(II4RITY I (OIAMISSION Section A Trustees. Annual Report for the period Period start date Period end date 2024 2025 From Reference and administration details Charity name The Helm at Croglin Other names charity is known by nla Registered charity number (if any) 1198937 Charity's principal address 1, Mulcasler Place Croglin, Nr. Carlisle. Cumbria Postcode CA4 9RX Namos of the ¢harlty trustees vtho manage the charlty Oat08 acted if nol for wholo ear Trust nam• Offl¢• Ilf any) Name of person lor bodyl entitled int tru8tee ifan Ruth Lawley Julian Whittle Chair Secretary Treasurer Mark Helherington Louise Fawcett Bryan Gray Fiona Stobart From 9 December 2024 10 11 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity. if any. {for example. any custodian trustees) Name Dates acted if not for Ithole ear TAR Mar¢h 2012
Names and addresses of advisers {Optional infom)ation) e of adviser Name Address Narng of chief exgculive or narngs of senior staff members (Optional Infoation) Section B Structure, overnance and mana ement Description of the charity's trusts Constitution Type of governing document How the charity is constituted cio Trustee selection methods Appointed by existin8 trustees at AGM Additional governance i88ues (Optional infonnationl You may choose lo include additional information, where relevant, about.. policies and procedures adopted for the induction and training of trustees., the charity's organisalional structure and any wider network with which Ihe chanty works., relationship with any related parties., Iruslees, consideration of major risks and the system and procedures lo manage them. Section C Ob"ectives and activities The objects of the CIO are lo establish and run a Communty and Heritage Centre to promote for the benefit of the inhabitants of, and visitors lo, the Parish of Croglin and the neighbourhood I'area of benefil'l 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 lime occupalion of individuals who have need of such facilities by reason of their youlh, 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 objecl of improving the condttions of life of the said inhabrtants. Summary of the objects of the charity set out in its governing document TAR Mar¢h 2012
The main artivitie5 from 2024-25 fall in two main categories l. Community Engagement. This included maintenance of a communication system including a 'Helm at Croglin. Facebook page and regular use of loc31 Whats App groups together with local Parish News publications. Articles appeared on local Radio and in local newspapers. Development of partnership with the newly funded 'Access to Eden, project and Alston and Fellside Place Action Group OngoinB partnerships Wlth Ainstable PCC, Fell Foot Forward Ic105ed April 20241 and AONB. Westmorland and Furness Council Interest groups including U3A, Brampton Walker5, Sarah Losh Heritage Centre, Brampton Walkers, Lake District Mobilitv Local businesses Specific activities included.. 2 Local Heritage Talks were given In Sprlng 2024 New Year Ceilidh Christmas Craft Making dav Summary of the main activities undertaken for thè public benefit in relation to these objects {include thin this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Iv. 2. Worklng towards refurblshment of the Church Bulldlng In Croglln. This involved activity aimed at taking on the long term lease of the building. Agreement of the lease with Carlisle Diocese Completion of the Petition to repurpose the thurch Agreement of a Development Plan with the Programme Managers intluding interior design for flexible usage Fundraising including further application to Community Ownership Fund which was disrupted by the 2024 General Election and subsequent closure of the scheme. Pilgrim Trust and local landowner offered support and funds. Additional dotails of objeclivfrs and a¢tivitios {Optional infomationl TAR Mar¢h 2012
You may ¢hooso to indude further statements, where relevant, about.. policy on granlmaking., policy programme related inveslmenl., contribution made by volunteers. Section D Achievements and performance TAR Mar¢h 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year l. Continuing local awareness of The Helm at Croglin. Its purpose and activities through local media and social media. 2. Development and maintenance of a network of partnerships with local public bodies. interest groups. busine55e5. schools and individua15 3. Inclusion of The Helm in the Ainstable Parish Council Neighbourhood Plan. Delivered further community activities and sessions raising awareness of loc31 natural history and heritage engaging local people and visitors thereby increasing local knowledge and pride in place. S. 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. TAR Mar¢h 2012
Section E Financial review The Charity is newly incorporated and set up specifically to deliver a community project by bringing a redundant church 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 c05t and this is being met by fundraising events and Small grants. At present the Charity operates with an expected minimum reserves policy of £1,oC to cover the cost of disbanding the Charity should it no longer be required. Brief ststement of the charity's policy on reserrfes Details of any funds materially in deficlt None Further flnanclal revlew deta51$ (Optional Infomiation} Nothing to report at present. You may choose lo include additional information. where relevant about.. the charity's principal sources of funds {including any fundraisingl., 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 tTvslees Signaturelsl TAR Mar¢h 2012
Full name{s) Position (eg Secretary, Chair, etc) Ruth Lawley Chair Date 01.09.2025 TAR Mar¢h 2012
CHARITY COMMISSION FOR ENGLAP40 ANO WALES Tho HBIM At Crogiin Recel ts and ments accounts To CC16a Section A Receipts and payments Unro$lrlcted fund# R6stsi¢tèd fund• Endowm¢nt fund Totsl lund• Lut yur t• th•wr••l É tolh n•Dr••t£ kn th•rwr••t£ toth• nMwt£ to lh• n•DrnBt£ A1 Recè 47 ARI 47¢ 470 tan ¥pe table Inv•¥tsnent RnL Sub total Sub tol¥1 of rK•+ptW(p•ym•nts} A5 fran6f6fB bthoen fLbnds A6 C¥1 fund• Inty•ar •nd Cash funds thls end 42 425 CCXX R1 actotsnts ISS 0410812025
Section B Statement of assets and liabilities at the end of the period Unrestncted RestTlCted fund• to reSt E Endowment to n•ares1 £ 81 C43h funds 8ank 1304 Perty C UnTr5triGted fund8 R¢•tdct?d fund8 to nMr••l £ Endowrnent lund$ to no4rn•1 £ its n•ar•t E Fn0t0h ¢(1 lopbtyWII ¢uirgrtv•lu• 83 Inv•tm•nt •u•t8 Fund io whkh Coffl ioptyon•ll Cuff•ni ¥•iu• B4 A•8•ts r•taln•d for th• ¢harlty'• own u$• F¥nd to which Thount dth? When due B5 Liabllltl¢$ Si9ne¢ by ong or Iruslee5 Qn behaw ol all the Iru51ees Dale of roval Ssgnalur Print Name Mark Helhen lon Julian Whrttle CCXX R2 at*Junts ISSI 041W2025