**To** ## **Trustees' Annual Report for the period** Period start date Period end date 01 10 2023 30 09 2024 **From** ## 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
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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** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**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) 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)** You **may choose** to include additional information, where relevant, about: The three trustees of the charity remain unchanged. - 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 charity set out in its governing document** To both facilitate visits to our own museum premises and attend shows and events to further expand our audience. March **2012** **TAR** 2 Activities undertaken for the public benefit in relation to our objectives are listed below - we aimed to do more public shows and open days compared with the previous year in order to reach a wider audience with our unique collection. - October 2023 - We attended the local Vintage truck ‘Halloween run’ in our Scammell highwayman, an annual event which is organised by a fellow vintage truck collector and attended by many vintage truck enthusiasts. - 30[th] April 2024 – We hosted an open evening for a local Young Farmers group who we were introduced to via a mutual acquaintance. The majority of the attendees were teenagers and we were confident that this helps towards our goal of reaching a variety of age groups, particularly younger people. **Summary of the main activities undertaken for the 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)** - 9[th] June 2024 – Penistone Tractor club held their fundraising event at our premises. Attended by over 50 people and tractors, the funds raised via ticket sales went to our charity and will contribute towards maintenance and utilities etc. - 22[nd] June 2024 – Attended a local tractor pulling event (Emley Moor MAST rally), we took our Scammell ballast tractor as a display item of interest as agreed with the organisers. - 14[th] July 2024 – Hosted an open day for a group of classic car enthusiasts, attended again by over 50 vehicles and visitors. - 9[th] /10[th] /11[th] August 2024 – Took part in the annual Yorkshire Wartime Experience at Cleckheaton, taking our Scammell tank transporter and Constructor. This event involves demonstrating the vehicles by driving them around the site as part of military display shows created by the organizers. The aims of the charity remain the same – restore, display and demonstrate a range of vintage vehicles, agricultural machinery and associated equipment - to show the importance of heritage, and create an educational resource for all ages. As detailed above, we continue to attend local events and hold open days in the interest of displaying examples of historical vehicles to the public. 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 once again expand our numbers of museum visitors through liaising with these new contacts. March **2012** **TAR** 3 **Additional details of objectives and activities (Optional information)** As with previous years, the trustees have been assisted by a small number of dedicated volunteers. These volunteers have been involved in both the relocation of vehicles and equipment - transporting them between sites via low loader trailers for example, and helping manoeuvre them in to the sheds upon arrival. Some of our trusted volunteers have also been in attendance at some of our open days and accompanied us on our trips to various rallies and shows, as additional drivers – allowing us to take more vehicles of interest. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 4 Section D Achievements and performance **Summary of the main achievements of the charity during the year** Besides reaching a wider audience by hosting and getting involved in more events this year, one of our biggest achievements has been the utilisation of the new building after its final completion, finishing the external works in May 2024 (concrete and tarmac outside), allowing us access to it and putting it to use as it was intended, this new construction has allowed us to house more of our items and has left us with more space for visitors etc. Lots of relocating has been completed during this period, we have implemented a new layout and have been able to reorganise each shed once the construction works were complete, with the hope of making the displays more accessible. We hope to encourage more visitors in the 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. The drafting of the lease is near completion, it has been held up due to questions over boundaries and having to have various reports carried out in order to satisfy the criteria. We hope to have it 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. March **2012** **TAR** 5 ## **Section E Financial review** **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: - 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. We generally receive donations from visitors etc which help towards running costs. We have also made the decision to sell a couple of items which we felt were not a benefit to the overall collection (one Albion concrete mixer, and one BMP tank) – the funds from these sales will go toward the upkeep and running costs of the overall operation. Expenditure has been fairly high compared with what we predict in future years as invoices for the construction work etc have had to be paid during this period – for the benefit of the future of the collection. ## **Section F Other optional information** This year our efforts have mainly focussed on both the reorganisation of the displays and vehicles, relocating items from their previous location to our own premises and trying to host more open days and attend more events - enabling the public to see more of our collection, after a steady previous year which was mainly on the completion of our new building. We have continued to maintain the administrative side of the operation alongside our efforts. 