## **Trustees’ Annual Report for the period** **From 1[st] November 2024 To 31[st] October 2025 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 the Bevin Boys memorial to
who lost their lives during world war two.
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.
Producing an on-going photographic record
of Chatterley Whitfield to monitor the state
of the buildings.
Providing volunteering opportunities for
community members.
Being successful in acquiring the services
of an archivist as part of a Scoping Grant.
Making progress in our application for
Museum Accreditation.
Applying to Stoke on Trent City Council for
a 25 year lease to secure our presence as
an established Heritage Centre.| |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.| **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment All the members of Chatterley Whitfield Para 1.38 Friends are volunteers who freely give their Contribution made by time, experience and expertise to benefit the volunteers 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 ## **Achievements and Performance** SORP reference |||| |---|---|---| |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|The number of Chatterley Whitfield Friends
now stands at over 310 supporting members,
We restricted our monthly sites visits to the
second Saturday of envy month from March
until August.
The 2025 HODs 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.
This year attracting visitors from Australia
and South Africa.
In 2025 we were able to maintain our
opening hours at our heritage centre (with
working parties on Thursday and Saturday
mornings) so that more people were able to
visit without appointment (the main colliery
site itself is usually cordoned off due to
potential “pitfalls”). We have noticed an
increase in overseas visitors.
We were also available by appointment at
suitably convenient times to guide tours
around the colliery site itself for individuals,
film crews and community groups. We have
also hosted more school visits.
We continued to develop the memorial
garden (with seating for reflection and flower
and herb beds) including the miners epitaph
and memorials commemorating the 1881
disaster at Chatterley Whitfield a World War
memorial, the memorial to Lidice and this
year the unveiling of the Bevin Boys
memorial in MAY| We have maintained co-operatation with the local Keele University on two projects - “Decommissioning the 20[th] Century” and “Planning Creativity”. The former concerned with how major industrial sites are decommissioned and the latter regarding how communities can participate in the planning process. This has lead to Keele University offering placements for academic students.. 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. One particular project with a student from Newcastle college researching her Italian mining relatives who came to the uk in the 1950's We held an outdoor remembrance service in November, to remember with gratitude and indebtedness all those colleagues who lost their lives fighting for their country in all armed conflicts. We have continued development of an outside demonstrator tub rail network and adjacent to the memorial compound showing visitors how work was done and coal moved in the mine. Which now includes a Dint Header. In the summer we cleared the compound of rubble extra, making a new greased area.. This was supported by a Unitas Helping Hans grant.We have also managed to recover large artefacts from the site including man riders and a cage, which are now on display in our new outdoor compound . We continue to maintain and enhance our presence on Facebook, Instagram, Twitter now X, LinkedIn and YouTube which, together with our website, informs and acquaints the public and community about what is happening at Chatterley Whitfield. We continue to work with Historic England with regular meetings as part of the Heritage Crime Risk Assessment and Planning group. This was established following the burglary in 2022. We have obtained funding during the year to enhance the amenity and security of the heritage centre for members and visitors. Unfortunately, we continue to be the subject to vandalism, damage, arson and trespass on site which is damaging irreplaceable heritage; We have had thefts from the site and are liaising with the Council to get access to buildings, which have been vandalised with a view to recovering artefacts. This has not been and straight forward process. The Lamps House has nothing left in it to be smashed and is not water tight. We removed the LampRacks to a more secure building. The grade two star Pit head baths is now being targeted and was the subject of an arson attack. Despite the CCTV and mobile foot patrols by council security nothing ever gets reported. We continue to digitise 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. This has been an ongoing process. We are presently working on a collections policy as part of our Museum Accreditation application. We are continually grateful for those items which still get donated to us by members of the mining community public and others, local uses for the former colliery, 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: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |||| |---|---|---| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial 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 £19532 in
non restricted funds, an increase of
approximately £2426 over the preceding
accounting year end, the increase mainly being
made up of membership fees, donations
and ward 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. We aim to hold enough funds to
cover the cost of our annual business rates in case
our rate relief is withdrawn.| |Amount of reserves held|Para 1.22|£12,500| |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 Para 1.51 training of trustees **----- Start of picture text -----**
