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Trustees' Annual Report for the period
Period start date Period end date
From 19 09 2023 To 18 09 2024
Section A Reference and administration details
Charity name Wigan Building Preservation Trust
Other names charity is known by Wigan BPT
Registered charity number (if any) 1169253
Charity's principal address [29 Beech Grove]
Wigan
Postcode WN6 8PD
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Names of the charity trustees who manage the charity
Trustee name Office (if any)
Dates acted if not for whole year
Name of person (or body) entitled to appoint trustee (if any)
-
1 Andy Lomax
-
2 Peter Fleetwood
-
3 Brian Elsey
-
4 Ron Hunt
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.
Raise awareness of Listed Buildings and Buildings of Local Interest Summary of the main activities and identifying situations where these appear to be at risk. undertaken for the public bene- Gathering information and maintaining a publicly accessible website - fit in relation to these objects wiganbuildings.co.uk (include within this section the Liaison with the Local Council and looking at proposals for prevention statutory declaration that of further deterioration of sites significant to local heritage. Identifying trustees have had regard to the opportunities for restoration where possible. Financial and other sup- guidance issued by the Charity port for undertaking restoration or preservation of key sites identified. Commission on public benefit) 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;
-
contribution made by volunteers.
Section D Achievements and performance
Opening of a more flexible bank account with the Cooperative Bank. Summary of the main achievements of the charity during the Addition of further volunteers with different skills. year Successful application to the Architectural Heritage Fund for a project viability grant regarding the disused Alfred Waterhouse Chapels in Ince-inMakerfield. Purchase of a laptop, scanner, and microphone equipment to aid with scanning historic material for the website(s) and walking tours of Wigan. 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/
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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 27/09/2024
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Charity Name No (if any) Wigan Building Preservation Trust 1169253
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Receipts and payments accounts
CC16a
| For the period from |
For the period from |
Period start date 9/19/2023 |
To | Period end date 9/18/2024 |
|||
|---|---|---|---|---|---|---|---|
| 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 | |||||||
| - | - |
- | - | - | |||
| HIgh Street Action Zone - commission | 200 | - |
- | 200 | |||
| Donation(s) | 2,043 | - |
- | 2,043 | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| Sub total(Gross income for AR) | 2,243 | - |
- | 2,243 | |||
| A2 Asset and investment sales, | |||||||
| (see table). | |||||||
| - | - |
- | - | ||||
| - | - |
- | - | - | |||
| Sub total | - | - |
- | - | - | ||
| **Total receipts ** | 2,243 | - |
- | ||||
| A3 Payments | |||||||
| Admin costs | 1,405 | - |
- | 1,405 | - | ||
| Charitable donations | 81 | - |
- | 81 | - | ||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| - | - |
- | - | - | |||
| **Sub total ** | 1,486 | - |
- | 1,486 | - | ||
| A4 Asset and investment | |||||||
| purchases, (see table) | |||||||
| 971 | - |
- | 971 | ||||
| - | - |
- | - | ||||
| **Sub total ** | 971 | - |
- | 971 | - | ||
| **Total payments ** | 2,457 | - |
- | 2,457 | - | ||
| **Net of receipts/(payments) ** | - | 214 | - |
- | - | ||
| A5 Transfers between funds |
- | - |
- | - | - | ||
| A6 Cash funds last year end | 2,034 | - |
- | ||||
| **Cash funds this year end ** | 1,820 | - |
- |
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 | Cooperative Bank | 1,411 | - | - |
| Cash in Hand | 409 | - | - | |
|---|---|---|---|---|
| - | - | - | ||
| Total cash funds | 1,820 | - | - | |
| (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 | 9/27/2024 |