2024-12-31-accounts - The Foresters Heritage Trust

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

THE FORE5fERS HERrrAGE TRUS[ (Registered Charity No. 1109859 in England and Wales) Re ort of the Trustees for the ear ended 31: December 2024 Introduction This is the seventeenth report. The period covered by the Report is I" January 2024 to 31" December 2024. Details of the Trust The name of the registered charity is The Foresters Herltage Trust. The number of the registered charity is 1109859. The principle office of the Trust Is at ststlon Chambers, The Boulevard, Tunstall, Stoke-on- Tnt ST6 6DU The address for email contsct is www.for The website address is www.forestersher stersherita etrust ta etrust.or outlook.com Constitution of the Trust The Trust is constituted by a Trust deed dated 19th Aprll 2025. The Trust was registered by the Charity Commission for England and Wales on the 3° June 2005 with the following objects. "The Trustees shall hold the trust propety and apply it to provide education in the history and background of the friendly society 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 to make such materials, artifacts and publications freely available for public inspection." Public Benefit The Trustees confirm that they have had regard to the Charity Commission's public benefit guidan when exercising any powers or duties to which the guidance is relevant. Trustees consider that the following responses to the questions posed in the Charity Commission's public benefits guidance demonstrate their understanding of the Public Benefit Requirements. What the charity is set up to achieve - this is known as the charity s purpose Providing education in the history of the friendly society movement. How the charity's purpose is beneficial - this is the'benefit aspett of public beneflt Development of a wider knowledge of the history of the friendly society movemenL

How the charlty s purpose benefits the public or a sufficient section of the public- this is the'public aspect" of public benefit. Extending the understanding of the role of the friendly society movement by the population at large. How the trustees will carry out the charity s purpose for the public benefit- this Is what is known as'furthering" the charity's purpose for the public benefit. Providing a fully accessible Research Enquiry Service, Website and Museum and archive. Tenure Informatlon The Trust purchased Station Chambers, The Boulevard, Tunstall, Stoke-on-Tren STA 6DU in March 2023. Detalls of Trustees In ost at the date the Annual Re ort was sl ned:. Andrew J Pooley Kevin G. Carpenter Janet S Pooley Cheryl P Eagleson Anthony R E Lewis Michael J Charlton-Hubble Chairman intment of new Trustees The appointment of new Trustees is provlded for in the Trust Deed. As and when it becomes appropriate existing Trustees issue invitstions for anyone wishing to service as a Trustee to make an application in writing. Such appllcations are considered and voted on by the Board of Trustees. One Trustee is appointed annually (ex-offlcio) 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 suitability. The day-to day administration of the Truste for the period 1° January 2024 - 31° December 2024 was carried out by Janet Pooley, Trustee who also held the role of Treasurer. The provision of front-line ser+/ices was provided by Peter Nixon (Curator). Income and Ex enditure The gross income of the Trust during 2024 amounted to £53,949.38 (2023 - £99,520.92), with total expenditure of £98,916.11 (2023 - £43,808.39). A copy of the 2024 Accounts is appended.

Princi le Sources of Fundin The major financial funding reiVed by the Trust during 2023 came from three sources. The first was derived from delegates to the Foresters Friendly Society Annual National Conference in July 2023 passing a resolution authorising financial support from Branch funds as at the end of 2022. The amount paid into the Trust's Bank Account in 2024 was £40,054.52. The second came from donations by Branches of the Foresters Friendly Society (£6,210) and the third from Fund Raising (£5,889.03). Poli on Reserves The Trustees agreed that £30,000 should be invested in a suitable interest-bearing investment and that a maximum of £10,000 be invested in Units and £20,000 in deposits. However this is on hold pending urgent paIrS to Station Chambers, The Boulevard, Tunstsll, Stoke-on-Trent ST6 6DU. Funds in Deficit None of the funds of the Trust are in deficit. Independent Examination of Accounts The Trust uses R.K. Lawrence & Co for the examination of its annual account. A copy of the report is appended. Pro ress of the Foresters Herlta e Trust durln 2024 The Trustees continue to hold face to face or virtual 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 èrrangement with the Curator. The Trustees applied for the registration of the Foresters Heritage Trust as a Charitable Incorporated Organisation in 2024. Continuin activi Work continues with the acquisition, preservation and stabilization of exhiblts. Digitslization of documents held by the Museum to aid research and the preseratIon of records was comrnend after a contratt was signed at the end of 2024 with a major company which provides such services to other museums and institutions.

