## **Trustees’ Annual Report for the period**
**From 1/5/2020 Period start date To 30/4/2021 Period end date**
## **Charity name:THE CROXTON KERRIAL HERITAGE TRUST**
**Charity registration number:1181394**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 To promote the protection,
of the charity as set out preservation, restoration and
in its governing improvement of the heritage of
document
the parish of Croxton Kerrial for
the benefit and enjoyment of
the public generally and
especially the inhabitants of
the village.
Summary of the main Para 1.17 and 1.19 The initial efforts of the Trust
activities in relation to will be directed towards the
those purposes for the consolidation, preservation,
public benefit, in
public display and
particular, the activities,
interpretation of the remains of
projects or services
the medieval manor house
identified in the
accounts. complex of Croxton Kerrial.
Statement confirming Para 1.18 We confirm that all our activities
whether the trustees were carried out with due regard
have had regard to the for the guidance issued by the
guidance issued by the Charity Commission on public
Charity Commission on benefit.
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
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SORP reference
1. ten year lease on the medieval
manor house agreed
2. HLF grant for first project
Summary of the main awarded
Para 1.20
achievements of the 3. Network of friends/volunteers
charity, identifying the established
difference the charity’s 4. Village trail leaflet produced.
work has made to the 5. Education pack produced
circumstances of its 6. Work on preservation of manor
beneficiaries and any house site completed
wider benefits to society 7. Manor house site opened to the
as a whole. public.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
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other
## **Financial Review**
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Review of the charity’s Para 1.21 The charity had funds of £12887 at
financial position at the the end of the period
end of the period
Statement explaining the Para 1.22
policy for holding
reserves stating why they
are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 TRUST DEED
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO CONSTITUTION
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 NOMINATION BY EXISTING
methods including details TRUSTEES
of any constitutional
provisions e.g. election to
post or name of any
person or body entitled
to appoint one or more
trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name CROXTON KERRIAL HERITAGE TRUST
Other name the charity
uses
Registered charity 1181394
number
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Charity’s principal 17 MIDDLE ST
address CROXTON KERRIAL
GRANTHAM
NG32 1QP
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Names of the charity trustees who manage the charity
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 A J Connolly CHAIR
2 J Johnston
3 R Ranns
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## Corporate trustees – names of the directors at the date the report was approved **Director name**
## Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
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**Funds held as custodian trustees on behalf of others** Description of the assets 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)**
|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|
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|**Type of**
**adviser**
**Name**
**Address**|||||
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**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
**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)** ANTHONY JOHN CONNOLLY
**Position (eg** CHAIR **Secretary, Chair, etc) Date** 11/1/2021
**No (if any)**
**CROXTON KERRIAL HERITAGE TRUST**
## **Receipts and payments accounts**
05/05/20 04/05/21
**For the period from**
**To**
## **Section A Receipts and payments**
**Unrestricted Restricted Endowment Total funds funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ £**
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to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
HERITAGE LOTTERY FUND 10,671 - - 10,671
AMAZON SMILE 7 - - 7
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
10,678 - - 10,678
Sub total (Gross income for AR)
A2 Asset and investment sales, (see
table).
- - - -
- - - -
Sub total - - - -
Total receipts 10,678 - - 10,678
A3 Payments
dysart 705 - -
ukpos 26 - -
belvoir 500 - -
remwaste 396 - -
bostonseeds 67
printhub 36
bostonseeds 70
tranpak 192
dysart 451
trevor 830
screwfix 130
directshop 32
agrigem 84
trevor 875
suigeneris 114 - -
agrigem 38 - -
trevor 4220 - -
pighill 3444 - -
ast 140 - -
HLF 3471
shelley 3702
towergate 215
Sub total 19,738 - -
A4 Asset and investment purchases,
(see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 19,738 - - 19,738
Net of receipts/(payments) - 9,060 - - - 9,060
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**A5 Transfers between funds - - - - A6 Cash funds last year end - - - -** _**Cash funds this year end**_ **- 9,060 - - - 9,060**
## **Section B Statement of assets and liabilities at the end of the period**
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Unrestricted Restricted
Details funds funds
to nearest £ to nearest £
- -
- -
- -
Total cash funds - -
(agree balances with receipts and payments
account(s)) Agreement Error OK
Unrestricted Restricted
funds funds
Details to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Fund to which
Details asset belongs Cost (optional)
-
-
-
-
-
Fund to which
Details asset belongs Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which Amount due
Details liability relates (optional)
-
-
-
-
-
Signature Print Name
A J Connolly A J CONNOLLY
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**Categories Details B1 Cash funds**
**B2 Other monetary assets**
## **B3 Investment assets**
**B4 Assets retained for the charity’s own use**
## **B5 Liabilities**
Signed by one or two trustees on behalf of all the trustees
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CC16a
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## **Last year**
## **to the nearest £**
**-**
**-**
**-**
**-**
**-**
**Endowment funds to nearest £ - - - -**
## OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
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Date of
approval
09/10/21
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