2023-09-30-accounts - The J Myers Historic Vehicle Collection

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		Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	for theperiod	for theperiod	for theperiod
		From	Period start date			To	Period end date
			01	10	2022		30	09	2023

Section A Reference and administration details

Charity name

The J Myers Historic Vehicle Collection

Other names charity is known by

Registered charity number (if any) 1177850

Charity's principal address 2A Greenhead Avenue Dalton Huddersfield Postcode HD5 8EA

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)
	Alexandra Shepherd
	Paul Clarke
	Jonathon Balfour

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 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) Charitable incorporated organisation How the charity is constituted

(eg. trust, association, company) Appointed by existing Trustees Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

In March 2023, John Myers passed away – leaving three remaining You may choose to include trustees of the charity. 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

To acquire restore and display a collection of historic vehicles and machinery, creating an educational resource for public benefit.

Summary of the objects of the To both facilitate visits to our own museum premises and attend shows charity set out in its and events to further expand our audience. governing document

Summary of the main activities undertaken for the

In October 2022 works began on extending the museum’s premises, we

March 2012

TAR

received planning permission and set about building a new shed to house more vintage vehicles and articles of interest belonging to the charity.

The majority of this period was spent concentrating on the progress of the new building and dealing with all the paperwork associated with doing so. This new building means we’re able to house more items (previously stored at a different location), and are able to have more space for visitors to navigate around the various vehicles etc.

Restorations still went ahead despite the construction of an additional building and the loss of our chairman – John Myers. We focused on completing work on long-term projects, the projects which reached completion during this period include:

Smith and Rodley steam crane - full restoration completed, including rebuilding the cab and painting (boiler refurbished in previous years)
Mechanical repair on an international D4 dozer

public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Full refurbishment of an ‘Iron Horse’
Globe Pneumatic engine hoist – repaired and refurbed
Lister D stationary engine, mechanical refurb

The aims of the charity remain the same - restore and display a range of vintage vehicles, agricultural machinery and associated equipment - to show the importance of heritage, and create an educational resource for all ages.

We continue to attend local events and/or shows in the interest of displaying examples of historical vehicles to the public – during this period we attended the Yorkshire Wartime event over a weekend in August, taking our Diamond T, Scammell tank transporter and Scammell blockbuster for display and demonstrations. We were also asked to attend two funerals with some of our vehicles, to drive in the funeral procession as a tribute to those that had passed.

The trustees remain aware of their obligations for public benefit, as set out in guidance documents PB1, PB2 and PB3. Through attending shows and networking online we have also connected with other groups and organisations who have a shared interest – we hope to expand our numbers of museum visitors through liaising with these new contacts.

Additional details of objectives and activities (Optional information)

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As with previous years, the efforts of the trustees have been enhanced by a small number of dedicated volunteers. These people have been especially useful since the completion of the new building which meant reorganising and moving lots of vehicles/equipment in order to create a better layout and more space.

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

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Summary of the main achievements of the charity during the year

Our biggest achievement this year has been the completion of the new building, it has been a difficult year but this new addition means we are better able to organise and display the items belonging to the museum.

We continue to attend local events and/or shows in the interest of displaying examples of historical vehicles to the public – during this period we attended the Yorkshire Wartime event over a weekend in August, taking our Diamond T, Scammell tank transporter and Scammell blockbuster for display and demonstrations. We were also invited to attend two funerals with some of our vehicles, to drive in the funeral procession as a tribute to those that had passed.

Several restoration projects have been completed during this period, we have also made good progress in implementing a new layout and reorganising each shed after construction works were complete.

We hope to encourage more visitors in the near future, through our social media and online connections. We have also made steps towards connecting with other, similar organisations and groups with a view to hosting them in the near future.

Financially, the construction of the new shed has meant a lot of money being spent – although some costs were covered by a generous gift left by John Myers to the charity.

The drafting of the lease is still on-going after John (the landlord), passed away and we hope for that to be complete and in place by the end of this year.

The insurance policies etc are all up to date and in place (including public liability insurance), and our financial position remains healthy.

Section E Financial review

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Brief statement of the charity’s policy on reserves

The trustees are keen to generate any form of income possible for the charity, in order to secure the future of the collection. Our Brewin Dolphin fund remains our main form of reserve funds.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

We generally receive donations from visitors etc which help towards running costs.

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

This year our efforts have mainly focussed on the construction of the new building, maintaining the administrative side of the operation, completing restoration projects, and the reorganisation of the displays. We hope these changes will enhance the visitor experience for the future, and the collection will provide a significant public benefit across a range of ages and interest groups for years to come.

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	Alexandra Shepherd
	Trustee
	09/09/2024

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Charity Name No (if any) The J Myers Historic Vehicle Collection 1177850 Receipts and payments accounts For the period Period start date Period end date To from 10/1/2022 9/30/2023

CC16a

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

Total funds Last year

Section A Receipts and payments Unrestricted funds	Restricted funds	Endowment funds	Total funds	Last year
A1 Receipts Gift 221,985 Gift Aid 28,500 Loan 114,000 - - - - - 364,485 - - Sub total - Total receipts 364,485 A3 Payments Insurance 17,059 Utilities - Electric, gas&water 3,070 Rates 1,311 Restorationparts&repairs 5,710 Phones 629 Professional - Fire extinguisher service 1,017 Bankcharges 28 - - Sub total 28,824 New museum building 376,644 - Sub total 376,644 Total payments 405,468 Net of receipts/(payments) - 40,983 A5 Transfers between funds - A6 Cash funds last year end 98,656 Cash funds this year end 57,673 to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	to the nearest £	to the nearest £ 221,985 28,500 114,000 - - - - - 364,485 - - - 364,485 17,059 3,070 1,311 5,710 629 1,017 28 - - 28,824 376,644 - 376,644 405,468 - 40,983 - 98,656 57,673	to the nearest £
		- - - - - - - - -	221,985	-
			28,500	-
			114,000	-
			-	-
			-	-
			-	-
			-	-
			-	-
			364,485	-

		- - -	-
			-	-
			-	-

		-	364,485	-

		- - - - - - - - - -	17,059	-
			3,070	-
			1,311	-
			5,710	-
			629	-
			1,017	-
			28	-
			-	-
			-	-
			28,824	-

		- - -	376,644
			-
			376,644	-

		-	405,468	-

	-	- - - -	- 40,983	-
	-		-	-
	-		98,656	-
	-		57,673	-

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

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Cash at Bank Details Details Brewin Dolphin Asset Management Fund Details Milling machine Lathe 4 x tractors 4 x engines Details Loan Signature *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 57,673 - - - - - 57,673 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
			-
			-
			-
			-
			OK
			to nearest £ Endowment funds
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

Charity Name

The J Myers Historic Vehicle Collection

On accounts for the year ended

30 September 2023

Charity no (if any)

1177850

Set out on pages

1-4

(remember to include the page numbers of additional sheets)

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/09/2023

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply.

Signed:

Date:

22/08/2023

Name:

Matt Norcliffe

Relevant professional qualification(s) or body (if any):

ACMA

October 2018

IER

Address:

33 Woodlea Avenue

Huddersfield

HD3 4EF

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER