## **Trustees’ Annual Report for the period** ## **From 6[th] April 2024 Period start date To 5[th] April 2025 Period end date** **Charity name: Clipsham Yew Tree Avenue Trust** ## **Charity registration number: 1178614** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**In summary, the objects of the charity**
**are: For the public benefit**
**1) To promote the conservation,**
**protection and improvement of the**
**physical and natural environment**
**of the Clipsham Yew Tree Avenue**
**amenity and related areas**
**2) To advance the education of the**
**public in the natural history of the**
**flora and fauna of the Clipsham**
**Yew Tree Avenue amenity**
**3) To assist with the provision of**
**facilities in the interests of social**
**welfare for recreation and leisure**
**time occupation in order to**
**improve conditions of life for**
**those living, visiting or working in**
**the area of benefit.**| |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|**During the year the main activities carried**
**out, having regard to the guidance issued**
**by the Charity Commission, on public**
**benefit, are as follows:**
**1. Professional trimming of 81**
**mature yew trees during**
**September and October 2024 to**
**restore the shape and texture of**
**the trees**
**2. Early season grass cutting of the**
**rides and end of season (August)**
**cutting, baling and removal from**
**site of hay to encourage wild**
**flower meadow creation of the**
**main ride.**
**3. Cutting of hedges and removal of**
**arisings**
**4. Strimming and clearing of ditches**
**and water courses and removal of**
**arisings. **| Statement confirming Para 1.18 whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|**Our team of volunteers has carried out a**
**range of duties including periodic visitor**
**surveys and litter picking. Arrangements**
**have continued with Rutland County**
**Council to provide a litter bin and a**
**regular collection.**| |Other||| ## **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|**When we completed our negotiations**
**with Forestry England in June 2018 and**
**our agreement to care for the site was**
**first established, the yew trees had not**
**been cut for 4 years. The professional**
**clipping in September 2019 achieved a**
**remarkable degree of restoration. This**
**work has continued with an annual**
**professional clip of all trees each year**
**(September 2020, October 2021, October**
**2022, October 2023 and October 2024),**
**further improving their health and**
**appearance every year.**
**Similarly, annual maintenance of the**
**grassland in accordance with**
**professional ecology and biodiversity**
**advice, has improved the nature of the**
**site as a visitor attraction.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|**Each year we agree with Forestry**
**England a Management Plan for the Yew**
**Tree Avenue for the year ahead, and at**
**the end of the year, we report on the**
**achievement of that Plan.**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**Since 2019 our fund-raising efforts can**
**be considered entirely successful, based**
**upon our success in gaining specific**
**grant funding for defined projects and**
**supported by very generous donations**
**from a few local individuals. In December**
**2024 the National Lottery Heritage Fund**
**(NLHF) awarded CYTAT a grant of one**
**hundred and fifteen thousand pounds to**
**be applied over a 5 year period for the**
**maintenance and conservation of the**
**Avenue. The first half of this grant was**
**paid in January 2025. The NLHF have**
**appointed a mentor to advise and assist**
**us to achieve further long term funding,**
**to follow on from our 5 year term. Our**
**grant has also provided funds for the**
**appointment of an experienced “External**
**Evaluator”. Following our recruitment**
**process this appointment was**
**successfully confirmed inJune 2025.**| |Investment performance
against objectives|Para 1.41|**Not applicable**| |Other||**Not applicable**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Our Charitiy’s cash reserves at the 5th**
**April 2025 were £63,402 This should allow**
**us to continue with our full maintenance**
**and conservation programme for the next**
**two and a halfyears. **| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Our financial policy is to ring-fence**
**sufficient funds as soon as they are**
**available for the main clipping project**
**which is estimated to cost £13k to £15k**
**each September. Maintaining the**
**grassland, ditches and hedges is also an**
**essential requirement and is estimated to**
**cost a further £2,000 per annum at**
**present day prices. Any other desired**
**improvements for the public experience**
**need to be successfully funded by new**
**grant applications before any**
**commitments are made.**| |Amount of reserves held|Para 1.22|**Not applicable**| |Reasons for holding zero
reserves|Para 1.22|**Not applicable**| |Details of fund materially in
deficit|Para 1.24|**Not applicable**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted **See paragraph 1.41 above.** A description of the principal Para 1.46 risks facing the charity **Not applicable** Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**CYTAT is established as a Foundation**
**CIO**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Foundation CIO**| |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|**The three founding trustees remain in**
**post. We are now entering discussions to**
**admit one additional Trustee – a**
**volunteer who we have worked with for**
**several years – who will add additional**
**resources and social media**
**communication skills to our Trustee**
**Board. This appointment has been**
**confirmed at our AGM on 24th July 2025**
**and we extend a warm welcome to Mrs**
**Helen Sismore, our new Trustee. **| **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Clipsham Yew Tree Avenue Trust| |---|---| |Other name the charity uses|Not applicable| |Registered charity number|1178614| |Charity’s principal address
For Contact|Mr Clifford Bacon
The Old Schoolhouse,
CLIPSHAM
Oakham
Rutland LE15 7SE| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Dr Patrick Candler|Chairman||| ||Mrs Sue Thomas|Publicity and
Website||| ||Mr Cliff Bacon|Secretary and
Treasurer||| ||Mrs Helen Sismore|Trustee|From 24thJuly2025|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| Corporate trustees – names of the directors at the date the report was approved **Director name Not Applicable** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year **|| |---|---|---| |**Not applicable**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets Not applicable held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **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** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|C J Bacon|Sue Thomas| |---|---|---| ||Clifford James Bacon|Susan Mary Thomas| ||

