Trustees’ Annual Report for the period
From 06 April 2024 Start Date To 05 April 2025 Period end date
Charity name: Charles Rolls Heritage Trust
Charity registration number: 1174592
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the public in the subject of Charles Rolls and the 1910 British lnternational Aviation Meeting. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Activities include Illustratedtalks to local organisations including Bournemouth Central Library. Heritage SculptureMonitoring and occasional cleaning of the 2.5m heritage sculpture unveiled on Tuesday 12 July 2022 by the Mayor of Bournemouth in a public area by a café and a bus stop with good footfall from residents and visitors alike. The 3 sided sculpture celebrates Charles Rolls and the first lnternational Aviation Meeting of 1910 and links events with aviation today using the theme of Rolls-Royce aero engines. Archiveof information held on loan by the Heritage Zone at Bournemouth Central Library. EventsTwo events this year – one a stall with newly acquired display boards and roller banner at the local church summer fayre and the other at our annual commemoration which we host at the memorial plaque to Charles Rolls in the private grounds of St Peter’s School. PublicationsThree newsletters were issued. The CRHT book ‘Bournemouth The Aviation Pioneers and Rolls of Rolls-Royce’ sells in small quantities via Amazon and at talks. A reprint of our 8 page booklet provides a lower cost sale. A free trifold provides a short summary of the Trust, Rolls and the Meeting |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All activities are designed to raise the public profile of Charles Rolls and the 1910 Meeting and the significance of both and to reinforce the lessons learnt which are still applicable in the present day. In planning our activities we have kept in mind CC guidance on public benefit. |
Page 1 of 5
CRHT – Trustees Annual Report 06 April 2024 to 05 April 2025
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | A grant, agreed at Trustee’s meeting, is available to schools which hold a glider competition based on Rolls last flight. The grant subsidises cost of materials used to create the model gliders. Not taken up this year. |
| Policy on social investment including program related investment |
Para 1.38 | No plans for this |
| Contribution made by volunteers |
Para 1.38 | Trustees and committee volunteers give their time to run the Trust and activities as necessary, the delivery of illustrated talks being helpful in generating funds and educating the public in various community groups. Support is also welcome from St Peter’s School, where the Rolls memorial plaque is situated, Bournemouth Community Action Network, the Bournemouth Central Library, the Hengistbury Head Visitor Centre.. |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Eight talks were given by a Trustee in person to various community organisations which included one on Rolls, one on the meeting of Rolls and Royce (120thanniversary) and 6 other talks prefaced by a slide explaining the Trust. The four planned newsletters were reduced to three because of time available to give to the Trust. The heritage sculpture has performed well in its site which gives excellent public access, adjacent to a bus stop, car park and cafe at Hengistbury Head on the eastern boundary of the 1910 airfield. The materials chosen for the structure have stood up well to the challenging weather conditions. An article about the heritage sculpture and its unveiling was published in ‘The Journal’ of the Rolls-Royce Heritage Trust. Some artefacts are held by Trustees and displayed when public events make this appropriate. A major artefact of a private photo album containing unique pictures of the 1910 aviation meeting was acquired in November 2023 but paid for in FY24/25 |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | This financial year was about consolidation and monitoring the new sculpture. A new venture was decided on for FY 25/26 to provide Q&A sessions at the sculpture |
|---|---|---|
Page 2 of 5
CRHT – Trustees Annual Report 06 April 2024 to 05 April 2025
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising objectives are not set as such but discussed at Trustee meetings. Apart from book sales and donations, the main fund generator of talks provided two thirds of the income. Trustee and associate donations were at a reduced level. |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | The Trust does not hold any investments. The project account with reserved funds was switched to an interest bearing account in March 2025 as the need for annual expenditure was minimal and had been covered by the general account. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Trust holds two accounts, a General account for day to day receipts and payments holding £5,111.60 and a Project account holding restricted funds of £4,504. Income of £731 was generated from talks, donations (including Give As You Live and The Coastal Lottery), and book sales. Expenditure of £1,306 exceeded income by £575 from costs rolled over from FY23/24 including the photo album (£414) and insurance (£172). |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | No reserves are held. |
| Amount of reserves held | Para 1.22 | Not applicable |
| Reasons for holding zero reserves |
