2023-04-30-accounts - The Croxton Kerrial Heritage Trust

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Trustees’ Annual Report for the period

From 1/5/22 Period start date To 30/4/2023 Period end date

Charity name: THE CROXTON KERRIAL HERITAGE TRUST

Charity registration number:1181394

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	*To promote the protection,* *preservation, restoration and* *improvement of the heritage of 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 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	The initial efforts of the Trust will be directed towards the consolidation, preservation, public display and interpretation of the remains of the medieval manor house complex of Croxton Kerrial.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	We confirm that all our activities were carried out with due regard for 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 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

	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	1. maintenance of medieval manor house site 2. manor house site open to the public 3. agreement concluded with Belvoir Estate for the permanent loan of finds from the medieval manor house 4. finds put on display on the village church 5. Education pack produced 6. First blue plaque erected

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity had funds of £12044 at the end of the period
Statement explaining the policy for holding reserves stating why they are held	Para 1.22
Amount of reserves held	Para 1.22
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
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 any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	TRUST DEED
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO CONSTITUTION
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	NOMINATION BY EXISTING TRUSTEES

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	CROXTON KERRIAL HERITAGE TRUST
Other name the charity uses
Registered charity number	1181394
Charity’s principal address	17 MIDDLE ST CROXTON KERRIAL GRANTHAM NG32 1QP

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)
	A J Connolly	CHAIR
	J Johnston
	R Bradley

– 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

Trustee name Dates acted if not for whole year

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)

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

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) A J Connolly Full name(s) ANTHONY JOHN CONNOLLY

Position (e.g. Secretary, CHAIR Chair, etc)

Date 8/2/2024

	Croxton Kerrial Trust	Croxton Kerrial Trust	Croxton Kerrial Trust	1181394	CC16a
	For the period from	Period start date 5/1/2022	To	Period end date 30/4.23

Section A Receipts and payments
A1 Receipts AMAZON 5 SKINNERS GRANT 500 605114 50 JUSTGIVING 9.61 605114 820.83 AMAZON 5.76 - - Sub total 1,391 Total receipts 1,391 A3 Payments SIGNAGE 182 SIGNAGE 5 3 50 SITE RENT 500 DESIGNASIGN 13 DISPLAY CABINET 732 PRINTING 38 DISPLAY BANNER 21.64 B AND Q 8.99 BANK FEE 5 BANNER 60 INSURANCE BROKER 215 - *Sub total* Total payments 1,831 Net of receipts/(payments) - 440 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end - 440 Unrestricted funds to the nearest £ A2 Asset and investment sales, (see table). *Sub total*(Gross income for AR)		to the nearest £ - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 5 500 50 9.61 820.83 5.76 - - 1,391 1,391	Last year to the nearest £
			-		1,302
					150
			-		21
			-		-
			-		-
			-		-
			-		-
					-


			-		-

			-		-
			-		1,473

			-	- - 1,391
			-		-
			-		-

			-	1,391	1,473

		-	-		650
		-	-		500
		-	-		430
		-	-		89
		-	-		150
		-	-		172
		-	-		3,826
		-	-		35
		-	-		35
		-	-		5,887
		- - - - - -		1,831 - 440 - - - 440
	-		-
*Sub total* *Sub total*(Gross income for AR)			-
					-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end **Cash funds this year end **
				1,831	5,887

	- 440	-	-	- 440 - - - 440	- 4,414
	-	-	-		-
	-	-	-		-
	- 440	-	-		- 4,414

Section B Statement of assets and liabilities at the end of the period

Details Details Details Details Details Signature A J CONNOLLY *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 2,978 9,066 - - - - 2,978 9,066 Agreement Error Agreement Error to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name A J CONNOLLY Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
		-
		-
		-
		-
		OK
		to nearest £ Endowment funds
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		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
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		-
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		When due (optional)






		Date of approval
A J CONNOLLY	A J CONNOLLY	2/5/2024