The Trustees continue to manage the Trust and promote education in the history and background of the frlendly soclety rnovement with the museum being the focus of this activity. Enouirles continue to be received for information on the history and people involved in the friendly soclety movement and for the loan of material held by the Trust for exhibitions and Meetings around the Country. rov d the above Tru ehalf f Tr ste Slgnature.. •• Full Name......................................... •f• Position Signature........... Full Name.... Date....

2024 2023 40054.52 6210.00 39673.62 3170.00 55601. 39 135.34 940.57 n.00 Hire Income Donati on5 Other Donations IInc Gift Aid where Avp> Sale of Books & Publications Tnt_Èrest Fund Raising 41.96 1753.87 5889.03 53949.38 99520.92 Tunstall Building Running Coste TunstaLI Curator Services Trustees Indemnity Insurance Aquisitions k Preservation Storage EqalpTrent & Website BuSIneb Rates Fostage & Telephone Travel, Food & Accorrunodation Setting up costs ITunstall Sundries Professional fees 16917.43 11912.40 2754.39 58837.31 0.00 3078.78 ?6a4.78 386.50 1607.52 11248.74 12378.70 2936.54 6100.48 J138.78 2063.04 2848.31 49.99 2142.06 0.00 307.75 594.00 5.00 812.00 98916.11 43808.39 SurpLuslDefiLii for the year -449fiA.73 55712.53

Balance Sheet as at 31st DeceTnber 2024 2024 2023 Fixed Assets Station Chambers Museum 16000 16000 Current Assets Debtors & Prepayments Bank 0.00 o.oo 147708.62 22749.74 0.00 O.DO 0.00 99462.rt9 26041. 0.00 LQ 125503. 63 Instant Access acc Current ACC Prepayrnents linsl Cash at Bank and in Hand 170458.36 Curre 0.00 BlO.00 0.00 other Creditors 798.00 £ 140693.63 169660.36 Re resented b ner und 129947.83 557 2.53 185660.36 Balance at 1.01.24 Surplus/Deficit for the Year 185660.36 496 73 140693. 63 0.00 0.00 140693.63 185660.36 I have exallLinod thp bnoks and vouchers in support of the above Balance Sheet and attached Income and Expenditure Account and have obtained any explanations that were necessary to complete the auclit and in LY upiThion the Dalancc Sheet gives a true clnfl fair view of the financial affairs of the Comzrottee at 3Lst Decernber 2024 J Lee M.A.A.T. 94 Brook Street Erith DA IJF

I report on the accounts of The Foresters Heritage TrusE for the year ended 31st Deceller 2024, set out on the attached page. Respactive responsibilites of tru8tses and exawner The charity's trustee5 are responsible for the preparation of the accounis. The charity's trustees consider that -ired for tFJe year unaer ai aadit IS iea,; section 144 of the Charities Act 2011 and that an irydeper4dent exaEnination is needed. It is rny resposibillty Lu Examine the accounts under section 145 of the Charities Act. To follow the procedures laid down in the general Directions given by the Charity cOrrlSsion (under section145 151 bl 0£ Lhe ChariFic- Act. and To state whether particular matter3 have come to my actention. Basis of indep•nd8nt oxajunar. s statemant My examinatin was carried out in accordance with general Directions given by the Lharity CoT[LI>>I0n. Any exarnination includp.8 review of the accounting records kept by the charity and a comparison or the accounts presented with those records. It also includes any unusual items or disclosures in the accounts and seeking explanations froTh the trustees conceEiiing any such Thatters. The procedures undertaken do not provide all the evidence that would be required in an Audit, and consequently no opinion is given as to whether the accoants present 'true and fair, view and the report is linuted to Ehose rnaEters set out iii the statement below. Ind•pend•nt examinors statement In connection with my examina-ion, no matter has come to my attention Which gives me reasonable cause to believe that ini and material aspect, the requirerftents: to keep accounting records in accordance wlth sectivii 130 of the Charities Act and to prepare accounts which accord with the accouting records and cornply with the accounting requirements of the Charities Act have been met.. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. R.K. Lawrence & Co 94 Brook Street Erith Kont DA8 IJF J. Lee MAAT 27110/2025