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2023-02-28-accounts

Trustees' Annual Report for the period

Period start date Period end date 12[th] May 2022 11 November 2023

From

To

Section A Reference and administration details

Charity name

The Helm at Croglin

Other names charity is known by Registered charity number (if any) 1198937

n/a

Charity's principal address 1, Mulcaster Place Croglin, Nr. Carlisle, Cumbria Postcode CA4 9RX

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
Ruth Lawley Chair
Julian Whittle Secretary
Mark Hetherington Treasurer
Louise Fawcett
Bryan Gray
MaryRobinson
Fiona Stobart

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

1

Names and addresses of advisers (Optional information)

Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Constitution

Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Appointed by existing trustees at AGM Trustee selection methods

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The objects of the CIO are to establish and run a Community and Heritage Centre to promote for the benefit of the inhabitants of, and visitors to, the Parish of Croglin and the neighbourhood (“area of benefit”) without distinction of sex, sexual orientation, age, disability, nationality, race or political, religious or other opinions the provision of facilities for recreation or other leisure time occupation of individuals who have need of such facilities by reason of their youth, age, infirmity or disablement, financial hardship or social and economic circumstances or for the public at large in the interests of social welfare and with the object of improving the conditions of life of the said inhabitants.

March 2012

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2

Summary of the main
activities undertaken for the
public benefit in relation to
these objects (include within
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit)
The main activities from 2022-23 fall in two main categories
1. Community Engagement.
i.
This included establishment of a communication
system including a ‘Helm at Croglin’ Facebook
page and regular use of local Whats App groups
together with local Parish News publications.
Articles appeared on local Radio and in local
newspapers.
ii.
Throughout 2022 there was an online survey
completed by participants and visitors giving useful
information about the needs of the community and
visitors.
iii.
Developing partnerships with

Ainstable PCC, Fell Foot Forward and AONB,
Eden District Council and Westmorland and
Furness Council

Local schools including William Howard
Secondary School youth programme

Interest groups including U3A, Brampton
Walkers, Sarah Losh Heritage Centre,
Brampton Walkers, Lake District Mobility

Local businesses
iv.
Specifc activities included:

a Summer Activity Day in July 2022 with
churchyard tours, orienteering, teas and games.

Christmas Crafts Making Day in December 2022

4 Local Heritage Talks were given in Spring 2023

A guided bat walk and a guided nature walk took
place in Summer 2023
2. Working towards refurbishment of the Church
Building in Croglin.
i.
This involved activity aimed at taking on the long
term lease of the building.
Negotiation of the lease with Carlisle Diocese
Agreement about the reuse of the contents of the
church
and disposal of other contents with the local PCC
Completion of the Petition to repurpose the church
Appointment of a Solicitor
ii.
Formulation of a Development Plan with the
Programme Managers including interior design for
fexible usage
iii.
Application for planning permission including
undertaking a bat survey. Planning Permission was
acquired in October 2023
iv.
Fundraising including successful applications to
Ainstable Parish Council, Eden District Council and
Community Ownership Fund and unsuccessful
applications to Heritage Lottery Fund and Rural
Development Fund. A new fundraising strategy is in
development.
v.
Opening a bank account and fundraising platform
vi.
Development of Safeguarding, child protection and
equal opportunity policies

Additional details of objectives and activities (Optional information)

March 2012

TAR

3

You may choose to include further statements, where relevant, about:

Section D Achievements and performance

March 2012

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4

Section D Achievements and performance

Summary of the main achievements of the charity during the year

  1. Raised awareness of The Helm at Croglin, its purpose and activities through local media and social media.

  2. Continued to gather information about users’ needs and preferences through online and face to face questionnaires

  3. Developed a network of partnerships with local public bodies, interest groups, businesses, schools and individuals

  4. Delivered 8 activity days or sessions raising awareness of local natural history and heritage engaging over 250 people thereby increasing local knowledge and pride in place.

