THE FORESfERS HERThAGE TRU
(Registered tharity No. 1109859 in England and Wales)
rt of the Trust￿ for the
r ended 315t D￿mber 2023
Re
This is the sixteenth annual report. The period covered by the RetX)rt is 1st January 2023 to
31st December 2023.
the Trust
The name of the register￿1 charity is The Foresters Heritage TrusL
The number of the registered charity is 1109859.
The principal office of the Trust is at Ststion Chambers, The e4)ulevard, Tunstall, Stoke-on-
Trent ￿6 6DU
The address for e-mail contact is vwKw.forestersherita etnst
The website address is www.forestersherits etrust.o
outlooLcom
li
nofthe
The Trust is constituted by a Trust Deed dated IW April 2005.
The Trust was registered by the Charity Q)mmission for England and Wales on the 3rd June
2005, with the followng objerts.
he Trustees shall hold the trust proFErty and apply it to promote education in the history
and background of the friendly %)ciety movement in Great Britain (in particular that of the
Ancient Order of Foresters Friendly Society) by the collection and maintenance of relevant
materials, artifacts and publications; and the make such materials, artifacts and publications
freely available for public inspection."
The Trustees confimi that they have had regard to the Charity Commission's public benefit
guidance when exercising any p)wers or duttes to vthich the guidan￿ is relevant.
Trusffts consider that the following re5ponse5 to the questions FM)sed in the Charity
Commission's public benefft guidan￿ demonstrate their undeTStanding of the Public Benefit
Requirements.
What the charity is set up to athieve - ths is knthvn as the dwritvs purpK)5e
Providing education in the history of the friendly society movemenL
How the charity's purF¥)se is beneficial - this is the-benefit aspect of public benefit
Development of a wider knowledge of the history of the friendly society
movemenL
How the charivs purFM)se benefits the pU￿1C or a sufficient section of the public-
this is the "public asperf of public benefit. Extending the understandlng of the
role of the friendly Move￿ by the population at lary&

How the trustees vill cary out the charivs purpose for the public benefit- this is
what is known as ￿rthering. the charivs purpose for the public benefit. Providing
a fully accessible Researth Enquiry servi￿ Website and Museum and
re info
The Trust purchased Station Chambers, The Boulevard, Tunsiall, Stok*on-TrenL Sf6 6DU
in March 2023.
Detai15 of Trust￿ in post at the date this Annual Report was signed:_
And￿W J P￿IeY
airman
Malcolm J Prechner
Kevin G Carpenter
Janet S Pooley
Cheryl P Eagleson
Anthony R E Lewis
Michael J i￿a￿ton-Hubbte
intment of
The appointment of new TrUSt￿S is provided for in the Twst Deed. A5 and when Ft becomes
appropriate existing Trustees issue invitations for anyone wishing to serve as a Trustee to
make an application in writing. Such applications are considered and vi)ted on by the Board
of Trustees.
One Trustee is appointed annually (ex-offiao) by the Ancient Order of Foresters, however all
applicants for a post are advised to familiarise themselves with the guidance issued by the
Charity Commission for England and Wales as to fitness and suitsbility.
The day-to-day administration of the Tnjst for the peric#J I" January 2023 - 31* December
2023 was carried out by Janet p￿Iey, Trus￿ who also held the role of Treasurer.
The provision of front-line services was provided by Peter Nixon (Curator).
nd
The gross income of the Trust during 2023 amounted to £99,520.92 (2022 - £46,659.72),
with total expenditure of £43,808.39 (2022 - £34,559.47). A copy of the 2023 Accounts is
appended.

Prin
The major financial fvnding received by the Trust during 2023 came from two sources.
The first was derived from delegates to the Foresters Friendly 9xiety annual national
conference in June 2022 passing a re9)lution authorising financial support from Branch
funds as at the end of 2021. The amount paid into the Trusys Bank Account in 2023 was
£39,673.62.
The second came from a one-off appeal by the President of the g)oety during his year in
Offi￿ which raised over £55,000
The Trustees agreed that £30,OC() should be invested in a suitable interest-tearing
investrnent and that a maximum of £IO,CK)O be invested in units and £20,000 in depo￿ts.
However, this is on hold pending urgent repairs to Ststion thambers, The Boulevard,
Tunstsll, Stoke-on-Trent 6DU.
sin
None of the funds of the Trust are in deficit.
Inde
Exami
of Ac(Dunts
The Trust uses R.K. Lay￿n￿ & Co for the examination of its annual account. A copy of the
report is appended.
The Trustees continue to hold fa￿ to face or vifwal meetings at least four times a year and
otherwise when necessary.
The Museum is open to the public on the first and third Saturday of each month and groups
can be accommodated on other days by arrangement with the Curator.
The Trust&s have decided to apply to the Charity Commission for the registration of the
Foresters Heritsge Trust as a Charitsble Incorporated Organisation in 2024.
ntin
Work continues on the acquisition, presen4ation and stabilization of exhibits.
Digitalization of documents held by the Museum to aid research and the preservation of
records will be Commen￿ in 2024. Severdl companies have been identified to condurt the
work and an agreement will be signed with one of them in early 2024.
Meanwhile work indexing the documents in the archive storage racks is ongoing. Volunteers
are being sought through local branches of the Foresters Friendly gxiety and contstt
continues with the Stoke on Trent Museum serwces.

