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Trustees' Annual Report for the period
Period start date Period end date
From 19 09 2022 To 18 09 2023
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Section A Reference and administration details
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Charity name Wigan Building Preservation Trust
Other names charity is known by Wigan BPT
Registered charity number (if any) 1169253
Charity's principal address [19 Parsons Walk]
Wigan
Postcode WN1 1RU
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Names of the charity trustees who manage the charity
Dates acted if not for Name of person (or body) entitled Trustee name Office (if any) whole year to appoint trustee (if any)
1 Andy Lomax 2 Peter Fleetwood 3 Brian Elsey
4 Ron Hunt
5 Bob Sanders
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 Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Election by Members of the Trust 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.
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Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The objectives of the CIO are to preserve buildings, monuments and features of historic, architectural and cultural significance. Also to promote awareness of heritage value in order to facilitate action and sustain at risk local assets.
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)
Raise awareness of Listed Buildings and Buildings of Local Interest and identifying situations where these appear to be at risk. Gathering information and maintaining a publicly accessible website - wiganbuildings.co.uk
Liaison with the Local Council and looking at proposals for prevention of further deterioration of sites significant to local heritage. Identifying opportunities for restoration where possible. Financial and other support for undertaking restoration or preservation of key sites identified. Networking with a community group (Friends of Haigh Hall Heritage & Open Access) to offer advice & experience bringing new contacts and new issues.
Additional details of objectives and activities (Optional information)
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.
Section D Achievements and performance
Summary of the main achievements of the charity during the year
Discussions with Wigan Council regarding two listed chapels in Ince-inMakerfield with a view to restoration. Architect Alfred Waterhouse. Process ongoing with getting a new bank account that enables us to “bank properly” as at the moment we are with the YBS. Gained a couple more volunteers on an informal basis over the year and have started to keep a volunteer spreadsheet logging hours put in.
The Trust continues to raise public awareness of the heritage assets within the Wigan area via our websites and social media platforms. https://www.wiganlocalhistory.org/ and https://www.wiganbuildings.co.uk/ Continuing and completing work within the Historic England KIng Street Heritage Action Zone, through the "The Street That Was" strand. The previous work undertaken by our volunteers, with the appropriate professional skills, will allow the Trust to make the step change and undertake restoration projects.
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Section D Achievements and performance
Section E Financial review
Brief statement of the charity’s policy on reserves
Details of any funds materially in deficit
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)
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Full name(s)[Andrew Lomax] Position (eg Secretary, Chair Chair, etc) Date 17/10/2023
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Charity Name No (if any) Wigan Building Preservation Trust 1169253
| Charity Name No (if any) Wigan Building Preservation Trust 1169253 |
Charity Name No (if any) Wigan Building Preservation Trust 1169253 |
Charity Name No (if any) Wigan Building Preservation Trust 1169253 |
Charity Name No (if any) Wigan Building Preservation Trust 1169253 |
Charity Name No (if any) Wigan Building Preservation Trust 1169253 |
||
|---|---|---|---|---|---|---|
| Receipts and payments accounts | CC16a | |||||
| For the period from |
Period start date 9/19/2022 |
To | Period end date 9/18/2023 |
|||
| 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 | ||||||
| - | - |
- | - | - | ||
| Bank Interest | 27 | - |
- | 27 | 27 | |
| Donation | - | - |
- | |||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| Sub total(Gross income for AR) | 27 | - |
- | 27 | ||
| A2 Asset and investment sales, | ||||||
| (see table). | ||||||
| - | - |
- | - | |||
| - | - |
- | - | - | ||
| Sub total | - | - |
- | - | - | |
| **Total receipts ** | 27 | - |
- | 27 | ||
| A3 Payments | ||||||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| - | - |
- | - | - | ||
| **Sub total ** | - | - |
- | - | - | |
| A4 Asset and investment | ||||||
| purchases, (see table) | ||||||
| - | - |
- | - | |||
| - | - |
- | - | |||
| **Sub total ** | - | - |
- | - | - | |
| Total payments | - | - |
- | - | - | |
| **Net of receipts/(payments) ** | 27 | - |
- | 27 | ||
| A5 Transfers between funds | - | - |
- | - | - | |
| A6 Cash funds last year end | 1,989 | - |
- | 1,989 | 1,989 | |
| **Cash funds this year end ** | 2,015 | - |
- | 2,015 | 2,015 | |
| 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 | Yorkshire Building Society |
1,606 | - | - |
| Cash in Hand | 409 | - | - | |
|---|---|---|---|---|
| - | - | - | ||
| Total cash funds | 2,015 | - | - | |
| (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 | - | - | - | |
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
|
| B3 Investment assets | - | - | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
|
| B4 Assets retained for the | - | - | ||
| charity’s own use | - | - | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| Fund to which | Amount due | When due | ||
| Details | liability relates | (optional) | (optional) | |
| B5 Liabilities | - | |||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval |
|
| Andrew Lomax | 10/17/2023 |