## **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
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 (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