## **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**
|**Croxton Kerrial Trust**
|**Croxton Kerrial Trust**
|**1181394**|**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** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**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**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||A J CONNOLLY|A J CONNOLLY|2/5/2024| |||||