BELGRAVE HERITAGE TRUST
Registered Charity Number 1180903
Annual Report and Financial Statements
for the Thirteen Month Period
1 December 2024 to 31 December 2025
9th February 2026
BELGRAVE HERITAGE TRUST
Annual Report and Financial Statements
for the Period 1 December 2024 to 31 December 2025
CONTENTS
Annual Report Pages 2 to 6 1. Name Page 2 2. Charity Registered Number Page 2 3. Address Page 2 4. Trustees Page 2 5. Structure, Governance and Management Pages 2 to 4 6. Objectives Page 4 7. Geographical Area of Operation Page 5 8. Summary of Main Activities During the Year Page 5 9. Summary of Financial Performance Pages 6 10. Reserves Policy and Practice Page 6 11. General Page 6 12. Declaration and Signatures Page 6 Financial Statements Pages 7 to 10 SECTION A: RECEIPTS AND PAYMENTS Page 7 SECTION B: ASSETS AND LIABILITIES Page 8 NOTES TO THE FINANCIAL STATEMENTS Pages 9 and 10 Note 1: Accounting Policies and Practice Page 9 Note 2: Note Regarding Restricted and Unrestricted Funds Page 9 Note 3: Grants Received Page 9 Note 4: Membership Statistics Page 9 Note 5: Stock of Un-sold Books Page 9 Note 6: Trustee Remuneration and Expenses Page 9 Note 7: Employees Page 9 Note 8: Plant and Machinery Page 10 Note 9: Guarantees Page 10 Note 10: Debtors Page 10 Note 11: Related Party Information and Transactions Page 10 Note 12: Assets Retained for the Charity’s Use Page 10 Declaration and Signatures Page 10
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BELGRAVE HERITAGE TRUST
Annual Report for the Period 1 December 2024 to 31 December 2025
1. Name: BELGRAVE HERITAGE TRUST
2. Charity Registered Number: 1180903
3. Address: 74 Sandringham Avenue, Leicester LE4 7NR
4. Trustees:
Stephen John Dixey
Nicholas John Fathers
Carolyn Joyce Hindocha
Sandra Eileen Moore
Richard Charles Norburn
Andrew Warren
Christine Warren (to 25 March 2025)
5. Structure, Governance and Management
5.1 General
The charity is a charitable incorporated organisation (CIO), registered with the Charity Commission for England and Wales (Charity Registration Number 1180903) (Company Number CE 015740).
The charity came into being on 29 November 2018. The financial period under review is the seventh period of operation. The financial reporting date has been extended from 30 November each year to 31 December each year. The present report and financial statements therefore relate to the thirteen-month period 1 December 2024 to 31 December 2025.
The governing instrument is the constitution dated 31 August 2018. The Constitution closely follows the Charity Commission’s model or template constitution for charitable incorporated organisations (‘association’ model).
Those having an interest in the work and aims of the charity have opportunity (subject to the provisions of the constitution, and to payment of any applicable membership subscription) to become members of the charity and to attend and participate in the AGM.
The trustees look for opportunities to increase the membership.
The charity is managed by its board of trustees.
The charity does not act as custodian trustee for any other organisation.
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BELGRAVE HERITAGE TRUST
Annual Report for the Period 1 December 2024 to 31 December 2025, Continued
5.2 Recruitment and Appointment of Trustees
New trustees are appointed at the AGM. However, the trustees have power to co-opt additional trustees at any time. Co-opted trustees serve only until the next AGM, at which time they are then eligible (subject to the provisions of the constitution) to be elected by the AGM as elected trustees.
All trustees of the charity give their time voluntarily and receive no benefits from the charity.
In order to bring a range of skills and experience to cater for the broad reach of the charity, the aim is that new trustees will be from backgrounds that reflect the charity’s needs. Suitable candidates are those who are sympathetic to the needs and aims of the organisation and who have relevant skills and experience. The trustees are developing guidelines for identifying and selecting suitable individuals.
5.3 Trustee Induction and Training
New trustees are briefed by the existing trustees on the charity’s objects and operations and the new trustees are referred to the guidance for new trustees published by the Charity Commission. In addition, each new trustees is provided with a copy of the constitution (plus any bye-laws or similar adopted by the charity), and is encouraged to study the document(s) and to discuss with the existing trustees any queries that he or she may have.
All trustees are expected to be familiar with the work of the charity.
5.4 Public Benefit
The trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit and in particular to the Commission’s supplementary guidance on advancing education when reviewing the charity’s activities and planning future activities and setting policies, and that they have had due regard to such guidance.
