OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

2024-06-30-accounts

Trustees’ Annual Report for the period

From 1 July 2023 To 30 June 2024

Charity name: Association of Lighthouse Keepers

Charity registration number: 1089142

Objectives and Activities

Summary of the purposes of the charity as set out in its governing document

The advancement of education of the general public in Pharology, defined for these purposes as study in the history and current practice of coastal and inland aids to navigation, through provision of information, education activities and the maintenance of an archive.

Summary of the main The Trustees have had regard to the guidance issued by activities in relation to the Charity Commission on public benefit and have those purposes for the undertaken the following principal activities: public benefit, in particular, the activities, • In its broadest sense, the scope of all our activities projects or services is driven by the statement on our branding identified in the accounts

Page 1

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

archive available online, taking into account the
requirements of the GDPR (2018). Digitisation of
the index of our archive is well under way and we
are very grateful to ALK Corporate Member Brave
New Spirits for funding our first trial year on the
chosen data platform.

Provision of speakers, on request, to any external
body or school which asks for a presentation on
lighthouse matters, whether engineering, history,
architectural or cultural. This also includes offering
contacts with former keepers willing to undertake
media interviews.

Provision of a programme of events annually open
to all members at cost and which seek to give
members access to experiences not normally
available to the public, eg access to lighthouses
not open to the public, special events with
speakers. We have also developed a number of
online meetings and presentations accessed via
the Zoom platform.

Many of our members provide their services free of
charge to lighthouse visitor centres across the UK.

We have for many years had a very close
relationship with the Museum of Scottish
Lighthouses in Fraserburgh, and that has included
some of our own trustees serving on the Board
there in the past. The Museum is a Corporate
Member which is very pleasing.
Our charity is entirely run by volunteers and has no paid
staff. Its major cost each year is production and postal
distribution of the quarterly journal and this is the main
item covered by our modest annual membership fees for
members. The increase in postage costs and overall
higher costs of production incurred since the beginning of
2022 mean have had to increase our subscription rates
from the start of the 2024/2025 financial year.
We do not seek to generate a surplus and do not award
grants.
Statement confirming
whether the trustees have
had regard to the
guidance issued by the
Charity Commission on
public benefit
“Keeping lighthouse heritage alive” is all about public
benefit, whether that’s to our own membership or to
external bodies and individuals who turn to us for help and
advice. We therefore consider that the Charity
Commission’s guidance on public benefit has been fully
observed throughout the year and, indeed, since the
Association was founded in 1988. We also do not seek to
make a profit on our activities, simply to cover our costs.

Additional information (optional)

You may choose to include further statements where relevant about:

Policy on grant making We do not offer grants to any outside body.

Page 2

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

Policy on social
investment including
program related
investment
None.
Contribution made by
volunteers
Without our volunteers we would not exist, so their
contribution is absolutely crucial to all we try to achieve.
We have no premises, no paid staff or paid trustees and
all postholders offer their time and effort free of charge.
Other -

Achievements and Performance

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

Trustee meetings continued as usual. The 2020
pandemic forced us into moving some meetings
online and we now aim to have 2 meetings online
each year, using Zoom, and 2 face to face
meetings, one in London and one at the location of
our Annual General Meeting. Extra-ordinary
meetings are held as required.

We are proud of the fact that our membership
subscriptions have remained unchanged for over
10 years, and our membership numbers overall
increased during and after the pandemic. However
rising printing and postage costs across the board,
notably since 2022, mean that the Association has
now had to increase its subscriptions to cover
these higher costs and this increase will take effect
from the next financial year, 2024-2025. Single UK
membership is increasing from £18 to £25 and
other types, such as joint and overseas
memberships, are increasing similarly.

For a long time the media seemed to regard the
Association as the “Trades Union” for lighthouse
keepers but thankfully the message does seem to
be getting through at last that there are no keepers
in the UK any longer. We do get requests for
interviews with former keepers and, from time to
time, we get asked for our views on lighthouse
modernisation. As we are not a political or
lobbying organisation we simply observe and
record the decisions made on this front by the
lighthouse authorities across the UK and Ireland.
We continue to respond to requests from all over
the world for information of a historical or
otherwise factual nature about lighthouse history
and lighthouse keeping. This includes requests for
media interviews and we also offer advice, help
and information to a growing number of university
students working on dissertations which include
maritime history, lighthouse engineering or the
culture of lighthouse life.

