2023-03-31-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 04 2022 To 31 03 2023

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

	1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
		Jean Hill	Chair		Members of the charity
		Andrew White	Secretary		Ditto
		David Dickens	Treasurer		Ditto
		Dennis Every			Ditto
		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	Names and addresses of advisers (Optional information) Type of adviser Name Address	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 Longridge Heritage Centre Trust (LHCT) gained Charitable Incorporated

• additional information, where Organisation (CIO) status on 22[nd] August 2014. Trustees were appointed

• relevant, about: by all members at the first meeting of the Trust on 1[st] September 2014 and

• policies and procedures are re-appointed in line with the requirements of the constitution. adopted for the induction and Membership of Hyndburn & Ribble Valley CVS ensures Trustees have training of trustees; access to relevant training opportunities.

• the charity’s organisational Longridge Heritage Centre opened in April 2011 in the former railway

• structure and any wider station, following extensive renovation and conversion. HLF funding

• network with which the charity covered the appointment of a Heritage Officer until April 2013, when this

• works; funding ceased and the post was lost. Volunteers played an active role in

• relationship with any related the Heritage Centre and decided to manage the operation on a voluntary parties; basis. Volunteers decided to apply for Charitable Incorporated Organisation (CIO) status to take its management forward. All volunteers

• trustees’ consideration of of the Trust meet on a monthly basis to manage activities and re-appoint

• major risks and the system Trustees annually.

• and procedures to manage them.

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:	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;
		D.	Providing an educational resource by staging exhibitions, talks
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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)

and other events; 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. 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.

Additional details of objectives and activities (Optional information)

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In 2022/23, 18 volunteers continued to be actively involved with the running of the Heritage Centre and delivering the services offered to the local community.

You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• 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 following key services were delivered during the year:

• Exhibitions and events organised by volunteers –Train Day, April’22 / ER II 70[th] exhibition, June’22 / Longridge Field Day stand, June’22 / Agricultural exhibition, July’22 / Longridge Agricultural Show stand, July’22 / Holidays & Wakes Week exhibition, Aug’22 / ER II Commemorative exhibition, Sept’22 / Local Cheese Makers exhibition, Sept’22 / Back to School exhibition, Sept’22 / Autumn exhibition, Oct’22 / Train Day, Oct’22 / Remembrance exhibition, Nov’22 / Xmas exhibition, Dec’22 / Railway exhibition, Jan’23 / Train Day, Feb’22 / History of Co-op exhibition, March’23.

• 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.

• Regular contact with Longridge Town Council regarding the management and maintenance of the Old Station building.

• .

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Section D Achievements and performance

Section E Financial review

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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 2022/23 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:

• the charity’s principal sources of funds (including any fundraising);

• how expenditure has supported the key objectives of the charity;

• 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) Full name(s) Position (eg Secretary, Chair, etc) Date
	Andrew White	David Dickens
	Secretary	Treasurer
	15/11/23

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Charity Name No (if any) Longridge Heritage Centre Trust 1158326 Receipts and payments accounts CC16a For the period Period start date Period end date To from 1/4/2022 3/31/2023

Section A Receipts and payments

A1 Receipts General Sales 1,399 Donations 364 Fund RaisingEvents 252 Grants 218 - - - 2,233 - - Sub total - Total receipts 2,233 A3 Payments ShopPurchases 879 Office Expenses 796 ICT and runningcosts 517 PettyCash - - - - - Sub total 2,192 - - Sub total - Total payments 2,192 Net of receipts/(payments) 41 A5 Transfers between funds - A6 Cash funds last year end 5,420 Cash funds this year end 5,461 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 1,399 364 252 218 - - - - 2,233 - - - 2,233 879 796 517 - - - - - - 2,192 - - - 2,192 41 - 5,420 5,461	Last year to the nearest £
		-	1,399	-
		-	364	-
		-	252	-
		-	218	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	2,233	1,454
		-	-
		-	-	-
		-	-	-
		-	2,233	1,454
			879	-
			796	-
			517	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	2,192	1,236
		-	-
		-	-
		-	-	-
		-	2,192	1,236
	-	-	41	218
	-	-	-	-
			5,420	5,202
			5,461	5,420

Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s))	to nearest £ to nearest £ - - - - - - 5,461 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Andrew White David Dickens Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
			-
			-
			-
			-
			OK
			to nearest £ Endowment funds
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)
			Date of approval
		Andrew White	11/15/2023
		David Dickens	11/15/2023