(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 Info￿ation)
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
R*nL
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
F￿n0t0￿￿￿h
¢(*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