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Trustees' Annual Report for the period<br>Period start date Period end date<br>From 19 09 2023 To 18 09 2024<br>Section A                        Reference and administration details<br>Charity name  Wigan Building Preservation Trust<br>Other names charity is known by Wigan BPT<br>Registered charity number (if any)  1169253<br>Charity's principal address  [29 Beech Grove]<br>Wigan<br>Postcode  WN6 8PD<br>**----- End of picture text -----**<br>


## **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** 

March **2012** 

**TAR** 

1 



## **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: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

March **2012** 

**TAR** 

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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: 

- policy on grantmaking; 

- 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/ 

March **2012** 

**TAR** 

3 



## 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: 

- 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)** 


March **2012** 

**TAR** 

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**Full name(s)**[Andrew Lomax] **Position (eg Secretary,** Chair **Chair, etc) Date** 27/09/2024 

March **2012** 

**TAR** 

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**Charity Name No (if any) Wigan Building Preservation Trust 1169253** 


## **Receipts and payments accounts** 

## **CC16a** 

||**For the period**<br>**from**|**For the period**<br>**from**|Period start date<br>9/19/2023|**To**||Period end date<br>9/18/2024||
|---|---|---|---|---|---|---|---|
|**Section A Receipts and**|**payments**|||||||
||**Unrestricted**<br>**funds**||**Restricted**<br>**funds**|**Endowment**<br>**funds**||**Total funds**|**Last year**|
||**to the nearest**|**£**|**to the nearest £**|**to the nearest £**||**to the nearest £**|**to the nearest £**|
|**A1 Receipts**||||||||
|||**-**|**-**<br>|**-**||**-**|**-**|
|HIgh Street Action Zone - commission||**200**|**-**<br>|**-**||**200**||
|Donation(s)|**2,043**||**-**<br>|**-**||**2,043**||
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|**_Sub total_**_(Gross income for AR)_|**2,243**||**-**<br>|**-**||**2,243**||
|**A2 Asset and investment sales,**||||||||
|**(see table).**||||||||
|||**-**|**-**<br>||**-**|**-**||
|||**-**|**-**<br>||**-**|**-**|**-**|
|**_Sub total_**||**-**|**-**<br>||**-**|**-**|**-**|
|**_Total receipts_ **|**2,243**||**-**<br>||**-**|||
|**A3 Payments**||||||||
|Admin costs|**1,405**||**-**<br>|**-**||**1,405**|**-**|
|Charitable donations||**81**|**-**<br>|**-**||**81**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|||**-**|**-**<br>|**-**||**-**|**-**|
|**_Sub total_ **|**1,486**||**-**<br>|**-**||**1,486**|**-**|
|**A4 Asset and investment**||||||||
|**purchases, (see table)**||||||||
|||**971**|**-**<br>||**-**|**971**||
|||**-**|**-**<br>||**-**|**-**||
|**_Sub total_ **||**971**|**-**<br>||**-**|**971**|**-**|
|**_Total payments_ **|**2,457**||**-**<br>||**-**|**2,457**|**-**|
|**_Net of receipts/(payments)_ **|**-**|**214**|**-**<br>|**-**|||**-**|
|**A5 Transfers between funds**<br>||**-**|**-**<br>|**-**||**-**|**-**|
|**A6 Cash funds last year end**|**2,034**||**-**<br>|**-**||||
|**_Cash funds this year end_ **|**1,820**||**-**<br>|**-**||||



## **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<br>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**<br>**asset belongs**|**Cost (optional)**|**Current value**<br>**(optional)**|
|**B3 Investment assets**|||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||**Details**|**Fund to which**<br>**asset belongs**|**Cost (optional)**|**Current value**<br>**(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<br>behalf of all the trustees|Signature|Print Name||Date of<br>approval|
|||Andrew Lomax||9/27/2024|