Secretary and Treasurer|Trustee| ||31stJuly 2025|| ||31stJuly 2025|| **Clipsham Yew Tree Avenue Trust 1178614 Receipts and payments accounts CC16a For the period** 6th April 2024 5th April 2025 **To from** ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**969**
**904**
**-**
**-**
**-**
**-**
**1,873**
**-**
**-**
**-**
**1,873**
**-**
**603**
**58**
**647**
**67**
**-**
**-**
**1,375**
**-**
**-**
**-**
**1,375**
**498**
**-**
**9,683**
**11,949**|**Restricted**
**funds**
**to the nearest £**
**2,715**
**3,600**
**57,325**
**2,201**
**-**
**-**
**-**
**-**
**65,841**
**-**
**-**
**-**
**65,841**
**7,626**
**1,730**
**-**
**-**
**-**
**-**
**-**
**9,356**
**-**
**-**
**-**
**9,356**
**56,485**
**-**
**2,348**
**51,454**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**3,684**
**3,600**
**57,325**
**3,105**
**-**
**-**
**-**
**-**
**67,714**
**-**
**-**
**-**
**67,714**
**7,626**
**-**
**1,730**
**603**
**58**
**647**
**67**
**-**
**-**
**10,731**
**-**
**-**
**-**
**10,731**

**56,983**|**Total funds**
**to the nearest £**
**3,684**
**3,600**
**57,325**
**3,105**
**-**
**-**
**-**
**-**
**67,714**
**-**
**-**
**-**
**67,714**
**7,626**
**-**
**1,730**
**603**
**58**
**647**
**67**
**-**
**-**
**10,731**
**-**
**-**
**-**
**10,731**

**56,983**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |Donations|**969**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**3,684**||**5,991**| |Charitable Donations||||**3,600**||**3,400**| |Grant from NLHF||||**57,325**||**514**| |Other Income|**904**|||**3,105**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**1,873**|||**67,714**||**9,905**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||**-**| |**_Sub total_**|**-**|||**-**||**-**| |**_Total receipts_**
**A3 Payments**||||||| ||||**-**|**67,714**||**9,905**| |||||||| |Yew Tree Clipping|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**7,626**||**12,708**| |Site works||||**-**||**-**| |Grass & hedge maintenance|**-**|||**1,730**||**1,661**| |Insurance|**603**|||**603**||**561**| |Website maintemance|**58**|||**58**||**119**| |Printingand stationery|**647**|||**647**||**398**| |Sundry|**67**|||**67**||**69**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_ **|**1,375**|||**10,731**||**15,516**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||| |**_Sub total_ **|**-**|||**-**||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| ||||**-**|**10,731**||**15,516**| |||||||| ||**498**|**56,485**|**-**|
**56,983**||**- 5,611**| ||**-**|**-**|**-**
**-**|**-**||**-**| ||**9,683**|**2,348**||**12,031**||**12,031**| ||**11,949**|**51,454**|**-**|**63,402**||**6,419**| CCXX R1 accounts (SS) 16/08/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
Not applicable
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Not applicable
BANK ACCOUNT
**Details**
**Details**
Not applicable
**Details**
Not applicable
Sue Thomas
Signature
C J Bacon|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**11,949**
**51,454**
**-**
**-**
**-**
**-**
**11,949**
**51,454**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Clifford James Bacon
Susan Mary Thomas|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**zero**| ||||#VALUE!| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||C J Bacon|Clifford James Bacon|30/06/2025| ||Sue Thomas|Susan Mary Thomas|**30/06/2025**| CCXX R2 accounts (SS) 16/08/2025 2 ## **Clipsham Yew Tree Avenue Trust (CYTAT)** ## **Audit Report for the Year Ended 5[th] April 2025** I have reviewed the Receipts and Payments Account for Clipsham Yew tree Avenue Trust for the year ended 5[th] April 2025. The accounts agree with the underlying records and explanations provided to me and therefore in my opinion provided an accurate summary of CYTAT’s financial position for the year ended 5[th] April 2025. R J Goss BA ACA Chartered Accountant