Para 1.22 | The two bank accounts are monitored by the Trustees at meetings to ensure that the Trust remains solvent. |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Talks to community groups, Trustee donations, book sales and ad hoc donations. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | No further comment |
| A description of the principal risks facing the charity |
Para 1.46 | A replacement for the treasurer has not yet been recruited and the Chairman fills this role. |
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CRHT – Trustees Annual Report 06 April 2024 to 05 April 2025
Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Constitution adopted 8 May 2O17 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 |
Charitable lncorporated Organisation (ClO) |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 |
Trustees appointed by existing Trustees following interview |
Reference and Administrative details
| Charity name | Charles Rolls Heritage Trust |
|---|---|
| Other name the charity uses | CRHT |
| Registered charity number | 1174592 |
| Charity’s principal address | 23 Percy Road Bournemouth BH5 1JG |
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Stephen Robson | Chairman Treasurer | Trustee Committee | |
| Graham Lake | Deputy Chairman Secretary |
Trustee Committee | |
| Edward Coope | Trustee Committee | ||
| Stephen Young | Trustee Committee |
– Corporate trustees names of the directors at the date the report was approved
Director name Stephen Robson Graham Lake Edward Coope Stephen Young
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Stephen Robson | ||
| NB artefact items only |
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity | None |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
Not applicable |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Not applicable |
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CRHT – Trustees Annual Report 06 April 2024 to 05 April 2025
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
Other optional information
Not applicable
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
==> picture [420 x 174] intentionally omitted <==
----- Start of picture text -----
Signature(s) }
/
Full name(s) Stephen Mitchell Robson Graham Lake
Position (eg Secretary, Chairman / Treasurer Vice
Chair, etc)
th
Date 14 January 2026
----- End of picture text -----
Page 5 of 5
CRHT – Trustees Annual Report 06 April 2024 to 05 April 2025
| Charity Name | No (if any) | No (if any) | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Rolls Heritage Trust | 1174592 | ||||||||||
| Receipts andpayments accounts | CC16a | ||||||||||
| For the period from ~~ee~~ |
06-Apr-24 05-Apr-25 Period start date Period end date To ~~e~~ |
||||||||||
| Section A Receipts and payments | Section A Receipts and payments | ||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | |||||||
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||
| A1 Receipts | |||||||||||
| Talks | 395 | - | - | 395 | 636 | ||||||
| Donations | 245 | - | - | 245 | 430 | ||||||
| Other(Coastal Lottery,GAYL) | 55 | - | - | 55 | 59 | ||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| Sub total(Gross income for | (Gross income for | ||||||||||
| AR) | AR)695 | - | - | 695 | 1,125 | ||||||
| A2 Asset and investment sales Books 36 - - - - - ~~Sub total~~36 - - Total receipts 731 - - ~~—————~~ |
36 - 36 731 |
107 - 107 1,232 |
|||||||||
| A3 Payments | |||||||||||
| Books(8pagers) | 74 | - | - | 74 | - | ||||||
| Insurance(Inclpreviousyears insurance) | 356 | - | - | 356 | - | ||||||
| Roller Banner | 59 | - | - | 59 | - | ||||||
| Memorial Plaque Clean | 300 | - | - | 300 | - | ||||||
| Photo Album | 414 | - | - | 414 | - | ||||||
| Donation re RolyErrington | 98 | - | - | 98 | - | ||||||
| Parking | 4 | - | - | 4 | - | ||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| **Sub total ** | 1,306 | - | - | 1,306 | - | ||||||
| A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 1,306 - - 1,306 - ~~——————~~ |
|||||||||||
| Net of receipts/(payments) - 575 - - - 575 1,232 A5 Transfers between funds - - - - - A6 Cash funds last year end 5,687 4,504 - 10,191 8,958 Cash funds this year end 5,112 4,504 - 9,616 10,190 5,111.60 ~~=SSS~~ |
CCXX R1 accounts (SS)
14/01/2026
1
Section B Statement of assets and liabilities at the end of the period
| Unrestricted Restricted Endowment |
|
|---|---|
| Categories | funds funds funds Details |
| to nearest £ to nearest £ to nearest £ |
|
| B1 Cash funds | - - - - - - - - - - - - Agreement Error Agreement Error OK Unrestricted Restricted Endowment Total cash funds (agree balances with receipts and payments account(s)) ~~Se=~~ |
| funds funds funds |
|
| to nearest £ to nearest £ to nearest £ Details |
|
| B2 Other monetary assets | - - - - - - - - - - - - - - - - - - ~~=—__—~~ |
| B3 Investment assets | Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - Details ~~=—===~~ |
| B4 Assets retained for the charity’s own use |
Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - Details ~~=—===~~ |
| Fund to which Amount due When due |
|
| B5 Liabilities | liability relates (optional) (optional) - - - Details ~~———_—~~ |
| Signed by one or two trustees on behalf of all the trustees |
Date of approval 14/01/2026 13/01/2026 Print Name Stephen Robson Graham Lake Signature ~~net~~ |
| CCXX R2 accounts (SS) | 2 14/01/2026 |