## **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|
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## **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||||
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– 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**|||
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## **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|
|---|---|