print Name Date of roval LcV lo k/75 CCXX R2 Hccounts ISSI
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Heanor Grammar Community Foundation CIO On a¢counts forthe year ended 311312025 Charity no (if any) 1163883 Set out on pages I report to the trustees on my examination of the accounts of the above charity {"the Trust.) for Ihe year ended 31st March 2025. Responslbilities and As the charity trustees of the Trust. you are responsible lor the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ('Ihe Act.). I report in respect of my examination of the Trust'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 Act. I have completed my examination. I confirm that no material matters have come to my attention (olher than that disclosed below ') in connection with the examination which gives me cause to believe that in, any material respect-. accounting records were not kept in a¢cordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no Concerns and have come across no other matters in conneclion with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please dele e the words in the brackets rfthey do not apply. Signed.. Date: Name: Nicola Moncrieff Relevant professional qualificatlonls) or body (if any): Address: Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.- directions and guidance for examiners). IER October 2018