Trustees’ Annual Report for the period
From 1[st] November 2023 to 31[st] October 2024 Charity name: Chatterley Whitfield Friends CIO
Charity registration number: 1183093
Objectives and Activities
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the Charitable Incorporated Organisation (CIO) is to advance the education of the public in the history of mining at the former Chatterley Whitfield colliery by the demonstration of mining methods and the exhibition of machinery and ancillary matters connected with mining transportation social conditions and industrial archaeology and in such other ways as the trustees consider appropriate. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 | Cataloguing, preserving, renovating, erecting, digitising and displaying artefacts, documents, photographs, maps and plans linked to the mining industry and the community. Constructing memorials to colliers who lost their lives at Chatterley Whitfield, in the north Staffordshire coalfield and at war. Maintaining a mining heritage centre with displays and exhibitions, for research, projects and meetings, and as a drop-in centre for social activity, memories and oral history. Providing tours and information about Chatterley Whitfield on Heritage Open Days, other open days and for parties from schools, colleges and community associations. Liaising with Stoke-on-Trent City Council (the owners of the site) and other organisations, including Historic England, to preserve the several listed buildings and scheduled ancient monuments on site. |
| Applying for grant funding to maintain, enhance and develop the Chatterley Whitfield Friends heritage centre and other buildings and site assets. Cultivating a social media presence to inform the wider public about Chatterley Whitfield. Supporting the security of the complex and, with the aid of a local college, keeping in check the overgrowth of vegetation. Producing an on-going photographic record of Chatterley Whitfield to monitor the state of the buildings. Liaising with Historic England, the local M.P., and the site owners progress on the council adopted Vision document, setting out opportunities for the re-use and re-purposing of Chatterley Whitfield. Providing volunteering opportunities for community members. Obtaining a grants to develop Building 30, a building full of mining artefacts which can be accessed by the public. Progressing a 25 year lease off Stoke on Trent City Council for the Heritage Centre, Remembrance Garden and building 30. Engaged in the Chatterley Whitfield - Heritage Crime Risk Assessment - Review and Planning. A multi agency approach looking at the security of the site and protecting it's artefacts. Progressing with the application to become an Accredited Museum. Working with the 20th society with a country wide project on Pit Head Baths. Liaising with a newly appointed council consultant - Recovering artefacts from the site which are at risk, |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In planning the activities for the period the trustees reviewed and incorporated Charity Commission guidance on public benefit. |
Achievements and Performance
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We have been able to maintain our members of Chatterley Whitfield Friends at over 350 supporting members. Also seen an increase in the activity on our social media sites, such as Facebook The 2024 we took a risk and reduced the number of tours on the HODs. This resulted in a more relaxed atmosphere giving hr the tour guides more time with the visitors. We also attracted more members and donations were up. The monthly and open days were all fully booked and there was a waiting list, showing the continuing interest that remains in the former colliery both locally and further afield. We had a few issues with the council over access to the main site, but this was resolved by the summer. The well established working parties on Thursday and Saturday mornings have attracted more active members and the Heritage Centre and Remembrance Garden has become established as well frequented social meeting places. Visits without appointment (the main colliery site itself is usually cordoned off due to potential “pitfalls”) are still being conducted. We were also available by appointment at suitably convenient times to guide tours around the colliery site itself for individuals, schools, academics, community groups. We have also liaised with the Fire Service who have used the site to conduct exercises. We continued to develop the Remembrance Garden (with additional seating for reflection and flower and herb beds) including the miners epitaph and memorials commemorating the 1881 disaster at Chatterley Whitfield and a World War memorial. A new memorial is been developed to honour the Bevin Boys, This is expected to be completed by the Spring 2025. We continue to host filming by a local film production company as well as undertaking interviews for local television, radio and the press. In the summer we hosted the The London Plein Air Group. Artists from London who spent a whole day on site. Also hosted a local drama based video company, who's production has received |
