## **BARROWDEN CHARITY CIO** ## Registered with the Charity Commission (Registration No 1197331) ## **Report for the Annual Parish Meeting, May 2026** ## **Current Trustees:** Mrs Alison Last, Chair Mr Graham Ball Mrs Shirley Plenderleith Mrs Anna Fettig Revd Stephen Gamble (ex officio) Mrs Maggie Davidson, Clerk ## **Report on Year 2025** / **26** No changes in the current trustees since our report in April 2025. Following the donation of £30,000 to the VHDG in June 2024, the Charity trustees were delighted to see the new Community Hub open officially in March 2025 and congratulate the team who saw it through. It is a wonderful asset to the village and we were glad to be able to support it. There was a loan request for a further £20,000, which was agreed with a repayment schedule due to start in 2026, completed by 2030. Final terms of repayment for the loan are in discussion with the charity trustees at this time. Regular monthly payments to beneficiaries continue, together with the annual Rutland County Council charge for green refuse bins. In view of the ongoing increase in the cost of living, we have continued additional help with energy costs for beneficiaries during the winter period. We also offer help to residents over the age of 75 with payments for TV licences. We funded the cost of the royal mail collection point at the shop in 2025. Benefits are paid through the village shop, with the usual extra credits at Christmas time. We also include widows and widowers with credits at Christmas, and vouchers for former Barrowden residents in care homes. Payments are made to families with bereavements; new babies; assistance with extra costs due to family illness or disability. For certain benefits there is a 12 month residential qualification in Barrowden required. Contributions towards travel for people visiting hospital on a regular basis are offered. The Charity supports Barrowden Good Neighbour Scheme with transportation costs to medical appointments, village hall hire costs for the monthly village lunch and the seniors' Christmas party. We also provide refreshments for the Tuesday afternoon group who meet for games at the village shop. The trustees are always willing to consider _**any**_ request for help as not everyone who is in financial hardship is necessarily poor, but it may be possible to help under the description of relieving those in need by reason of age, ill-health, disability, financial hardship or other disadvantage. Speak with any of the trustees on a confidential basis if you are unsure about your eligibility for assistance. Each request is considered on its own merits and some need is temporary (e.g. illness or loss of employment). The Charity can respond quickly if necessary. If you would like help or know someone who has a need and you can act on their behalf, please get in touch with either a trustee or the clerk. Preference is given to those who have lived in the village for at least one year. The main source of our income is the rental of a ground floor shop in Hammersmith, which, together with interest on investments, normally brings in approximately £40,000 per annum, less agent expenses. The Charity is on a strong financial footing, our accounts are audited annually by an independent accountant and submitted to the Charity commission. The trustees are constantly exploring how the charity can best serve the community both now and in the future whilst still meeting the requirements laid out in the charity's governing documents. To this end we will continue to provide the payments described above while considering new ideas for ways in which we can contribute to the general wellbeing of villagers. **Alison Last Chair Barrowden Charity CIO May 2026** ## Receipts and Payments Accounts > Charity name The Barrowden ~~Charity CIO~~ **----- Start of picture text -----**
Charity number (if any) 1 1 9 7 3 3 1
For the period from (start date) 0 D 1 D 0 M 1 M Y 2 5 Y to (end date) 3 D D 1 M [1] M 2 2 Y 5 Y
Section A Receipts and payments
**----- End of picture text -----**
|**Section A**
**Receipts and payments**|**Section A**
**Receipts and payments**|**Section A**
**Receipts and payments**|**Section A**
**Receipts and payments**|**Section A**
**Receipts and payments**|**Section A**
**Receipts and payments**|**Section A**
**Receipts and payments**| |---|---|---|---|---|---|---| ||**A1 Receipts**|Unrestricted
funds
to the nearest
£|Restricted
funds
to the nearest
£|Endowment
funds
to the nearest
£|Total funds
to the nearest
£|Last year
to the nearest
£
Typ
32206
6789
38995
38995
15287
1600
21600
430
30000
2420
71337
71337
30000
31195
28853
(32342)| ||Rent received|31323||||32206| ||Dividends|6551||||6789| |||||||| |||||||| |||||||| |||||||| |||37874||||38995| ||_Sub total_
**A2 Asset and investment sales, etc**
_Total receipts_
**A3 Payments**|||||| |||37874||||38995| |||||||| ||MonthlyBenefitspaid|16580||||15287| ||Birth/Death payments|2700||||1600| ||
Other Benefits|25661||||21600| ||Admin|423||||430| ||Clerk's Salary|2420||||2420| ||Loan to Village Hall Fund|20000||||30000| ||Bank charges|107||||| ||Solicitors fee|694||||| |||||||| |||68585||||71337| ||Sub total
**A4 Asset and investment purchases, etc**
_Total payments_
_Net of receipts/(payments)_
**A5 Transfers between funds**
**A6 Cash funds last year end**
_Cash funds this year end_|||||| |||68585
10000
(30711)||||71337
30000
(32342)| |||||||| |||28853
8142||||Ty
31195
28853| |||||||| **March 2012: new format January 2017** **CC16a** **Statement of assets and liabilities at the end of the period** **Section B** |Details
**B1 Cash funds**
_Total cash funds_
_(agree balances with receipts and payments account(s))_
Details
**B2 Other monetary assets**
Details
**B3 Investment assets**
Details
**B4 Assets retained for the charity’s own use**
Details
**B5 Liabilities**
Signed by one or two trustees on behalf
of all the trustees
Signature
C.O.I.F Charities Inv Fnd
146 King St. London-lease
Alison Last
Barclays Current Ac
Tenants deposit held
in current account,|Details|Unrestricted
funds
to the nearest
£|Restricted
funds
to the nearest
£|Restricted
funds
to the nearest
£|Endowment
funds
to the nearest
£| |---|---|---|---|---|---| ||||||| ||Barclays Current Ac|8142|||| |||8142|||| ||||||| |||Unrestricted
funds
to the nearest
£|Restricted
funds
to the nearest
£||Endowment
funds
to the nearest
£| ||||||| ||||||| ||||||| ||||||| ||||||| ||Details|Fund to which
asset belongs|Cost
(optional)||Current value
(optional)| ||C.O.I.F Charities Inv Fnd||||213221| ||146 King St. London-lease|hold asset|500000||500000| ||||||| ||||||| ||||||| ||Details|Fund to which
asset belongs|Cost
(optional)||Current value
(optional)| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||Details|Fund to which
liability relates|Amount due
(optional)||When due
(optional)| ||Tenants deposit held||17500||| ||in current account,||||| ||||||| ||||||| ||Signature||||Date of approval| ||Alison Last||||| |||Alison Last|||| Graham Ball Graham Ball **March 2012: new format January 2017** **CC16a** ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/ members of** Charity Name The Barrowden Charity CIO **On accounts for the year ended** December 2025 **Charity no (if any)** 1197331 ## **Set out on pages** Section A & B (remember to include the page numbers of additional sheets) ## **Responsibilities and basis of report** I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 December 2021 As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * _Please delete the words in the brackets if they do not apply._ 20/8/2026 Michael George Willis Accountant **IER** **Signed: Date: Name: Relevant professional qualification(s) or body (if any):** 1 **October 2018** **Address:** The Old Orchard, 3 Church Lane, Preston, Rutland, LE15 9NG ## **Section B Disclosure** Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). ## **Give here brief details of any items that the examiner wishes to disclose** . None 2 **October 2018** **IER**