2023-03-31-accounts

Trustees’ Annual Report for the period

From 1 April 2022 Period start date To 31March 2023 Period end date

Charity name: Bawtry Heritage Group

Charity registration number: 1188945

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governingdocument	Para 1.17	To advance the educaton of the public in the history and heritage of Bawtry and the surroundingarea.
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	 Arranging talks on local history;  Providing guided historical walks;  Producing booklets and publicatons on historical topics;  Recording events and memories to act as historical records; and  Supportng initatves which highlight the signifcance of sites and buildings of historical interest and importance.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have had regard to the guidance issued by the Charity Commission 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 Para 1.38 Contribution made by

volunteers 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	Main achievements:  Participation in Bawtry Festival week by giving a public talk, guided walks & a children’s Town Trail  A further two public talks were delivered  Engagement with South Yorkshire Heritage List – submission of several nominations of buildings/sites in Bawtry  Completion of refurbishment of the Market Cross, funded by Bawtry Town Council  Submission of an objection to a planning application for the installation of a telecoms mast adjacent to listed buildings (Local planning was overruled by Government & the Application was granted.)  Appointment of a website designer & preparation of material for the same By these means we have raised the profile of BHG and successfully reached out to residents. The lease for the disused toilets buildings was given up because we failed to win a grant for their conversion into a Heritage Centre & Changing Place. This resulted in our offering refunds of donations made toward this project. £1750 was refunded. We resolved to continue with the same objects as the project had, but on a “peripatetic” basis.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Achievements against objectives set	Para 1.41	There was a high degree of congruence between our achievements and our objects.

Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Our net assets – which largely consisted of project donations – have been depleted by required refunds but it appears that many donors are allowing us to keep their donations because we are intending to continue to pursue the same objects, albeit on a peripatetic basis.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We have an ambitious programme including funding our website and creating “waymarkers” on the TownTrail.
Amount of reserves held	Para 1.22	£14,609.55
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional)

Additional information (optional)	Additional information (optional)	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	We continue to be reliant upon public donations & any grant opportunities that may arise.
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	Very modest membership numbers & the necessity of generating public support.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	“Foundation” model 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	As per constitution

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 network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Bawtry Heritage Group
Other name the charity uses	N/A
Registered charity number	1188945
Charity’s principal address	15 Pemberton Grove, Bawtry, Doncaster DN10 6LR

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)
	David Kirkham	Chair
	John Linsley
	Peter Holland
	Steve Fish
	Mick Maguire
	TonyJones

– Corporate trustees names of the directors at the date the report was approved Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
None

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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

N/A

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) David Kirkham

Position (eg Secretary, Chair Chair, etc)

Date

15[th] May 2024

Bawtry Heritage Group Income and Expenditure Year to 31st March 2023

Movement in Year -3703.40

Income

Expenditure

4/11/2022 Donation from McNally 4/27/2022 Donations NISA collection box 1/16/2023 Mick Maguire for printer 1/16/2023 Donations Phoenix collection 3/20/2023 Donations

20.00	4/13/2022	Bawtry Plasti	10.00
29.14	4/14/2022	Bawtry Today advertising	176.00
10.00	6/23/2022	Bawtry Town Council (bench)	800.00
35.70	6/24/2022	AC & Gail Jones (Instantprint)	44.27
38.10	10/11/2022	Bazlinton donation refund	250.00
	10/24/2022	Holland donation refund	500.00
	10/26/2022	Tickhill Lions donation refund	1000.00
	12/16/2022	Steve Fish (logo)	41.68
	2402/2023	Jask Media (website)	1000.00
	3/21/2023	Steve Fish (Go Daddy domain)	14.39
132.94		Total Expenditure for Period	3836.34

Total Income for Period	132.94
Excess of Expenditure over Income		3703.40

Balance Sheet as at 31st March 2023 Bank Account as at 31st March 2023 Debtors Creditors Net Assets Represented by: Reserves b/f Reserves in year Reserves c/f	14609.55 - - 14609.55 18312.95 -3703.40 14609.55