**To** ## **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** 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) 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** 2 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** 3 ## 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** 4 ## **Section E Financial review** ~~a~~ **==> picture [64 x 9] intentionally omitted <==** **----- Start of picture text -----**
No reserves
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**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)
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Mary Randles **Full name(s)** Alexander Allan ~~ee~~ **Position (eg Secretary, Chair,** Treasurer Secretary **etc)** ~~es~~ **Date** 04/08/24 ~~Po~~ **TAR** March **2012** 5 |||||**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 1 ## **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|