CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 1 January 2024 to 31 December 2024 Charity name: Thurlby Causeway Estate Charity Charity registration number: 212654 Objectives and Activities SORP referenc• Summary of the purposes of the charity as sel out in ils overnin document Summary of the main activities in relation to Ihose purposes for the publi benefit, in particular. the activities, projects or services identified in the accounts. Statement confiming whether the trustees have had regard to the guidance issued by the Charity Commission on public b8nefit Para1 17 Financial assistsnce for charitsble purposes for the general benefit of the inhabitants of Thurlb Pai•1 17•nd 1 19 Continuing maintenance of the properties let out by the Charity Parn 1.18 The Trustees have regard to the guidance. Additional infomiation loptional You ma choose lo include further statements where relevant about.. SORP rnferenc P•r4 1 38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP reference Donations were made and gratefully received by Summary of the main achievements of the charity, identifying the differen￿ the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Pawa 1.20 Lawrance Park Recreational Ground & Community Association Thurlby Parochial Church Thurlby Parlsh Council Village Link Addltlonal Infomiatlon loptlonal) You ma choose to include further statements where relevant about.. Achievements against objectives set P•r• 1.41 Perfomiance of fundraising activities against objectives set Parn141 Investment perfomance against objectives Parn 1.41 Other Financial Review Review of the charity's financial position at the end of the period Para 1.21 The Charity is in a healthy financial position Statement explaining the policy for holding resÈNes slating why they are held Para 1.22 Reserves are held for the purpose of ongoing maintenance of the residentSal properties owned and continuing donations for the general benefit of the inhabilants of Thurlb £214,485 Nla Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going Concern Par8 1.22 Para 1 22 Para 1 24 Wa Para 1.23 Nla Addilional infomiation (optional) You ma choose to include further statements where relevanl about.. The charity's principal sources of funds (including any fundraising) Paro 1.47 Investment policy and objectives including any social investment policy adopted P4r• 148 A description of the principal risks facing the charty P•r• 1.46 Other Structure, Governance and Management Description of charily's trusts.. Type of governing document Para 1.25 Trust Deed How is the charity constituted? Parn125 Trust Trustee selection methods including details of any onstitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees PaN125 one eXwofFicio Trustee (vicar) two nominated Trustees (Parish Councillorsl Co-opted Trustees Additional infomiation loptlonal} You ma choose to include further statements where relevant aboLrt'. Policies and procedures adopted for the induction and training of trustees Par• 1.51 The charity's organisational structure and any wider network with which the chanty works Par• 1.51 Relationship wrth any related parties P•r¥ 1.51 Other Reference and Administrative detsils Charit name Other name the charil uses istered charit numter Chanty s principal address Thurlb Causewa Nla 212654 clo la Abbey Road Bourno Lincs PE10 9EF Estsle Chari Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office lif any) Name of person lor bodyl entitled toa oint trustee ifan Mr G Derbyshire Mrs A Nicholson Mrs M Thomas Chair Vice Chair Mrs E Reynolds Mrs H Addison Rev C Bailey Matthew Fensom April - Dec 2024 Mr R Bill Thurlby Parish Council Thurlby Parish Council Lisa Day 10 12 14 16 20 Cor orate trustees - names of the directors at the date the re Director name ortwasa roved Nla Name of trustees holding title to property belonging to the chanty Trustee name Dates act•d 11 not for whol• •ar Nla Funds held as custodian trustees on behalf of others Description of the assets Nla held in this capacity Name and objects of the harity on whose behalf the assets are held and how this falls within the custodian charity's objects Nla Details of arrangements for safe custody and segregation of such assets from the Gharity's own assets Nla Additional infonnation (optional Names and addresses of advisers (Optional infomiation Type of Name Addrèss adviser Name of chief executlve or names of senior staff membors (Optional tnfomiationl Exemptions from disclosure Reason for non-disclosure of ke rsonnel details None Other o tional information Declarations The trustees declare that they have approved the tru$tee$' report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Stephen George Knipe Position (eg Secretary, Chair, etc) Clerk Date Izr 000 000 rovo INDEPEIYDENT EXAMIN'ER'S REPORT TO THE TRUSTEES OF THURLBY CAUSEWAY ESTATE CHARITY I report on ihe Accounts for the year ending 31 December 2024. which are set out hereunder. Respeetive responsibilities of Trustees and Examiner. As the Charity's Trustee5 >'ou are resw>nsible for ihe preparaiion of the Accounts. J'ou consider that the audit requirerneni of Scciion 4) (?) of the Chariiies Act 199J (Ihe Acl) does not apply. It is my responsibility 10 siaic on Ihe basis of procedures specified in the General Direclions gjji'en by the Charity Cornmissioners under Seclion 43 {7) (b) ot the Act. whether particular matters have come to my attention. Basis of Independent Examiner's Report My examinaiion was carried out in accordance with the General Direciions given by Ihe Charity Commissioners. An examinalion includes a review of the accounting records kepi by Ihe Chariiy and a comparison of Ihe accounts presented with those records. li also includes Lonsideraiion of any unusual iiems or disclosures in Ihe Accounts and seekin&J explanalions from you as Trustees Loniernin&) any such mallers. The procedures undertak'en do noi provide all Ihe eiiidence thal would be r¢quir¢d in an audit and consequenil>' I do noi express an audii opinion of the view gviven by ihe Accounts. Independent Examiner's Statemen¢ In connection with my examination no matter has come 10 my aiteniion. which gJives me reasonable causc lo b¢lieve Ihat in any material respect ihe requirements: 10 keep accounting records in accordance with Section 41 of the Acl and to prepare Accounts which accord ￿'Ith the accounting records and to comply with the accounting rcquirements of ihe Act ha￿e noi been mel. or (2) lo which, in my opinion, aiteniion should be dra￿'n in order to enable a proper understanding of the Accounls to be reached. Signed Dated .0. Mr C Midgele). CTax Managemenl 13 Locks Close Deeping St Jame5 PeterEK>rough PE6 8RA