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BELGRAVE HERITAGE TRUST
Annual Report for the Period 1 December 2024 to 31 December 2025, Continued
5.6 Additional Governance Issues
The charity is funded mainly through membership subscriptions, donations, grants, admission charges at some of the charity’s events, and sales of books relating to the history and heritage of Belgrave.
Though all trustees give their time voluntarily, the charity recognises that trustees may incur expense such as travel to meetings, conferences and other events. Trustees may from time to time, finances allowing, be reimbursed for expenses directly incurred in fulfilling their duties.
The charity has faced substantial challenges and, with much sadness and regret, the trustees will be recommending to the Members at the forthcoming Annual General Meeting, the trustees will be recommending that the affairs of the charity be wound-down and that the charity be closed.
6. Objectives
The six aims for which the charity exists are summarised below, and may be read in full in the constitution: -
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to advance education relating to the history and heritage of the Old Belgrave Village, with particular regard to the history and heritage of the places of worship and former places of worship
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to preserve, repair, maintain and enhance the land and structures of historic, architectural, archaeological or environmental value within the Old Belgrave Village (“the Heritage Land and Structures”)
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to provide (on or near the Heritage Land and Structures) facilities for the advancement of the aims stated in 1 above
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to provide (on or near the Heritage Land and Structures) social welfare, recreation and/or leisure facilities
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generally to further the use of the Heritage Land and Structures for charitable purposes
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other charitable aims incident or ancillary to the above.
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BELGRAVE HERITAGE TRUST
Annual Report for the Period 1 December 2024 to 31 December 2025, Continued
7. Geographical Area of Operation
The constitution states that the focus of the charity is primarily or mainly upon the following areas:
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the land within the circumference of a circle having 400 metres radius, the centre of the circle being the crossroads and the junction of Checketts Road, Loughborough Road and Vicarage Lane (The Grid Reference of this crossroads is SK 59431 07138)
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Belgrave Cemetery (Grid Reference SK 58803 07969)
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the “Iron Church” on Abbey Lane (Grid Reference SK 58720 07227)
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any outlying pre-nineteenth century buildings and sites of historical, architectural, archaeological or environmental value.
The constitution also states that for the purposes of the constitution the expression ‘Old Belgrave Village’ is to be interpreted having regard to the above explanation as general guidance as to its meaning.
8. Summary of Main Activities During the Year
In April 2022, the Trust gained permission to use a room at Belgrave Hall as an exhibition room, and this arrangement continued through the summer period of 2023 and 2024. However, this facility is no longer available. It was therefore not possible to continue this arrangement through 2025, and there appears to be no likelihood that the facility will become available again in the foreseeable future.
A limited number of talks / lectures were held during the period under review, though the number of people attending has generally been gradually reducing over time.
The number of Members of the Trust as at 31 December 2025 stood at 36 (42 as at 30 November 2024, and 46 as at 30 November 2023). and the number has been gradually reducing over several years.
The website was maintained.
Permission was obtained for representatives of the Trust to enter the St Peter’s Church on Armistice Day 11 November 2025 to place a wreath at the War Memorial and to observe a brief Act of Remembrance.
The future of the old St Peter’s church building remains un-decided. Having regard to the complex structural needs of the building and the overwhelming costs of restoration and renovation, the trustees have come to the view that the Trust cannot take on this role nor can have a significant and useful role to play in relation to the building.
9. Summary of Financial Performance
Receipts during the thirteen-month period under review exceeded payments by £ 485 (compared with £ 862 during the year 1 December 2023 to 30 November 2024).
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BELGRAVE HERITAGE TRUST
Annual Report for the Period 1 December 2024 to 31 December 2025, Continued
10. Reserves Policy and Practice
The trustees have not formally designated any funds as reserves nor has a formal Reserves Policy been adopted.
11. General
This Report should be read in conjunction with the Financial Statements for the same period (given as pages 7 to 10).
