Trustees’ Annual Report for the period
From 01.01.2025 Period start date To 31.12.2025 Period end date Charity name: Kitchings General Charity
Charity registration number: 219957
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The purpose of the charity is: 1. Provision of a pension to the ‘poor widows of Southrey’ 2. Advancement of education, and 3. Relief in need (of the poor and needy). For those within Southrey, Bardney and Bucknall. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The main activities undertaken for the public benefit & as identified in the accounts are: 1. The continuing provision to the eligible widows of Southrey; with the Trustees taking into account the public benefit requirement & the guidance as stated in the governing Scheme 2. The provision of grants to local schools, groups & local students. All grant making decisions are made by the trustees after discussing the information given by applicants & giving consideration to the public benefit aspect & the guidance as stated in the governing Scheme. 3. The provision of grants to individuals’ who meet the relevant criteria as stated in the governing Scheme, & using the guidance relating to public benefit. This is to make sure that the support awarded to the individual is of benefit & relative to their need. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees are aware of the Charity Commission guidance on public benefit, & how to access this on-line. Discussions/decisions made by the trustees are made taking the public benefit guidance into account; be this a grant making decision or a KGC |
management decision which in turn could affect the running of the Charity.
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Grant making policies are as shown in the governing Scheme, which states that: • All grant applications to be made either in writing or by email, and can only be considered if all relevant criteria are met. The Trustees are also in agreement that: • All grant applications be treated in the strictest confidence & within the GDPR. A Privacy Statement is available to all applicants. All grants awarded must meet the guidance criteria stated in the governing Scheme & have taken into account the public benefit requirement. |
| Policy on social investment including program related investment |
Para 1.38 | The charity does not have a policy on social investment including program related investment as the trustees feel that the governing Scheme covers these aspects. |
| Contribution made by volunteers |
Para 1.38 | All KGC trustees are volunteers & receive no remuneration for their services to this charity. There is no other area relating to this charity where volunteers would be involved |
| Other |
Achievements and Performance
SORP reference
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The main achievements & performance vary year to year; depending on the charity’s’ financial situation & the type or number of grant applications received in that particular year. A summary of the main achievements/performance for 2025: • Payment of a ‘pension’ was made to eligible widows living in Southrey, • Provision of grants to local schools towards the cost of swimming lesson transport for pupils – giving all pupils (without discrimination) the opportunity to benefit from learning this vital skill. • Financial support, as stated in the governing Scheme, to Kitchings Educational Charity. KEC provide eligible local college & university students with an annual grant. • Provision of a grant to a local school towards equipment costs benefitting all pupils. • Provision of a grant towards the refurbishment of a local children’s playpark, benefitting the children of Bardney. • Provision of grants to help young people take part in educational ventures |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Achievements against objectives set always relate to the aims & objectives as stated in the governing Scheme. For 2025 this is shown with the: • Provision of a widows’ pension throughout the year; this achieves the widows pension objective, • Provision of grants to KEC & local schools, this achieves the educational objective. • Provision of a grant made to a local community group; this benefits the wider community. • Provision of grants to help young people take part in educational ventures. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | This charity does not carry out any kind of fundraising. |
| Investment performance against objectives |
Para 1.41 | Investments, to date, have provided adequate funds to enable the trustees to provide funding/grants to cover all objectives as stated in the Scheme. |
|---|---|---|
| Other | Grants are awarded taking into consideration finances available at that time. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Reviewing the charitys’ financial position at the end of 2025 shows a stable financial situation. Through 2025 the trustees have been taking financial advice about investing the proceeds from the sale of Charity property in December 2024. Some of these proceeds are being used to purchase land which will improve the farm at Moorby, owned by KGC. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Trustees have not felt the need to have a policy for holding reserves as the financial situation remains stable. This would be considered should the trustees feel that it would benefit this charity. |
| Amount of reserves held | Para 1.22 | No reserves held. |
| Reasons for holding zero reserves |
Para 1.22 | The reason for holding zero reserves is that there is access to charity funds as/when needed/required; be this from a bank account or from investments. This is not a charity that would deal with daily emergency situations. |
| Details of fund materially in deficit |
Para 1.24 | There are no funds that are materially deficit. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Currently there are no uncertainties about the charity continuing as a going concern. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The principal sources of funding are: • Rental income • Interest from investments & bank interest |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Trustees have recently made changes to the governing Scheme which gives investment guidance, this outlines trustees’ responsibility to ensure that any financial return will serve the interests & objectives of this charity |
| A description of the principal risks facing the charity |
Para 1.46 | The principal risks facing the charity remains the same as 2024, with trustees being updated regularly about investment risks by Black Rock and other independent Financial Advisors. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
