2024-04-01-accounts

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

Trustees' Annual Report for the period

Period start date Period end date 02 April 2023 01 April 2024

From

Section A Reference and administration details

Charity name Garstang & District Heritage Society

Other names charity is known by GDHS Registered charity number (if any) 1174409 Charity's principal address 14 North Croft Garstang Postcode PR3 1HG ~~—~~

Registered charity number (if any) 1174409

Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Alan Cornthwaite Chairman 2 Mary Randles Secretary 3 Alexander Allan Treasurer 4 Paul Adamson 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 ~~Oe~~ Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year

TAR

March 2012

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;
relationship with any related parties;
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.

TAR

March 2012

In April and May 2023 we created various displays on Garstang heritage which were on display in Booths Café.

In June 2023 we created a presentation on the history of Garstang to Knott End Railway and the Pilling Pig which we were invited to give to pupils at Nateby primary school. In August 2023 we gave a presentation to Garstang Rotary Club on the work undertaken by the Garstang and District Heritage Society, In August 2023 we were approached b y a Canadian family on holiday in Garstang who were in the area researching their family origins. We were Summary of the main able to provide them with great information from our archives. activities undertaken for the public benefit in relation to In September 2023 we held our first Heritage Day in St Thomas’s these objects (include within Community Hall. WE had 12 stalls with other local heritage and Historical this section the statutory Societies exhibiting the work that they had been doing throughout the declaration that trustees have area. This was a huge success and is to became an Annual event. had regard to the guidance issued by the Charity In March 2024 we gave a presentation to the local Probus group on the Commission on public work of the Garstang and District Heritage Society. benefit)

In March 2024 we co-hosted with the Garstang Lionesses Walking Football Team a highly successful talk on the Dick Kerr’s Football Team founded in a Preston munitions factory in 1914. given by Gail Newsham, author of the book “In a League of Their Own”.

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:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

TAR

March 2012

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 Presentations to Rotary and Probus clubs Assisting residents and visitors with family history Hosted a Heritage Day event with 12 exhibitors Hosted a heritage talk on the famous Dick Kerr’s Ladies FC Continued Cataloguing artefacts and materials Adding to a photographic archive of artefact and materials

TAR

March 2012

Section E Financial review a

==> picture [64 x 9] intentionally omitted <==

----- Start of picture text -----
No reserves
----- End of picture text -----

Brief statement of the charity’s policy on reserves

Details of any funds materially None in deficit

Further financial review details (Optional information)

We have been able to raise some funds due to sales of books donated You may choose to include by one of our residents. 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

a Section G Declaration The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

==> picture [68 x 11] intentionally omitted <==

----- Start of picture text -----
Signature(s)
----- End of picture text -----

Mary Randles Full name(s) Alexander Allan ~~ee~~ Position (eg Secretary, Chair, Treasurer Secretary etc) ~~es~~ Date 04/08/24 ~~Po~~

TAR

March 2012

			Charity Name	Charity Name				No (if any)	No (if any)
			Garstang and District Heritage Society					1174409
			Receipts andpayments accounts							CC16a
		Period start date Period end date To For the period from 02/04/2023 01/04/2024 ~~eee~~
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 £		to the nearest £	to the nearest £
A1 Receipts
Book Sales			345	345		-	-		345	136
Donations			40	40		-	-		40	-
			-	-		-	-		-	-
			-	-		-	-		-	-
			-	-		-	-		-	-
			-	-		-	-		-	-
			-	-		-	-		-	-
			-	-		-	-		-	-
~~*Sub total~~~~(Gross income for*~~		~~(Gross income for~~
	AR)	AR)	385	385		-	-		385	136
A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 385 - - 385 136 ~~—————~~
A3 Payments
Book Purchases			60	60		-	-		60	-
Room Hire			75	75		-	-		75	-
Sum UpCard Reader			59	59		-	-		59	-
Postage			5	5		-	-		5	-
LiabilityInsurance			50	50		-	-		50	-
			-	-		-	-		-	-
			-	-		-	-		-	-
			-	-		-	-		-	-
			-	-		-	-		-	-
	**Sub total **		249	249		-	-		249	-
A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 249 - - 249 - ~~=————=~~
*Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*		136 - - 136 136 - - - - - - - - - - 136 - - 136 136 ~~===>>~~

CCXX R1 accounts (SS)

04/08/2024

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	475 - - - - - - - - 475 - - *Total cash funds* Cash in Bank ~~—====>~~
	(agree balances with receipts and payments	(agree balances with receipts and payments
	account(s))		Agreement Error OK	OK
			Unrestricted Restricted	Endowment
			funds funds	funds
	Details		to nearest £ to nearest £	to nearest £
B2 Other monetary assets	- - - - - - - - - - - - - - - - - - ~~—__=~~
B3 Investment assets	Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - Details ~~oo~~
B4 Assets retained for the charity’s own use	Fund to which asset belongs Cost (optional) Current value (optional) 205 205 - - - - - - - - - - - - - - - - Details Display Boards ~~ics~~
			Fund to which Amount due	When due
Signed by one or two trustees on behalf of all the trustees B5 Liabilities	liability relates (optional) (optional) - - - - - Date of approval 04/08/2024 04/08/2024 Details Print Name Alexander R Allan Mary G Randles Signature ~~———~~
CCXX R2 accounts (SS)	2			04/08/2024

Trustees' Annual Report for the period

Section A Reference and administration details

Names and addresses of advisers (Optional information)

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Additional governance issues (Optional information)

Section C Objectives and activities

Additional details of objectives and activities (Optional information)

Section D Achievements and performance

Section E Financial review ~~a~~

Further financial review details (Optional information)

Section F Other optional information

~~a~~ Section G Declaration The trustees declare that they have approved the trustees’ report above.

Section B Statement of assets and liabilities at the end of the period

Section E Financial review a

a Section G Declaration The trustees declare that they have approved the trustees’ report above.