Newton Green Trust Contents of the Financial Statements for the year ended 31st March 2025 Page 1to2 Report of the Trustees Independent Examiner's Report Financial Statement
Newton Green Trust Report of the Trustees for the year ended 31st March 2025 Administrative details Charity Name Newton Green Trust Registration Number 271085 Address Trots Cottage Siam Hall Lane Boxford SUDBURY Suffolk C010 SLA Trustees Philip Taylor (Chairman) John Harrop Hughes Louise Evers Paul Anthony Devlin Shona Glynis Shipp Lee Jonathan Parker Independent Examiner Heelis & Hodge 1 Hembling Terrace Mill Lane Campsea Ashe Suffolk IP13 OPP Structure The Charity is governed by a Trust Deed and run by a board of six Trustees. The Charity meets at least four times each year, with its meetings open to the public for non-confidential issues. A secretary and a treasurer assist the Trustees. The Declaration of Trust makes provision for the number of Trustees being neither less nor more than six in number so that: a) Two of the Trustees are members of Newton Parish Council b) Another of the Trustees is the representative of the Newton Parish Assembly c) Another of the Trustees is the Lord of the Manor for the time being of the Manor of Newton or his nominee. d) Another of the Trustees is a resident of the village of Newton in the County of Suffolk, appointed by the Lord of the Manor for the time being. e) The other Trustee is the representative of the Newton Green Golf Club. Additionally, the Chairman of the Trust is required to be a member of Newton Parish Council and holds a second or casting vote.
Newton Green Trust Report of the Trustees for the year ended 31st March 2025 Activities and objectives in 202412025 The Trustees have continued to administer the Village Green and playing field and to utilise the income derived for the benefit of the Village of Newton. They have ensured that the Trust's financial reporting is up to date and compliant with regulations for a charity of its size. They have successfully negotiated a licence with a developer for access over its land and are negotiating a similar licence with a second developer. Achievements in 202412025 During the year, the Trustees have maintained the road infrastructure on the Green. They have also made donations towards the maintenance of the War Memorial, the replacement of windows in the Village Hall and the distribution of Christmas parcels to villagers. Financial review, funds held and Reserves Strategy As of the 31st March 2025, the Trust did not have any debts nor did it hold any funds as a custodian trustee. With the receipt of £200,000 for a licence fee, in February 2025 the Trustees agreed on an Investment Strategy which: outlines the approach for managing the charity's funds, prioritising low-risk investments with a significant portion covered by the Financial SeNices Compensation Scheme (FSCS). The goal is to preserve capital, ensure liquidity for operational needs, and achieve modest growth to support the charity's mission., th Approved by order of the board of trustees on 9 September 2025 and signed on its behalf Philip Taylor- Truste
Newton Green Trust Independent Examiner's Report to the Trustees of Newton Green Trust HEELISLSLODGE Local Council Services . Internal Audit Inde endent Examiner's Re ort for Newton Green Trust- l A ril 2024 to 31 Registered Charity No: 271085 2024 - 2025 Income: £233,006.98 Expenditure: £10,716.97 Last Charity return was for the financial year 2023-2024: 23/1/2025 Reserves: £273,053.08 Income audit trails were examined. The Trust has received significant income regarding an easement relating to access over Trust land. It is noted that there was income received from the NGGC during the year amounting to £31,863.80. It is noted that the Trust are in discussions with the NGGC regarding outstanding documents that are required to be supplied to the Trust. The Licence Deed with the NGGC is on file, as is the Deed of Easement. The bank statements reconciled with the bank statements. At 31 March 2025 the Unity Trust account held £241,163.37 (confirmed) and the COIF account £24,219,37 (confirmed), No petty cash is held. There has been significant progress since the last examination in the provision of supporting paperwork on file. Audit trails were therefore carried out on income and expenditure and no irregularities were found. The Trust has moved to Unity Trust bank and Cheque books and paying in books were available for the Independent Exaniination. Insurance is in place (1/4/2024 - 3113/2025) and documents are on file. There were no matters which give cause to believe that in, any material respect, the Trustees have not met the requirements of the Charity Act 1993. Heather Heelis l May 2025 HEFLIS'".LODC.E
Newton Green Trust st Financial Statement as at 31 March 2025 Newton Green Trust Reglstered Charity No 271086 Receipts & Payments Accounts as at 31 st March 2025 2024126 2023124 RECEIPTS COIF Interest Bank I nterest NGGC Licence Fee Parking Licence Fees Easement Fees Wdyleave other Donations £1,143,18 £0.00 £31,863.80 £0.00 £200,000.00 £0.00 £0.00 £1,069.85 £0.00 £0.00 £50,00 £0.00 £0.00 £0.00 £233,006,98 £1,119.85 PAYMENTS MairterRnce Insurance Donations Christmas ParlS Village Hall Hire Bank Charge8 Legal Fees Professional Fees Mi8cellaneous £1,122.00 £308,00 £7,290.00 £66.43 £145,00 £71.40 £784,14 £930,00 £0.00 £1,200,00 £308,00 £100,00 £232.67 £0.00 £1.19 £747.60 £0.00 £144.07 £10,716.97 £2,733.53 Surplus I for year £222,290.01 -£1,613.68 Unity Trust Bank Account Represented by Statement £241,163.37 Plus unbanked cheques / cash £0.00 Less unpresented cheques £o,00 £20,016,54 £0.00 £0.00 £241,163.37 £20,016.54 Balance Sheet as at 31103126 31103124 Assets Freehold larKI at cost Village Green Sports Field £7,670.34 £7,670.34 Invetments & Bank CCLA COIF Account Unlty Trust Bank Account £24,219.37 £241,163.37 £23,076.19 £20,016.54 £273,063.08 £60,763.07 Represented by Funds as at 31 st March 2024 Surplus / for year £50,763.07 £222,290.01 £52,376.75 £273,063.08 £60,763.07 The above statemert represents fairly ttrE finala1 posltion of the Charity as at 31 st March 2025 and reflects Its receipts and payments duriro the year. Signed: Chairman Date: SigrEd: Treasurer Date: 2810412025 Ool