world wide awards. We further developed bay 2 in building 30, giving visitors a better understanding of the coal industry. The display of large mining artefacts supplement the outside demonstration tub rail network adjacent to the memorial compound and additional Dint Header showing visitors how work was done and coal moved in the mine. We continue to maintain and enhance our presence on Facebook, Instagram, X, LinkedIn and YouTube which, together with our website, informs and acquaints the public and community about what is happening and opportunities at Chatterley Whitfield We have maintained our contacts with other universities, colleges and schools, who are undertaking a variety of projects, including architecture, marketing, media, history and others, to show them the site and inform them of its past, present and future potential. We continue to look for grants for Building 30 with a view to bringing it back to its former glory. Unfortunately, we are experiencing and continually deal with (as best we can) vandalism and trespass on site which is damaging irreplaceable heritage; this involves patrolling the site, mending and replacing fencing and liaising with the council and the police. The Lamp House and Hesketh building been targeted this year. The result of the damage caused in the Lamp House, we can no longer allow access by the public and are taking steps the save it's contents. The council have not been very proactive. The Vision document for Chatterley Whitfield, commissioned by Historic England, has now been adopted by the City Council. No progress on it We are still digitising the several thousand photographs and documents and are in the process of digitising several thousand maps and plans, which are held at Chatterley Whitfield, with the intention of cataloguing them on our website (with excerpts on Facebook and Instagram) and making the collections available, subject to copyright, to researchers, both amateur and professional. We have been visited by the commissioners from Historic England, several Tv Companies.
We held an outdoor remembrance service as part of our AGM in November, to remember with gratitude and indebtedness all those colleagues who lost their lives serving King and Queen in armed conflict.
We have co-operated with other universities, colleges and schools, who are undertaking a variety of projects, including architecture, marketing, media, history and others, to show them the site and inform them of its past, present and future potential.
We are continually grateful for those items which are donated to us by members of the mining community public and others, local organisations and private companies as well as the considerable help given by local, regional and national authorities.
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | All the members of Chatterley Whitfield Friends are volunteers who freely give their time, experience and expertise to benefit the charity and the local community. The charity relies upon their dedication, passion and enthusiasm to preserve the Chatterley Whitfield colliery and memories of miners and mining communities. |
| Other |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | Two grants were successful, one for work on Building 30 and one for the lease application, |
| Investment performance against objectives |
Para 1.41 | |
| Other | One negative period during 2022 was we had a burglary where a number of invaluable artefacts, maps and mining equipment was stolen. Offenders were identified and we are awaiting the realist of any action taken against them. Still not gone to court |
Financial Review
