CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 231312024 Period start dat• to 311312025 Period end datè Charity name: Coleorton Herftage Group Charlty registration numbor: 1207571 Objectlvos and Actlvltles Summary of the purposes of the charfty as set out in its goveming document The obtteets of th8 CIO are.. To advance th8 education and understandlng of Ihe public of the history and heritage of Colgorton, Lel¢ester5hire, by involving members of the ¢ommunty Sn learning, research and recording of socral. industrial and family history of Coleorton and surroundng areas. expanding the group's archive of information and artefacts. and by delivering events and publications.. to Promote and support the preservation of heritage in Coleorton for the communlty. Summary ofthe maln activities In relation to tho Puose$ for the public benefrt, in partlcular, the a¢livilies. projects or servic88 identified In the a¢¢ounls. During tho year the Group has uThJertaken a range of activities and events inchjding history talks. exhibitions. heritage ¢offee momiNJs, heritage walks, publications and articles, undertaking research and responding to enquiries. More 8pecffically: In May 2024 we hekl iwo open days wth St. Mar8 Chur¢h which Included celebrating the Beaumont faMilS contrlbution to the establishment of the National Gallery and reshowed the film 'The Gmt. svhich wag originally shown as separate event in March 2024. In September 2024 as part of North Wesl Loicestershire's Helkj Herhage month we held an exhibition on 'Col8orton Peopl&'. We also joined wlth Newtdd Heritage Group lo celebrate 100 years Since the opening of New Lounl Colli8ry. In October 2024 we hosted 8 talk on mlning in Coleorton. In Dec&mber 2024 we supported Coleorton Parish Counal Wtth a Community Christrnas Event. Members of the Group undertook training in Oral History provided by Leicester Universlty, which was paid for by a grant and recording equipment to continue with this project W88 purchased. Throughout the year we have condnued lo coffee momings to share and dlscJJss heritage and engage wlth our local cc*nmunit . We have conlinued to develo new
publications on a range of sufyeGts such as Coleorton at War and have updated the Coleorton Herltsge Trail leaflet. Stat6ment confirming whether the trustèes have had regard to the guidance ISSUgd by the Charity Commission on public benefft In undertaking these advili6s, the ITusle8$ have had regard to th8 Charity Commlssh)n's guidance on public b8nefft. AddItIon Inforniatlon (optlonal) You ma choose lo include further statements where relevant about: Policy on grant making Not Applicable Policy on soclal investmenl Including program related inv8Stment Not Appllcable Contributlon made by volunteers The CIO relies on volunteers who are members of a 'Worklng Group. to run gvenls su¢h as talks, 8xhibltlons and walks. Achlevements and Perfonnanco Summary ofthe main a¢hiev8ments of the charity. identfying the dtfference th8 ¢harity's work has made to th8 circumstances of ils beneficiaries and any widèr bènefrts to soclety as a whole. Throughout the year the events and actlvllies that we and the communfty have participated in have led to 8 greater understanding and awane$S wlthln the community of IrKal history and heritage. We have provided opportunities for soci81 inleractlon at events and coffee momings. The participation and contributions by local people to tho knovAedgg pool on local heritage has also led to 8 feeling of worth and value. Addillonal Informatlon loptionall You ma choose to Include further statements where levant about.. Achlevemerts against No further information objectives set Performance of fundraising activities against objective$ set Investment pgrfomiance again8t objoGtives No further information No further Infomiatlon
Financlal Review Review ol the charity's nancial posltlon at th& end of the perlod The CIO was formed on 231312024 and therefore this reporting perlod indudes 231312024 to 311312024 in addition tc the financiol year 11412024- 311312025. The newly formed CIO received a donatlon of £3852 from its pred¥•ssor irrformal organisation. During this first reporting period the CIO generated an Incom8 of £6427 including a grant of £940. The Clo expenditure during this period was £1689. The nel surplus at tha end of the reportlng period was £4738. The CIO ensures It has sufflci8nt for it to cary out Its activities Statement explaining the policy for holding reserves Statin are held Amount of raserves held Reasons for holding z8ro res&rv8s Details of fund rnaterlally In deficit Explanation of any uncertalnties about thè charity contlnuing as a going concern £4738. Not appllcable Not Sp1¢able The CIO Temains a going concem with income exceeding expenditure. Additional Infomiation {optFonal) You ma choose to indude further statements bthere relevant about: The charity's princlpal In addibon to grants received for speclfic projects sources of funds Iln¢luding any fundraising) relevant lo the CIO'S objectiV8S, th8 prlncipal $ouTG@s of funds are from mgmbership faes, donatlons, events and sale of publications. These resources are used to continue the dèvelopment of new publicatlons, print publications and fund talks and exhlbition mat8rials, These all support the ongoing understandlng and education on the history and heritage of ce0rton. Investment policy and objectives including any SOCi81 Investment policy adopted The CIO has no investment or social investment policy or objectives. A description of the principal risks facing the tharity The CIO has had no significant ovents and does not foresee any slgnlficant risks going foardS. However the Trustees are rnlndful of any potential rlsk that rnay occur.
