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2024-12-31-accounts

Church Estate and Headborough Trust

Annual Report 2024

Charity Number

254975

Trustees

The members of the Parochial Church Council of St Nicholas Church, Dereham. The list of those members for 2024 is held by the PCC Secretary

Introduction

The Church Estate and Headborough Charity was created by the amalgamation of three smaller charities in 1982. The purpose of the charity is to administer and manage its assets to raise funds for the upkeep of the charity’s properties and land. Any clear income to be applied towards the upkeep and repair of St Nicholas, the maintenance of services therein and other religious and charitable purposes of the Church of England in the parish that the Trustees think fit.

Management

The Trust is managed on behalf of the trustees by a small committee consisting of the Reverend Canon Paul Cubitt, (Team Rector and Chair) Mark Thorpe (Treasurer), Sheila Hanmer (Secretary), Martin Hajee, Kate Baldry, Derrick Watts, Julie Benstead, Tim Eccleshall

Clare Jones who is the administrator for the Dereham and District Benefice is paid for two hours a week to administer all aspects of Church House bookings.

Church House

During 2024 a new cooker was purchased for Church House kitchen by a kind donation. This has improved the cooking facilities greatly.

The hall bookings have kept up well and the income from this has increased this year by £3000 approx. Unfortunately, we have had several leaks from the roof this year and we are budgeting for a complete renovation of the roof in 2025. Because of one leak in the small room on the top floor used by the Dereham Heritage Trust they have been offered two thirds of the large room also on the top floor which they use for storage.

The small downstairs office is still occupied by North Breckland Youth for Christ. A nominal rent is paid of £50 per month and they contribute £20 towards energy costs.

Church Cottage

Church Cottage is a small dwelling attached to Church House. The property is managed for us by a letting agent. The new tenants were initially very happy in the cottage but as the winter progressed, they were experiencing problems with condensation on the windows and patches of mold in the house. Plans were put in hand to rectify this by installing a heavy-duty extractor fan in the bathroom and a cooker hood with an extractor fan in the kitchen. Advice was given about good circulation of air within the property at all times. A complete refurbishment of the windows will be undertaken by Rob Bygrave of MJ’s Carpentry and Joinery Services

Allotments

The Allotment gardens are situated on land at the west end of St Nicholas churchyard. For many years this land has been used to provide allotments for parishioners. Two of the fourteen plots were rented by one tenant during 2024. Because all the other plots had fallen into a state of extreme neglect and no interest has been shown by any would be tenants a small working party from the congregation of St Nicholas have set about clearing the site. This started in 2022 and has continued throughout 2023 and 2024. Many van loads of scrap metal have been removed along with asbestos, concrete and a skip load of plastic rubbish etc. This has been helped by the open access provided via the next-door house which is being restored and the continuing lack of boundary fence. By the end of the year renovations to Becclesgate House were completed and a boundary fence erected.

There are a variety of ideas forthcoming for the future of this plot but nothing settled as yet.

CHURCH ESTATE AND HEADBOROUGH CHARITY

Accounts 2024
Income
Donatons
From PCC & NBYFC towards energy costs
From MNS for lock repairs
Operatng actvites to further objectves
Pety cash
Operatng actvites to generate funds
Allotments
Hall & Room hire
Cotage rent
Other
Investment income
Investments
Bank interest
Total gross receipts
NBYFC - North Breckland Youth for Christ
MNS – Mid Norfolk Singers
2024
2023
862
972
0
252
303.76
338.25
34.00
24
15319
12145
8580
7344.48
93.01
4269.97
3970.34
99.27
104.16
29561.01
25151

CHURCH ESTATE AND HEADBOROUGH CHARITY

Accounts 2024
Expenditure
In furtherance of charitable actvites
Energy
Water
Insurance - Church House
Cleaning- Church House
Repairs and Maint. Church House
Insurance Church Cotage
Repairs to Church Cotage
Allotments
Gif to Church
Other
Management costs
Administraton
Pety cash
Total gross expenditure
Other
not gross expenditure
Transfer to Charifund
18th, 17th … Repayment
Total not gross expenditure
2024
2023
4146.65
2855.16
298
350
1258.79
1216.82
2872.48
2056.41
725.14
25162.23
420.53
407.9
750
3995
592.33
2328
0
1000
318.10
1073.06
1332.68
656.21
0
0
12714.7
41100
1400
0
1400
1400
1400

CHURCH ESTATE AND HEADBOROUGH CHARITY

Accounts 2024
Summary
Net income minus
paymentsb
Cash funds at last year end
c
Cash funds at this year’s
end
Cash funds
Saver Account
Community Account
Pety Cash
Permanent Endowment
1. Investment assets
2024
2023
15446.31
-17349
9766.92
27117
25213.23
9768
9683.14
5314
15212.47
4223
317.62
231
25213.23
9768
value
value
2023 4744.412 units in
Charifund
2024 4839.920 units in
Charifund
31/12/2024
31/12/202
3
68081.84
71262.98
71262.98
68081