| inancial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the period the CIO held £16,926.38 in non restricted funds, an increase of £1,380.43 over the preceding accounting year end, the increase mainly being made up of membership fees, donations and funding. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The main sources of unrestricted income are membership fees and donations. These can fluctuate from year to year, as can monthly outgoings. We aim to have a minimum of the approximate equivalent of six months reserves based on the expenditure figures from the accounting year. |
| Amount of reserves held | Para 1.22 | £1000 |
| Reasons for holding zero reserves |
Para 1.22 | - |
| Details of fund materially in deficit |
Para 1.24 | - |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | - |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Funds derive from membership fees, donations and grants. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: | ||
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Officers of the charity are elected / re-elected at the AGM (or at a general meeting). There is a maximum of 11 and a minimum of 5 trustees. The constitution states that five positions (chair, deputy chair, secretary, treasurer, membership secretary) automatically become trustees. There are in addition up to 4 trustees elected by the membership at the AGM or general meeting (nominations for election may be made by any member) and, also, up to 2 trustees can be co-opted by the membership of the CIO. Membership is open to any member of the public for a small fee. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees Para 1.51
The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Chatterley Whitfield Friends CIO |
| Other name the charity uses | - |
| Registered charity number | 1183093 |
| Charity’s principal address | Unit 29b Enterprise Centre, Chatterley Whitfield, Biddulph Road, Stoke-on-Trent. ST6 8UW |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
|---|---|---|---|---|
| 1 | Nigel Bowers BEM | Chair | ||
| 2 | Vacant | Secretary | ||
| 3 | Isabel Newsome | Treasurer | ||
| 4 | Daniel Bowers | Membership | ||
| 5 | Sharon Bowers | Elected | ||
| 6 | Henry McDonald | Elected | ||
| 7 | Alistair Lias | Elected | ||
| 8 | Ann James | Elected | ||
| 9 | Graham Unwin | Elected | ||
| 10 | Martin Challinor | Co-opted | ||
| 11 | Adrian Cartlidge | Co-opted |
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
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 |
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| Nigel Thomas Bowers BEM | Isabel Jane Newsome | |
| Chair | Treasurer | |
| 3rdJanuary 2025 | 3rdJanuary 2025 |
Chatterley Whitfield Friends CIO - Accounts for the year ending 31 October 2024 (Receipts and Payments Format) RECEIPTS AND PAYMENTS ACCOUNT 1 November 2023 to 31 October 2024
| Lottery | Staffs | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Grant 1 | Grant 2 | Memorial | Lidice | Postcode | Arnold | Community | Police - Hi | |||||
| General Fund | Digitisation | Improvements | Project | Project | Building 30 | Lottery Grant | Clark Grant | Grant | Viz Jackets | Total | Last year | |
| 01/11/23 - | 01/11/22 - | |||||||||||
| 2023 - 2024 | 31/10/24 | 31/10/23 | ||||||||||
| Receipts : | ||||||||||||
| Membership | £1 600 81 | 1600 81 | £1 520 15 | |||||||||
| Donations | £1 571 57 | £1 571 57 | £3 023 57 | |||||||||
| Merchandise Donations | £12 00 | £12 00 | £116 40 | |||||||||
| Room Hire | £50 00 | £50 00 | £0 00 | |||||||||
| Grants | £0 00 | £94 19 | ||||||||||
| Heritage Open Days Donations | £1 035 07 | £1 035 07 | £384 00 | |||||||||
| Heritage Open Days Membership | £260 00 | £260 00 | £311 72 | |||||||||
| Heritage Open Days Food Sales | £0 00 | £36 50 | ||||||||||
| Council Ward Funding | £1 000 00 | £1 000 00 | £500 00 | |||||||||
| Historic England Grant Donation | 2 944 00 | £2 944 00 | £38 632 00 | |||||||||
| Refunds | £92 99 | £92 99 | £37 98 | |||||||||
| TOTAL RECEIPTS | £5 622 44 | £0 00 | £0 00 | £0 00 | £0 00 | 2 944 00 | £0 00 | £0 00 | £0 00 | £0 00 | £8 566 44 | £44 656 51 |
| Payments : | ||||||||||||
| Grants | £41 83 | £950 29 | 14 49 | £1 006 61 | £39 785 04 | |||||||
| Memorial Project | £45 84 | £45 84 | £744 81 | |||||||||
| Displays | £737 16 | £737 16 | £182 14 | |||||||||
| Insurance | £442 48 | £442 48 | £508 40 | |||||||||
| Merchandise | £0 00 | £0 00 | £0 00 | |||||||||
| Health & Safety | £179 40 | £179 40 | £393 61 | |||||||||
| Stationery | £75 58 | £75 58 | £241 25 | |||||||||
| Fixtures & Fittings | £199 99 | £199 99 | £202 15 | |||||||||
| Cleaning & Refreshments | £346 97 | £346 97 | £190 22 | |||||||||
| Repairs & Maintenance | £286 13 | £286 13 | £316 10 | |||||||||