Corporate memberships have increased thanks to
the efforts of our Media and Publicity Officer and
we have good mutually beneficial relationships

Page 3

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

with each of them. We are particularly grateful to Brave New Spirits, which makes lighthousebranded whisky and is Glasgow-based, for their contributions to our AGM costs this year and for funding a trial year for our online archive platform. • Our social media accounts continue to be popular and are growing in use to the point where we now need a small team of volunteers to take care of that aspect of our outreach. • We have maintained the quality of our quarterly journal which is in full colour and, though commercially printed and distributed, is produced and edited entirely by volunteers. • Archive weekend workshops continue to be held at Bidston Lighthouse on the Wirral. These involve members helping the Archivist to continue the process of sorting through the archive materials temporarily located at Bidston, while digitisation progresses and pending their ultimate return to commercial storage. • We have continued to support the Chance Glass Works Heritage Trust Ltd (Charity Registration number 1165643) as it seeks to develop a new heritage site at the location of the former company’s operation in Smethwick. The trust is one of the Association’s more recent Corporate members. • Our Annual General Meeting for 2024 is set to take place in Stranraer in Scotland at the end of September 2024. September 2023 saw the AGM take place in Norfolk with a total of 94 members present, either in person or via the online live stream. Our AGMs always feature as part of a long weekend of lighthouse visits and, where we can, we include RNLI visits too. • We aim to offer a programme of visits to lighthouses not normally open to the public, and this is much appreciated by our membership. They are seen as a key membership benefit, and have continued through this financial year. • We have also run a programme of online events that have proved very popular with the membership and these are continuing alongside the live events programme. In the period covered by this report Zoom meetings took place featuring talks and presentations on lighthouse-related topics, notably by members sharing images of their favourite 15 lighthouses • Five working groups have delivered their vision of how the Association needs to develop over the next 5 years, and these groups tackled the following subjects: o Archive working group o Hurst Castle ALK museum future o Membership expectations o Social Media o Succession planning

Page 4

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

Work has already begun in most of these areas to move things forward, notably on the Archive and on Succession Planning for the Association’s Secretary who will be retiring later this year. • At the time of writing this report the Association has three patrons: o Lord Hector MacKenzie of Culkein o Dr Sally Montgomery OBE, a Commissioner of Irish Lights o Paul Murton, TV presenter who served as a lighthouse keeper for 2 years o Capt Richard Woodman has, after many years of very faithful service as a patron, during which time he has been a most useful link (as one of the Elder Brethren of Trinity House) with that authority as well as contributing in so many other ways. He has decided he needs to stand down now and this will be a matter of great regret to all, notably the Trustees. He will be sorely missed. • One significant learning point from online events has been the extent to which “older” members, or those with mobility issues, and also those across the globe, can take part and meet friends from within our lighthouse “family”. It has helped to make them feel more engaged. • As our AGM in Belfast was a hybrid meeting – successfully uniting members present in the room with those watching on Zoom – it was decided to continue with this for the 2023 AGM and to review it after that. However, in 2023 only 12 people made use of this facility and so the trustees decided not to continue with it for and beyond the 2024 AGM in view of the significant technical challenges it presents, and the costs of hiring technical help to achieve it, which both outweigh the benefits. • We recognise the growing expectation amongst members and the wider public that online access to our archive resources – searching and accessing – will become the “new normal” and this is the biggest challenge we face and have begun this process, which will be gradual given the size, scope and scale of the archive. Our dedicated archive team have worked amazingly hard to move this forward and are confident that the next year will see the first visible moves in this direction, mainly through trialling an online platform. • We are delighted to report a new, close relationship with Bexhill Maritime which is working to display for the public the lamp and equipment from the recently demolished Royal Sovereign lighthouse, offshore in the English Channel. They and us both recognise the importance of Keeping Lighthouse Heritage Alive. They are, like us, a registered charity and more information can be

Page 5

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

found on the Charity Commission website and using their registration number, 1203659.

