The Covenham St Bartholomew Heritage Trust
Sixth Annual Report of the Trustees for the year ending 30 June 2025
Objectives and Public Benefit
The objects of the CIO are:
(I) For the public benefit to secure the preservation, conservation, repair, maintenance, improvement, upkeep, beautification and reconstruction of the church of Covenham St Bartholomew, Lincolnshire and of fixtures and fittings in such church and;
(II) To use the said church for such religious and other charitable purposes as shall be permissible under the Redundancy scheme providing for the appropriation of the said church under the procedures of the Pastoral Measure 1983 as superseded by the Mission and Pastoral Measure 2011.
Achievement and Performance
The Covenham St Bartholomew Heritage Trust was first registered as a Charitable Incorporated Organisation on 17 June 2019. It incorporates the former charity of the same name established by the late John Bowles in 1988, charity number 700816, which was formally dissolved by the Charity Commissioners on 14 December 2019.
The constitution of the CIO limits voting rights solely to the Trustees.
As a result of both the extensive survey completed in 2024 and the continued deterioration of the existing temporary roof, Listed Consent and Planning Permission were obtained to allow the fitting of a temporary steel roof. Parallel to this, discussions continue with Historic England for further funding to enable us to continue to protect the Church building.
The last AGM was held at Ashtree House in Covenham on 3rd September 2024 with apologies from Allan Barton due to illness. Mrs Ali Fazakerley continues as honorary treasurer. Trustees met on one occasion in person and otherwise by Google meet. This saves high expenditure on travel as well as journey time, but it should be recorded that no trustee has to date ever claimed any travel expenses from the charity.
Churchyard and ecology
The maintenance of the churchyard continues to be carried out by volunteers, although due to external factors only one gardening party was arranged during the year. The Barn Owls have bred again in the tower.
Encouraging wider interest and support
We had a trickle of visitors throughout the year, who were let in and guided by Diane Seddon who continues to be a key holder, for which the trustees are very thankful.
Structure, Governance and Management
Registered Charity number 1183927
The charity is controlled by its governing document and is a Charitable Incorporated Organisation. In carrying out the business of the Trust, Trustees pay due regard to the advice of The Charity Commission relevant to the administration of the Charity. The principal address of the charity was altered during the year.
Reference and Administrative Details
Registered Charity number 1183927
Principal Address.
Hove To, Main Road, Covenham St Bartholomew, Louth LN11 0PF
Trustees
Mr Ian Fazakerley (for 3 years from 2022 to 2025)
Mrs Nicky Gulley-Brown (for 3 years from 2022 to 2025) Mrs Anne Gray (for 3 years from 2023 to 2026) Dr Allan Barton (for 3 years from 2023 to 2026)
Bankers
Barclays LLP, Leicester. LE87 2BB Approved by the Trustees ...................................................
Signed (Trustee) ………………………………………………………………
Registered Charity number 1183927
The Covenham St Bartholomew Heritage Trust Annual Accounts – 01 July 2024 30 June 2025
| 01 July 2024– 30 | 01 July 2024– 30 | June 2025 | June 2025 | ||
|---|---|---|---|---|---|
| The Covenham St Bartholomew Heritage Trust | Annual Accounts | 2024-2025 | |||
| Date | Item | Income | Expenditure | Balance | |
| £10,251.60 | |||||
| Balance B/Fwd | |||||
| JULY 2024 | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 2nd | IC&A Fazakerley Donation | £10.00 | |||
| 17th | Donation | £200.00 | £10,506.60 | ||
| AUGUST 2024 | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 5th | Parish Council Grant for churchyard | £250.00 | |||
| 18th | Morton Partnership - Inv 35116 | £3,093.00 | £7,708.60 | ||
| SEPTEMBER | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 5th | Fazakerley - Visitor Donation | £10.00 | |||
| 5th | IC&A Fazakerley - Donation | £20.00 | |||
| 16th | FazakerleyReimbursements | £342.33 | |||
| Registered Charity number 1183927 |
| 25th | EMB Ltd – LPWS Grant VAT repayment | £1,891.93 | £9,333.20 | ||
|---|---|---|---|---|---|
| OCTOBER | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 7th | Give as you Live | £15.31 | |||
| 3rd | Fazakerley Direct Cr – Sales of glasses to | £10.00 | £9,403.51 | ||
| CVV | |||||
| NOVEMBER | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 4th | Rodden and Cooper Inv 9309 | £4,152.00 | £5,296.51 | ||
| DECEMBER | |||||
| Asstd | Monthly D/D Donations | £45.00 | £5,341.51 | ||
| JANUARY | 2025 | ||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 7th | Castree Ltd Inv 2659 | £1,400.00 | |||
| 17th | Historic England – Grant | £3,519.00 | |||
| 22nd | HMRC Charities – Gift Aid repayment | £238.57 | |||
| 27th | Morton Partnership - Inv 35644 | £963.00 | |||
| 27th | Fazakerley – Direct Donation | £10.00 | |||
| 28th | EMB Ltd – LPWS Grant – VAT Repayment | £1,042.50 | £7,833.58 | ||
| FEBRUARY | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 28th | Fazakerley Direct Cr – Donation | £10.00 | £7,888.58 | ||
| MARCH | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 7th | HMRC Charities – Gift Aid repayment | £432.48 | £8,366.06 | ||
| APRIL | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 16th | Fazakerley Direct Cr – Donation | £20.00 | |||
| 7th | CVV – Donation Photo event by Diane Sedd | £139.26 | |||
| 7th | Castree Ltd CrN2659 Refund | £260.00 | £8,830.32 | ||
| MAY | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 1st | Fazakerley Direct Cr – Donation | £10.00 | £8,885.32 | ||
| JUNE | |||||
| Asstd | Monthly D/D Donations | £45.00 | |||
| 9th | Fazakerley Direct Cr – Donation | £10.00 | |||
| 16th | Fazakerley Riembursement – Access Insurance | £202.40 | |||
| 16th | Fazakerley Riembursement – ELDC | £383.00 | £8,354.92 | ||
| Income | Expenditure | Balance | |||
| END OF FINANCIAL YEAR | £8,639.05 | £10,535.73 | £8,354.92 |
Registered Charity number 1183927