2. Fixed assets

Church House

Church Cottage Church Estate Allotment Gardens

Notes to the accounts

  1. The Trustees have made the eighteenth of twenty-five payments

to replace monies borrowed from the permanent endowment

to renovate Church Cottage, as required by the Charity Commission

  1. There are no disclosable transactions in respect of Trustees, persons closely connected with them or other related parties

b - Payments includes expenses + payments to endowment

c - the anomaly here is due to rounding up and down last year and not this year

CHURCH ESTATE AND HEADBOROUGH CHARITY

Treasurers comments on the 2024 End of Year Financial Statement

Over the year the charity’s gross income has been £29561.01 and its expenses £14114.70 (The expenses amount includes our yearly payment of £1400 to the permanent endowment. Although strictly speaking the charity still has this £1400, it is now tied up)

This gives a net profit for the year of £15446.31

There was £9766.92 at the end of 2023 which means there is £25213.23 in the bank so to speak

You may notice that unfortunately there was no gift to the PCC this year, this is because of the urgent need of funds for the Church House and Church Cottage roofs

As of December this year the investment assets have increased in their valve back to where they were in March 2022 but dropped in value a bit in the later half og last year to £71262.

The net profits of the individual assets are detailed below.

There was a contribution towards energy costs from the PCC (£612) and a contribution from the Tuesday Bible study group (£303)

Asset profts

In working out these net profits I have taken off expenses running costs repairs etc but not repairs etc that are improving the condition of the assets that will last over several years e.g. window repairs

Church House profits = £6890 42% of gross income Church Cottage profits = £7409 86% of gross income

Investments = £4369

Allotments = £34 100% of gross income

J M Thorpe 10/2/25

Church Estate and Headborough Trust

Annual Report 2024

Charity Number

254975

Trustees

The members of the Parochial Church Council of St Nicholas Church, Dereham. The list of those members for 2024 is held by the PCC Secretary

Introduction

The Church Estate and Headborough Charity was created by the amalgamation of three smaller charities in 1982. The purpose of the charity is to administer and manage its assets to raise funds for the upkeep of the charity’s properties and land. Any clear income to be applied towards the upkeep and repair of St Nicholas, the maintenance of services therein and other religious and charitable purposes of the Church of England in the parish that the Trustees think fit.

Management

The Trust is managed on behalf of the trustees by a small committee consisting of the Reverend Canon Paul Cubitt, (Team Rector and Chair) Mark Thorpe (Treasurer), Sheila Hanmer (Secretary), Martin Hajee, Kate Baldry, Derrick Watts, Julie Benstead, Tim Eccleshall

Clare Jones who is the administrator for the Dereham and District Benefice is paid for two hours a week to administer all aspects of Church House bookings.

Church House

During 2024 a new cooker was purchased for Church House kitchen by a kind donation. This has improved the cooking facilities greatly.

The hall bookings have kept up well and the income from this has increased this year by £3000 approx. Unfortunately, we have had several leaks from the roof this year and we are budgeting for a complete renovation of the roof in 2025. Because of one leak in the small room on the top floor used by the Dereham Heritage Trust they have been offered two thirds of the large room also on the top floor which they use for storage.

The small downstairs office is still occupied by North Breckland Youth for Christ. A nominal rent is paid of £50 per month and they contribute £20 towards energy costs.

Church Cottage

Church Cottage is a small dwelling attached to Church House. The property is managed for us by a letting agent. The new tenants were initially very happy in the cottage but as the winter progressed, they were experiencing problems with condensation on the windows and patches of mold in the house. Plans were put in hand to rectify this by installing a heavy-duty extractor fan in the bathroom and a cooker hood with an extractor fan in the kitchen. Advice was given about good circulation of air within the property at all times. A complete refurbishment of the windows will be undertaken by Rob Bygrave of MJ’s Carpentry and Joinery Services

Allotments

The Allotment gardens are situated on land at the west end of St Nicholas churchyard. For many years this land has been used to provide allotments for parishioners. Two of the fourteen plots were rented by one tenant during 2024. Because all the other plots had fallen into a state of extreme neglect and no interest has been shown by any would be tenants a small working party from the congregation of St Nicholas have set about clearing the site. This started in 2022 and has continued throughout 2023 and 2024. Many van loads of scrap metal have been removed along with asbestos, concrete and a skip load of plastic rubbish etc. This has been helped by the open access provided via the next-door house which is being restored and the continuing lack of boundary fence. By the end of the year renovations to Becclesgate House were completed and a boundary fence erected.

There are a variety of ideas forthcoming for the future of this plot but nothing settled as yet.

