## **Trustees' Annual Report for the period** Period start date Period end date 12[th] May 2022 11 November 2023 **From** **To** ## Section A Reference and administration details **Charity name** The Helm at Croglin **Other names charity is known by Registered charity number (if any)** 1198937 n/a **Charity's principal address** 1, Mulcaster Place Croglin, Nr. Carlisle, Cumbria **Postcode CA4 9RX** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Ruth Lawley|Chair||| ||Julian Whittle|Secretary||| ||Mark Hetherington|Treasurer||| ||Louise Fawcett|||| ||Bryan Gray|||| ||MaryRobinson|||| ||Fiona Stobart|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Appointed by existing trustees at AGM Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** The objects of the CIO are to establish and run a Community and Heritage Centre to promote for the benefit of the inhabitants of, and visitors to, the Parish of Croglin and the neighbourhood (“area of benefit”) without distinction of sex, sexual orientation, age, disability, nationality, race or political, religious or other opinions the provision of facilities for recreation or other leisure time occupation of individuals who have need of such facilities by reason of their youth, age, infirmity or disablement, financial hardship or social and economic circumstances or for the public at large in the interests of social welfare and with the object of improving the conditions of life of the said inhabitants. March **2012** **TAR** 2 |**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**||| |---|---|---| ||The main activities from 2022-23 fall in two main categories
**1. Community Engagement.**
**i.**
This included establishment of a communication
system including a ‘Helm at Croglin’ Facebook
page and regular use of local Whats App groups
together with local Parish News publications.
Articles appeared on local Radio and in local
newspapers.
**ii.**
Throughout 2022 there was an online survey
completed by participants and visitors giving useful
information about the needs of the community and
visitors.
**iii.**
Developing partnerships with

Ainstable PCC, Fell Foot Forward and AONB,
Eden District Council and Westmorland and
Furness Council

Local schools including William Howard
Secondary School youth programme

Interest groups including U3A, Brampton
Walkers, Sarah Losh Heritage Centre,
Brampton Walkers, Lake District Mobility

Local businesses
**iv.**
Specifc activities included:

a Summer Activity Day in July 2022 with
churchyard tours, orienteering, teas and games.

Christmas Crafts Making Day in December 2022

4 Local Heritage Talks were given in Spring 2023

A guided bat walk and a guided nature walk took
place in Summer 2023
2. **Working towards refurbishment of the Church**
**Building in Croglin**.
i.
This involved activity aimed at taking on the long
term lease of the building.
Negotiation of the lease with Carlisle Diocese
Agreement about the reuse of the contents of the
church
and disposal of other contents with the local PCC
Completion of the Petition to repurpose the church
Appointment of a Solicitor
ii.
Formulation of a Development Plan with the
Programme Managers including interior design for
fexible usage
iii.
Application for planning permission including
undertaking a bat survey. Planning Permission was
acquired in October 2023
iv.
Fundraising including successful applications to
Ainstable Parish Council, Eden District Council and
Community Ownership Fund and unsuccessful
applications to Heritage Lottery Fund and Rural
Development Fund. A new fundraising strategy is in
development.
v.
Opening a bank account and fundraising platform
vi.
Development of Safeguarding, child protection and
equal opportunity policies|| ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance March **2012** **TAR** 4 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** 1. Raised awareness of The Helm at Croglin, its purpose and activities through local media and social media. 2. Continued to gather information about users’ needs and preferences through online and face to face questionnaires 3. Developed a network of partnerships with local public bodies, interest groups, businesses, schools and individuals 4. Delivered 8 activity days or sessions raising awareness of local natural history and heritage engaging over 250 people thereby increasing local knowledge and pride in place. 5. Through communication with Carlisle Diocese agreed a lease which is poised for completion when funding is achieved. 6. Gained planning permission and received 3 local tenders for refurbishment. 7. Funded the Development Plan and achieved planning permission. 8. Established a bank account and fundraising platform. ## **Section E Financial review** March **2012** **TAR** 5 The Charity is newly incorporated and set up specifically to **Brief statement of the** deliver a community project by bringing a redundant church **charity’s policy on reserves** back into use as a community facility. The project will only proceed if sufficient grant funding is obtained from major donors such as the National Lottery and Levelling Up. Until funding has been secured the Charity is only incurring minimal cost and this is being met by fundraising events and small grants. At present the Charity operates with an expected minimum reserves policy of £1,000 to cover the cost of disbanding the Charity should it no longer be required. **Details of any funds materially in deficit** None ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: Nothing to report at present. - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** March **2012** **TAR** 6 |**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|Ruth Lawley|| |---|---|---| ||Chair|| ||8.12.23|| March **2012** **TAR** 7 CHARITY COMMISSION FOR ENGLANO AND WALES Thè Hélm At Croglin 1198937 Receipts and payments accounts CC16a For the period To 1210512022 3110312023 Section A Receipts and payments un￿StriCted funds Restricted furMIs Endowment lunds Total lunds Lasi year to the ￿ear￿8t lo the nearest É to Iho n•ar•s1É to thè np8vBst E tDthg ￿pareSt £ A1 Recelpts Don8ti0n$. lewes 8nd (knis Fund[ai￿r￿j Everts 20.916 2Q,956 1.255 1,255 Sub total{Gross income for AR) 1.295 20.916 22.211 A2 Asset and investment Sales, (see table). Sub total Total recelpts 1,295 20,916 22,211 A3Pa ments Reni e?1 gJtvey Arrthilect and Propth MaoageT 45 45 916 16,485 916 16,485 Sub tot81 45 17,101 17,446 A4 Asset and Investment rchasè¥. see table Sub tolal Total payment5 45 17,401 17,446 Net of rgceipts/fpayments) A5 Transfers be￿een funds A6 Cash fun¢J$ last y¢ar end Cash funds this year gnd 1,25Q 3,51S 4,705 1,250 3.51S 4,765 CCXX R1 acccAJnts ISSI 0711212023 Section B Statement of assets and liabilities at the end of the period Unrestrfcted funds Restr1Cted funds Endowmcnt funds lo neavgst £ Categorios Details lo rMaigst È 1¢ n•Jrest 81 Cash funds Bar* A(x￿1 1,225 3,S15 Petty Cash 25 Total cash funds 1,250 3.sfs laqree Unr66trlcted lun¢J8 ¢0 n•are$¢ E Restr1cted funds to n•aro81 £ Endowment funds lo nearest É Detai15 B2 Other monetsry a889ts lo which asset belon Cvrfgnl valuo lional Details Cosi{optlonall B3 Investment assèts Fu￿d to which Bsset belon Details Cost loption&ll CurTeD¢ valuo t￿nal B4 Assats rotain•d for the charity's own usg Furnd towhich relBteJ Ounidup liortal Wh•n dLttr Delai15 B5 Liabllitlgs Signed by one or ￿¥0 IrJstee$ on behalf of all the trustees Signature Print Date of roval CCXX R2 accounts ISSI 0711212023