To
Trustees' Annual Report for the period
Period start date Period end date 02 April 2022 01 April 2023
From
Section A Reference and administration details
Charity name Other names charity is known by GDHS Registered charity number (if any) 1174409 Charity's principal address 14 North Croft Garstang Postcode PR3 1HG
Garstang & District Heritage Society
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) |
|---|---|---|---|---|
| Alan Cornthwaite | Chairman | |||
| MaryRandles | Secretary | |||
| Alexander Allan | Treasurer | |||
| Paul Adamson | ||||
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) How the charity is constituted CIO
- (eg. trust, association, company)
Trustees can be appointed at an AGM by the members or trustees of the Trustee selection methods CIO. The Trustees can appoint a new Trustee at any time. (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;
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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.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To advance education for the public benefit in the historical heritage of Garstang 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 Garstang and district;
c) Collecting and publishing associated information, including oral and written records; d) Providing an educational resource by staging exhibitions, talks and other events.
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In July 2022 we approached the manager at Booths supermarket and asked if we could use space in the Booths Café to display heritage exhibitions which would be changed every 3 months. Booths agreed and were very supportive of our contributions.
In August 2022 we created a Display on the history of Booths supermarket in Garstang which was on view in Booths Café for 3 months. In October 2022 we have created a presentation on the history of Garstang Market which we were invited to give to pupils at St Thomas’s Cof E primary school.
Summary of the main activities undertaken for the In November 2022 we created a display on the history of the Victorian public benefit in relation to Festival and Christmas in Garstang which was on display in Booths Café these objects (include within over the winter period. this section the statutory declaration that trustees have had regard to the guidance After the death of a local resident with a vast collection of postcards on issued by the Charity the Garstang and District area we were able to purchase one of his Commission on public Albums at auction. We have also been fortunate enough to be allowed to benefit) scan some of the other albums from his collection. We will be using these to create a series of exhibitions on the subject matter which includes many items on the Garstang to Knott End Railway line.
Throughout this period we have continued to catalogue and archive heritage materials that have been donated to us from many local residents.
In all activities the Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
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.
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Section D Achievements and performance
See info from section C Summary of the main achievements of the charity Exhibitions at Booths Café during the year Presentations to schools Cataloguing artefacts and materials Creating a photographic archive of artefact and materials
We were fortunate to have a donation of books on Garstang that we have been selling to raise some funds.
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Section E Financial review
No reserves
Brief statement of the
charity’s policy on reserves
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
We have been able to raise some funds due to sales of books donated by one of our residents.
-
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) Mary Randles Full name(s) Alexander Allan Position (eg Secretary, Chair, Treasurer Secretary etc)
Date 04/08/24
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| Charity Name | No (if any) | ||
|---|---|---|---|
| Garstang and District Heritage Society | 1174409 | ||
| Receipts andpayments accounts | CC16a | ||
| 02/04/2022 Period start date For the period from |
01/04/2023 Period end date To |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 136 - - - - - - - 136 - - - 136 190 - - - - - - - - 190 - - - 190 - 54 - - - 54 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 136 - - - - - - - 136 - - - 136 190 - - - - - - - - 190 - - - 190 - 54 |
Last year to the nearest £ |
|
| Book Sales | 136 | 23 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - |
- | |||||
| ~~Sub total~~~~(Gross income for~~ AR) |
136 |
23 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 23 | ||||||
Album of Post Cards at Auction |
190 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 190 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| - 54 | - | - 54 |
23 | |||
| - | - | - | - | |||
| - | - | - | - | |||
| - 54 | - | - 54 | 23 |
CCXX R1 accounts (SS)
04/08/2024
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Display Boards Cash in Bank Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 340 - - - - - 340 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) 205 - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Alexander R Allan Mary G Randles |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| 205 | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Alexander R Allan | 04/08/2024 | ||
| Mary G Randles | 04/08/2024 |
CCXX R2 accounts (SS)
04/08/2024
2