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2024-10-31-accounts

Yorkshire Waterways Heritage Society CIO

Trustees’ Annual Report for the period 01.11.2023 – 31.10.2024

Our Details:

Charity Name Yorkshire Waterways Heritage Society Charity Reference Number 1185898 Charity’s address 52 Belvedere Crescent, Goole, DN14 6)T Names of Trustees Rachel Walker (Chair) David Scrimgeour (Secretary) Stephen Walker (Treasurer) Graham Buckton (Trustee) Amanda Scrimgeour (Trustee)

Governing Document Constitution, dated 18.10.2019 (version 2)

How constituted CIO

Trustee selection method Annual nomination and election

Objectives and Activities:

Objectives

Preserving vessels and artefacts which illustrate and explain the history and heritage of the waterways

Providing the public with access to the waterways for the purposes of education

Undertaking research into the waterways, the useful results of which will be published for the public

Main activities

Publication and maintenance of a website, including digitisation of photographs, documents and spoken word histories, and publishing of research

Attendance at events, programme of talks and presentations for community groups.

Organisation of educational workshops

Purchase of equipment to assist in public research

the public benefit under Section 4 of the Charities Act 2011

Achievements and Performance:

Financial Review:

Yorkshire Waterways Heritage Society has gratefully received grants from:

The Society does not have a current reserves policy. The Society does not have any funds materially in deficit

Declaration:

Signed on behalf of the charity’s trustees

Rachel Walker, Chair of Trustees, 28.04.2025

Yorkshire Waterways Heritage Society

1185898

Receipts and payments accounts CC16a For the period Period start date Period end date To from 01.11.2023 31.10.2024

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Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Quick Fix Grant - 2,403 - 2,403 -
Talks 285 - - 285 -
Junction ticket sales 1,054 - - 1,054 -
HCC Maritime Grant - 1,000 - 1,000 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
3,403 - 4,742 65
AR) [ 1,339 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 1,339 3,403 - 4,742 65
A3 Payments
09.11.2023 Gift & Loan item form
printing £41.47 - - 41 -
Mailchimp November 2023 £6.23 - - 6 -
Mailchimp December 2023 £6.17 - - 6 -
Mailchimp January 2024 £6.19 - - 6 -
IT Express (Carried Over July 2023) £118.80 - - 119 -
Robbie Booking Fee £1,440.00 - - 1,440 -
Yorkshire Heritage Stall Fee £25.00 - - 25 -
Mailchimp February 2024 £6.19 - - 6 -
Insurance £130.80 - - 131 -
Broadley's Scanning (QF) - £48.00 - 48 -
Broadley's Printing (MT) - £72.00 - 72 -
Digital Converters (QF) - 371.53 - 372 -
Mail Chimp - March 24 6.23 - - 6 -
Mail Chimp - Apri 24 6.3 - - 6 -
Mail Chimp May 24 6.15 - - 6 -
Broadleys - Business Cards 53.4 - - 53 -
Donations Book, Cash Tin & Receipt Bo 27.73 - - 28 -
Sonix Invoice (QF) - 81 - 81 -
Mail Chimp - June 2024 12.43 - - 12 -
Freemius - 'Dearflip' 142.6 - - 143 -
Mailchimp July 2024 12.22 - - 12 -
Sonix Invoice (QF) - 109 - 109 -
Mailchimp - August 2024 11.91 - - 12 -
Harry Broadley (QF) - 170 - 170 -
Find My Past 199.99 - - 200 -
Mailchimp - September 2024 11.74 - - 12 -
Mailchimp - October 2024 12.11 - - 12 -
Imagely - Carried over from Aug 22 66.89 - - 67 -
Imagely Carried over from Aug 23 80.41 - - 80 -
Imagely Aug 24 79.95 - - 80 -
Sub total [ 2,511 ] 852 - 3,363 237
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A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 2,511 852 - 3,363 237
Net of receipts/(payments) - 1,172 2,551 - 1,379 - 172
A5 Transfers between funds - - - - -
A6 Cash funds last year end 9,066 - - 9,066 9,238
Cash funds this year end 7,894 2,551 - 10,445 9,066
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Section B Statement of assets and liabilities at the end of the period

Categories
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Bank balance
Details
Details
Unrestricted
funds
to nearest £
7,894
-
-
7,894
OK
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Restricted
funds
to nearest £
2,551
-
-
2,551
OK
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-

Fund to which liability relates

Amount due When due (optional) (optional)

Details

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

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-
-
-
-
-
Date of
Signature Print Name
approval
Rachel Walker 28.04.2025
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