Structure, Governance and Management Type of govemlng document Constltutlon How is the charlty conslituted? Truste9 selection meth¢xIs induding details of any nStitn81 provisions e.g. election lo post or name of any person or body entitled to appoint one or more trusl&es cio TDJstse$ are ctropled by Truslee board and subject to vote ats Ihe AGM Reference and Administrativo dètails Chari name Other name the charit Uses istered ¢harit number Charity's princlpal address Coleorton Herita e Grou None 1207571 Froggarts Cottage Sch¢Jol Lane Peggs green Coleorton LeKs. LE67 8P Names of tho Gharity trustees who manage ¢harlty Trust•• nam• OM anyl Dato¥ acted If notfor whol• y•ar Nam• of p•rson lor body) enlitlgd to appolnt tN$t•• Ifan Sandra Gay Dillon Ardila Elaine Sheliah Oldham Terenc& James Ward Kathryn Joan Brown Chair Wicevchair Full year Full year R8search Officer Full year Secretsry Full year Flona Elvzabeth Illlngsworth Treasurer From 11512024 Members of CIO at AGM Corporate trustees- names of the diroclors at the date thè report was approved: None Namo of trustees holdlng title to property belonging to the ¢harlty None
Funds held as custodian trustees on behalf of others Description of the assets held in this Gapacity None Name and objects of the harity on wh¢)se behaw the assets are held and how this falls wllhin the custodian charity's objects Not applScabl8 Details of arrangem8nts for safe custody and segregation of such as8ets from the charity's own assets Not applicable Declarations The trusts•s dgclarg that they havo approved the trustees. report abovo. si9d on b•haif of the charlty's tn4Steg8 Slgnature(s) Full name(s) Posllion log Secretary, Chalr, 01¢) C.hcMrf Dalo
COLEORTON HERITAGE GROUP FINANaAL STATEMENTS YEAR ENDED 31 MARCH 2025 Registered charity no. 1207571 Page lof4
COLEORTON HERtfAGE GROUP FINANCIAL STATEMENTS CERTIFICATE OF APPROVAL These financSal Statements were approved by the Trustees and authorlsed for issue on 1210912025 and are signed on behalf of the Trustees bv-. . Sandra Dillon, Chalr . Flona IlllnBSWOrth, Treasurer Page2of4
COLEORTON HERITAGE GROUP INCOME & EXPENDITURE STATEME YEAR ENDED 31 MARCH 2025 2025 Income Donatlons Membership Grants Events Publlcatlons 71 315 940 91x1 349 1575 Expendlture Membershlp Fees Training Costs Event Costs Publlcatlon Costs Sundry Costs 453 575 313 258 1fi89 Net surplus Reconclllatlon of funds Total funds brought fonvard Net surplu$ Total funds urrled forward 886 Page3of4
COLEORTON HERITAGE GROUP BALANCE SHE YEAR ENDED 31 MARCH 2025 2025 Current assets Bank 4.738 Totsl assets 4,738 Fund5 ofthe ¢harlty Monies transferred from previous organisation Net surplus for the year Unrestricted fund5 3852 4,738 Page4of4