12. Declaration and Signatures
This annual report is signed this 9th day of February 2026 on behalf of the board of trustees by
Richard Norburn, Chairman Carolyn Hindocha, Secretary
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BELGRAVE HERITAGE TRUST
Financial Statements for the Perid 1 December 2024 to 31 December 2025
SECTION A RECEIPTS AND PAYMENTS (see Notes 1 and 2)
| 1 .12.24 to 31.12.25 1.12.23 to 30 11.24 | 1 .12.24 to 31.12.25 1.12.23 to 30 11.24 | |
|---|---|---|
| A1. Receipts | ||
| Grants received (seeNote 3) | - | - |
| Membership subscriptions received (seeNote 4) | 360 | 420 |
| Events (admission charges etc) | 338 | 390 |
| Donations | 529 | 1255 |
| Sales of ‘Story of Belgrave’ Book | 230 | 285 |
| Postage and packaging | 27 | 18 |
| Tax Reclaimed From HMRC (Gift Aid Scheme) | - | 409 |
| Total Receipts | 1484 | 2777 |
| Asset and Investment Sales | - | - |
| A3. Payments | ||
| Insurance | 201 | 191 |
| Postage and packaging | 27 | 18 |
| Cost of hiring hall | 175 | 275 |
| Website | 410 | 600 |
| Wreath (Armistice Day) | 30 | 30 |
| Donations to Guest Speakers | 80 | 158 |
| Catering | - | 59 |
| Admin/Secretarial expenses | 76 | 5 |
| Total payments | 999 | 1915 |
| Asset and Investment Purchases | - | - |
| NET RECEIPTS (PAYMENTS) | 485 | 862 |
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BELGRAVE HERITAGE TRUST
Financial Statements for the Period 1 December 2024 to 31 December 2025, Continued
SECTION B STATEMENT OF ASSETS AND LIABILITIES as at 31 December 2025
31.12.25 30.11.24 B1. Cash Funds 3938 3453 B2. Other monetary assets - - B3. Investment assets - - B4. Un-sold stock (see Note 5 ) - - B5. Assets retained for the charity’s own use (see Note 12 ) - - B6. Liabilities (see Note 3 ) - -
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BELGRAVE HERITAGE TRUST
Financial Statements for the Period 1 December 2024 to 31 December 2025, Continued
NOTES TO THE FINANCIAL STATEMENTS
Note 1: Accounting Policies and Practices
SECTION A of the Financial Statements is prepared on the ‘Receipts and Payments’ basis, and is accompanied by SECTION B , a Statement of Assets and Liabilities as at the end-date of the period under review.
The period under review is a thirteen-month period, the reason being that the financial review period end-date has been extended from 30 November to 31 December.
Note 2: Note Regarding Restricted and Unrestricted Funds
Unrestricted funds are funds that can be used in any way within the charity’s objectives, at the discretion of the trustees.
Restricted funds are funds held by the charity where there is a contractual requirement for the funds to be spent on a particular purpose.
All the funds relating to the period under review are un-restricted funds.
Note 3: Grants Received
No grants were received during the period under review, and all earlier grant-funding was fully expended prior to commencement of the period under review.
Note 4: Membership Statistics
The number of members on the Roll of Members as at 31 December 2025 stood at 36 (42 as at 30 November 2024; 46 as at 30 November 2023).
Note 5: Stock of Unsold Books
The Trust holds a stock of un-sold copies of the ‘ Story of Belgrave ’ book by Michael Smith. Any potential sales value can only be realised as and when someone wants to buy a copy. The potential future sale value of these books is therefore treated for book-keeping purposes as nil. Income from sales has already greatly exceeded the printing costs.
Note 6: Trustee Remuneration and Expenses
No trustee was remunerated. No trustee claimed expenses.
Note 7: Employees
The charity had no employees.
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BELGRAVE HERITAGE TRUST
Financial Statements for the Period 1 December 2024 to 31 December 2025, Continued
NOTES TO THE FINANCIAL STATEMENTS, Continued
Note 8: Plant and Machinery
The charity had no plant or machinery, other than that declared in Note 12 of these Notes.
Note 9: Guarantees
The trustees declare that the charity has given no guarantee where potential liability is outstanding at the date of the statement of assets and liabilities.
Note 10: Debtors
The trustees declare that the charity has no outstanding debts which are secured by an express charge on any of the assets of the charity at the date of the statement of assets and liabilities.
Note 11: Related Party Information and Related Party Transactions
None.
Note 12: Assets Retained for the Charity’s Own Use
The charity owns a number of items which are retained for the charity’s own use. Although useful to the charity, these items are regarded by the trustees as having minimal commercial or re-sale value. Also, such commercial or re-sale value (if any) may be difficult to quantify with any degree of accuracy. The trustees have decided to treat these items as fully depreciated.
There are also some items on loan to the Charity and available for its use.
An Inventory of the Items owned and of those on loan is retained in the records of the Charity.
Declaration and Signatures
These financial statements (including the statement of assets and liabilities presented as SECTION B , and the NOTES thereto) are signed this 9th day of February 2026 on behalf of the board of trustees by
Richard Norburn, Chairman Carolyn Hindocha, Secretary
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