Trustees' Annual Report for the period
From
Period start date Period end date Day Month Year Day Month Year 01 04 2020 To 31 03 2021
To
Section A Reference and administration details
Charity name
Longridge Heritage Centre Trust
Other names charity is known by -
Registered charity number (if any) 1158326 Charity's principal address Old Station Buildings Berry Lane Longridge Postcode PR3 3JP ~~ee~~ Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Jean Hill Chair Members of the charity 2 Andrew White Secretary Ditto 3 David Dickens Treasurer Ditto 4 Maxine Brunton Ditto 5 Dennis Every Ditto 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 ~~oe~~ Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution of a Charitable Incorporated Organisation (CIO) with voting Type of governing document members other than its charity trustees. Signed 26[th] June 2014.
- (eg. trust deed, constitution)
‘Association’ Model Constitution. How the charity is constituted
- (eg. trust, association, company)
Appointed by members. Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Longridge Heritage Centre Trust (LHCT) gained Charitable Incorporated Organisation (CIO) status on 22[nd] August 2014. Trustees were appointed by all members at the first meeting of the Trust on 1[st] September 2014 and are re-appointed in line with the requirements of the constitution. Membership of Hyndburn & Ribble Valley CVS ensures Trustees have access to relevant training opportunities.
Longridge Heritage Centre opened in April 2011 in the former railway station, following extensive renovation and conversion. HLF funding covered the appointment of a Heritage Officer until April 2013, when this funding ceased and the post was lost. Volunteers played an active role in the Heritage Centre and decided to manage the operation on a voluntary basis. Volunteers decided to apply for Charitable Incorporated Organisation (CIO) status to take its management forward. All volunteers of the Trust meet on a monthly basis to manage activities and re-appoint Trustees annually.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
1) To advance education for the public benefit in the historical heritage of Longridge and its surrounding villages. In particular, but not exclusively, by: A. Collecting and preserving artefacts and documents relating to the area; B. Maintaining an up to date on-line photographic archive for Longridge; C. Collecting and publishing associated information, including oral and written records;
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D. Providing an educational resource by staging exhibitions, talks and other events;
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2) To provide an open space / garden area for the benefit of the inhabitants of Longridge and its surrounding areas without distinction of sex, sexual orientation, race or of political, religious or other opinions, by associating together the said inhabitants and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and other leisure time occupations, with the objects of improving the conditions of life of the said inhabitants.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Longridge Heritage Centre Trust collects, preserves and displays artefacts, documents and photographs relating to the Longridge area. These items have been donated by the local history society and residents. The Trust operates from a free admission Heritage Centre, based at the Old Station Buildings (a former railway station) and organises a regular programme of talks, exhibitions and events for the public. The Old Station Buildings are owned by Longridge Town Council. Volunteers also maintain and improve the adjacent public open space and garden area. In undertaking the above activities, Trustees had due regard to the Charity Commissions public benefit guidance when exercising any powers or duties to which the guidance is relevant.
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Additional details of objectives and activities (Optional information)
In 2020/21, 18 volunteers continued to be actively involved with the Heritage Centre despite the Covid 19 restrictions. This consisted of monitoring and responding to on-line enquiries, participating in regular ‘Zoom’ meetings and maintaining the public gardens.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The Coronavirus pandemic led to the closure of the Heritage Centre for the period 1[st] April 2020 to 31[st] March 2021. The usual services could no longer be fully delivered, although the volunteers were still able to undertake the following:
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Monitoring of emails to LHTC and responding were possible to requests.
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Monitoring of income and expenditure to LHCT bank and PayPal accounts.
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Maintained contact with Longridge Town Council regarding Covid-19 measures in the Old Station building and possible re-opening dates.
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Maintained the public garden area.
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Held regular ‘Zoom’ meetings for updates.
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Section E Financial review
Brief statement of the LHCT volunteers decided upon its policy in the 2015/16 financial year charity’s policy on reserves and a contingency reserve of £5k is shown in the 2020/21 Business Plan.
Details of any funds materially in deficit
None.
Further financial review details (Optional information)
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You may choose to include additional information, where relevant about: the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
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Section F Other optional information ~~_~~
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Section G Declaration
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~~—___~~ The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees
Signature(s)
David Dickens Full name(s) Andrew White Position (eg Secretary, Chair, etc) Secretary Treasurer Date 24/11/21
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| No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1158326 Longridge Heritage Centre Trust 04/01/2020 31/03/2021 —_ ~~===~~ |
|
|---|---|
| Section A Receipts and payments | |
| Unrestricted funds Restricted funds Endowment funds Total funds Last year |
|
| to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ |
|
| A1 Receipts | |
| General Sales 154 - - 154 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Sub total(Gross income for AR) 154 - - 154 2,494 ~~======~~ |
|
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 154 - - 154 2,494 ~~===~~ |
|
| A3 Payments ShopPurchases 433 - - 433 - Office Expenses 203 - - 203 - ICT and runningcosts 1,491 - - 1,491 - PettyCash - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Sub total 2,127 - - 2,127 1,620 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 2,127 - - 2,127 1,620 Net of receipts/(payments) - 1,973 - - - 1,973 874 A5 Transfers between funds - - - - - A6 Cash funds last year end 7,175 - - 7,175 6,301 Cash funds this year end 5,202 - - 5,202 7,175 ~~== ====~~ ~~—=———~~ ~~=SSSS~~ ~~55~~ |
CCXX R1 accounts (SS)
24/11/2021
1
Section B Statement of assets and liabilities at the end of the period
| Unrestricted Restricted |
Endowment | |||||
|---|---|---|---|---|---|---|
| Categories | Details | funds funds |
funds | |||
| to nearest £ to nearest £ |
to nearest £ | |||||
| B1 Cash funds | - - - - - - - - - 5,202 - - Total cash funds ~~—====>~~ |
|||||
| (agree balances with receipts and payments | (agree balances with receipts and payments | |||||
| account(s)) | OK OK |
OK | ||||
| Unrestricted Restricted |
Endowment | |||||
| funds funds |
funds | |||||
| Details | to nearest £ to nearest £ |
to nearest £ | ||||
| B2 Other monetary assets | - - - - - - - - - - - - - - - - - - ~~—_——~~ |
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| Details | Fund to which asset belongs Cost (optional) |
Current value (optional) |
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| B3 Investment assets | - - - - - - - - - - ~~ae~~ |
|||||
| Details | Fund to which asset belongs Cost (optional) |
Current value (optional) |
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| B4 Assets retained for the charity’s own use |
- - - - - - - - - - - - - - - - - - ~~matt~~ |
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| Fund to which Amount due |
When due | |||||
| Details | liability relates (optional) |
(optional) | ||||
| Signed by one or two trustees on behalf of all the trustees B5 Liabilities |
- - - - - Date of approval 24/11/2021 24/11/2021 Print Name Andrew White David Dickens Signature ~~——=~~ |
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| CCXX R2 accounts (SS) | 2 | 24/11/2021 |