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
**----- End of picture text -----**
## **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| ||| 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** ## **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
Chair
2
Secretary
3 Isabel Newsome Treasurer
4 Daniel Bowers
Membership
5 Graham Unwin
Elected
6 Henry McDonald Elected
7 Alistair Lias
Elected
8 Ann James
Elected
9Sharon Bowers
Elected
10 Martin ChallinorCo-opted
11 Adrian Cartlidge
Co-opted
19
20
**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|
**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
Chair
2
Secretary
3 Isabel Newsome Treasurer
4 Daniel Bowers
Membership
5 Graham Unwin
Elected
6 Henry McDonald Elected
7 Alistair Lias
Elected
8 Ann James
Elected
9Sharon Bowers
Elected
10 Martin ChallinorCo-opted
11 Adrian Cartlidge
Co-opted
19
20
**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|
**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
Chair
2
Secretary
3 Isabel Newsome Treasurer
4 Daniel Bowers
Membership
5 Graham Unwin
Elected
6 Henry McDonald Elected
7 Alistair Lias
Elected
8 Ann James
Elected
9Sharon Bowers
Elected
10 Martin ChallinorCo-opted
11 Adrian Cartlidge
Co-opted
19
20
**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| |---|---|---| ||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)** Isabel Jane Newsome **Full name(s)** Nigel Thomas Bowers BEM **Position (eg** Treasurer Chair **Secretary, Chair, etc) Date** 15 December 2025 15 December 2025 Chatterley Whitfield Friends CIO - Accounts for the year ending 31 October 2025 (Receipts and Payments Format) RECEIPTS AND PAYMENTS ACCOUNT 1 November 2024 to 31 October 2025 |||||||Lottery|Staffs|||| |---|---|---|---|---|---|---|---|---|---|---| |||Grant 2|Memorial||Postcode|Community|Police - Hi|Scoping||| ||General Fund|Improvements|Project|Building 30|Lottery Grant|Grant|Viz Jackets|Grant|Total|Last year| ||||||||||01/11/24 -|01/11/23 -| ||2024 - 2025||||||||31/10/2025|31/10/24| |Receipts :||||||||||| |Membership|£1,317.58||||||||1317.58|£1,600.81| |Donations|£1,824.88||||||||£1,824.88|£1,571.57| |Merchandise Donations|£8.60||||||||£8.60|£12.00| |Room Hire||||||||||£50.00| |Grants||||5,000.00||||£3,000.00|£8,000.00|£0.00| |Heritage Open Days Donations|£622.12||||||||£622.12|£1,035.07| |Heritage Open Days Membership|£110.00||||||||£110.00|£260.00| |Council Ward Funding|£1,000.00|||1,000.00|||||£2,000.00|£1,000.00| |Historic England Grant Donation|£2,400.00||||||||£2,400.00|£2,944.00| |Refunds||||||||||£92.99| |TOTAL RECEIPTS|£7,283.18|£0.00|£0.00|6,000.00|£0.00|£0.00|£0.00|£3,000.00|£16,283.18|£8,566.44| |Payments :||||||||||| |Grants||||7,800.00|||||£7,800.00|£1,006.61| |Memorial Project|£185.93||||||||£185.93|£45.84| |Displays|£505.15||£495.58|68.98|||||£1,069.71|£737.16| |Insurance|£462.19||||||||£462.19|£442.48| |Merchandise|||||||||£0.00|£0.00| |Health & Safety|£50.50||||||£89.39||£139.89|£179.40| |Stationery|£81.60||||||||£81.60|£75.58| |Fixtures & Fittings|||||||||£0.00|£199.99| |Cleaning & Refreshments|£216.39||||||||£216.39|£346.97| |Repairs & Maintenance|£315.19|||34.39|||||£349.58|£286.13| |Furniture|£105.95||||||||£105.95|£262.95| |Subscriptions|£67.00||||||||£67.00|£72.98| |Outdoor Amenities|||||||||£0.00|£310.00| |Miscellaneous|||||||||£0.00|£38.00| |Security|||||||||£0.00|£267.05| |Donations|||||||||£0.00|£49.99| |Digitalisation|£24.00||||||||£24.00|£776.38| |Room Hire
Internet & Website
£161.98
Scoping Consultant
£2,518.86
Solicitor fees
£2,349.60
Information TechnologyEquipment
£331.55|Room Hire
Internet & Website
£161.98
Scoping Consultant
£2,518.86
Solicitor fees
£2,349.60
Information TechnologyEquipment
£331.55|£0.00
£50.00
£161.98
£144.00
£2,518.86
£0.00
£2,349.60
£331.55|£0.00
£50.00
£161.98
£144.00
£2,518.86
£0.00
£2,349.60
£331.55| |---|---|---|---| |TOTAL PAYMENTS
£4,857.03
£0.00
£495.58
7,903.37
£0.00
£0.00
£89.39
£2,518.86
NET RECEIPTS LESS PAYMENTS
£2,426.15
£0.00
-£495.58
-1,903.37
£0.00
£0.00
£0.00
£481.14
Transfer Between Funds
Grant 2 to Building 30
-£950.00
950.00
Cash funds last year end
£16,926.38
£3,540.69
£502.24
4,143.45
£3,584.00
£866.22
£94.19
£0.00||£15,864.23
£5,291.51
£418.95
£3,274.93
£29,657.17|| |CASH FUNDS THIS YEAR END
£19,352.53
£2,590.69
£6.66
3,190.08
£3,584.00
£866.22
£4.80|£481.14|£30,076.12|£29,657.17| |MONETARY ASSETS
Business Account - Lloyds Bank
REPRESENTED BY FUNDS
General Fund
Grant 2 (Improvements)
Memorial Project
Lottery Community Fund
Building 30
Postcode Lottery
Staffs Police Hi Viz Jackets
Scoping Grant
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||This Year
Last year|| |||£30,076.12|£29,657.17| |||This Year
Last Year
19,352.53
£16,926.38
2,590.69
£3,540.69
6.66
£502.24
866.22
£866.22
3,190.08
£4,143.45
3,584.00
£3,584.00
4.80
£94.19
481.14|| |||**30,076.12**|**£29,657.17**| |||This Year
Last Year
£1,796.43
£1,786.44
£556.10
£678.18
£676.79
£825.35
£1,012.97
£1,106.12
£14,750.00
£14,750.00|| |||£18,792.29|£19,146.09| |||This Year
Last Year
£0.00
0.00
£0.00
0.00|| £0.00 0.00 Total These accounts were approved by the trustees on the xx NOV 2025 and signed on their behalf by : Nigel Bowers Isabel Newsome Chair Treasurer ## Notes to the accounts: 1. 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 eight funds, one unrestricted funds (general fund) and seven restricted funds. The restricted funds are : ## **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. ## **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. ## **Scoping Grant** This grant was to provide consultant support for assessing the archives. £2400 fees and £600 towards expenses. The balance will be returned to the Arts Council. 3. No depreciation is assumed for artefacts. 4. The CIO has no outstanding guarantees to third parties nor any debts secured on the assets of the CIO. 5. No remuneration was paid to any trustee or members. No expenses were paid to trustees or members.