Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year 01 04 2021 To 31 03 2022
From
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
Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Jean Hill Chair Members of the charity
2 Andrew White Secretary Ditto
3 David Dickens Treasurer Ditto
4 Dennis Every Ditto
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6
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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
Type of governing document
- (eg. trust deed, constitution)
How the charity is constituted
Constitution of a Charitable Incorporated Organisation (CIO) with voting members other than its charity trustees. Signed 26[th] June 2014.
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‘Association’ Model Constitution.
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(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
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Summary of the objects of the charity set out in its governing document
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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;
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B. Maintaining an up to date on-line photographic archive for Longridge;
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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.
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 and organises a regular programme of talks, exhibitions and events for the public. The Old Station Buildings are owned by Longridge Town Council.
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)
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 2021/22, 18 volunteers continued to be actively involved with the Heritage Centre. Covid19 restrictions meant the Old Station building was closed for part of the year and the Heritage Centre only reopened in June 2021, with reduced services until August 2021.
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
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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 1[st] June 2021. The full range of services couldn’t be delivered until August 2021, when all public access restrictions were lifted. The following services were delivered during the year:
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Monitoring of emails to LHTC and responding were possible to requests.
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Maintained contact with Longridge Town Council regarding Covid-19 measures in the Old Station building.
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Organised fund raising events and exhibitions – Cotton / textiles exhibition, Aug’21 / Longridge Environmental Group exhibition, Sept’21 / Heritage Centre 10[th] Anniversary exhibition, Oct’21 / Remembrance exhibition, Nov’21 / Xmas exhibition, Dec’21 / Berry Lane exhibition, Jan’22 / ER II Accession exhibition, Feb’22 / Royal British Legion 1960 exhibition, March’22
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Over 1,000 hours of volunteer time was recorded in manning the Heritage Centre, organizing or attending fund raising events and maintaining the public garden area.
.
March 2012
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Section D Achievements and performance
Section E Financial review
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Brief statement of the charity’s policy on reserves
LHCT volunteers decided upon its policy in the 2015/16 financial year and a contingency reserve of £5k is shown in the 2021/2 Business Plan.
Details of any funds materially in deficit
None.
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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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.
Section F Other optional information
Section G Declaration
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 02/11/22
March 2012
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Charity Name No (if any) Longridge Heritage Centre Trust 1158326
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Longridge Heritage Centre Trust 1158326
Receipts and payments accounts
For the period Period start date Period end date
To
from 1/4/2021 3/31/2022
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
General Sales 1,048 - - 1,048
Donations 190 - - 190
Fund Raising Events 216 - - 216
Grants - - - -
- - -
- - - -
- - - -
- - - -
1,454 - - 1,454
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 1,454 - - 1,454
A3 Payments
Shop Purchases 359 - - 359
Office Expenses 211 - - 211
ICT and running costs 666 - - 666
Petty Cash - - - -
- - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 1,236 ] - - 1,236
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 1,236 - - 1,236
Net of receipts/(payments) 218 - - 218
A5 Transfers between funds - - - -
A6 Cash funds last year end 5,202 - - 5,202
Cash funds this year end 5,420 - - 5,420
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Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted | ||||
|---|---|---|---|---|---|
| Categories | Details | funds | funds | ||
| B1 Cash funds | Total cash funds | to nearest £ - - - 5,420 |
to nearest £ - - - - |
||
| (agree | balances with receipts and payments account(s)) |
OK | OK | ||
| Unrestricted | Restricted | ||||
| funds | funds | ||||
| B2 Other monetary assets | Details | to nearest £ - - - - - - |
to nearest £ - - - - - - |
||
| B3 Investment assets | Details | Fund to which asset belongs |
Cost (optional) - - - - - |
||
| B4 Assets retained for the | Details | Fund to which asset belongs |
Cost (optional) - |
||
| charity’s own use | - - - - - - - - |
||||
| Fund to which | Amount due | ||||
| B5 Liabilities | Details | liability relates | - - - - - (optional) |
||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | |||
| Andrew White David Dickens |
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CC16a
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Last year
to the nearest £
154
154
2,127
2,127 - 1,973 - 7,175 5,202
Endowment funds
to nearest £ - - - -
OK
Endowment funds to nearest £ - - - - - -
Current value (optional) - - - - -
Current value (optional) - - - - - - - - - When due (optional)
Date of approval 11/2/2022 11/2/2022