| Furniture | £262 95 | £262 95 | £0 00 | |||||||||
| Subscriptions | £72 98 | £72 98 | £123 00 | |||||||||
| Outdoor Amenities | £310 00 | £310 00 | £0 00 | |||||||||
| Miscellaneous | £38 00 | £38 00 | £72 87 | |||||||||
| Security | £267 05 | £267 05 | £157 98 | |||||||||
| Donations | £49 99 | £49 99 | £0 00 | |||||||||
| Digitalisation | £776 38 | £776 38 | £0 00 | |||||||||
| Room Hire | £50 00 | £50 00 | £0 00 | |||||||||
| Internet | £144 00 | £144 00 | £84 00 | |||||||||
| TOTAL PAYMENTS | £4 239 06 | £41 83 | £950 29 | £45 84 | £0 00 | 14 49 | £0 00 | £0 00 | £0 00 | £0 00 | £5 291 51 | £43 001 57 |
| NET RECEIPTS LESS PAYMENTS | £1 383 38 | -£41 83 | -£950 29 | -£45 84 | £0 00 | 2 929 51 | £0 00 | £0 00 | £0 00 | £0 00 | £3 274 93 | £1 654 94 |
| Transfer Between Funds CIO to Arnold Clark Grant -£2 95 £2 95 Lidice Project to Memorial Project £6 06 -£6 06 Cash funds last year end £15 545 95 £41 83 £4 490 98 £542 02 £6 06 1 213 94 £3 584 00 -£2 95 £866 22 £94 19 |
######### | £24 727 30 |
|---|---|---|
| CASH FUNDS THIS YEAR END £16 926 38 £0 00 £3 540 69 £502 24 £0 00 4 143 45 £3 584 00 £0 00 £866 22 £94 19 |
######### | £26 382 24 |
| MONETARY ASSETS Business Account - Lloyds Bank REPRESENTED BY FUNDS General Fund Grant 1 (Digitisation) Grant 2 (Improvements) Memorial Project Arnold Clark Grant Lottery Community Fund Lidice Project Building 30 Postcode Lottery Staffs Police Hi Viz Jackets Total NON-MONETARY ASSETS Information Technology Equipment Audio Visual Equipment Security Equipment Office Equipment, Furniture & Fittings Artefacts Total LIABILITIES Debtors Creditors Due Within One Year Total |
This Year | Last year |
| ######### | £26 382 24 | |
| This Year ######### 0 00 3 540 69 502 24 0 00 866 22 0 00 4 143 45 3 584 00 94 19 |
Last Year £15 545 95 £41 83 £4 490 98 £542 02 -£2 95 £866 22 £6 06 £1 213 94 £3 584 00 £94 19 |
|
| ######### | £26 382 24 | |
| This Year £1 786 44 £678 18 £825 35 £1 106 12 ######### |
Last Year £2 178 58 £827 05 £680 91 £784 37 £14 750 00 |
|
| ######### | £19 220 91 | |
| This Year £0 00 £0 00 |
||
| Last Year 0 00 0 00 |
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| £0 00 | 0 00 |
These accounts were approved by the trustees on the xx NOV 2024 and signed on their behalf by :
| Nigel Bowers | Isabel Newsome |
|---|---|
| Chair | Treasurer |
Notes to the accounts:
- These accounts are prepared on a receipts and payments basis with all revenue and expenses shown on a cash basis. Non-monetary assets and liabilities are shown as estimates of the value at the end of the year.
2. The CIO has ten funds, one unrestricted funds (general fund) and nine restricted funds.
The restricted funds are :
Stoke on Trent City Council Community Investment Fund grant awarded 2017 £9,835.00 (Grant 1).
This grant is to purchase equipment to digitise the archive collections in the custody of Chatterley Whitfield Friends. This fund information will now be archived.
Stoke on Trent City Council Community Investment Fund grant awarded 2018 £17,520.00 (Grant 2).
This grant is to undertake improvements to Chatterley Whitfield Friends Heritage Centre, including insulation, electrics, heating and security.
Memorial Project Fund
Chatterley Whitfield Friends are constructing memorials in commemoration of North Staffordshire miners who have lost their lives in the collieries or in war.
Building 30 Project Fund
This fund is for the repairs and upkeep of an additional building to display artefacts for the interest and education of visitors.
Postcode Lottery Grant awarded 2021
This grant is to improve the roof of the Chatterley Whitfield Friends Heritage Centre.
Lidice Project
Chatterley Whitfield Friends have constructed a memorial to the lives lost in the Lidice atrocity. This fund information will now be archived.
Arnold Clark Grant
This grant is for the displays and banners at Chatterley Whitfield. This fund information will now be archived.
Lottery Community Fund
This grant is for the pavers (£1000), Sports Gates (£750) and Lidice Trellis (£200)
Staffs Police Hi Viz Jacket Grant
This grant is to purchase high visibility jackets for visiting children.
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No depreciation is assumed for artefacts.
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The CIO has no outstanding guarantees to third parties nor any debts secured on the assets of the CIO.
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No remuneration was paid to any trustee or members. No expenses were paid to trustees or members.