Each report opens with a one-page note from the chair, runs through the year's grants by fund, and closes with the audited accounts and the independent examiner's report. The Charity Commission record holds the same documents.
Our financial year runs to 31 December. The report and accounts are usually approved at the May trustees' meeting, audited (in the technical sense of independent examination) in June and July, and posted to the Charity Commission in late summer. The 2025 report is in preparation; the trustees expect to approve it in May 2026.
In preparation
Annual report & accounts, 2025
Income £29,540 · Expenditure £28,194 · 83 households supported · Expected publication late June 2026
The 2025 report will cover a quieter year — income broadly stable, expenditure modestly below 2024 because of the prior winter's reserve drawdown. The full report will run to thirty-six pages, including the trustees' report, the four funds' notes, the accounts in £'000s, and the independent examiner's report by Holman & Speakman of Lincoln.
The year of the small reserve-funded overspend. The trustees draw on reserves of £1,826 to meet a winter of unusual demand and openly note the position in the report.
An unusual year. The trust makes 91 hardship grants — almost twice the usual number. The trustees meet by telephone and a temporary scheme of expedited decisions is adopted.
The Quiet Door fund is established at the May trustees' meeting. The fuel-poverty pilot with the Lincolnshire Community Foundation runs through the winter.
Reports prior to 2017 are held in the vestry filing cabinet and may be inspected by appointment. We will happily post a photocopy for the cost of postage. Please write to [email protected].
Bardney · Southrey · Tupholme · Bucknall
