## **Trustees’ Annual Report for the period** ## **From 1 April 2023 Period start date To 31March 2024 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 quiz &
a children’s essay competition

Creation & launch of website
containing original local history
papers, a gazetteer of significant
buildings & sites, census returns, &
detail of sources (published &
online) available for researching
local history

New nominations to South
Yorkshire Heritage List, with two
being accepted

Commissioned painting of Bawtry
Wharf

Joined Doncaster District Heritage
Association & participated in their
Local History Fair

Completed oral history project &
placed it on the website

Launched Rom an Bawtry project

Productive engagement with South
Yorkshire Archaeological Services &
Portable Antiquities Scheme
By these means we have raised the profile
of BHG and successfully engaged with
people interested in Bawtry’s history.| ## **Additional information (optional)** You may choose to include further statements where relevant about: There was a high degree of congruence between our achievements and our objects. Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|We won a £1000 grant from Garfield
Weston for our Town Trail waymarking
project.
Our major expense was for the creation of
our website.
We obtained £694 Gift Aid from HMRC.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Required for our waymarking project & for
website maintenance.| |Amount of reserves held|Para 1.22|£13740| |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)** ## 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|Although membership numbers have
increased they remain very modest, with
the majority of work continuing to be done
by very few.
The generation of active public support
remains challenging.| |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** 14[th] October 2024 **Bawtry Heritage Group - Income & Expenditure - Year to 31st March 2024** **Movement in Year** -838.64 ## **Income** ## **Expenditure** |4/3/2023|Just Giving|1.76| |---|---|---| |6/6/2023|Just Giving|0.47| |6/28/2023|Donatons|39.70| |6/30/2023|John Bird Studio|350.00| |8/29/2023|Just Giving|2.37| |9/4/2023|Just Giving|9.61| |10/2/2023|M Maguire|13.50| |11/8/2023|Jask Media|998.40| |11/24/2023|Garfeld Weston|1000.00| |12/13/2023|HMRC|694.98| |3/4/2024|Misson & Springs WI|50.00| |3/28/2024|Tony Jones|14.20| **Total Income for Period** 3174.99 **Excess of Expenditure over Income** 838.64 |4/20/2023 Jask Media
6/9/2023 Margaret Clarkson
7/10/2023 A C Jones
7/10/2023 Michael P Maguire
8/23/2023 Jask Media
9/21/2023 Jask Media
10/20/2023 Jask Media
11/23/2023 Jask Media
12/21/2023 Jask Media
1/23/2024 Jask Media
2/22/2024 Jask Media
3/11/2024 DDHA membership
3/11/2024 A C Jones
3/20/2024 Jones Solicitors
3/21/2024 Jask Media
**Total Expenditure for Period**|999.60
626.40
46.43
70.00
1028.40
1028.40
30.00
30.00
30.00
30.00
30.00
10.00
12.20
12.20
30.00| |---|---| ||4013.63| |**Balance Sheet as at 31st March 2024**
Bank Account as at 31st March 2024
Debtors
Creditors*
Net Assets
Represented by:
Reserves b/f
Reserves in year
Creditors
Reserves c/f|13770.91
0.00
-31.00
13739.91
14609.55
-838.64
-31.00
13739.91| |---|---| ## ***Creditors** Purchases made by D Kirkham & not yet re-imbursed: |1/4/2024 Framing of wharf paintng
6/21/2023 DDHA membership|21.00
10.00| |---|---| ||31.00|