The Trustees (rmtrnLE to marw trE Trust prrJn¢Xe 8JuG*on in trE hisitxy and
background of the frI￿￿1Y ￿ mom)￿t with the MUs￿M [￿ing the fcrus of this
activity.
Ewuiries conbnue to L* r￿8veY tr infcffliab't￿ the hi5ttry arKi p￿e in the
friwdly wety mO￿￿t and for the loan of material the Trust fcy exhititions and
Me#fiThJs around ts Cwrty.
have a
If ofth
Full Name.. .
Full Name...... .....

Hire Incolne
Donations
other Donations {Inc Gift Aid Yheie App}
Sale of Books $ Publication3
39673. 62
3170.00
38425.58
8104.00
0.00
80.57
49.57
O.OD
55601. 39
135.34
940.57
0.00
Interest
Fund Raisinq
99520.92
46659.72
TunstaLI Building Co¥t
Tun8tall CuEatOE Servi¢*$
Trustees Indernnity Insurance
quisltions & Preservation
storage
EquipTrent & website
Business Rate5
Postage & Telephone
Travel, Food & Accomtsdatiop
Setting up ¢ost$ Ilufistall
Suocirie$
Professional fees
11248_74
12000_00
11312.40
710.71
3955. 64
0.00
468.23
883.20
0.00
1599.29
0.00
830.00
2800. 00
12379.?0
2936.54
6100.48
3138.78
2063.04
2848.31
49.99
2142. 06
O.DO
307.75
994.00
43808.39
34559.47
Surplus/Deficit ftsr the year
55712.53
12100. 25

Balan
Sheet as at 31
C￿er 2023
Fixed Assets
station Chatth8rs Museum
16000
Debtors 6 Prepayrnents
Bank
0.00
0.00
147708. 62
22749.74
0.00
0.00
0.00
9É7É9. Oi
34974.78
0.00
Tttstant Access acc
Curient Acc
PiepayTreDt$ lins}
Cash at Bank and in Hand
170458. 36
131742.83
bili
other
Creditors
0.00
798.00
0.00
1795.00
185660. 36
£ 129947.83
Re
rese
ral Fu
Balance at 1.01.23
SurpluslDeficit for the Year
129947. 83
117847.58
185660. 36
129947.83
0.00
o.oo
185660.36
£ 129947.83
I hav& examined the books and vouchers ID SUPPOrt of the above
alance Sheet and attached Incowe and Expenditure Account and
have obtained any explanations that wÈre necessary to cowplete
the audit and in wy opinion the Balance Sheet gives a true and
fair view of thÈ finaneial affairs of the Conuuttee at
31st De¢ethr 2023
J Lee
M.A.A.T.
94 Brook Street
Eritlk
DA8 IJF

r report on the accounts of The Foresters Reritage Trusr for rhe y*ar ended
31st December 2023. set out on the attached page.
The charity'3 trustees arè rèsponsible fDr the preparation of the accounts.
The charity's trustees consider that
an audit is not Ieqllired for the year under
sectlon lJJ4 of the Charities Act 2011 and that an independent eX￿￿natIon Is YJeedÈd.
It is my resposibility to
Examine the accounts undei section 145 of the Charitie3 Act.
* To follow the procedures laid doTm irt the general Directions given by the
Charity c05r￿L$s10n lllnder section14515) bl of the Charities Act.
Yo State ILThether parriclllar matters have Come ro rny arLenrion.
Hy examinatin wag carried Out in aettsrdance with general Directions given by the
Chatity C¢>MmiSSion. Any exathLnati¢)n ineludÈ$ review of the accounting records kept
by the charity and a co]nparison of the accounts presented with those recoid8.
It also includes any unusual iteros or disc103ure8 in the accounts and seekinq
explanation5 frorn the trustees concerning any such Jllatteis.
The procedures undertaken do Dot provide all the evidence that would be required
In an Audit. and consequently no opinion is given as to ¥hether Lhe accounts present
'true and fair. view and the report is li￿lted LO those Dktters set out in the
tstatemettt beloiff.
In connection witfftk my e￿￿￿nation. no oatter has com* to ￿Y attentiOT)
Which gives ]ne rea3onable to believe that in. and rnaterial aspect. the
requireThent3=
to keep accounting records in a¢¢ordaA¢e tytlth section 130
of the Charities Act and
to PTepare acrounts which accord T￿1th the accolltlng records and
Con￿lY with the accow¢ting requirements of the Charities Act
have been met." o
to which. ny opinion. attentlon should be dtavts in order to enable a prope
understanding of the accounts to be reached.
R.K. Lawrence & Co
94 Brook Street
Erlth
Kent
DAB IJF
J. Lee t4AAT
26.09.2024