## **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
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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**|| ||||||| ||||||| ||||||| March **2012** **TAR** 1 |**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| ||||2
March**2012**| March **2012** **TAR** |**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)** March **2012** **TAR** 3 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. March **2012** **TAR** 4 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. - . March **2012** **TAR** 5 Section D Achievements and performance **Section E Financial review** March **2012** **TAR** 6 **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|| March **2012** **TAR** 7 **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|