  5. Through communication with Carlisle Diocese agreed a lease which is poised for completion when funding is achieved.

  6. Gained planning permission and received 3 local tenders for refurbishment.

  7. Funded the Development Plan and achieved planning permission.

  8. Established a bank account and fundraising platform.

Section E Financial review

March 2012

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5

The Charity is newly incorporated and set up specifically to Brief statement of the deliver a community project by bringing a redundant church charity’s policy on reserves back into use as a community facility. The project will only proceed if sufficient grant funding is obtained from major donors such as the National Lottery and Levelling Up. Until funding has been secured the Charity is only incurring minimal cost and this is being met by fundraising events and small grants. At present the Charity operates with an expected minimum reserves policy of £1,000 to cover the cost of disbanding the Charity should it no longer be required.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Nothing to report at present.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

March 2012

TAR

6

Full name(s)
Position (eg Secretary, Chair,
etc)
Date		 Ruth Lawley
Chair
8.12.23

March 2012

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7

COGS Community Orchard Group Sedbergh Income & Expenditure

Registered Charity 1173754

Income
Carried forward
Memberships
Grants
Apple Day takings
Cofee Morning
Donations
Interest		 Expenditure
647.75
Orchard
146.00
0.00
0.00
202.40
152.00
0.34
Other
500.74

Total income 1148.49 Total expenditure Balance Jacqueline Smith Treasurer, COGS Mar-22

COGSIncomeExpenditure2021-22CharityComm.xls

e Accounts 1 Mar 2021 - 28 Feb 2022

Improvements
Mowing
Insurance
Apple Day expenses
SLOG membership
Room hire		 168.62
100.00		 268.62
198.00
466.62
168.00
0.00
30.00
0.00
681.87

COGS Community Orchard Group Sedbergh Income & Expenditure Accounts 1 Mar 2022 - 28 Feb 2023 Registered Charity 1173754

Income

Carried forward
681.87
Memberships
178.00
Grants
0.00
Apple Day takings
359.19
Cofee Morning
0.00
Donations
66.00
603.19
Total income
1285.06
Jacqueline Smith
Treasurer, COGS
Mar-23		 Expenditure
Orchard
Improvements
0.00
Mowing
157.50
157.50
Other
Insurance
157.00
Apple Day expenses
217.00
SLOG membership(2022, 2023)
60.00
Room hire
10.00
444.00
Total expenditure
601.50
End Balance		 Expenditure
Orchard
Improvements
0.00
Mowing
157.50
157.50
Other
Insurance
157.00
Apple Day expenses
217.00
SLOG membership(2022, 2023)
60.00
Room hire
10.00
444.00
Total expenditure
601.50
End Balance		 Expenditure
Orchard
Improvements
0.00
Mowing
157.50
157.50
Other
Insurance
157.00
Apple Day expenses
217.00
SLOG membership(2022, 2023)
60.00
Room hire
10.00
444.00
Total expenditure
601.50
End Balance
157.50
Insurance
157.00
Apple Day expenses
217.00
SLOG membership(2022, 2023)
60.00
Room hire
10.00
Total income
Jacqueline Smith
Treasurer, COGS
Mar-23
444.00
601.50

COGSIncomeExpenditureCharityComm.xls

683.56

COGS Community Orchard Group Sedbergh Income & Expenditure Registered Charity 1173754

Income Carried forward
681.87
Memberships
178.00
Grants
0.00
Apple Day takings
359.19
Cofee Morning
0.00
Donations
66.00
603.19
Total income
1285.06
Jacqueline Smith
Treasurer, COGS
Mar-23		 Expenditur
Orchard
Other
Total expe
End Balan
Total income
Jacqueline Smith
Treasurer, COGS
Mar-23

COGSIncomeExpenditureCharityComm.xls

e Accounts 1 Mar 2022 - 28 Feb 2023

re

Improvements
0.00
Mowing
157.50
157.50
Insurance
157.00
Apple Day expenses
217.00
SLOG membership(2022, 2023)
60.00
Room hire
10.00
444.00
nditure
601.50
nce
683.56