Charity Commission Scheme. The Scheme was sealed 11th November 1975 & regulated by the 1902 Charity Commission Scheme. Trustees have made several updates/amendments to the Scheme over the last few years. |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | The charity is made up of 9 trustees. Of the 9, 1 shall be from Bucknall & 1 from Southrey (areas of benefit), with elected trustees expected to have a good knowledge base relevant to their respective area of benefit. Due to the nature of the charity (as a land/farm owner) 3 of the 9 to have an agricultural background or some agricultural knowledge. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | All trustees are Co-optative Trustees; with the election of trustees being carried out by existing trustees. No other person or organisation is involved in electing charity trustees. Chair & Vice-chair being elected at the first meeting of the year, |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Charity Commission Scheme. The Scheme was sealed 11th November 1975 & regulated by the 1902 Charity Commission Scheme. Trustees have made several updates/amendments to the Scheme over the last few years. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | There is an ‘introduction list’, which is emailed to the newly elected trustee. This includes: • Copy of the KGC Scheme, • Copy of the latest accounts, • Copy of Minutes from the last meeting, • GDPR information, • Copy of current Privacy Statement, • CC4 leaflet & • The Essential Trustee information They are also invited to meet with the Chair & clerk prior to their first meeting. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The administrative & organisational structure is determined by the guidance shown in the governing Scheme. The clerk carries out administrative duties as instructed by the trustees. All management decisions relating to the charity are made by the trustees, through discussion, at one of their meetings. |
| There is no other wider network with which this charity works. |
||
|---|---|---|
| Relationship with any related parties |
Para 1.51 | This charity is committed to supporting Kitchings Educational Charity, as is directed in the governing Scheme. KGC supports KEC by providing an annual income which is calculated from the disposable income of KGC. |
| Other | KEC also make additional grant requests due to the large number of student grant applications they receive. |
Reference and Administrative details
| Charity name | Kitchings General Charity |
|---|---|
| Other name the charity uses | Thomas Kitching Charity Trust |
| Registered charity number | 219957 |
| Charity’s principal address | Tir na nOg 45 Silver Street Bardney Lincolnshire LN3 5SS |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Mr G Pacey | Chair | Co-opted | ||
| Mr J Armstrong | Vice-Chair | Co-opted | ||
| Mr B Percival | Co-opted | |||
| Mr K Hutchinson | Co-opted | |||
| Mr C Pacey | Co-opted | |||
| Mr D Wilkinson | Co-opted | |||
| Mrs C Lee | Co-opted | |||
| Mrs J Hayes | Co-opted | |||
| Mrs K East | Co-opted | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|
| Farms | Willsons | 16 Algitha Road, Skegness, Lincs, PE25 2AG |
| Investmen t |
Black Rock | PO Box 545 Darlington, DL1 9TQ |
| Insurance | NFU Mutual | The Old Mill, Roughton Moor, Woodhall Spa, Lincs LN10 6YQ |
| Indemnity Insurance |
Access Insurance Services |
Selsdon House, 212 – 220 Addington Road, South Croydon, London, CR2 8LD |
| Banking | HSBC | High Street, Lincoln |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations The trustees declare that they havo approved the trustee8' report above. Signed on behall of the chari nature 's trustees Mr Gooff Pacey Full name(s) SE0t4 0 l3 Deborah O'sullivan Position ( Secretary, Chair, etc) Chair 0210612026 Date
Kitchings General Charity Trust Charity No. 219957 Statement of Afairs as at 31st December 2025
| HSBC Charitable Bank Account Balance B/F Business Money Manager Account Balance B/F Income Bank Interest Interest on Investments Farm Rents Cottage Rent Wayleave Property Sale Other Expenditure Widows Pension Grants Willsons Agency Fees Room Hire Liability Insurance Farm & Bldg Insurance Trustee Indemnity Insurance Clerks Wages & Expenses Educational Charity - 1/7th Net Income & Additional Cottage Maintenance Farm Maintenance Miscellaneous Expenses Bank Charges Professional Fees re Land Registry Xero Accounting Software Subscription Expenses on Farm Visit BlackRock Reinvestment Audit Council Tax & Utilities re Brookside Cottage Professional Fees re Sale of Brookside Cottage HSBC Charitable Bank Account Balance C/F Business Money Manager Account Balance C/F |
2025 333.45 254,929.29 255,262.74 3,897.46 8,829.33 20,737.57 - - - 11,817.10 45,281.46 |
|---|---|
| 1,120.00 35,660.00 570.40 52.50 815.68 - 308.80 3,168.80 11,916.00 400.00 - 244.50 61.60 - 786.80 - 140.00 - 1,250.00 56,495.08 |
|
| 3,142.37 240,906.75 244,049.12 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees KITCHINGS GENERAL CHARITY On accounts for the year ended 31" DECEMBER 2025 Charity no (rf any) 219957 Set out on pages I re[ to the trustees on my examination of the accounts of the above charityllhe Trusf) ts the year ended 31112 12025. Responsibilities and basis of report As the charivs trustees, are responsibk for the preparation of the a¢count$ in accordan with the requ1Ments of the Charities Act 2011 ( Ad"). I report in respecl of ry examination of the Trust's accounts carried out under sectKsn 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity ComMissn under sectDn 14515Mb) of the Ack. Independent I have completed my examinalx)n. I confirm that Tr) material matters have examinerfs statement come to my attention in connectM)n with Ihe examination (other than that disch)s8J bekhv ') which gives me cause to believe that in. any material respect.. the accounting records Yre not kept in acrdanCe wilh seclion 130 of the Charrties Aci; or the accounts did not accord with the accounting records. or the accounts did not Comp with the appluble r4uirements conceming the forn and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 olher than any requirement that the accounts give a Irue and fairf view which is not a matter consKlered as part of an independenl examination. I have no concems and have come across no other matters in connectK)n with the exaMinan to which attention should te drawn in this report in order to enab a proper understanding of the accounts to be reached. Signed: Date: 5 April 2026 Name: Jonathan Kerry Relevant woleiOnal qualification{s) or body (rf any): ICAEW Address: The Meadthvs, Chestnut Avenue. Bucknall, W(y)dhall Spa. LN10 5DU IER Oct 2018
Section B Disclosure Only complete If the examiner needs lo hi9hlight material matters of concern (see CC32, Independent examinatKsn of charity accounts.. directh)ns and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018