Financial Review

Financial Review
Review of the charity’s
financial position at the
end of the period
At the end of June the cash balances in our bank
accounts totalled £28,098, a modest increase on the
previous year. The balance sheet and independent
inspection of the Association’s accounts are at the end of
this report as appendices, pages 12-14.
Statement explaining the
policy for holding
reserves stating why they
are held
N/A
Amount of reserves held There are no formal reserves beyond cash.
Reasons for holding zero
reserves
The cash balances are considered more than sufficient to
cover any reasonably foreseeable adverse impact on
income or unexpected upturn in unavoidable expenditure.
Details of fund materially
in deficit
N/A
Explanation of any
uncertainties about the
charity continuing as a
going concern
N/A

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal
sources of funds
(including any
fundraising)

Membership subscriptions are our principal source
of income. Events we organise are on a not-for-
profit basis.

Occasionally we receive small legacies from the
estates of passed members.

We shall have to look at fund-raising and grant
applications in order to facilitate our online archive
project but this process has only just begun with no
applications made at the time of reporting.
Investment policy and
objectives including any
The only financial asset we have is cash held on deposit
with Barclays Bank and Monmouthshire Building Society.

Page 6

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

social investment policy adopted

social investment policy
adopted
A description of the
principal risks facing the
charity
We do not own or rent any property or hold significant
other assets, apart from archive artifacts which verge on
impossible to value and insure, due to their
irreplaceability, nor do we employ staff. We do not incur
any asset-related costs such as rent, energy or wages.
Apart from our cash deposits, the financial risks are
minimal.
We face a risk with contractors failing to deliver for
example transport on trips. The total amounts with any
one contractor is insufficient to pose a significant threat.
Members face risks when visiting properties that are not
insured for public access but we hold liability insurance to
cover this. It also covers volunteers working such as at
Hurst Castle Museum or the archive team at Bidston
Lighthouse on the Wirral, where the archive is currently
held.
Other N/A

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing
document
(trust deed, royal charter)
Constitution registered with the Charity Commission
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Unincorporated association
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
We have 12 trustee positions, all of which are currently
occupied. One additional post is co-opted and is a trustee
who will be part of the Secretariat team once the
Secretary steps down from his Ex Officio post. He will
then become the “co-opted” trustee for at least a year to
ensure a smooth transition and mentoring of his team of
successors.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction
and training of trustees
Mentoring and support for new trustees is offered by the
Chair and Secretary.
The charity’s
organisational structure
and any wider network
-

Page 7

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

with which the charity works

with which the charity
works
Relationship with any
related parties
We work hard to maintain good relationships with these
organisations in order to assist us to offer events and to
help occasionally with archive queries:

Trinity House

Northern Lighthouse Board

Commissioners of Irish Lights

Chance Heritage Trust

Museum of Scottish Lighthouses

English Heritage (Hurst Castle)

National Piers Society

National Trust (South Foreland Lighthouse)

Bexhill Maritime
Other -

Reference and Administrative details

Charity name Association of Lighthouse Keepers
Other name the charity
uses
-
Registered charity number 1089142
Charity’s principal address Tigh Corrie
East Kilcoy
Muir of Ord
Ross-shire
IV6 7SF

Page 8

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
Trustee name Office (if any) Dates acted if not for whole
**year **
Name of person (or body) entitled
to appoint trustee (ifany)
Neil Hargreaves Chair
Dave Wilkinson Vice Chair
David Taylor Secretary
RodneyJagelman Treasurer
John Beamish - 1 October 2023 - date
John Best Hurst Castle
Museum Team
Leader
Bridget Box (Co-
opted)
South Wales
Regional
Representative
1 October 2023 – date
Ian Hogarth Media/Publicity
Sarah Kerr Events Coordinator
Jill Murphy - 1 October 2023 - date
Stephen Pickles Archive team
Lin Sunderland Events team
RoyThompson -

Corporate trustees – names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
N/A

Page 9

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
- - -

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

-

Page 10

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

Page 11

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

APPENDICES

Page 12

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

Page 13

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024

Page 14

Association of Lighthouse Keepers Trustees Annual Report 1 July 2023 – 30 June 2024