CHURCH ESTATE AND HEADBOROUGH CHARITY

Accounts 2024
Income
Donatons
From PCC & NBYFC towards energy costs
From MNS for lock repairs
Operatng actvites to further objectves
Pety cash
Operatng actvites to generate funds
Allotments
Hall & Room hire
Cotage rent
Other
Investment income
Investments
Bank interest
Total gross receipts
NBYFC - North Breckland Youth for Christ
MNS – Mid Norfolk Singers
2024
2023
862
972
0
252
303.76
338.25
34.00
24
15319
12145
8580
7344.48
93.01
4269.97
3970.34
99.27
104.16
29561.01
25151

CHURCH ESTATE AND HEADBOROUGH CHARITY

Accounts 2024
Expenditure
In furtherance of charitable actvites
Energy
Water
Insurance - Church House
Cleaning- Church House
Repairs and Maint. Church House
Insurance Church Cotage
Repairs to Church Cotage
Allotments
Gif to Church
Other
Management costs
Administraton
Pety cash
Total gross expenditure
Other
not gross expenditure
Transfer to Charifund
18th, 17th … Repayment
Total not gross expenditure
2024
2023
4146.65
2855.16
298
350
1258.79
1216.82
2872.48
2056.41
725.14
25162.23
420.53
407.9
750
3995
592.33
2328
0
1000
318.10
1073.06
1332.68
656.21
0
0
12714.7
41100
1400
0
1400
1400
1400

CHURCH ESTATE AND HEADBOROUGH CHARITY

Accounts 2024
Summary
Net income minus
paymentsb
Cash funds at last year end
c
Cash funds at this year’s
end
Cash funds
Saver Account
Community Account
Pety Cash
Permanent Endowment
1. Investment assets
2024
2023
15446.31
-17349
9766.92
27117
25213.23
9768
9683.14
5314
15212.47
4223
317.62
231
25213.23
9768
value
value
2023 4744.412 units in
Charifund
2024 4839.920 units in
Charifund
31/12/2024
31/12/202
3
68081.84
71262.98
71262.98
68081

2. Fixed assets

Church House

Church Cottage Church Estate Allotment Gardens

Notes to the accounts

  1. The Trustees have made the eighteenth of twenty-five payments

to replace monies borrowed from the permanent endowment

to renovate Church Cottage, as required by the Charity Commission

  1. There are no disclosable transactions in respect of Trustees, persons closely connected with them or other related parties

b - Payments includes expenses + payments to endowment

c - the anomaly here is due to rounding up and down last year and not this year

CHURCH ESTATE AND HEADBOROUGH CHARITY

Treasurers comments on the 2024 End of Year Financial Statement

Over the year the charity’s gross income has been £29561.01 and its expenses £14114.70 (The expenses amount includes our yearly payment of £1400 to the permanent endowment. Although strictly speaking the charity still has this £1400, it is now tied up)

This gives a net profit for the year of £15446.31

There was £9766.92 at the end of 2023 which means there is £25213.23 in the bank so to speak

You may notice that unfortunately there was no gift to the PCC this year, this is because of the urgent need of funds for the Church House and Church Cottage roofs

As of December this year the investment assets have increased in their valve back to where they were in March 2022 but dropped in value a bit in the later half og last year to £71262.

The net profits of the individual assets are detailed below.

There was a contribution towards energy costs from the PCC (£612) and a contribution from the Tuesday Bible study group (£303)

Asset profts

In working out these net profits I have taken off expenses running costs repairs etc but not repairs etc that are improving the condition of the assets that will last over several years e.g. window repairs

Church House profits = £6890 42% of gross income Church Cottage profits = £7409 86% of gross income

Investments = £4369

Allotments = £34 100% of gross income

J M Thorpe 10/2/25

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Independent Examinerfs Report Report to the trusteesl members of Church Estate and Headborough Charity On accounts for the year ended 31 December 2024 Charity No 254975 I report to the trustees on my examination of the accounts of the above tharity (llhe Trusf) for the year end&d 3111212024 Responsibilities and As the charity trustees of the Trust. you are restM)nsible for the basis of report preparation of the accounts in accordan￿ with the requ1￿Ments of the Chartties Act 2011 (Yhe Acf). I report in respect of my examinatton of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applirable Directions given by the Charity Commission under section 145(5Xb) of the Act. Independent I have completed my examination. I confirm that no material matters examiner's statement have come to my attention in connection wtth the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordan￿ with section 130 of the Act or the accounts do not accord with the accounting records I have no concems and have ccKne across no other matters in connection with the examination to which attention should be drawn in order to eapro nderstanding of the acwunts to be reached. Signed: Date: Name: Alison Cranmer. AC offi￿ Servi Relevant professional qualification(s) or body {rfany): MIAgSA ICB MLR 2017 Superviston Licen￿ 5376 Address: 24 Quebec Road. De￿harn. Norfolk, NR19 2DR