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2025-04-30-accounts

Trustees’ Annual Report for the period

From Period start date To Period end date

Charity name:

Charity registration number:

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. ten year lease on the medieval manor
house agreed
2. HLF grant for first project awarded
3. Network of friends/volunteers
established
4. Village trail leaflet produced.
5. Education pack produced
6. Work on preservation of manor house
site completed and site opened to the
public complete with interpretation
boards and reconstruction illustrations
7. Maintenance of Manor House site
8. Blue plaques installed on prominent
heritage features
9. Village spring refurbished

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 has funds of £11607 at the
end of the period
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)		 Par
a
1.2
5		 TRUST DEED
How is the
charity
constituted
?
(e.g
unincorpor
ated
association
, CIO)		 Par
a
1.2
5		 CIO CONSTITUTION
Trustee
selection
methods
including
details of
any
constitutio
nal
provisions
e.g.
election to
post or
name of
any person
or body
entitled to
appoint
one or
more
trustees		 Par
a
1.2
5		 NOMINATION BY EXISTING TRUSTEES

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works

Relationship with any related Para 1.51 parties 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
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14
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18
19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
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 (eg Secretary, chair Chair, etc)

Date

10/11/25

Croxton Kerrial Trust Croxton Kerrial Trust Croxton Kerrial Trust 1181394 1181394 CC16a
For the period
from		 Period start date
01/05/2023		 To Period end date
30/04/2024
Section A Receipts and payments
A1 Receipts
Easyfundraising
Easyfundraising
Easyfundraising
Easyfundraising		 Unrestricted
funds
to the nearest £
339
106
121
78
644
-
-
644
644
17
75
60
350
106
500
75
60
34
215		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
339
106
121
78
644
-
-
1,288
1,391		 Last year
to the nearest £
19
3000
581
A2 Asset and investment sales,
(see table).
-
-
Sub total 644 3,600
Total receipts
A3 Payments
amazon
grass cutting
site weeding
spring refurb
grass&weeds
site rental
grass cutting
weeds
Hogarth workshop
Towergate broker
3,688
107
73
890
371
230
90
500
1475
215
5
86
111
- - -
Sub total(Gross income for
AR)
**Sub total **
- -
644 4,153
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
4,153
- 748 - 440 - 425
- -
11,607 11,607
10,859 - 440 11,607

CCXX R1 accounts (SS)

10/11/2025

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period the end of the period
Categories
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details		 Unrestricted
funds
to nearest £
3,285
-
-
3,285
Agreement Error
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs		 Restricted
funds
to nearest £
7,574
-
-
7,574
Agreement Error
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities		 Details
Signature
A J CONNOLLY		 Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
A J CONNOLLY		 When due
(optional)
Date of
approval
A J CONNOLLY A J CONNOLLY 10/11/2025

CCXX R2 accounts (SS)

10/11/2025

2