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)** Alexandra Shepherd **Position (eg Secretary, Chair,** Trustee **etc)** **Date** 28/07/2025 March **2012** **TAR** 6 TAR Maich 2012 CHARITY COMMISSIO FOR ENGLAND AND WALE Tho J My8rs Hlstorfc Vehlcle colle￿lOn 1177850 Recei ts and ments accounts CC16a For the perfod from 0111012023 To 3010912024 Section A Receipts and payments Unrestricted funds Restricted funds Endowment fundty to tho n•ar•Bt£ Total funds Last ￿or tolhl nw•st£ A1 Re￿1 Donation$ Cash from BreV￿n Dolthin Fund 750 20.000 759 ross income AR) 20,750 20,750 an sa •s. ¥old 2 x whlelos Total r￿eIptS A3Pa nt* Insurance Ulililies- Electhc. gas & water Rale5 Reslorobon parts & repairs Pho￿$ Profes51onal- Fifo oxtiwuisher seNce 8ank char9es ¢110 2.810 2.708 297 l810 297 1,081 Sub total 13A78 A4 Asset and Investment New mus•um bull 72,349 Sub total 71349 Totsl payments 85,727 04727 Net of r¢celpts/(payments) A5 Transfers between funds A6 Cash fund¥ last year frnd C•sh funds thls year end 57.177 57.17 CCXX R1 accounts ISSI 30107r2025 Section B Statement of assets and liabilities at the end of the period Unr95trfct8d funds to Th￿re1t É Restrlcted funds to n••rgst£ Endowment funds to n8&rost e Cate9ories Details Cash al 8ank Total cash funds YKcourl(811 L.Y, Unr•8trlctsd fund$ R•strJct•d lunds to n￿restE Endowm•nt lunds to noare$tt Detalls to neif•St£ Fund to etbelon Curr•ntvalu• Details Brewn Odphin Asset Management Fund C￿1 (op￿¢￿•1) B3 Invostmont assets Fund towhl¢b 8•ot b•lon Curront wlug Detai15 Co•t lopllonall 84 Assets rgtainod for the charlty'8 own use rttsge vehicles Fund lo thSch Amwnt dv Ylh•n Details 108n BS Llabilltles zgaa Svjned by or* or trustees on behalf of all the trust88S Signature Print Name Date of roval exarnlra She herd 3010712025 CCXX R2 acrounts ISSI 3010712025 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The J Myers Historic Vehicle Collection On accounts for the yoar ended 30 September 2024 Charlty no {rfany} 1177850 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended 3010912024 Responslblllties and As the charity Irustees of the Trust, you are responsible for the preparalion basls of report of the accounts in accordancg with the requirements of the Charities Ad 2011 (llhe Act"). I report in respect of my examination of the Trust's accounts Ca￿led out under section 145 of the 2011 Act and in carying out my examination, I have followed th8 applicable Difeclions given by Ihe Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confimi 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 Independent examinerfs statement I have no COn￿mS 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 thè brackets il they do not apply. Signed: Date: 3010712025 Namè: Matt Norcliffe Relevant professional qualification(s) or body (if any): ACMA Address.. 33 Woodlea Avenue Huddersfield HD3 4EF IER Section B Disclosure Only complele rf Ihe examiner needs to highlight matters of con￿rn (see CC32, Independenl examination of charity accounts.. directions and guidance for examiners). Glve here brief detsils of any items that the examiner wlshes to disclose. IER IHARITY COMM15510 FOR ENGLAND ANO WALE Th• J Myors Hlstorlc Veh1¢* ¢olle¢tlon 1177850 Recei ts and ments accounts CC16a For th• p•riad from ot11012023 To 3010912024 Section A Receipts and payments un￿strIcted funds Restricted funds to th• n•irqqtt Endowment funds Total funds Lo$1 ￿•T to th• rbbar••l to th• r*8ro8t£ toth• n•arvt£ toth• nTrar•ste A1 R•￿[ Donations Ca5fv from Brawn Ckllphin Fund 750 20,000 750 000 ross income AR) 20.7SO 20,750 an Inves men Sa sold 2 x whlelo¥ 7,800 A3Pa •nts Insurance Utili1185 Ele¢lric. gas & waitr Rates Rosiorat￿n parts & rapairs Phone5 ProfgSBional- Firo extwui%her seNGe Bank ¢hary¢¥ 6.110 2,810 2,70a 297 2,810 170 1.081 Sub total 11378 13,378 A4 Ass•t and investrnent mus•um buil 72,349 349 Sub total 71349 Totalpayments 85,727 8&727 Net of recdpts/(payments) A5 Transfèrs between fvndg A6 Cash funds last year end Cash fiinds thls year end 57.1 57,17 ££s£ CCXX R18¢counts ISSI 301Q712025 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to n•are8t e R8Stricted funds to nwest£ Endowment lunds to noar8st£ Categorles Details B1 Cash funds Cash al Bank Total cash funds b#l#rteSY*iihrecthpis Jré p)￿r￿rt Uik Endowm•nt lunds to n•ar•$t£ Unrestrict•d funds to Th￿r*s1£ Restrlctsd funds Detalls to nearnBt£ Fund towfvlch a8¥8t bglon Curront ￿lu* on•1 Details Bre%%in ￿thInA$S￿ itsna9ernenl Fund C￿t Iopiion•ll B3 Investm•nt assets Fut)d to whl¢h urr•nt valu• onal Detalls BuildifvJ Cc•tlaptlon•ll B4 Assets retaln•d for th• charfty's own use Mago vohtles Fund to whl¢h r•latos knount d Vthen d￿) t4on Detall$ BS Llabilitlos loan z£aa Shjned by or truslaes on behalf of all the tru$iees Prfnt Name Date of roval Signatura Alexandra Sh herd 3010712025 CCXX R2 a¢cxJunts ISSI 3010712025